Service Call Quoting
Quadra Service Call Quoting works both as a mobile application on any device and as a desktop application in any browser. The tool is designed to allow anyone, technicians or sales resources, to quickly and accurately collect the required information, such as photos and equipment data in order to create quotes. The application can work seamlessly between multiple people in order to facilitate your quoting process and get accurate quotes to your customers as quickly as possible. Quotes are delivered in real-time to your customers while you are in the field or emailed from the office.
Streamline your sales process
Quadra streamlines your sales process by allowing your technicians, sales team and operations to collaborate in real-time, between the field and the office. This eliminates duplicate effort and helps get quotes in front of your customers in minutes, rather than hours or days.
Depending on your business process and resource allocation, Quadra provides flexibility to quote three different ways – using your technicians, inside sales or a combination.
Increase sales by empowering your technicians
Your technicians are your best sales resources. They spend the most time with your customers and often have the best relationship with them. Quadra Service Call Quoting software empowers technicians to identify sales opportunities and make recommendations to customers about required work, while onsite.
Step 1 – Create recommendations including estimated parts and labor, and photos
Step 2 – Convert recommendation(s) to a quote
Step 3 – Notify customer of quote for review and approval
Step 4 – Once approved, service call is automatically created
Generate more pull-through work
In today’s fast-paced, competitive business environment, customers want quick, quality service. Quadra Service Call Quoting tool allows your technicians to create quotes while onsite or notify the office of the service call details, which can then be priced and quoted by inside sales. Quadra enables your technicians and your sales team to get quotes to your customers ahead of the competition.
Easy to use and deploy
Your technician’s time is valuable and they shouldn’t be bogged down by complex technology. With Quadra’s user-friendly, intuitive interface, you can have your technicians and sales team trained and running in less than 30 minutes. Quadra uses templates to create recommendations and quotes and allows your technicians to easily adjust hours and parts lists. Once completed, they can request an approval from the office or simply convert the recommendation to a quote and have the customer sign off right in the field. The system tracks performance and uses a dashboard to incentivize the technicians to drive more sales for your company.
Full visibility into the sales process
You will never lose track of another lead or deal because Quadra tracks the status of each opportunity, and notifies your sales team when it is time to take action. This allows them to follow up on sales and track their monthly progress with Quadra’s dashboard and sales reports.
Key Features:
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