Maintenance Contract Quoting

Quadra Maintenance Contract Quoting is a cloud-based quoting solution that allows you to create comprehensive maintenance contracts and service agreements.

Key Features:

  • Seamless integration to most ERP systems
  • Mobile equipment survey tool to capture and attach images and videos
  • Access library of 35,000+ tasks/services
  • Real-time data exchange between multiple platforms
  • Select from multiple, customizable quote templates
  • Flexible approval workflow

Benefits:

  • Streamlines the interaction between technicians, sales, & operations
  • Eliminate duplicate data entry into multiple systems
  • Easily add equipment, tasks and frequency
  • Reduce quoting time
  • Increase profits and productivity
  • Improve quote accuracy and consistency
  • Overcome limitations of spreadsheets
  • Generate more recurring revenue

Survey equipment records

Collecting accurate equipment information is critical to the accuracy and profitability of your maintenance contracts. Quadra has 3 ways of collecting the equipment data:

  1. Quadra Mobile Survey tool which fully integrates with the Maintenance Contract Quoting module
  2. Excel import into Quadra
  3. Direct entry into the system
Software Screen Shot

Eliminate duplicate entry and manual processing

Duplicate entry and manual processing are two of the main reasons quotes take so long to produce and often lead to mistakes and errors. By eliminating this extra work you streamline your sales process, get quotes in front of your customers sooner and significantly reduce the risk of scope creep and margin erosion.

Leverage a comprehensive service and task library

Quadra has a comprehensive service library complete with 35,000 tasks/services that were created by industry experts and validated over years of service. Instead of starting from scratch, you can leverage the Quadra library and make changes based on your geographic region and other factors. Your service agreements can be as detailed or simplistic as needed.

Bar graph illustrating more maintenance contracts increases pull through work

Increase recurring revenue with each maintenance contract

Quadra is proven to close more contracts than other tools. Each new contract you win leads to an additional 2-3 times increase in your pull-through work and sales. A happy customer is a repeat customer!

Gain full visibility into the sales cycle

Being able to track every quote and proposal that goes out the door from one screen is incredibly helpful. The Dashboard and customized reporting allow you to follow up with customers and/or your sales team in real-time. Knowing your sales funnel and being able to act upon it will lead to more sales and happier customers.

Customizable proposal mock templates

Create professional proposals from customizable templates

Create comprehensive, professional maintenance contract proposals using customizable pre-configured templates. You can even have multiple proposal templates available for different services or business units.

Let’s talk. Contact us.

"*" indicates required fields