Quote clearly. Offer choices. Win the next job.
Create itemized estimates, present service options and capture customer approval with DreamzFSM. Keep the agreed scope connected to the job—from the first quote to the service visit.
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Good work starts with a clear estimate.
Keep pricing, customer decisions and the work to be done in the same process.
Build the scope without starting from scratch.
Find the customer, add services from your Service Book or Price Book, and apply a template for work you quote regularly. Review the cost and selling price behind each item before the estimate goes out.
Make the choices easy to understand.
Present Good, Better and Best packages, or use your own option names. Show the work included in each package so customers can compare the scope and price without sorting through separate quotes.
Repair the fault
Restore performance
Upgrade the experience
Show customers a clearer choice.
See how your own service packages look in a DreamzFSM estimate.
Send the quote. Capture the decision.
Prepare and review quotes at the job site instead of waiting to get back to the office. Share the proposal digitally, collect customer sign-off and keep the decision with the estimate.
Performance tune-up
Follow-up visit
Share by email or text.
Give the customer clear options.
Record the customer decision.
Keep the agreed work visible to the office and field team.
Know what is waiting. Move approved work forward.
Review active estimates awaiting customer approval, with reference numbers, customer details and proposed values. Follow up on open quotes, then convert the accepted estimate into a job and plan the visit.
Confirm the scope and create the job.
Prepare the explanation behind the estimate.
Use VEDA to review available equipment history, consult service knowledge and draft a clear explanation of the proposed work. Your team reviews the scope, quantities and prices before sharing the quote.
Illustrative prompts for enabled workflows. Answers depend on available records and permissions. Review AI output; your team controls pricing and approval.
See VEDA alongside your estimating workflow.
Bring a typical service request and explore the records and wording your team needs.
The estimate is the start, not a separate system.
Connect the customer request with pricing, the service visit and the work you bill.
Capture the request
Use online booking to start an estimate when that post-booking action is enabled.
Explore online bookingPlan the service
Allocate the agreed work to a visit and coordinate the technician schedule.
Explore schedulingInvoice the work
Keep invoicing in the same platform when the service is delivered.
Explore invoicingReview the result
Use job costing to compare labor and materials with what the work earned.
Explore job costingThe tools behind a clear, consistent quote.
Itemized estimates
Describe the services, parts and charges behind the proposed work.
Shared pricing
Keep service prices and costs in a structured Price Book.
Reusable templates
Apply saved service combinations to recurring types of work.
Multi-option proposals
Build and present a set of service choices in one estimate.
Mobile estimating
Prepare quotes while reviewing the job at the customer site.
Customer sign-off
Capture the decision on a desktop or mobile device.
Open quote visibility
Review estimates that are still awaiting customer approval.
Estimate-to-job conversion
Carry the accepted scope into the next stage of the work.
Keep estimates connected to the rest of the job.
Use the same service information from the first price discussion to the final invoice.
Different trades. The same clear estimating process.
HVAC
Compare repair, tune-up and replacement scopes with clear service options.
Plumbing
Explain parts, labor and proposed work for repairs and installations.
Electrical
Prepare structured quotes for diagnostics, upgrades and planned installations.
Appliance Service
Keep diagnostic findings, replacement parts and service charges together.
Keep the quote clear for everyone involved.
Build a consistent proposal
Use the customer record, shared pricing and reusable service templates to prepare the next quote.
Less rebuilding. More consistency.Quote with the job in front of you
Capture the proposed service while you are on site and share the scope for customer review.
Keep field knowledge in the quote.See work waiting to be won
Review active estimates and their proposed values alongside jobs and invoices in the FSM dashboard.
Pending quotes are visible, not forgotten.Keep the conversation connected to the rest of the job.
From a first question to a completed visit, keep the next step within your field service workflow.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
Questions about quotes, pricing and customer approvals.
What is job estimate software for field service?
It helps service businesses prepare quotes for proposed work, organize pricing and collect customer decisions. DreamzFSM connects estimates with customer records, service options and the next steps in the job workflow.
Can I create Good, Better and Best estimate options?
Yes. Add multiple option sheets with different services and prices. Rename the options, arrange them in the order you need and use the Present view to show the choices to the customer.
Can I reuse templates for common service quotes?
Yes. Apply a Service Template to pre-fill a common set of services, then adjust the estimate to match the specific job. This avoids rebuilding the same scope for every customer.
How does the Price Book help me prepare estimates?
The Price Book stores service and material information, including price, cost and unit. Use saved entries when building an estimate, then check quantities and rates against the work being proposed.
Can technicians create estimates from a phone or tablet?
Yes. DreamzFSM supports mobile quoting so technicians can prepare service details, review the estimate and capture customer sign-off while on site. Available fields depend on the configured workflow.
Can I send an estimate by email or text?
Yes. Share digital estimates by email or text so customers can review the proposed work. Use the customer-facing presentation to make the scope and available choices clear.
Can customers sign or approve an estimate digitally?
Yes. Customer sign-off is supported on desktop and mobile. Review the selected option and agreed scope before moving the approved estimate into the next stage of the job.
Can an approved estimate become a job?
Yes. Approved estimates can be converted into jobs. Confirm the accepted scope and then schedule and assign the resulting work through your field service workflow.
Can I add an estimate to a job already in progress?
Yes. Additional estimates can be attached to ongoing work. Use this workflow to explain expanded scope or newly identified services and obtain the required customer decision before proceeding.
How can I see estimates that need follow-up?
The FSM dashboard shows active estimates awaiting customer approval, including their dates, references and customer details. Summary cards also show open estimate counts and values.
Can an online booking create an estimate instead of a job?
Yes. Online Booking settings include Create Estimate, Create Job and No Action as post-booking choices. Select Create Estimate when your team needs to review and quote a request before arranging the work.
How does VEDA help with estimating?
VEDA can help review available service history and equipment knowledge, draft an explanation of the proposed work or prepare a service checklist. Your team still reviews the scope, quantities, prices and customer approval.