When you send an estimate, your client can review and respond to it right in the portal — no phone call, no email back-and-forth.
What the client sees
Under Estimates, the client opens the quote and sees the full breakdown — line items, quantities, prices, and the total. From there they choose:
Approve — accept the quote as-is.
Approve & Pay — accept and pay the required deposit in one step, when you've set a deposit.
Request Changes — ask for an adjustment before approving.
Decline — turn it down.
What happens on your side
The estimate's status updates in Fieldsity the moment the client acts — Viewed, Approved, Changes Requested, or Rejected — so you always know where the deal stands. An approved estimate is ready to convert into a job.
Tip: Set a deposit on the estimate and clients can approve and pay it together with Approve & Pay — work starts sooner and you're paid up front.
Related: Send an estimate.