Frequently asked questions.
Our goal is to help you get answers quickly so you can get back to creating professional quotes. If you can't find your answer here, please don't hesitate to contact us.
Getting started
What is Costfield?
Costfield is a specialised quoting and job-costing tool built for the professionals who make picture and sound — producers and artists, across production and post, working freelance or in a studio. It lets you quickly create, manage, and send everything from quick ballpark estimates to detailed formal quotes.
How does the free trial work?
Our trial is designed to give you the full Costfield experience without a time limit. Instead of a 14-day trial, you can create up to 5 complete quotes (either ballpark or formal) with access to all of our premium features. After you have created your fifth quote, you will be prompted to subscribe to continue using the service.
How do I sign up and start my trial?
It's simple! Click the 'Sign up' button on our homepage. Enter your email and create a secure password. You'll be logged straight into your account, and your 5-quote trial will begin immediately.
Is Costfield a desktop app or a web app?
Costfield is a web-based application, which means you don't need to download or install any software. You can access it from any modern web browser like Chrome, Firefox, Safari, or Edge on your computer or tablet.
Using the app
What's the difference between a "ballpark" and a "formal quote"?
Ballpark: designed for quick estimates when you don't have all the details. It uses broader strokes to give a client a general idea of the cost. Formal quote: a detailed, line-itemed document perfect for final proposals. It includes specific rates, quantities, subtotals, and can be customised with your full company branding.
What is the "AI Quote Builder"?
The AI Quote Builder is Costfield's AI assistant. Paste a client brief, upload a PDF, or dictate the job out loud, and Costfield drafts the line items and hours for you — priced from your own rate card. Anything the AI was unsure about is flagged for your review, and you stay in full control of the final quote.
Can I customise quotes with my own company logo and details?
Absolutely. In your account settings, you can upload your company logo, add your address and contact details, and include payment information. This branding will automatically appear on all your formal quotes.
Can I save line items or create my own templates for future use?
Yes. This is a core feature to speed up your workflow. You can save entire quotes as templates for new projects, set your standard per-task rates once in your rate card, and draw on the curated template library.
How do I send a quote to a client?
Once your quote is ready, you can email it directly from Costfield, generate a professional PDF to attach to your own emails, or send a direct link to the quote, allowing your client to view and approve it online.
What happens if a client wants changes after I've sent a quote?
Edit the quote and Costfield will ask you for a reason — the change is logged in an amendment trail, and every revision is kept. You and your client always have a clear record of what changed and why.
Billing and subscriptions
What is the price of Costfield after my trial ends?
Costfield has two plans: Standard at $15 USD per month for unlimited quotes and all core features, and Pro at $20 USD per month, which adds the AI quote builder and Xero integration. Stripe converts to your local currency at checkout.
How do I subscribe?
After you've used your 5 free quotes, the app will prompt you to subscribe. You can also go to 'Billing' from the app sidebar at any time to enter your payment details and begin your subscription.
What payment methods do you accept?
We accept all major credit cards, including Visa, Mastercard, and American Express, processed securely through our payment partner.
How do I cancel my subscription?
You can cancel your subscription at any time from the 'Billing' section. Your subscription will remain active until the end of the current billing period, and you will not be charged again.
What is your refund policy?
We offer a refund policy under certain conditions. For full details, please read our official refund policy.
Account & data security
Is my client and financial data kept private and secure?
Yes, security and privacy are our top priorities. All your data is encrypted in transit and at rest. We never share your quote data or client information. For a complete overview, please see our privacy policy.
Who owns the data and the quotes I create?
You do. You retain 100% ownership of all the data and content you create within Costfield. We simply provide the tools to help you manage it. This is outlined in our terms of service.
I forgot my password. What do I do?
On the login page, click the "Forgot password?" link. Enter your account email address, and we will send you instructions to reset your password.
Support
I think I found a bug or have an idea for a new feature. How can I let you know?
We'd love to hear from you! You can create a support ticket directly through the app dashboard, or send a detailed description of the bug or your feature suggestion to our support team at support@costfield.com. Screenshots are always very helpful!
I have a question that isn't answered here. How can I contact you?
For any other questions, please reach out to our support team directly at support@costfield.com. We aim to respond to all enquiries within 24 hours.
