Summary

This is where you control the settings that apply to every estimate you create in Fieldwork. You can choose the starting number for your estimates, decide whether customers can sign them electronically, and customize the email that goes out when you send one. Setting these up once saves time later — every new estimate will follow the rules you set here.

Key Points

Set a Starting Estimate # so your estimate numbers stay organized
Turn on Allow Signing of Estimates so customers can approve work right from the email
Customize the Email Subject line that your customers see in their inbox
Write an Email Template that matches your company's voice
Use Placeholders to automatically fill in customer details, links, and buttons

How to get to Estimates

From the top of the Navigation Menu, select Settings (the gear icon)

From the Settings menu, under Company Setup, select Estimates.

Starting Estimate

This is the number your next estimate will use. After that, the number goes up by one automatically (this is called "autoincrement") — so if you start at 1001, your next estimates will be 1002, 1003, 1004, and so on.

Tip: If you're switching from another system, set this to one number higher than your last estimate so your numbering stays consistent.

Allow Signing of Estimates

When this is turned on, your customers can sign estimates electronically — no printing, scanning, or chasing paperwork. They simply click the link in the email, review the estimate, and sign from their phone or computer.

Note: We recommend keeping this on. It speeds up approvals and gives you a clear record of when each customer accepted the work.

Email Subject

This is the subject line your customer sees in their inbox when you send them an estimate. Keep it short, clear, and recognizable — something like "Your Estimate from [Company Name]" works well.

You can also use Placeholders (see below) to automatically include things like the customer's name or the estimate number in the subject line.

Email Template

This is the message your customer reads when they open the estimate email. Write whatever you'd like here — a friendly greeting, your company's contact info, a thank-you note — and Fieldwork will automatically personalize each email based on the Placeholders you input.

Note: Write your template once, and every estimate email you send will use it automatically. You can always edit an individual email before sending if you need to.

Placeholders

Placeholders are short codes that automatically fill in customer or company details when the email is sent. Click any placeholder to insert it into your Email Subject or Email Template.

Important note: For the Email Subject, clicking to insert the placeholder does not work; you must copy and paste the placeholder into the subject line.

How to Copy and Paste a Placeholder to the Email Subject

Highlight the placeholder you want to appear in your subject line

2. Hold down Command, Shift, and C at the same time

3. Place your cursor in the Email Subject line

4. Hold down Command, Shift, and V at the same time

5. Your placeholder will appear in the Subject line and look something like this:

Customer Info

{first_name} — Customer's first name
{last_name} — Customer's last name
{customer_name} — Full customer name
{account_number} — Customer's account number
{invoice_email} — Email address on the customer's account

Your Company Info

{company_name} — Your company's name
{branch} — Your branch name (if you have multiple locations)
{company_phone} — Your company's phone number
{company_email} — Your company's email address

Estimate Info

{estimate_number} — The estimate's unique number
{link_to_estimate} — A clickable link to the estimate

Buttons & Custom Links

{button url='http://www.google.com' color='#66CD00'}BUTTON TEXT{/button} Adds a clickable button to your email. Replace the URL with where you want it to go, the color code with your preferred color, and BUTTON TEXT with what the button should say.
{link_to_estimate}YOUR TEXT{/link_to_estimate} Turns any words you choose into a link to the estimate. Replace YOUR TEXT with what you want customers to click on (for example, "View Your Estimate").