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About ServiceQuoteHQ

ServiceQuoteHQ connects quoting, equipment records and maintenance for equipment service teams.

OUR FOCUS

Service information should stay with the work.

ServiceQuoteHQ connects service quoting, equipment records, and preventive maintenance. Office and field teams can see the customer, the location, the equipment, and the next step in the same workflow.

Service workspace with a laptop displaying the ServiceQuoteHQ dashboard, a headset and HVAC pressure gauges
ServiceQuoteHQ dashboard in a service workspace.

WHAT THE PRODUCT IS BUILT AROUND

Practical connections before a longer feature list.

ServiceQuoteHQ focuses on the relationships behind equipment service: who the customer is, where the unit is installed, what has been quoted, and which maintenance activity comes next.

  • Customer, location, and equipment stay together, including manufacturer, model, serial number, and photographs.
  • Service quotes stay linked to that equipment, including supplier information, customer acceptance, and export for office review.
  • Maintenance plans, due dates, scheduled visits, and completed work stay connected to the equipment.
  • Voice and chat can capture quote details and guide maintenance conversations. A person reviews the result before it is saved.
ServiceQuoteHQEquipment record
Equipment entry form with customer, location, manufacturer, model and serial fields.

WHO USES IT

The same job. Different responsibilities.

Office teams

Prepare the quote, coordinate supplier information, and follow the customer response.

Explore service quoting

Maintenance coordinators

Review contracts, service dates, and completed work against the equipment.

Explore preventive maintenance

Field technicians

Identify the equipment and complete maintenance in the browser.

Explore the technician workflow

See how the workflows fit together.

Start with the work your team wants to improve: quoting, equipment records, or preventive maintenance.