Itemized, branded estimates with e-signature and deposit in one PDF. AI builds the quote in 5 seconds. 50+ trades. 14-day free trial.
What is field service estimating software?
Field service estimating software produces signable, payable quotes for trade businesses without bouncing the customer between Word docs, DocuSign, and Stripe links. OptimizeIt builds the line items from a photo or job intake in under 5 seconds, applies your branded PDF template (logo, terms, payment options), and ships an itemized estimate with e-signature and deposit collection inside a single document. Good/Better/Best tiering drives +38% quote-to-job conversion lift, and 72% of homeowners book the first quote they receive — speed wins more than price.
How is this different from Photo AI Quoting?
Photo AI Quoting is the input workflow: customer snaps a photo, AI measures the work, quote populates. Estimating Software is the output document: the branded, tiered, signable, payable estimate the customer signs. Most operators use both — photo flow generates the line items, estimating flow finishes the document. See /features/photo-ai-quoting for the photo side.
Can the customer counter-offer or negotiate from the PDF?
Yes. A "request a revision" button on the PDF kicks back an SMS to you with what they want changed. You revise in two taps, re-send. Negotiation thread stays attached to the customer record so future quotes account for their price sensitivity.
What payment methods are supported?
Stripe Connect handles card, ACH, Apple Pay, Google Pay, Affirm (financing on jobs > $500). Some trades use deposit + remainder on completion — you set the split, AI auto-collects the second half on geofence-exit at the job site.
Does it handle commercial bids and Net 30 / Net 60 terms?
Yes. Multi-bid templates with line items, alternates, exclusions, and submittals. Net 30 / Net 60 / progress billing schedules per project. Auto-invoice generation on milestone dates. AR aging dashboard so you know who is late before they’re 90 days out.
Frequently asked questions
What is field service estimating software?
Field service estimating software produces signable, payable quotes for trade businesses without bouncing the customer between Word docs, DocuSign, and Stripe links. OptimizeIt builds the line items from a photo or job intake in under 5 seconds, applies your branded PDF template (logo, terms, payment options), and ships an itemized estimate with e-signature and deposit collection inside a single document. Good/Better/Best tiering drives +38% quote-to-job conversion lift, and 72% of homeowners book the first quote they receive — speed wins more than price.
How is this different from Photo AI Quoting?
Photo AI Quoting is the input workflow: customer snaps a photo, AI measures the work, quote populates. Estimating Software is the output document: the branded, tiered, signable, payable estimate the customer signs. Most operators use both — photo flow generates the line items, estimating flow finishes the document. See /features/photo-ai-quoting for the photo side.
Can the customer counter-offer or negotiate from the PDF?
Yes. A "request a revision" button on the PDF kicks back an SMS to you with what they want changed. You revise in two taps, re-send. Negotiation thread stays attached to the customer record so future quotes account for their price sensitivity.
What payment methods are supported?
Stripe Connect handles card, ACH, Apple Pay, Google Pay, Affirm (financing on jobs > $500). Some trades use deposit + remainder on completion — you set the split, AI auto-collects the second half on geofence-exit at the job site.
Does it handle commercial bids and Net 30 / Net 60 terms?
Yes. Multi-bid templates with line items, alternates, exclusions, and submittals. Net 30 / Net 60 / progress billing schedules per project. Auto-invoice generation on milestone dates. AR aging dashboard so you know who is late before they’re 90 days out.
Which OptimizeIt plan includes estimating?
Branded estimating is included from Free (capped at 5 quotes/mo). Unlimited quotes + e-signature + deposit collection start at Core ($79/mo annual, $99/mo monthly). Good/Better/Best tiering + commercial bidding unlock at Plus.
