Field Service Operating System
Estimate Software
Build and send professional estimates that can move into active work and invoicing without re-entering customer details.
Common workflow problems
- Quotes take too long to prepare
- Scope and pricing are hard to track
- Accepted work must be entered again
A practical workflow
Define the work
Build an estimate around the customer and requested service.
Present the price
Send a clear document with line items and terms.
Continue the workflow
Keep the estimate connected as work becomes a job and invoice.
What FixxyPros supports
- Line items
- Customer details
- PDF documents
- Estimate status
- Invoice handoff