Field Service Estimating Software
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Are you still relying on outdated paper methods for your estimates?
Field Promax transforms your tablet into a powerful quoting tool — create professional estimates, impress clients, and boost sales with just a few taps.
What Is Field Service Estimating Software?
Field service estimating software is a digital tool that lets service businesses create, send, and track job quotes from any device. It replaces paper proposals and emailed spreadsheets with professional, branded estimates that customers can approve online - cutting the gap between quote request and job start from days to hours.
Unlike generic quoting tools, field service estimating software connects directly to your scheduling, work orders, and invoicing. When a customer approves an estimate, the job is ready to dispatch and the invoice is ready to generate - with no double entry at any step.
From Quote Request to Invoice in 6 Steps
No paper. No back-and-forth calls. One connected workflow.
Request comes in
Customer calls or submits a request. Create a new estimate record - customer details and address pre-fill from your customer database.
Build the estimate
Open a branded template for your trade. Add labor, materials, and optional add-ons from your price list. Totals calculate automatically.
Send for online approval
Email the estimate with one tap. Track approval status in real time - no chasing calls to confirm receipt.
Customer signs digitally
Customer approves and signs from any device. Your team gets instant notification. Signature is stored as an audit trail.
Work order created automatically
Approval triggers automatic work order creation. Job details transfer with no re-entry. Dispatcher assigns a technician.
Invoice syncs to QuickBooks
Job completion generates the invoice in QuickBooks. Customers, line items, and job data carry over automatically.
Fast Online Approvals
Waiting for approvals can delay projects.
Send estimates for online approval and track their status to ensure prompt responses with our QuickBooks estimating software.
Request Demo
Quick & Customizable Estimates
Struggling with slow and complex quoting?
Create professional, branded estimates quickly with just a few clicks using our contractor estimate software.
Request DemoTools to help you win more business
Our estimating system includes these tools to help you win more business:
Customizable Templates
Create estimate templates that reflect your brand with your logo, terms, and standard pricing to generate estimates quickly and consistently.
Upsell with Optional Add-Ons
Offer optional products within estimates to boost sales and enhance your offers with our estimating programs for contractors.
Efficient Change Request
Allow customers to request changes online, streamlining updates and modifications with our small business estimating software.
Digital Signatures
Collect customer approval signatures electronically, creating a clear audit trail and allowing work to begin immediately.
Seamless Integration with QuickBooks
Create estimates in QuickBooks and sync them automatically with Field Promax. Approved estimates can be seamlessly converted into Work Orders, streamlining your process and reducing manual entry.
End-to-End Workflow Management
Automatically convert approved estimates into work orders, managing the complete process seamlessly with our contractor estimate software.
And Boost Productivity
Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.
How Field Promax Estimating Works for Your Industry
General Contractors
Construction projects involve multiple trades, phases, and change orders. Field Promax lets general contractors build itemized estimates with per-trade line items, send for owner approval, and convert directly to work orders by crew - so every phase stays connected from bid to completion.
See Field Promax for Construction →Pool Service Companies
Pool businesses quote seasonal openings, closings, and chemical treatments - often with recurring pricing that changes by season. Field Promax lets pool techs load seasonal service packages as templates, quote recurring maintenance in seconds, and offer chemical add-ons as optional line items in the same estimate.
See Field Promax for Pool Service →Drywall Contractors
Drywall estimates require precise square footage calculations and itemized material costs. Field Promax lets drywall crews build proposals with labor rates, material line items, and waste factor adjustments - producing professional estimates that hold up to commercial client scrutiny without starting from a blank spreadsheet every time.
See Field Promax for Drywall →Roofing Contractors
Roofing jobs are won on speed and presentation. Field Promax lets roofing crews produce branded estimates from a roof inspection, offer material upgrade options side by side, and track which bids are pending versus approved - giving the sales team full pipeline visibility without chasing the field for updates.
See Field Promax for Roofing →Why Small Service Businesses Choose Field Promax
More users, better value per technician
Field Promax bundles users by plan - 5 users for $199/month, 12 users for $239/month. The more your team grows, the lower your cost per technician. Most competitors charge per seat with no ceiling.
Up and running in under an hour
Most customers are fully set up within an hour of signing up. Import your customer list, load your price book, set your templates - and send your first estimate the same day.
Full estimating from the job site
Technicians build and send estimates from the field on iOS or Android. No special hardware required. Customers can approve and sign before the truck leaves the driveway.
QuickBooks sync - no double entry
Field Promax generates invoices in QuickBooks when a job is completed. Customers, products, and job data transfer automatically - no manual reconciliation needed.
Why Customers Love Working With Us
What Field Promax customers say.
“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!
Tom Lacina
TCorp
“Three years ago, we were a 100% paper-based operation. Field Promax has completely transformed our business. What used to be a logistical nightmare is now a streamlined, tech-driven operation. It has made it possible for us to scale into multiple states - something that was unthinkable before. Compared to other platforms like Salesforce, Field Promax is significantly more affordable without sacrificing functionality or quality.
Tim Yslava
“We have been using Field Promax for a few years now. We are very happy with this program. The features are easy to use and to understand. Customer service is fantastic. I would recommend if someone was considering using this product.
Accounts RWscale
“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!
Tom Lacina
TCorp
Frequently Asked Questions
Field service estimating software is a digital tool that lets service businesses create, send, and track job quotes from any device. It replaces paper proposals with professional estimates that customers approve online - cutting the time from quote request to job start from days to hours.
Spreadsheets require manual formatting and calculation every time. Estimating software gives you pre-built templates, a live price book, online approval tracking, digital signatures, and automatic conversion to work orders and invoices - the entire workflow in one place, not stitched across tools.
Yes. Field Promax handles multi-trade construction estimates with itemized line items for labor, materials, and project phases. General contractors can build estimates, send for owner approval, and convert directly to work orders by crew - keeping every phase connected from bid to completion.
Yes. Field Promax includes a full mobile app for iOS and Android. Technicians can build, send, and track estimates from any job site. Customers can approve and sign digitally the same day - no one needs to return to the office.
Yes. When a customer approves an estimate, it converts to a work order automatically. When the job is complete, Field Promax generates the invoice in QuickBooks. Customers, line items, and job data transfer with no double entry. Works with both QuickBooks Online and Desktop.
Yes. Field Promax supports seasonal pricing templates and recurring maintenance estimates for pool service businesses. Technicians can build pool opening or closing quotes on-site and offer optional chemical add-ons in the same estimate.
Field Promax offers three plans: Light at $99/month for 1 user, Standard at $199/month for 5 users, and Premium at $239/month for 12 users. The more your team grows, the lower your cost per technician. Full details at fieldpromax.com/pricing.
Most customers are fully set up within an hour. Field Promax is cloud-based - no installation needed. Import your customer list, set up your price book and templates, and you are ready to send your first estimate the same day you sign up.