From quote to invoice, without starting again.
Your customer and job details are already in Fieldify, so there is no need to enter them all over again. Create your quote using the information you already have, then turn it into an invoice when the work is done.
- 14-day free trial
- No card required to start
- Install it on your phone, tablet or computer
Quotes
Send quotes and turn accepted ones into jobs.
Quotes
Send quotes and turn accepted ones into jobs.
Quotes
Send quotes, turn them into jobs.
- #31SentDovecote Farm£4,880.00Expires 19 Sept
- #30AcceptedAshworth Joinery£2,315.00Expires 17 Sept
- #29DraftNadia Rahman£742.50Expires 14 Sept
- #28SentPeter Vane£1,204.00Expires 12 Sept
Building it
Build clear, professional quotes.
Add each part of the job with its own description, quantity and price, apply VAT and discounts where needed, and arrange everything in the order you want. If you need a deposit, Fieldify creates a separate invoice for it, making it easy to track what has been requested and what has been paid.
Quote #114
| Description | Qty | Total |
|---|---|---|
| Bathroom re-tile, labour | 2 days | £640.00 |
| Wall tiles, 300 x 600 | 18 m2 | £414.00 |
| Adhesive, grout and trims | 1 | £86.50 |
Total including VAT at 20%£1,368.60
Your prices
Price a quote from your own list.
Keep the things you charge for on a price list, each with its unit and its price, and drop them onto a quote instead of typing them again. Fieldify sets the list up for your trade when you sign up, with the names and units filled in and the prices left blank, because what you charge is yours to decide.
Your price list
- Labour, qualifiedper hour
- Wall tilingper m2
- Call-out, inside hourseach
- Waste awayper load
After you send it
Know when your quote has been seen.
Fieldify shows you when a customer opens your quote and when they respond, so you know exactly where things stand. If you need to follow up, you will know whether they have not seen it yet or have opened it and have not got back to you.
Quote status
Opened by the customer on 12 August at 09:14, no reply yet.
Their answer
Let the customer accept it themselves.
Your quote goes out as a link the customer opens on their phone. There is nothing for them to install and no account to create. They accept or decline it there, Fieldify records when they opened it and when they answered, and tells you either way. A declined quote is worth knowing about as quickly as an accepted one.
Quote #114
- Accepted by the customer09:41, from their phone13 Aug
- Opened09:14, first time12 Aug
- Sent to L. Hartley£1,368.60 including VAT12 Aug
Quote to invoice
Turn an accepted quote into an invoice.
Once a quote is accepted, turn it into an invoice without entering the job details again. The invoice stays linked to the original job, with your terms, notes and payment information carried across automatically.
What carries across
- Every line, exactly as quoted
- The job it belongs to
- Your terms and payment instructions
Tracking
Keep track of every invoice.
See at a glance which invoices are due, overdue, paid or part paid, with issue and due dates clearly recorded. You can also download any invoice as a professional PDF with your own branding, ready to email, print or keep for your records.
Northgate Property Group
Connected, not isolated
Every part of Fieldify works together.
Get started
Less admin. More getting things done.
Start your 14-day free trial today. No card required to start.