Quoting and estimating

Quoting software for trades, linked to job costing

Create professional quotes, track approvals and turn accepted quotes into projects. Then compare what you quoted with what the job really cost, live.

Quotes

Quote quickly and consistently

Build quotes from your own templates and price lists so every estimate goes out looking the same, whoever writes it.

  • Quote templates set up during onboarding
  • Your items and price lists imported
  • Quotes sent to clients and tracked through approval
  • Quotes kept on record in the client portal

From quote to project

An accepted quote becomes the job

No re-keying. The accepted quote becomes the project budget, and every purchase order, bill, timesheet and invoice is tracked against it.

  • Project created from the quote
  • Purchase orders raised against the job
  • Supplier bills matched to purchase orders
  • Accepted quotes convert straight into invoices

Quoted vs actual

See if the job will make money before it finishes

The project dashboard shows quoted, committed and actual cost against revenue, with running gross profit and margin. Jobs below their margin target are flagged.

  • Labour cost from timesheets
  • Materials from purchase orders and bills
  • Gross margin per project and across the business

Xero

Invoices and bills synced with Xero

Quotes convert to invoices in Fieldstream and bills are matched to purchase orders. Both are then synced to Xero, so your accounts stay accurate without double entry.

  • No re-typing into Xero
  • Xero tracking categories match your business units

Built for trades with crews on site

Fieldstream suits businesses running projects with two or more people on site for days or weeks: electrical contractors, plumbing and gas, builders and fit-out, and signage and installation companies. It was built inside, and is used every day across, our own national signage, installation and billboard construction businesses.

Quoting questions

Can my clients see their quotes online?

Yes. Each client has a portal where their quotes, invoices, completion reports and job photos are stored.

Can I use my own quote layout?

Your quote templates are configured during setup.

How do I start?

Book a one-hour demo. If Fieldstream suits your business, we send your sign-up link and set up your account with you.

See Fieldstream on one of your own jobs

Book a one-hour demo on Google Meet. We’ll walk through a real project from quote to Xero and show you where the margin goes. Sign-up opens once you’ve seen it.