Understanding FieldCamp's Estimates System
FieldCamp's Estimates feature transforms the traditional paper-based quoting process into a streamlined digital workflow that accelerates approval rates and improves conversion to paid work.
The system enables field service businesses to create professional, detailed estimates in minutes rather than hours, with built-in templates, automatic calculations, and real-time tracking that shows when clients view, approve, or request changes to proposals.
By digitizing the entire estimation process from creation to approval to job conversion, businesses typically see a 40% improvement in quote-to-job conversion rates and reduce the time from estimate to approval by 60%.
Navigating to the Estimates Section
Access Methods
Primary Navigation
Log into FieldCamp dashboard
Click "Grow" in left sidebar
Estimates section opens automatically
Full estimate management interface displays
Job-Based Creation
From any job service request
Click "Create Estimate" under actions
Pre-populates with job details
Understanding the Estimates Dashboard
Main Screen Layout
The estimates dashboard provides comprehensive visibility into your entire quoting pipeline:
Column Structure
Estimate #: Unique identifier (e.g., EST-2024-0001)
Title: Descriptive name for internal reference
Customer: Client name with profile link
Date: Estimate creation date
Total: Full quoted amount including taxes
Status: Current state in approval process
Pending (awaiting response)
Approved (accepted by client)
Rejected (declined)
Expired (past validity date)
Delivery Status:
Draft (not sent)
Sent (delivered to client)
Viewed (opened by client)
Signed (signature received)
Dashboard Organization
Filtering Options
All Estimates
Pending Approval
Recently Approved
This Week/Month
By Technician
By Service Type
Custom date ranges
By estimate number
By customer name
By service description
By amount range
By status
Sorting Options
Most recent first
Oldest pending
Highest value
Expiring soon
Customer name A-Z
Creating a Professional Estimate
Step 1: Initiate Estimate Creation
Starting Points
Click "+ New Estimate" button (right side of screen)
From customer profile: "Create Estimate"
From service request: "Generate Estimate"
Duplicate existing estimate and modify
Step 2: Configure Basic Information
Customer Selection
Existing Customer
Type name in customer field
Auto-complete suggests matches
Select from dropdown
Customer details auto-populate:
Billing address
Contact information
Payment terms
Tax settings
New Customer
Click "Add New Customer" in dropdown
Quick-add form appears
Enter essential details:
Name and company
Email and phone
Service address
Billing address
Save and continue with estimate
Estimate Details
Identification Fields
Estimate Number: Auto-generated or custom format
Title: Clear description for reference
Examples: "Annual HVAC Maintenance Contract"
"Kitchen Plumbing Renovation"
"Complete Landscaping Package"
Date Configuration
Estimate Date: Today or backdate if needed
Expiration Date: When quote becomes invalid
Default: 30 days
Customizable per estimate
Auto-reminder before expiration
Address Information
Service Address: Where work will be performed
Billing Address: For invoice purposes
Addresses can differ for commercial clients
Step 3: Add Line Items and Sections
Line Item Entry Methods
Click in description field
Type service/product details
Enter quantity
Set rate/price
Configure tax
Amount auto-calculates
Click "Price Book" button
Browse by category
Select multiple items
Add all to estimate
Adjust quantities as needed
Organizing with Sections
Creating Logical Groups Sections help organize complex estimates:
Common Section Types
Diagnostic/Inspection: Initial assessment charges
Labor: All labor-related costs
Materials: Parts and supplies
Equipment: Special equipment needs
Optional Add-Ons: Additional services available
Discounts: Applied reductions
Section Management
Click "Add Section"
Name the section clearly
Add relevant line items
Each section subtotals
Reorder sections by dragging
Line Item Details
Required Information
Description: Detailed explanation of service/product
Be specific and clear
Include model numbers if applicable
Note any special conditions
Quantity: Number of units
Decimal support for partial quantities
Units of measure customizable
Rate: Price per unit
Can pull from price book
Override for special pricing
Historical rates available
Optional Elements
Tax: Select applicable tax rate
Multiple tax support
Tax-exempt options
Location-based tax rules
Discount: Line-specific reductions
Percentage or fixed amount
Reason codes for tracking
Notes: Additional details
Not visible to customer
Internal reference only
Step 4: Apply Taxes, Discounts, and Terms
Tax Configuration
Tax Application
Individual line item taxes
Overall estimate tax
Multiple tax types (federal, state, local)
Tax exemption handling
Smart Tax Features
Auto-calculate based on location
Remember customer tax settings
Compliance with tax regulations
Tax report generation
Discount Strategies
Discount Types
Early Signing Discount: Incentive for quick approval
Volume Discount: For multiple services
Loyalty Discount: Returning customers
Seasonal Promotions: Time-based offers
Package Deals: Bundled service savings
Application Methods
Percentage of subtotal
Fixed dollar amount
Line item specific
Conditional (if approved by date)
Standard Terms
Payment expectations
Work scope limitations
Warranty information
Cancellation policy
Material price fluctuations
Custom Terms
Project-specific conditions
Special agreements
Regulatory compliance
Insurance requirements
Step 5: Add Supporting Information
Notes and Instructions
Important information
Special instructions
Benefits of choosing your service
Next steps after approval
Internal Notes
Pricing justification
Margin calculations
Special considerations
Follow-up reminders
Attachments
Common Attachments
Product brochures
Warranty information
Insurance certificates
License documentation
Reference photos
Technical specifications
Drag and drop upload
Multiple file support
Size limits (typically 10MB per file)
Supported formats: PDF, JPG, PNG, DOC
Step 6: Save and Validate
Save Options
Save as Draft: Continue editing later
Save and Preview: Review before sending
Save and Send: Immediate delivery
Save as Template: Reuse for similar jobs
Validation Checks
All required fields complete
Calculations verified
Tax rates confirmed
Expiration date set
Terms included
Managing Existing Estimates
Preview and Review
Preview Functionality The preview shows exactly how customers will see the estimate:
Professional formatting
Company branding
Clear pricing breakdown
Terms and conditions
Call-to-action buttons
Review Checklist
Pricing accuracy
Service descriptions clear
Customer information correct
Terms appropriate
Professional appearance
Editing Estimates
Editable Status Can edit when estimate is:
Draft (not sent)
Sent but not viewed
Viewed but not approved
Cannot Edit When
Approved by customer
Converted to job/invoice
Expired and archived
Edit Tracking
Version history maintained
Change log available
Audit trail for compliance
Notification of changes
Estimate Actions Menu
View & Print PDF
PDF Generation
Professional layout
Company branding included
Clear pricing tables
Terms and conditions
Signature lines if needed
PDF Uses
Email attachment
Physical mailing
In-person presentation
Customer records
File archiving
Sign Estimate
Type Signature: Full name entry
Draw Signature: Mouse/touch drawing
Upload Signature: Image file (JPG, PNG)
Initials Only: Quick approval
Signature Process
Internal approval first
Then customer signature
Timestamp recorded
IP address logged
Legally binding
Duplicate Estimate
Duplication Benefits
Similar job quotes
Seasonal service copies
Multiple property quotes
Version variations
Template creation
What Duplicates
All line items
Sections and organization
Terms and conditions
Notes (optional)
What's New
New estimate number
Current date
Reset status
Clear signatures
Conversion Process
Estimate must be approved
Click "Generate Invoice"
All items transfer
Review and adjust
Send invoice
What Transfers
All line items
Pricing and discounts
Customer information
Related documents
Job reference
Delete Estimate
Deletion Rules
Only draft estimates recommended
Sent estimates: void instead
Maintains audit trail
Cannot recover deleted
Archives available
Status Management
Status Types
Pending
Awaiting customer response
Follow-up eligible
Reminder scheduled
Active in pipeline
Approved
Customer accepted
Ready for scheduling
Convert to job/invoice
Success metric
Rejected
Customer declined
Reason tracking
Follow-up opportunity
Pipeline analysis
Sending Estimates to Customers
Email Delivery
Recipient Configuration
Email Fields
To: Primary recipient (customer email)
CC: Additional recipients
Decision makers
Property managers
Influencers
BCC: Hidden copies
Sales manager
Internal tracking
Message Customization
Subject Line Templates
"Estimate #[NUMBER] for [SERVICE]"
"[COMPANY] Quote for [CUSTOMER]"
"Your [SERVICE] Estimate is Ready"
Message Body Personalize with:
Greeting by name
Service summary
Value proposition
Validity timeframe
Next steps
Contact information
Best Practices for Estimates
Creating Winning Estimates
Clear Scope Definition: Exactly what's included/excluded
Professional Presentation: Clean, branded, organized
Transparent Pricing: No hidden costs or surprises
Value Communication: Benefits, not just features
Multiple Options: Good, better, best choices
Urgency Elements: Limited time offers, seasonal factors
Social Proof: Reviews, certifications, badges
Easy Approval: Simple online process