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 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
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.
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.
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
Require a deposit when a customer approves the quote. Accept credit cards and ACH bank transfers. 2.9% + 30¢ per transaction.
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?+
Yes. You can require a deposit when a customer approves a quote, paid by credit card or ACH bank transfer. Deposits are available on the Solo Pro and Team Pro plans. Payment processing is 2.9% + 30¢ per transaction.
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?+
You can create up to 10 quotes and invoices a month on the free plan. The Solo plan ($19/mo) unlocks unlimited quotes and invoices, and Solo Pro ($29/mo) adds the Quote Builder, AI drafting, multi-option quotes, deposits, and online payments.
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
