FieldEquip’s field service quoting software lets your team create professional, branded quotes with accurate pricing pulled directly from your price books. Send quotes to customers for digital review and approval, then convert approved quotes into work orders with a single click—no re-entry, no pricing errors, no delays. Customize terms, apply contract-specific rates, and maintain a centralized record of every quote.
Up to 60%
Faster quote creation when pricing is pulled from integrated price books
Up to 35%
Boost quote-to-order conversion with digital approvals & instant work orders.
Up to 25%
Reduce revenue leakage with unified pricing across quotes & work orders.
When quotes are built manually without pulling from the correct price book, pricing errors become commitments. Your team either honors the wrong rate—absorbing the margin hit—or renegotiates after the fact, damaging the customer relationship before the work even starts.
When quoting and work order systems are disconnected, approved quotes sit in an inbox until someone manually creates the job. Line items get re-typed, details get lost in translation, and the customer waits for scheduling while your team duplicates work that should flow through in one step.
When quotes live in email threads and spreadsheets, there is no single view of your quoting pipeline. Pending quotes expire without follow-up. Won quotes are not tracked against revenue. Lost quotes offer no insight into why the customer declined—making it impossible to improve win rates.
We built FieldEquip to turn quoting from an administrative task into a revenue accelerator. See how it works
Create polished, client-ready quotes that present clear pricing, service descriptions, and terms in a professional format. Choose which line items to display, how they are grouped, and their ordering—ensuring every quote reinforces your brand and builds customer confidence in your pricing.
View, track, and manage all quotes in a single interface. Monitor real-time status updates—sent, viewed, approved, rejected—across your entire quoting pipeline. Gain insights into won and lost quotes by work type, salesperson, or territory to identify patterns and improve win rates.
Convert approved quotes into work orders instantly—no re-entry of line items, pricing, or customer details. The work order inherits everything from the approved quote, so scheduling can begin immediately, and the job carries the exact terms the customer signed off on.
Built for Industries Where Quoting Speed and Pricing Accuracy Determine Whether You Win the Job.
FieldEquip’s field service quoting software is purpose-built for field service companies in oil and gas, oilfield logistics, equipment rental, and industrial services—where the time between a customer request and a professional quote determines whether you win the work or lose it to a faster competitor.
Field service quoting software is a digital platform that enables service companies to create, manage, and track quotes for field service jobs. It pulls accurate pricing from price books, supports digital customer approval, and converts approved quotes into work orders—streamlining the entire quote-to-order process.
Yes. Once a customer approves a quote, FieldEquip converts it into a work order with a single click. All line items, pricing, customer details, and terms carry over automatically—eliminating manual re-entry and allowing scheduling to begin immediately.
FieldEquip pulls pricing directly from the correct price book during quote creation, applying customer-specific rates, contract discounts, and catalog pricing. This eliminates manual lookups and ensures every quote reflects accurate, agreed-upon terms before reaching the customer.
Yes. FieldEquip supports configurable approval workflows based on estimated cost thresholds, job types, or customer tiers. Quotes route through the right internal reviewers before being sent to the customer, ensuring pricing accuracy and margin protection.
Yes. A centralized dashboard shows real-time status for every quote—sent, viewed, approved, or rejected. You can also access a complete history of all quotes for reference, auditing, and analysis of win/loss patterns by work type, territory, or salesperson.
Yes. Quotes are sent directly to customers for digital review and sign-off. Customers can review the professional document, accept the terms, or request modifications—eliminating the delays of email attachments and phone-based approvals.
When every quote pulls from the correct price book and every work order inherits the approved pricing, there is no gap between what was quoted and what is billed. Missed line items, manual price overrides, and margin erosion between proposal and invoice are eliminated.
Yes. Quote data, work orders, and pricing flow directly to SAP, Oracle, Microsoft Dynamics, Sage Intacct, NetSuite, and other platforms through pre-built connectors. Financial data stays aligned from quote through invoicing without manual reconciliation.
Products
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Industries
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Industrial Services
Field and in-shop service for rotating equipment, compressors, turbines, and railcar etc.
Oil & Gas
Purpose-built for oilfield services like drilling, well completion, water transfer, downhole tools, and pipeline.
Equipment Rental
Service & rental management for industrial equipment, generators, machinery etc. in one platform.
Railcar Repair & Service
Railcar repair management software streamlines maintenance operations with AAR standard billing
Utility & Energy Services
Purpose-built for power T&D, solar, wind, EV charging, water systems, and carbon capture.
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