Features / Quoting and invoicing

Finish the work with the details ready to bill.

The job is done. Now you need the hours, the parts and the customer's sign-off before you can send the bill. Field connects your quote, job records and invoice, so you have less to piece together when the work is finished.

Prefer a conversation? Talk to us about your business.

Free while we're in beta. No card.

Give customers a clear choice before work starts

Build quotes from your price book, with line items, tax settings and a validity date. Show what is included so your customer can review the work and the price together.

Offer several options on one quote when there is more than one way to do the job. Each has its own items and total, and you can recommend one.

Carry the agreed work into the job

Turn the accepted quote into a linked job with its line items. Keep the agreed work close to the schedule and the records your crew add on site.

When it is time to invoice, review the recorded hours and materials alongside what was quoted.

Catch missing evidence before sending the bill

Some customers need photos, a signature or other proof before they will process an invoice. Set their billing evidence requirements and see which completed jobs are missing something.

Follow up the gaps while the job is still fresh, rather than discovering them after the invoice is returned.

See what is paid and what needs a follow-up

Record payments against each invoice and see the remaining balance. The aged receivables report groups outstanding amounts by how long they have been owed.

Use that view to decide who to contact next. Payment reminders are still sent by a person during beta.

Take one quote through to an invoice

1. Quote from your price bookPull priced line items instead of typing them, set your tax treatment, and put a validity date on it so it does not sit open forever.
2. Send options, not a single numberOne quote can carry several options at different levels, each with its own line items and total, and you can mark one as recommended.
3. The accepted quote becomes the jobNo retyping. The quote is marked accepted, the job carries its line items, and the two stay linked.
4. Record the work as it happensHours clocked, materials used and their costs attach to the job as the work happens.
5. Invoice from the completed jobField prepares the invoice from what was recorded, with your own sequential numbering and your payment terms.
6. Send the invoice and track the balanceField tracks what has been paid and what is still owed. Online card payment depends on the payment provider being configured.

Keep your billing process connected to the work

A quote says what you agreed to do. The job record shows what your crew recorded. The invoice brings the billing details together. Keeping them linked helps you answer questions without searching through separate messages and spreadsheets.

Start with a familiar job and check the invoice against your usual process. Online card payments need a configured payment provider. Your accounting system still handles the ledger, reconciliation and tax filing.

What's included

• Quotes and estimates built from your price book, with draft, sent, accepted, declined and expired states and a validity date
• Quote options at several levels on one quote, each with its own items and total, one markable as recommended
• Linked quotes, jobs and invoices so you can carry the agreed work through billing
• Invoice from a completed job, prepared from the hours and materials already recorded
• Your own invoice numbering, sequential per business instead of a random reference
• Tax per line, inclusive or exclusive, at the rate you set
• Payment terms with a due date and a running balance of paid against outstanding
• Invoice links and payment recording customers can open the invoice without an account, and payments can be recorded against the balance
• Recurring invoices for customers on a service agreement
• Milestone billing for work invoiced in stages rather than all at the end
• Credit notes and refunds when something has to be put right
• Billing evidence requirements per customer, with a list of completed jobs that are missing something
• Material variance comparing what the supplier receipt says against what was billed
• Aged receivables showing what you are owed, bucketed by current, one to thirty days, thirty one to sixty, sixty one to ninety and over ninety, per currency
• Revenue summary of total invoiced against total paid
• Accounting and payroll export records export as CSV and JSON; direct accounting connections are not available yet

Who uses it

Any field business that quotes work and bills for it. Trades, cleaning contractors, landscaping and grounds, pest control, security, equipment servicing, property maintenance. It suits both sides of the market: one off jobs for householders, and recurring commercial work with evidence requirements and stage payments.

Questions before your first invoice

Keep the next step connected

Try Field's free industry tools. Browse practical calculators and planners for different kinds of field work.

Keep scheduling, jobs, recorded hours and customer billing together in Field. Follow the work from the first enquiry to the invoice. See everything it does.

Free while we're in beta. No card.

Related: Staff scheduling · Time tracking and timesheets · Timesheets and payroll export · Job management and work orders · Online booking · Safety and compliance · Assets and stock · Job costing and reports · All features

From the agreed work to a checked invoice. Start with one job.