FieldCampEstimates and invoices
Quote the work and bill for it. 12 articles
Estimates (Quotes)
Creating estimatesCreate professional estimates (quotes) in FieldCamp with multi-option pricing, line items from your price book, deposits, customer approvals, and one-click job conversion.Estimate options & templatesCreate multi-option estimates and quotes in FieldCamp so customers can choose between pricing tiers. Save option templates for reuse across all estimates.Estimate views & analyticsSwitch between table, kanban, and analytics views for your estimates and quotes. Track conversion rates, pipeline value, and approval trends in FieldCamp.
Invoices
Creating invoicesCreate invoices in FieldCamp from jobs, estimates, or from scratch. Add line items, apply tax rates, send by email, track payments, and get paid faster.Invoice views & analyticsSwitch between table, kanban, and analytics views for invoices in FieldCamp. Track revenue, outstanding balances, overdue payments, and collection trends.
Templates & Settings
Configure line item columnsTurn on dynamic line items in FieldCamp and build your own line-item columns — built-in fields, product mappings, relations, formula columns and section naming.Document templatesCustomize the layout, branding, and content of your estimates and invoices in FieldCamp. Control logos, colors, headers, footers, and which fields display.Email templatesCustomize the emails sent with estimates and invoices in FieldCamp. Edit subject lines, body text, and use variables for client name, amount, and more.Digital signaturesAdd digital signature fields to estimates and invoices in FieldCamp. Clients sign online or on mobile devices, with automatic timestamps and audit trails.Contracts, terms & attachmentsAdd service contracts, terms and conditions, file attachments, and internal notes to your estimates and invoices in FieldCamp for clarity and protection.Tax settingsSet up tax rates in FieldCamp for your region. Configure state, local, and multi-rate taxes that automatically apply to estimates, invoices, and line items.