FieldDraft in Claude

Quote from a chat,
priced from your list.

FieldDraft is a connector in Claude’s directory. Describe a job in a chat and Claude drafts the quote with FieldDraft, using only the prices in your FieldDraft price book. Lines it can’t match are flagged, never guessed. Then open the quote in FieldDraft to review and send it.

You need a FieldDraft account (14 days free, no card) with a few items in your price book.

Set it up in a minute

Add the connector

  1. 1

    Find FieldDraft

    In Claude, open Customize → Connectors → Discover, search FieldDraft and click Connect.

  2. 2

    Sign in

    Sign in with your FieldDraft account and approve access. Claude gets no access to anything else in your account settings or billing.

  3. 3

    Ask

    For example: “Use FieldDraft to draft a quote: 200A panel upgrade and a 50A EV charger circuit for John Smith.”

What Claude can do with FieldDraft

Your quotes, from the chat.

  • Draft a quote from a job description, priced only from your price book.
  • Find and open your quotes, and search your price book (“what do I charge for a GFCI?”).
  • Change a quote’s lines when you ask: quantities, prices, adding or removing lines.
  • Push a quote to Jobber and sync your price book from Jobber, only when you ask and confirm.
  • Nothing goes to your customer from Claude. You review the quote in FieldDraft and send it yourself.

Questions

What does Claude send to FieldDraft?

Only what each request needs, such as the job description or a quote number. FieldDraft never reads your chat history. Details in our privacy policy.

How do I disconnect?

Remove FieldDraft in Claude’s Connectors settings. Your quotes and price book stay in your FieldDraft account.

Where is billing handled?

On fielddraftapp.com only: 14 days free, then one price per business. See pricing.

Need help?

See support or email support@fielddraftapp.com.