Platform Features
From first call to final invoice — RevoField covers every step of the job lifecycle in one unified platform built for trade professionals.
Explore all featuresStop emailing PDFs from your truck. RevoField lets techs build professional, itemized estimates on-site, send them to customers through the portal, collect a digital signature, and convert to an invoice in one tap — all before they leave the driveway.
Line Items
| Description | Qty | Price | Total |
|---|---|---|---|
| Capacitor replacement (35/5 MFD) | 1 | $89 | $89 |
| Refrigerant R-410A (per lb) | 3 | $65 | $195 |
| Contactor switch replacement | 1 | $145 | $145 |
| Labor & diagnostic (2 hrs) | 2 | $105 | $210 |
Between paper forms, delayed sending, and no follow-up — quoting is where revenue goes to die.
Customers can't read technician handwriting. Scratch-pad quotes scream "amateur" compared to the competitor who sent a polished PDF in 3 minutes.
The tech leaves, you try to remember pricing later, the quote goes out Tuesday, and by then the customer already called someone else. Speed wins.
Same line items, same prices, same customer — typed twice. Every minute spent re-entering data is a minute that could've gone to another job.
Open the job in the RevoField app. The customer and property details are already pre-loaded from the work order — no re-entry needed.
Add parts, labor, and flat-rate items. Set your own pricing and adjust quantities, swap items, add notes — all on the app.
Send the estimate to your customer through the portal. They review line items, add comments, and approve with a digital signature — right from their phone.
Customer signs right on the technician's tablet or phone. No printing. No emailing back a PDF. The signed estimate is stored automatically in the job record.
Job complete? Tap "Convert to Invoice." Every line item, price, and customer detail transfers instantly. Collect payment on the spot before you leave.
Not just a digital estimate form. A complete quoting system built for field service teams.
Send estimates to customers through a branded portal. They review all line items, see the total, and approve with a digital signature — no app download or login required.
Signed estimates create legal commitment, reduce cancellations, and eliminate "I didn't approve that" disputes. The signature, timestamp, and IP address are all captured and stored permanently.
Build a shared catalog of parts, labor rates, and flat-rate bundles. Techs tap to add — no mental math, no under-pricing because they forgot what something costs.
Many lost estimates are simply never followed up on. RevoField lets you send follow-up reminders so open estimates don't slip through the cracks.
The moment a customer approves their estimate, one tap converts it to a ready-to-collect invoice. Every line item, tax, and discount transfers automatically. Collect payment before you leave.
Yes. You can add custom line items with your own pricing for parts, labor, and flat-rate services. Save frequently used items for quick access on future estimates.
When you send an estimate, the customer receives a link to the customer portal where they can review all line items, add comments, and approve with a digital signature — all from their phone with no app or login required.
Yes. RevoField captures e-signatures that comply with the ESIGN Act and UETA, which make electronic signatures legally equivalent to handwritten ones. We record the timestamp, IP address, GPS location, and the exact document version signed — providing a strong audit trail.
One tap transfers every line item, price, quantity, customer info, and tax rate into a new invoice. The invoice number is auto-assigned and the customer can pay by card right then. Zero re-entry, zero reconciliation headaches.
Yes. When you send an estimate, the customer receives a link to the customer portal. They can view the full estimate, review all line items, add comments, and approve with an e-signature — all from their phone with no app or login required.
You can send follow-up reminders for estimates in "sent" status. If the customer approves through the portal, your tech gets a notification. You can also manually mark estimates as won, lost, or follow up needed.