Quotes, jobs & invoices
Quote it once. Never retype it again.
The quote becomes the job, the job becomes the invoice, and the invoice becomes money — each step carrying everything the last one knew.
Quotes
Built from your price book, approved from the sofa.
Line items come from your own services with their real options and prices — solar screen fabrics, pane counts, add-ons. Send the quote as a link; the customer reads it, approves it with their name, and the approval lands on the record with a timestamp.
Some work can't be priced from the office. Flag the service and it books as a free look first; your technician writes the quote on the doorstep with the fabric and the count in front of them, the customer signs it with a finger right there — or approves from the link — and the job goes on the board before the truck leaves. Booked it as a job by mistake? Turn it into a look with one tap.
Let the customer size it. Mark a line optional, or let them pick how many between a floor and a ceiling you set, and their quote page grows a checkbox and a stepper. Quote one glass unit; they choose six; the total and the deposit recompute in front of them, the server prices what they picked from the frozen quote, and the sizes they approved are frozen with their approval — your sheet says what they changed.
Asking for a deposit? Switch on Approve & pay and the customer gets one button instead of two — their approval and their deposit in the same tap, recorded together by the payment processor, never half done. The rest is invoiced when the work is finished. And a quote whose deposit never arrived does not quietly become a job: it waits, saying so, until you collect it or decide to go anyway — and if you go anyway, the job carries the deposit and can still ask for it.
- Itemized or flat — your call, per quote
- Deposits: take part up front, applied to the final invoice
- Approve & pay in one tap, or approve now and pay after — your switch
- At the door too: they sign on your phone, and one button records the yes and the deposit together
- The signature prints on the quote's PDF
- A discount in dollars or percent, right above the total
- A count on every line — a stepper wherever a line is made, per screen, per pane, per panel
- Optional lines and customer-chosen counts on the quote page; the deposit follows the total they approve
- Change a quote any time before they answer — their link shows the new version
- Photos on the quote, so everyone remembers which windows
History that holds still
March's quote keeps March's prices.
Raise your prices and nothing already sent changes. A quote accepted in June honors what it said in March, and last month's invoices do not rewrite themselves. When a customer asks about an old receipt, it says exactly what they agreed to.
New — price by anything you measure
Your pricing questions, your units, your math.
A window cleaner prices by square footage and stories. A light installer prices by linear feet of roofline with a minimum. A pest company prices by treatment areas and how bad it's got. Field Blasters lets you invent those questions yourself — brackets, per-unit rates, minimum charges, story surcharges, "come see it first" — and every quote builds its price from the answers, itemized so the customer sees the why, never a mystery total.
- Any unit you can name: sq ft, linear ft, stories, traps, acres…
- Answers remembered on the property — asked once, ever
- Old quotes keep their old math, always
Add-ons, governed
Extras that behave the way you decide.
Screen cleaning beside a window job, a timer beside a light install, take-down in January. For every add-on you choose whether customers can pick it online, whether the crew may suggest it at the door, whether it needs the customer's yes first, and whether it rides every recurring visit or just one.
Repeating jobs
The same job, every so often, billed after each visit.
Switch on Repeat this job when you book it: every two weeks, every three months, or the 3rd Tuesday of the month. The visits go on the calendar a year ahead, and about ten minutes after one is marked done it is billed — the invoice goes out with a pay button, or, if the customer said yes, their card on file is charged and they get a receipt.
- Change one visit, or every visit from here on — finished and billed work never changes
- Skip one, pause for a while, or stop it
- A declined card is tried again, and you and the customer are told at once
- The customer sees it on their own page, and can switch the card charging off any time
Jobs
Everything the crew needs, on the job itself.
The job reads the way the day runs: who and where at the top, the visit said once — and once it is done, the story in one strip: on my way, started, done, time on site — then what was done, with a small ring showing which visit of the plan's year this is, pictures and paper, how it is paid, and the rare things folded away.
The gate code, the promised window and the customer's whole history are one tap away. A job that takes two days is scheduled as one job with two days, not two separate jobs.
Some work happens in stages. Screens are measured, then ordered and made, then installed two weeks later — so name the stages on the service once and the job books itself that way: Measure on the calendar now, Install waiting to be placed for the day the material turns up. One job, one number, one invoice, one thank-you — sent when the last stage is done, so the customer is not billed for screens on the day they were measured.
- Change or add a line on a booked job — from the doorstep or the full price book
- How it is paid, said on the job: covered by their plan, the card on file, or what is owed
- Photo, Notes and Form — three tiles for what happens on site
- Name the stages once, on the service — Measure, Install, whatever your trade calls them
Invoices
From finished job to sent invoice in one step.
Complete the job and the invoice is a tap away — or drafts itself, if you switch that on. It goes out with a pay button, tracks its own balance and due date, and knows the difference between sent, paid, and overdue without anyone updating a spreadsheet.
- Pay by link, card on file, or card at the door
- Checks and cash recorded against the same invoice
- Void and refund without breaking the books
- Short numbers, said in full everywhere — "Invoice #2150" on the screen, the email, the text and the paper
Forms in the field
The measurements, written where the work is.
Some jobs run on what somebody wrote down at the house: every screen's width and height, which panes are failing, what the walkthrough found. Build that as a form once — start from a ready-made checklist, walkthrough, measurement sheet or sign-off, or type your own questions straight onto the page — and your crew fills it in on the job, on their phone, tapping answers before typing anything, with photos on the entry.
A section can repeat. A screen-measurement form becomes an Add another screen button in the field: one entry per screen, as many as the house has, and the last one can be copied to start the next. If something required is missing, the form takes you to it. When it is finished, one tap emails it as a PDF to your supplier's order desk, and the form says when it was delivered and opened — and warns you if it changed after it was sent.
- Start one from any job, assessment, quote or customer
- Make a service require its form, so it is not forgotten
- Editing a form does not change the ones already filled in
- Every filled form in one list, and on the customer's record
The chain is the product.
Try it on one real job — a quote in the morning, money the same week.