FieldServ.Ai
FieldServAi

Estimating & Proposal Software

Quote fast. Close faster. Win more jobs. Create accurate, professional estimates in just a few clicks—whether you're on the job site or back at the office. Text or email quotes directly to customers, track approvals, and turn estimates into jobs without missing a beat.

Estimating & Proposal Software
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    How It Works

    Snap a Photo or Record Video

    Open the FieldServ AI app and start capturing. Media is automatically linked to the job and synced to the cloud.

    Add Notes or Drawings

    Click "Annotate" to open the editing tools. Circle issues, add measurements, or jot down quick notes.

    Keep it All Organized

    Everything is saved to the customer record in your CRM for easy access later—from quoting to final invoice.

    ESTIMATING BUILT FOR FIELD SERVICE BUSINESSES

    Every quote you send is a chance to grow your business. We help you make the most of it.

    Proposals That Close

    “Good, Better, Best” Options

    Present tiered packages with side-by-side comparisons so customers can choose what works best for them—without second-guessing.

    • Pre-built proposal templates with your logo and branding.

    • Built-in customer financing options.

    • Mobile-friendly formats for quick approvals.

    • Turn winning proposals into reusable templates.

    Proposals That Close

    FAQs

    Find answers to common questions about FieldServ AI and how it can transform your business operations.

    Yes. You can build and save multi-option proposals that help customers see their options clearly—and choose higher-value services.

    Absolutely. Send quotes instantly via text or email with a secure approval link. Your customer can view, sign, and respond from any device.

    Yes. You can build your own price book or import one. It supports flat-rate pricing, service descriptions, optional add-ons, and more.

    You sure can. Once a customer approves a quote, you can instantly convert it to a job and assign it to your team.

    Customers can approve estimates by signing digitally from their phone or computer. Their signature is automatically saved in your CRM record for documentation.

    Yes. Visual quotes with detailed descriptions help clarify value, build trust, and reduce objections.

    100%. Create, send, and edit quotes right from the FieldServ AI mobile app—wherever you are.

    Yes. Quickly adjust the estimate on-site, capture approvals, and keep the job moving.

    Most likely, yes. FieldServ AI streamlines quoting, proposals, and customer communication in one unified platform.

    Still have questions?

    Contact our support team for personalized assistance

    Start your free trial and start winning more work—fast.

    Built for teams of 1 to 100+.
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    ✓ All Automation Features Included