BUILT FOR CONNECTED SERVICE
Give the office and field the same starting point.
A quote needs equipment details. A maintenance visit needs service context. A supplier response needs a place in the customer quote. ServiceQuoteHQ connects those relationships so your team can follow the work from one step to the next.
INSIDE THE APPLICATION
One dashboard for office follow-up.
Filter the view by client, quote type, technician and date range to focus your review.
One platform for the service handoff.
Keep quoting, equipment records and maintenance connected, then explore the individual tools that support your team.
BEFORE YOU CHOOSE
What would you like to know?
Where should we start?
Start with the workflow that needs attention: service quoting, maintenance planning or equipment records. A walkthrough can follow a typical job from your business.
Is this designed for office and field teams?
The platform includes office workflows for quoting and coordination, alongside browser-based technician maintenance screens.
Can we explore the workflows together?
Yes. Review the feature pages to understand each workflow, then use the demo information page to plan a focused product discussion.
ONE FOUNDATION FOR RELATED WORK
Keep service information connected as responsibilities change.
A technician may identify a service need, the office may prepare the quote and a coordinator may organize future maintenance. Keep the customer, location and equipment context attached to those activities.
- Customer and location records identify where service happens.
- Equipment details support quotes and maintenance.
- Reports and quote exports support office review.
Equipment record
THE SAME JOB. DIFFERENT RESPONSIBILITIES.
Keep the people behind the service connected.
Office teams
Prepare the quote, coordinate supplier information and follow the customer response.
Maintenance coordinators
Review contracts, service dates and completed work against the equipment.
Field technicians
Access equipment context and use the browser-based maintenance workflow.
A PRACTICAL SERVICE SCENARIO
Follow a rooftop unit from request to repeat service.
01
Identify the unit
Find the customer, service location and equipment details behind the request.
02
Prepare the quote
Bring the service scope and relevant supplier information into the quote.
03
Plan recurring work
Connect the equipment to the maintenance contract and service dates.
04
Record the visit
Capture completed maintenance and prepare the report for office follow-up.
Connect daily work with office oversight.
Dashboard & Analysis
Give office teams and managers a shared view of quote activity, maintenance and follow-up.
Technician Workflow
Move from the technician dashboard to scheduled maintenance, equipment tasks and a completed service record in a browser.
Reports & Communications
Prepare maintenance forms, completion reports, quote emails and contract renewal documents from connected service records.
Administration & Setup
Manage the reference information, user access and assistant configuration behind your service workflows.
See how your service workflow fits together.
Follow one service request across the customer, equipment, quote and maintenance records.