Quoting software that works the way you already quote.
Import your existing Google Sheets or Excel quote templates into Fieldworks Pro. Create a fresh worksheet for every quote with one click, keep your formulas intact, and update your master templates anytime as your business grows.
Every furniture installer quotes differently. That is exactly why we built it this way.
No two installation companies price labor, travel, receiving, warehousing, or project management the same way. Fieldworks Pro connects to the templates you already use, creates a clean worksheet for every quote, and keeps your master protected and easy to update.
Keep your existing templates
Connect the Google Sheet or Excel workbook your team already trusts.
Create a clean duplicate
Generate a fresh worksheet for each quote without using Save As or copying old customer data.
Update the master anytime
Change pricing, services, labor, or formulas once. Future quotes start from the updated version.
Total customization without giving up control.
Every furniture installation company quotes differently. Fieldworks Pro is designed to support that.
One-Click Quote Creation
Create a fresh worksheet from the correct master template with one click.
Google Sheets Integration
Use the Google-based price lists and quote templates your team already knows.
Excel-Compatible Templates
Bring over existing workbook structures without rebuilding years of estimating work.
Unlimited Templates
Create separate templates for installation, receiving, warehousing, moves, reconfigurations, and more.
Update Anytime
Change rates, formulas, markups, manufacturers, or services as your business grows.
Your Workflow Stays Yours
Fieldworks Pro supports your estimating process instead of forcing you into a standard format.
Build quotes faster without changing how your company prices work.
Connect your master template
Use the Google Sheet or Excel-based template your company already relies on.
Create the quote
Click once in Fieldworks Pro to generate a fresh duplicate tied to the customer and opportunity.
Price the project your way
Use your own formulas, labor rates, markups, categories, and estimating logic.
Update the master as you grow
Edit one template and every future quote starts from the current version.
Start without a costly rollout.
- $0 implementation fee
- 30-day free demo
- No $12,000 onboarding
- Built-in live support
See how Fieldworks Pro works with the quote templates your company already uses.
Schedule a Demo →What installation companies ask us.
Answers to the questions that come up when a company wants more control without giving up its existing pricing process.
Can I use my existing quote spreadsheet?
Yes. Fieldworks Pro is designed to work with the Google Sheets or Excel-based templates your company already uses.
Will my formulas and calculations still work?
Yes. Your formulas, pricing logic, markups, and worksheet structure remain part of the template.
How does one-click quote creation work?
Once a master template is connected, Fieldworks Pro creates a fresh duplicate for the new quote and ties it to the correct customer and opportunity.
Can I have more than one quote template?
Yes. You can maintain separate templates for installation, receiving, warehousing, moves, reconfigurations, dealer programs, and other services.
Can I update the template later?
Yes. Update the master template anytime as labor rates, markups, services, manufacturers, or business rules change. Future quotes use the updated version.
Keep the spreadsheet your team knows. Add the system your business needs.
Schedule a demo and see how one-click quote creation works with your existing templates.