Quotes & Estimates
Quoting software that closes on the spot — good, better, best.
Build three options, capture a signature, and collect a deposit — then turn the approved estimate into a job. FieldCamp is estimating software for HVAC, plumbing, solar installation, and every trade that prices work in the field.
Trusted by HVAC, plumbing, and solar contractors using FieldCamp quoting software — from a 10-tech shop to a multi-state franchise.
01 Field service estimating
Give them three ways to say yes — good, better, best estimates built in.
Turn on Estimate Options and present good, better, and best side by side. Star one as the default, and the customer approves the option they want right on the estimate. Each option carries its own line items, markup, and total — the proven good/better/best play that lifts the average ticket without a hard sell.
Repair the failing components
- Compressor repair
- Refrigerant recharge
- 1-yr labor
Replace the condenser unit
- 16-SEER condenser
- New line set
- 5-yr parts & labor
Full high-efficiency system
- 20-SEER system
- Smart thermostat
- 10-yr warranty
02 Price book quoting
Build the price, line by line. Markups and discounts included.
Pull parts and labor straight from your price book, or type a one-off. Group rows into sections to phase the work. Add a markup, stack discounts, request a deposit — the subtotal, tax, and total recalculate as you go. A square-foot quick calc turns area into line-item quantities for the trades that price by the square foot — quotes built from your own job pricing, not a generic calculator.
Replace condenserSection
03 E-signature & annotations
Mark up the photo. Sign on the spot. Deal done at the door.
Snap a photo of the failing unit, then mark it up — arrow, circle, rectangle, free draw, or text in red, blue, yellow, or green — and attach it to the estimate. Customers sign by finger or stylus — Draw or Upload — and the estimate flips to Approved. Attach a contract and terms & conditions when the job needs them. The e-signature lands on the same screen, so the deal is done at the door.
Failed compressor04 Quoting software features
Everything you need to win the work.
Options and line items are the core. Around them: photos, e-signatures, deposits, contracts, and a one-click path from approved estimate to scheduled job.
Options & phasing
- Good, better, best estimate options
- Star one option as the default
- Sections to phase the work
- Single-option or multi-option
- One approved auto-declines the rest
- Customer approves their choice
Line items & pricing
- Price-book parts & labor
- One-off custom line items
- Per-option markup (% or fixed)
- Stacked discounts (% or fixed)
- Square-foot quick calc
- Per-row and document taxes
Close the deal
- E-signature — Draw or Upload
- Photos + image annotations
- Contracts & terms attached
- Deposit as a percent or fixed
- Email, then track delivery status
- Ask AI on any estimate
From quote to cash
- Convert estimate to job
- Convert estimate to invoice
- Duplicate to reuse
- Delivery & document status
- List or Kanban views
- Export to CSV or Excel
05 Contractor quoting software
Quoting software that turns estimates into revenue.
01
Options sell the bigger job.
A single price is a yes-or-no. Good, better, best turns the conversation into which one — and the starred default nudges the middle. You quote up without the hard sell.
02
Signed before you leave the driveway.
Photos annotated, deposit collected, signature captured on the same screen. The estimate flips to Approved on the spot — no follow-up email, no chase, no lost momentum.
03
The approved estimate becomes the job.
One click turns an approved estimate into a scheduled job or an invoice. Line items, taxes, and the deposit carry over. Nothing gets rekeyed, nothing falls through.
06 Field service software platform
Estimates are one piece. The rest fits the same way.
Every feature is configured around your business — and connected to the same data. Take the whole platform, or just the part you need.
07 Quoting & estimating FAQ
Quoting software — questions, answered.
What is quoting software?
Quoting software — also called estimating software — lets field service teams build a priced quote for a customer: line items for parts and labor, markups, discounts, and taxes, then send it, collect a signature, and turn the approved estimate into a scheduled job. FieldCamp adds good, better, best options, deposit collection, and image annotations, all configured around your business.
Can I present good, better, and best options?
Yes. Turn on Estimate Options and FieldCamp shows your options side by side, each with its own line items, markup, and total. You can star one as the default, and the customer approves the option they want directly on the estimate. It's the proven good/better/best play that lifts the average ticket without a hard sell.
Can customers sign estimates electronically?
Yes. Customers sign by finger or stylus right on the device — Draw a signature or Upload an image. Once signed, the estimate's document status moves to Approved automatically. You can also attach a contract and terms & conditions when a job requires them.
Can I add photos and annotate them on an estimate?
Yes. Snap or attach a photo, then mark it up with the annotation tools — arrow, circle, rectangle, free draw, or text in red, blue, yellow, green, black, or white — for example, circling a failing HVAC unit. The annotated image stays attached to the estimate so the customer sees exactly what they're paying for.
Can I collect a deposit when an estimate is approved?
Yes. Set a deposit as a percentage of the total or a fixed amount. The payment summary shows the deposit required, what's been collected, and the balance, so you can take money up front before the work is scheduled.
How are line items priced — can quotes come from a price book?
Yes. Pull parts and labor straight from your price book so quotes use your own job pricing, or type a one-off line. Group rows into sections to phase the work, add per-option markups, and stack discounts. A square-foot quick calc turns area into quantities for trades that price by the square foot.
What happens after an estimate is approved?
An approved estimate converts to a job or an invoice in one click — line items, taxes, and the collected deposit carry over, so nothing is rekeyed. Each estimate carries a Delivery Status (Draft, Sent) and a Document Status (Approved, Declined), so you always know where it stands on the list or Kanban board.
Which trades use FieldCamp for quoting and estimating?
HVAC, plumbing, solar installation, electrical, roofing, property management, and more. Trades that price by area get the square-foot quick calc that drives line-item quantities; service trades use price-book parts and labor. Any business that quotes work in the field can use FieldCamp's quoting software.
Want estimates built around your shop?
Book a fifteen-minute call. We’ll map how you quote today and configure the options, the price book, the deposit rules, and the signature flow around it.
No demo deck. Just your business and ours.