Quotes + Deposits

Send the quote, take the deposit, then roll the truck.

Describe the job in one sentence and let AI draft the quote — grounded in your own catalog and pricing. Offer up to three options, collect a deposit before the job starts, and know exactly what you're walking into.

  • Free forever plan
  • No credit card to start
  • No platform fees
Draft with AI
Generate quote

Free quotes and no-deposit jobs are quietly costing you money.

You drive across town to quote a job, write it up at 9pm, send it… and never hear back. Or you show up to a job that's twice the size you were told — with no deposit to protect your time.

Saying yes to everything with no minimum and no deposit is how busy weeks still end with thin margins. The fix isn't working more hours — it's quoting faster and getting paid before the work starts.

Fieldbookly's Draft with AI turns a one-sentence description into a priced quote using your own catalog, lets you require a deposit on approval, and converts any approved quote into an invoice with one tap.

From one sentence to paid in three steps

1

Draft with AI

Type one sentence — 'Replace 36-inch bathroom vanity, supply and install' — and AI builds a priced quote from your own catalog and pricing history. Review, edit, send.

2

Customer approves & pays a deposit

Customers review options and approve with one tap. Require a deposit on approval so you're paid before you commit your time and materials.

3

Turn it into an invoice

Convert any approved quote into an invoice instantly. Automatic follow-ups chase the balance so you don't have to.

Everything you need to quote and get paid

Draft with AI

Describe the job in one sentence and AI generates a full quote — line items, quantities, and pricing pulled from your own catalog and past jobs. You stay in control: review and edit before sending.

AI multi-option quotes

Ask AI to propose Basic / Standard / Premium tiers on a single quote. Good-better-best pricing helps customers say yes to a bigger package.

Quote Builder with dynamic pricing

Prefer to build by hand? Create professional quotes with line items pulled from your catalog. Edit, brand, and send — then download as PDF whenever you need.

Deposits on approval

Collect deposits and online payments through your connected payment provider on Solo Pro or Team. Available payment methods, processing fees, and settlement terms depend on your provider.

One-click quote to invoice

Approved quotes become invoices instantly — no re-typing. Keep quoting and invoicing in one place with full history.

Automatic quote follow-ups

Fieldbookly nudges customers who haven't responded yet, so good quotes don't go cold while you're on a job.

Set minimums up front

Show your minimum charge before customers book or request a quote — no more long drives for small jobs that don't pay.

Frequently asked questions

How does Draft with AI work?+

Type a one-sentence description of the job and Fieldbookly drafts a full quote for you — line items, quantities, and pricing pulled from your own catalog and pricing history. You can generate a single itemized quote or three options (Basic, Standard, Premium), then review and edit everything before you send. The AI grounds pricing in your catalog, so it stays your pricing, not a generic guess.

Can I collect a deposit before starting a job?+

Deposits and online payments are available on Solo Pro and Team through your connected payment provider. Configure supported payment methods and deposit requirements for your workflow. Processing fees and settlement terms depend on the provider; check current plan limits before enabling payments.

Can I send more than one price option on a quote?+

Yes. The Quote Builder lets you offer up to three options — Basic, Standard, and Premium — on a single quote, and AI can propose those tiers for you, so customers can choose the package that fits their budget.

How do I turn a quote into an invoice?+

Once a customer approves a quote, you can convert it to an invoice with one click — no re-entering line items. Automatic payment reminders then chase the balance for you.

Is the quoting software really free?+

Free includes up to 10 quotes and invoices per month and up to 20 bookings. Solo Pro and Team add advanced quoting, deposits, and online payments. Check current pricing for feature limits and monthly or annual rates in your currency; payment provider fees apply.

Stop giving away your time. Start quoting like a pro.

Send professional quotes, take deposits up front, and get paid faster — free to start, no platform fees.

  • Free forever plan
  • No platform fees
  • No credit card to start