Our cutting-edge mobile app simplifies the task of estimating and enables you to customize your quotes. Brand your estimates with your company logo, attach images, add terms and conditions, show a detailed breakdown of costs, or simply give them the subtotals—anything you want to do is now possible with the Field Promax estimating app.
Send estimates to your customers via email for online approval. Using our Email logs, know when a customer has read it or when it may have gone to their SPAM folder.
No credit card required
Entice your customers with optional products so they can add them to their estimates. A great way to upsell.
Through the online approval process, your customers can request changes, making it easy to move the estimate forward in a timely fashion.
When the estimate has been approved, Field Promax automatically turns into a work order. With Field Promax, we manage the complete process from estimating software to approval to scheduling the work to generate an invoice.
When the work is completed, email the details as an Invoice (which shows prices) or as a Work Order (which does not show prices) directly from our mobile app.
After the successful completion of tasks, seamlessly generate an invoice in QuickBooks by simply posting and closing the job. This streamlined approach ensures the continuity of your current processes, keeping all billing activities efficiently consolidated within the QuickBooks platform.
Technicians can track expenses and mileage within the work order. Sometimes the mileage is chargeable to the customer but technicians forget to record it. With expense tracking, you have the ability to track and reimburse your technicians with any unexpected expenses that they may incur.
Our customizable pricing module offers you the versatility to apply varying prices for the same product based on individual customer agreements. This feature proves invaluable when managing negotiated contract prices with specific clients.
Effortlessly accept payments, whether you’re on-site or in the office, using your preferred payment service or seamlessly integrating with your Stripe account.
