Describe the work before the visit
Give the customer a clear proposed job and price.
Track time. Get paid.
Estimates for field-service teams
Set clear expectations before a field-service visit. Describe the proposed work and price in an estimate, then keep the accepted version with the job.
Free for 14 days — every feature, no credit card, no automatic charge.
Agree the work before it starts.
State what the allowance covers
Explain the labour and purchases included in the proposed fee.
Keep changed requests visible
Revise the estimate when the customer expands the job before acceptance.
An estimate does not replace dispatch, safety paperwork or any contract terms required for your trade.
Get started with estimates
- 1Describe the proposed site work
- 2Set inclusions and job price
- 3Confirm the customer’s accepted version
- 4Set up the agreed job
Questions about estimates for field-service teams
- Can I revise an estimate after a site inspection?
- Yes. Create a revision to explain the changed scope and price. Keep the accepted version visible, and confirm the additional work with your client before carrying it out.
- Does an accepted field-service estimate book the crew?
- No. Use it to record the agreed work and pricing, then manage crew scheduling in your existing system. Confirm the visit separately with your customer.
Try estimates on your next client project
Start free, add a client, and send your first estimate.
Start free