Create, send, and convert an estimate
Build a multi-item estimate, collect approval, and convert it without retyping the scope.
Updated August 9, 2026Build the estimate
Open Estimates → New estimate, select the customer and job, then add each service or part as its own line item. Quantity, rate, taxable status, discount, and Company tax settings determine the total.
Send for approval
Preview the customer document before sending. The customer link keeps the document available after approval and records the current status. If a signature is required, enable it before sending.
Convert to an invoice
After approval, select Convert to invoice. Fieldiz copies the approved line items and marks the estimate completed. Review the due date and send the invoice. The estimate remains available in history.