What is the difference between an estimate and a quote in FieldCRM?
The estimate is the owner’s pricing inside the Work Order. The quote is the connected customer-facing record used to review the scope and make a decision.
Connected estimating and quote decisions
Estimate and quote software that keeps pricing and the customer decision connected.
Price work from the connected Work Order with scope, line items, quantities, unit prices, discounts, taxes, totals, and a valid-until date. Send the customer a quote link and keep the decision attached to the work.
Estimate the work once, then present a clear quote
FieldCRM separates the owner’s pricing work from the customer’s decision without separating the records. The estimate lives with the Work Order; the connected quote becomes the customer-facing review and approval step.
Build transparent pricing
Keep the math and the decision context visible to the owner instead of recreating a proposal in another app.
Scope and customer-facing description
Line items, quantities, and unit prices
Discount, tax, total, and validity date
Customer approval or decline
Customer name, signature, notes, and decision time
Payment status and the next job step
Move from estimate to customer decision
The owner chooses when pricing is ready and when the customer-facing quote should be sent.
Build the estimate in the Work Order
Use the saved customer, location, scope, and line items to create a price grounded in the original opportunity.
Review the total before sending
Confirm quantities, unit prices, discounts, tax, notes, and the date through which the quote remains valid.
Give the customer a clear decision
Send the public quote link so the customer can review the scope, approve or decline, leave notes, and sign.
Move won work into delivery
Keep the approval, payment context, customer, and Work Order connected when the owner creates and schedules the job.
See the quote status and the next owner action
Draft, sent, approved, declined, and expired quote states make the decision visible. When a supported payment option is configured, the public flow can present the applicable payment step and FieldCRM can track its status.
- Keep estimate pricing tied to the Work Order
- Give customers a clear public review link
- Record approval, decline, notes, and signature
- Carry won work forward without losing context
Control and trust
FieldCRM does not invent or send prices for you
The owner builds and reviews the estimate, chooses when to send the quote, and decides when approved work moves into a job. FieldCRM records those actions; it does not generate prices or send reminders automatically.
Estimate and quote software questions
Can customers approve or decline online?
Yes. A customer can use the public quote link to approve or decline and leave decision notes.
Can the customer leave notes or sign?
Yes. The quote flow can record the customer name, signature, notes, decision, and decision timestamp.
Can FieldCRM collect and track payment?
When the business has configured a supported payment option, the public flow can present the applicable payment step and FieldCRM can track payment status.
Does FieldCRM create prices automatically?
No. The owner controls scope, line items, quantities, prices, discounts, taxes, and the decision to send the quote.
Keep the customer decision inside the full workflow
See where the estimate starts, how the quote fits the customer record, and how approved work becomes a tracked job.
Field service CRM
Keep the customer, the work, the money, and the next action connected.
See solutionWork order software
Capture incoming work once, then move it toward pricing, approval, and delivery.
See solutionJob tracking software
See which work is ready, scheduled, underway, delayed, or completed.
See solutionExamples by business type
Turn a clear estimate into a clear customer decision.
Try the full core workflow for 14 days. No card required. Plans start at $29 per month, with monthly billing and no annual contract.