3 Reasons Why HVAC and Mechanical Service Contractors are Reluctant to Implement Field Quoting Software

Are you still using pen and paper or Excel to create field service quotes? You’re not alone. Many small to mid-sized HVAC, plumbing, electrical, and mechanical service contractors are reluctant to give up their trusty quoting methods, even though it may be holding the company back.

There are three common reasons companies resist technology, and we’re here to explain why it’s time to take the leap.

Quadra app with image attachment

Reason 1: “We’re too busy and don’t have time to learn new software”

Understandable. Your company is busy and your technicians don’t have time to be bogged down by complex software or pulled out of the field to sit through hours of user training. After all, the purpose of implementing technology is to help your team, not hinder them. That’s why the field service quoting solution that you choose needs to be user-friendly, intuitive, and easy to learn. For example, Quadra Service Call Quoting software was developed with the busy technician in mind. New users can be trained and running on the application in less than 45-minutes. Many Quadra customers report that their technicians are reluctant to change at first, but quickly realize the simplicity and benefits of Quadra once they start using it.

Reason 2: “Field service quoting software is too expensive” 

While this may be true for some of the solutions on the market that are geared toward large companies with tens or hundreds of employees, there are feasible solutions available for the little guys too! Additionally, the efficiency gains, time savings, and increased sales close rates can deliver lucrative benefits and return on your investment. Quadra costs as little as a dollar a day per technician.

Quadra quoting app in use on a mobile deviceReason 3: “This is the way we’ve always done it”

The most dangerous phrase in business. We cringe when we hear this one – and we hear it a lot. The reality is that technology isn’t going away and society is on the path to paperless, so you might as well jump on board. Not to mention, customer patience levels seem to be shrinking. It’s no longer acceptable to take a few days or a week to deliver a quote because chances are, by then the customer has already gone with another contractor that quoted the job sooner.

So, whether you’re a small local mechanical service contractor with 5-10 employees or a large corporation with 100+ employees, field service quoting software is a must-have tool for your business.

Still unsure? Ask about the Quadra Trial Program or Schedule a Demo.

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