Step 1 · Lead arrives from your website
A lead lands in your pocket — no form to fill out
Dana Whitfield asks for a roof estimate on your website. FieldChief captures it as an estimate request and pings you on Telegram instantly. There's nothing to set up first — the moment you signed up, your intake was live.
You don't have to learn any commands. Just reply like you'd text a coworker.
FieldChief creates the lead, drops in Dana's details, and opens it for you.
Step 2 · Estimate the roof
A measured roof estimate in seconds
Open the lead and ask for the roof. FieldChief pulls aerial measurements and gives you area, pitch, and facets — no ladder, no EagleView order, no waiting.
The numbers land right on the lead, ready to turn into a quote.
Step 3 · Build the quote
Turn the estimate into a priced quote
Tell FieldChief what the job needs. It adds your materials and labor as line items and totals everything — or open the Quote Builder to tweak lines, add photos, and set a deposit.
Step 4 · Send the quote
One tap and it's in Dana's inbox
Send it straight from chat. Dana gets a branded link to view the quote, pick options, and approve online — with the deposit terms already attached.
🧾 Behind the scenes — you didn't touch this
Sending a quote books nothing yet. A quote isn't revenue, so your ledger stays put — FieldChief just records that Dana was sent Q-1042 and notes the 50% deposit term for when she approves.
Nothing posts to your books until money or work is real.
Step 5 · Customer approves
She approves — and pays the deposit on the spot
Dana taps Approve on her quote page. FieldChief mints a Stripe deposit link automatically, she pays the 50%, and the quote becomes Job J-1042 — all before you've touched your phone.
🧾 Behind the scenes — you didn't touch this
The $6,292.00 deposit lands in your books the instant Stripe confirms it:
| Account | Debit | Credit |
|---|---|---|
| Undeposited Funds | $6,292.00 | — |
| Customer Deposits (liability) | — | $6,292.00 |
It's a liability, not revenue yet — you owe Dana a roof. Revenue is recognized when you invoice the work.
Step 6 · Schedule the job
Put it on the calendar and notify the crew
Pick a day and FieldChief schedules the job, then messages your crew with the address and time. No group-text juggling.
Step 7 · Do the job
Run the job from the driveway
Start the job when the crew rolls up, snap progress photos, log materials as they're used, and mark it complete. Everything's stamped to J-1042 for the invoice and your job-cost report.
Step 8 · Invoice & get paid
Invoice the balance and record the payment
FieldChief turns the completed job into an invoice, credits the deposit Dana already paid, and bills the balance. When her check clears, record it — and the job is closed out.
🧾 Behind the scenes — you didn't touch this
Invoicing recognizes the revenue and clears the deposit liability; recording the payment moves the cash and zeroes Dana's balance:
| Account | Debit | Credit |
|---|---|---|
| Accounts Receivable | $6,292.00 | — |
| Customer Deposits (liability) | $6,292.00 | — |
| Roofing Revenue | — | $12,584.00 |
| Cash (check #2041) | $6,292.00 | — |
| Accounts Receivable | — | $6,292.00 |
You sent two messages. Your books are now correct, balanced, and audit-ready.
The payoff
Your books kept themselves
You never opened a spreadsheet, picked an account, or posted a journal entry. Here's your Profit & Loss and Accounts Receivable before this lead came in — and after Dana's check cleared.
That whole job, run from chat
A web lead, a measured roof estimate, a priced quote, an online approval with deposit, a scheduled crew, a completed job, an invoice, and a paid balance — with your accounting handled at every step. No setup. No bookkeeping homework. You just talked to FieldChief.
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