Margin leaks out quietly, one estimate at a time.
A rushed quote goes out below your target margin and nobody catches it until the job's already done. FieldGauge checks every estimate against your margin floor before it ever reaches a customer.
AI Quoting & Conversion Engine
Built for field service quoting
Quotes that price themselves, explain themselves, and close themselves.
FieldGauge's Estimates module gives plumbing, HVAC, electrical, roofing, landscaping, and field service businesses an AI-native proposal engine — line items, Good/Better/Best options, margin protection, e-signatures, and one-click conversion to a job or invoice.
Every estimate pulls straight from your pricebook, checks its own margin before it goes out the door, and turns into a scheduled job the moment your customer signs — no retyping, no spreadsheet, no guessing.
Why it matters
A bad estimate costs you long after it's signed.
Most field service businesses don't lose money on the job — they lose it on the quote, before the work even starts.
One price is a guess. Three prices are a choice.
A single take-it-or-leave-it number invites a "let me think about it." FieldGauge packages every estimate into Good, Better, and Best options so customers pick a tier instead of walking away.
"Why does it cost that much?" shouldn't stump your team.
Customers push back on numbers nobody can explain on the spot. FieldGauge's AI can break down any line item in plain language, grounded in the actual scope and pricing behind it.
Sent proposals disappear into an inbox.
A PDF attachment gets buried and forgotten. FieldGauge tracks when a proposal is opened, secures it with an optional one-time passcode, and lets the customer sign right where they're reading it.
The system behind the quote
How the FieldGauge Estimates engine works.
Every estimate is built from real pricebook data, checked by AI before it ships, and tracked all the way to a signature.
1
Build the estimate
Line items straight from your pricebook, or generated for you.
Add pricebook entries directly to a draft, or let FieldGauge generate a full bill of materials and starting line items from the job's scope. Every line carries its own cost, margin, and item type — labor, material, or fee.
2
Let AI price and protect the margin
Suggested pricing and automatic risk detection.
FieldGauge's AI suggests pricing on line items, recalculates totals as the estimate changes, and analyzes the finished proposal for risk — flagging gross margin below your workspace threshold and options with materials but no labor attached before you send it.
3
Package Good, Better, and Best
One estimate, three price points, one recommended.
Group line items into option sets and mark the tier you recommend. Customers compare Good, Better, and Best side by side and pick the one that fits — instead of accepting or rejecting a single number.
4
Send, track, and secure it
A public link, an optional passcode, and a live delivery log.
Every proposal gets a securely shareable link, an optional one-time passcode before the customer can view it, and a delivery log tracking every open and action. When they're ready, they sign digitally and the acceptance is recorded automatically.
5
Convert the moment it's approved
Same numbers, zero re-entry.
An accepted estimate converts straight into a scheduled job or an invoice with one action — full version history preserved, so you can always see exactly what was quoted, revised, and approved.
No spreadsheet formulas. No forgotten follow-ups. Just quotes that protect your margin and close on their own.
Connected to FieldGauge
Not just a quote. The bridge from lead to scheduled job.
An estimate doesn't live in isolation — it's tied to the CRM record it came from and the job it becomes, so approving a proposal is the same action as booking the work.
-
Lead reaches Proposal stage
Estimate drafted from the CRM record
-
Customer reviews and signs
Acceptance recorded automatically
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Converts to a job or invoice
Same numbers, zero re-entry
What's in Estimates
Everything you need to quote with confidence and close faster.
From the first line item to the signed acceptance, FieldGauge's Estimates keeps every piece connected.
Line Items & Pricebook Sync
Pull priced items straight from your pricebook — labor, material, and fees, each carrying its own cost and margin.
Good / Better / Best Options
Group line items into option sets, mark a recommended tier, and let customers choose instead of walking away.
Automatic BOM Generation
Generate a starting bill of materials and line items from the job's scope instead of building every quote from a blank page.
AI Pricing Suggestions
Get suggested pricing on any line item and let totals recalculate instantly as the estimate takes shape.
Margin Risk Detection
Every estimate is checked against your workspace's minimum margin and flagged for missing labor before it ships.
Line-Item Explanations
Let AI explain any line item in plain language when a customer asks "why does it cost that much?"
Digital Signatures & Acceptance
Customers e-sign right where they're reading the proposal, and the acceptance is recorded automatically.
Secure Public Share Links
Share a proposal with a link that can require a one-time passcode before your customer can even view it.
Version History & Delivery Tracking
Every revision is preserved, and every open, view, and action on a sent proposal is logged automatically.
Fewer
estimates slipping below your margin floor
Faster
turnaround from draft to signed acceptance
Smarter
pricing decisions backed by AI risk detection
Build the quote engine everything else runs on
Stop guessing your margins. Start protecting them.
FieldGauge's Estimates keeps every quote, option, signature, and margin check connected — so your team quotes with confidence and closes without the back-and-forth.