Give business customers a cleaner way to request and approve work.
Fieldaira connects business quote requests, site details, measurements, photos, pricing review, customer approval, and invoice status across web and mobile.
What is Fieldaira Business Customer Workspace?
Fieldaira gives business customers a structured way to submit quote requests, attach site details and measurements, review pricing, approve quotes, and track invoice status from both web and mobile. Instead of emailing back and forth, customers work through a portal that keeps every request, measurement packet, approval, and invoice connected to the same account.
From request intake to approval and invoice status.
Start from a known business account
Business customers can begin a request with company, contact, site, request type, and component context already organized.
Capture the details pricing needs
Machine ID, install point, part number, quantity, overview photos, label close-ups, measurement sheets, and scope notes stay together.
Show what is moving behind the scenes
The customer can see that the request is being reviewed, prepared for BOM/pricing, or waiting for approval without contacting sales.
Close the quote loop cleanly
Measurement summary, quote summary, approval decision, requested changes, and invoice status stay attached to the request.
Better quote packets before the pricing team touches them.
Business customers need a quote workspace that can collect structured request data and field evidence without forcing sales to rebuild the context later.
AI-assisted quote intake
Fieldaira can help turn photos, labels, measurements, and scope notes into a cleaner request packet for the sales and pricing team.
Business mobile app
Commercial customers can create requests, attach required images, submit measurements, review quotes, and follow invoice status from the field.
Web customer portal
The business portal keeps account, contact, site, request summary, supporting files, and pricing readiness visible in one workspace.
Approval control
Customers can approve the quote or request changes from the same view that shows measurement and quote details.
Business customer workspace for home improvement teams.
Roofing and Gutters
Fieldaira helps roofing and gutter teams manage canvassing, inspections, photo evidence, estimates, approvals, installation scheduling, service follow-up, warranty, and reporting.
Siding and Exterior
Fieldaira helps siding and exterior remodeling companies manage inspections, proposals, material decisions, crew schedules, completion evidence, warranty, and reporting in one workflow.
Kitchen and Bath Remodeling
Fieldaira supports design intake, estimate review, selections, approvals, staged scheduling, customer updates, documents, payments, warranty, and reporting for kitchen and bath remodelers.
HVAC
Fieldaira connects HVAC sales, service intake, diagnostics, estimates, installation schedules, technician notes, customer communication, invoices, warranty, and performance reporting.
Electrical and Lighting
Fieldaira helps electrical and lighting contractors coordinate service intake, estimates, scheduling, job documentation, compliance notes, customer updates, invoices, warranty, and reports.
Solar and Energy Upgrades
Fieldaira helps solar and energy teams connect site surveys, proposals, financing, approvals, installation readiness, customer communication, warranty, accounting, and reporting.
Concrete, Masonry, and Driveways
Fieldaira helps concrete and masonry teams coordinate estimates, schedules, materials, crews, job photos, customer communication, invoices, warranty, and performance reporting.
Restoration, Repair, and Service Work
Fieldaira supports restoration, repair, and service teams with intake triage, estimates, dispatch, photo evidence, customer communication, invoices, warranty, and reporting.
Pairs well with
Most teams roll out Fieldaira surfaces in pairs — connected workflows that share the same customer, job, and KPI source of truth.
Sales
Quote requests flow into the sales pipeline with site context attached.
Accounting
Approved quotes become invoices with ledger sync from day one.
Residential Customer
Sibling portal pattern for homeowner projects.
Quick answers about the business customer workspace.
How do business customers submit a quote request?
From the web portal or mobile app, business customers select their account and site, choose a request type, add machine or component details, attach photos and labels, then submit the full packet for review.
Can business customers track quote status?
Yes. The portal shows whether the request is in draft, measurement pending, processing, ready for approval, or moving to invoice — without contacting sales for every update.
What happens after quote approval?
Once approved, the quote moves toward invoicing while the measurement packet, photos, and pricing details stay attached to the same request record for future reference.
Is there a mobile app for business customers?
Yes. Business customers can create requests, attach images and measurements, review quotes, and follow invoice status from the Fieldaira mobile app in the field.
Can business customers request changes to a quote?
Customers can request changes from the quote approval screen, and the original measurement package and pricing context remain attached so the team can review without losing the original scope.