Win More Jobs with Professional Estimates That Close Deals
Create accurate, professional estimates that impress customers and help you win more work. FreshFSM estimating software lets you build quotes on-site, send them instantly, and get approved with digital signatures.
How It Works
Assess the Job
Visit the site or take the details over the phone. Capture photos, measurements, and notes so you have everything you need to build an accurate quote.
Build Your Estimate
Add line items with service names, descriptions, quantities, and pricing. Set unit types, apply discounts, and configure tax rates to build an accurate quote.
Present and Send
Send the estimate via email or SMS with a professional, branded presentation. Customers receive a link to view, approve, or request revisions from any device.
Get Approval and Start Work
Customers approve the estimate online and can pay a deposit. The approved quote converts to a scheduled job with one click, and you are ready to go.
Key Features
On-Site Estimate Creation
Build estimates on your phone or tablet while you are still at the customer's property. Capture the scope, add line items, and send a professional quote before you even drive away.
- Create estimates on-site from the mobile app
- Add line items with custom names, descriptions, quantities, and pricing
- Send the quote to the customer before leaving the property
Measurement-Based Quoting
Draw measurement zones on a satellite map of the customer's property. Define areas and perimeters with polygon and line tools, and link each zone directly to a line item for accurate, data-backed pricing.
- Draw polygon and line zones on satellite or hybrid maps
- Auto-calculated area and perimeter for each zone
- Link measurement zones directly to quote line items
Online Approval and Signatures
Customers view, approve, and sign estimates online from any device. No printing, scanning, or mailing required. You get notified the moment an estimate is approved.
- Customers approve or request revisions from their phone or computer
- Instant notification when a quote is approved
- Revision requests captured with customer comments
Deposit Collection
Collect a deposit at the time of estimate approval to secure commitment and cover material costs. The deposit amount is tracked and applied against the final invoice automatically.
- Request a deposit as part of the approval process
- Deposit applied automatically against the final invoice
- Secure payment processing through Stripe
Photo Attachments
Attach photos from the site assessment directly to your estimate. Show customers exactly what you saw and what work needs to be done, building trust and clarity.
- Attach site photos directly to the estimate
- Show customers the work scope with visual evidence
- Photos visible to customers in the client portal and included in PDF downloads
Convert to Job Instantly
When a customer approves a quote, convert it to a scheduled job with one click. All line items, pricing, deposit information, and customer details transfer automatically.
- One-click conversion from approved quote to scheduled job
- Line items, pricing, discount, tax rate, and deposit details transfer to the job
- Job is ready to assign and schedule immediately
Related Features
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Learn moreManage Every Job from Start to Finish
Create, track, and manage every job from start to finish. FreshFSM's job management software handles one-off service calls, recurring maintenance, and multi-visit projects.
Learn moreGive Your Customers 24/7 Self-Service Access
Give your customers 24/7 self-service access with FreshFSM's client portal. Let customers view quotes, approve work, check job status, and pay invoices online.
Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.