Fieldsity

Build an estimate with line items, discounts, tax, deposits, and templates on web or mobile.

How do I create an estimate?

Send estimates by email and track client actions: approve, decline, or request changes.

How do I send an estimate to a client?

Explains Draft, Sent, Pending Review, Approved, Changes Requested, Declined, Expired, and Work Scheduled.

What do the different estimate statuses mean?

Save and reuse pre-populated line items for common services.

How do I create and use estimate templates?

Convert an approved estimate into a job with line items, client, and property pre-filled.

How do I convert an approved estimate into a job?

Set a percentage or fixed deposit amount that clients pay when approving.

How do I require a deposit on an estimate?

Taj Shahrani

Create, send, and manage estimates with templates, deposits, and job conversion.

Estimates

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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