FIELDAMIGO Vol. II · №1 · Tampa, FL Talk to us

The Platform · № 04

ESTIMATOR

Stand in the yard, tap through what you can see, and hand over a real number before you get back in the truck.

§01

Three Steps, Big Buttons, One Hand

Designed for someone standing on a lawn in the sun holding a phone, not sitting at a desk with a mouse.
The counting step on a phone: the heading "Window Cleaning — 2-Story Home", the question "How many panes total?", a large minus-sixty-plus counter with plus-five and plus-ten shortcut buttons, and the line "Total: 60 panes (base covers 40)"

Step 02 — count what you see

The review step on the same phone: the line item "Window Cleaning — 2-Story Home — 60 pane" priced at $515.00, a total of $515.00, the customer's address already filled in, a notes field for the office, an add-photos link and a Save draft quote button

Then — the quote that comes out

Plate 04 The sixty panes on the left are what makes it $515 on the right. The rate came out of the price book, not out of the tech's head. Demo data.
  • 01 Pick the base package. The services you actually sell, from your own catalog. Not a blank line item waiting for someone to invent a price.
  • 02 Count what you see. Either a single big plus-and-minus counter for a total, or a per-item tally — glance at a window, tap "12", move to the next one — depending on how that service is counted.
  • 03 Add the extras. The add-ons that belong to that service, each already carrying its own price and unit. Screens, hard-water treatment, gutters by the foot, whatever your book says.

Out comes a draft quote, priced by the same engine the office uses. It can be handed over on the spot or sent from the truck.

§02

It Isn't a Calculator. It's Your Price Book.

The number a green tech produces in the driveway is the same number you'd have produced at the desk. That's the entire value.

Every quote comes out of your price book — the same one behind your office quotes, invoices and proposals. Raise a rate in one place and the estimator raises it too, on every phone, that afternoon. Nobody is working off a laminated sheet from two seasons ago.

The quote that gets given on the spot is the one that closes. Every day between the visit and the number is a day the customer spends collecting other numbers. This exists to remove those days — and to make sure the fast number is still the right number.
And the number gets better while you work. The field app's Time Study measures how long each unit actually took, from the gap between the before and after photos your tech was taking anyway. Over a season that's a real benchmark of your crew on your properties — so "about two hours" stops being a feeling somebody had in 2019 and starts being something you measured. Most shops never close that loop, because measuring usually means asking a crew to fill something in.
§03

Where It Stops

Every page here has one of these. It's the part you should read first.

Plainly

It's the phone flow only, today. The Guided Estimator lives in the Field UI. A desktop version is designed and not yet built — at a desk you'd use the Bid Builder, which is the fuller tool anyway. We'd rather tell you than let you assume it's on both.

It's only as good as the book behind it. An estimator on top of an empty catalog is a calculator with extra steps. This is exactly why your price book is built with you during setup rather than handed to you blank (what setup covers).

It doesn't see the property. There's no measuring from aerial imagery and no AI counting windows from a photo. A person looks at the work and taps what's there. That person is still the estimator; this is the thing that makes their number consistent with everyone else's.

It produces a draft. The quote can be reviewed and adjusted before it goes out. A tech quoting in the driveway is a decision you make deliberately, per shop, with roles that match.

Bring us one of your jobs

Tell us a job you quoted last week and what you charged. We'll build that service into the estimator on the call and see whether it lands on your number.

Email: [email protected] · included at $149/mo