CLEAR QUOTES. BETTER CONTEXT.
Make the equipment and the scope clear from the start.
Start with the customer, location and equipment already on file. Bring the service details together, share the quote for customer acceptance and keep the next action visible to the office.
Service quote entry
INSIDE THE APPLICATION
Start with the customer, location and equipment.
The quote-entry workflow begins by selecting the service context before moving to the quote details.
BUILT AROUND THE WORK
Give the office a connected path through quoting.
Start with the right equipment
Keep the manufacturer, model and serial details connected to the equipment being quoted.
Follow customer acceptance
Share quotes for a customer response and keep that response connected to the quote workflow.
Support office follow-up
Export quote details to Excel when your team needs to review or work with the information.
BEFORE THE QUOTE GOES OUT
A clear scope starts with the right service context.
When a customer has several systems at one location, the quote needs to identify the equipment as clearly as the work. Keep the location and unit details close to the scope your office is preparing.
- Identify the customer, location and equipment being serviced.
- Use model and serial information to give the quote context.
- Keep supporting supplier information tied to the related service quote.
Equipment record
AFTER THE QUOTE IS SHARED
Give customer follow-up a place in the workflow.
Preparing the document is one part of quoting. The office also needs to understand the customer response and review the quote details when the next question arrives.
- Follow quote status and customer acceptance.
- Find the equipment context behind the quote.
- Export details to Excel for office review.
HOW IT FITS TOGETHER
From service request to customer response.
01
Identify the service need
Select the customer, service location and equipment involved.
02
Prepare the quote
Build the scope with the equipment context and supporting details at hand.
03
Follow the response
Track quote progress and customer acceptance so the office knows what comes next.
BEFORE YOU CHOOSE
What would you like to know?
Are quotes linked to equipment?
Yes. Quotes can be connected to the customer, location and equipment they cover.
Can quote details be exported?
Quote details can be exported to Excel for office review and follow-up.
Can vendor pricing stay with the quote?
Vendor quote management connects supplier information and supporting files to the related service quote.
Build the quote and manage the next step.
Scope, parts, labor and fees
Build service lines with parts, labor and service fees from shared catalogs. Keep the technician, quote status and service-performed information with the quote.
Delivery and customer response
Email the quote, review the sent-email preview and follow customer acceptance from the connected quote workflow.
Excel import and export
Upload service quote Excel files through the import workflow and review imported quotes. Export quote details to Excel for office follow-up.
Entry completeness
Quote-entry completeness feeds the dashboard and service analysis so managers can review where quote information needs attention.
Bring a typical service quote to the walkthrough.
Bring a typical quote to discuss equipment context, scope and customer follow-up.