Quoting and estimating
Create professional quotes, track approvals and turn accepted quotes into projects. Then compare what you quoted with what the job really cost, live.
Quotes
Build quotes from your own templates and price lists so every estimate goes out looking the same, whoever writes it.
From quote to project
No re-keying. The accepted quote becomes the project budget, and every purchase order, bill, timesheet and invoice is tracked against it.
Quoted vs actual
The project dashboard shows quoted, committed and actual cost against revenue, with running gross profit and margin. Jobs below their margin target are flagged.
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.
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.
Yes. Each client has a portal where their quotes, invoices, completion reports and job photos are stored.
Your quote templates are configured during setup.
Book a one-hour demo. If Fieldstream suits your business, we send your sign-up link and set up your account with you.
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.