• QUOTING

Survey. Quote. Win. Start work today.

Build accurate quotes from field surveys, send them for approval, and convert accepted quotes to jobs in one click.

  • iOS & Android App
  • Works offline
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Survey-to-Quote

Engineers complete a survey on-site and Fieldmotion generates a pre-populated quote automatically.

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Consistent Pricing

Build quotes from your stock catalogue and labour costs so pricing stays consistent and margins stay protected.

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Instant Conversion

When a customer approves a quote, a job is created with all quote details carried across.

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Win Rate Tracked

Dashboard reports show outstanding quote value, your win ratio, and where jobs are being won or lost.

WHAT’S INCLUDED

Quote, Approve & Convert

Faster quotes with better pricing and a one-click path from approval to job creation.

Quote Building and Templates

Build quotes from stock items, schedule of rates, and free text, using multi-page templates formatted the way your customers expect. 

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    Build quotes from your catalogue with markup
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    Templates for installations, services, and surveys
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    Multi-page quotes with custom fields
quote building and templates

Survey-to-Quote Automation

When an engineer completes a site survey, Fieldmotion generates a quote automatically from the form data, ready for review and sending.

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    Survey responses populate the quote
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    Generate multiple options from one survey
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    Export quote data to CSV for tendering
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Approval, Conversion, and Tracking

Customers receive a professional quote by email, approve it, and the job can be created in Fieldmotion immediately, with all details, costs, and assets carried across. 

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    Send quotes by email with digital approval
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    Accepted quotes convert to jobs easily
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    Reports track quote value and win ratio
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THE PROCESS

How It Works

  • Engineer completes a site survey on the app. Data flows into a pre-populated quote automatically.
  • Office reviews, customises if needed, and sends the quote to the customer for approval.
  • Customer approves, job is created with all quote details attached, and scheduling begins.

Other Related Features

Specialised tools for every trade. Customisable workflows that adapt to how you work, not the other way around.

Invoicing

Approved quotes convert to jobs and completed jobs convert to invoices, the full cycle with no re-entry.

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Job Management

Jobs created from accepted quotes carry all quote details, costs, and asset information automatically.

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CRM

Quotes sit against the customer record so the full commercial history is visible in one place.

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Job Workflow

Workflow triggers on survey forms generate quotes automatically based on field responses.

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Customer Portal

Customers can securely view and download quotes through the portal whenever they need them.

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Reports & Dashboards

Track quote value, win rates, and conversion timelines across your sales pipeline.

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ROI SNAPSHOT

Quick Estimate of the impact on your Business

Fill in the fields below and generate your custom estimate.

Phone calls, back-and-forth, manual updates

Your Estimated ROI

Based on 230 working days

Fill in your numbers to see where time and money are slipping away.

SOFTWARE INTEGRATIONS

Works with all the tools you already use

  • xero
    Syncs with customers, invoices, and payments
  • quickbooks
    Syncs with customers, invoices, and payments
  • sage
    Syncs with customers, invoices, and payments

CLIENT RESULTS

Our Customers See Real Impact

"Fieldmotion has given the business comfort that there is a software solution available to us, and a support structure in place behind it that epitomises great customer service."
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Kevin Gray

Operations Director, Just Energy Solutions

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    admin reduction

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    faster invoicing

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    on-time arrival

FAQs

Can quotes be created in the field by engineers?

Engineers can complete site survey forms through the mobile app and Fieldmotion's workflow engine generates a quote automatically from the survey data. In some configurations, engineers can also build simple quotes directly in the field. The standard process is for the survey to flow to the office, where the quote is reviewed, priced, and sent, but the field data does the heavy lifting.

Can Fieldmotion produce multi-option quotes?

Yes. You can produce quotes with multiple options (different scope, different materials, or different price points) from the same survey or enquiry. Customers choose the option that suits their budget or preference, and the accepted option converts to the job when they approve.

How does quote approval work?

Quotes are sent to customers by email with a clear approval mechanism. When the customer approves, the status updates in Fieldmotion and a job is created automatically with all quote details, costs, and asset references carried across. If you use the Customer Portal, customers can review and approve quotes directly from their portal login.

What reporting is available on quoting performance?

Fieldmotion's dashboard reports show the total value of outstanding quotes, approval rates, quote-to-win ratios, and average time from quote sent to approval. You can filter by customer, job type, or date range to identify where you're winning work and where quotes are going cold.

Ready to run your business smarter?

Reclaim your time and boost profitability with the platform built for modern field service. Download our brochure instantly.