Time is Money: Convert more service call sales by getting quotes out faster with Quadra

As the old adage goes – time is money. In today’s competitive and fast-paced society where almost everything is just a few clicks away, customer service expectations have changed. Simply put, people want what they want when they want it.

When it comes to HVAC, plumbing and other mechanical service industries, the average time from the initial service call to the customer receiving a quote is one to two weeks. If this is your quote turnaround time, there is a good chance you are missing out on a significant amount of sales.

Customers are between 35-50% more likely to go with the first quote they receive.

Historically, sales teams (both in-house and field technicians) have had limited service call quoting tools available them, thus making the quoting process very manual and time-consuming. Field technicians often call or email the office with the quote details and then a sales representative takes over. By reducing the time it takes to generate a service call quote, you can significantly increase your close rate.

Quadra’s Service Call Quoting module is designed to streamline the quote-to-invoice process. From a mobile device or desktop, your technicians or sales resources can quickly lookup existing customers and equipment records. If the records don’t already exist, they can simply create new ones using pre-defined templates and image capturing. With real-time notifications, service recommendations can be sent automatically to the office for price validation and approval, and then the quote can be emailed directly to the customer. Alternatively, the quote can be reviewed and approved by the customer on the spot.

Quadra’s simplified and streamlined approach means you get quotes in the hands of your customers faster, and as a result, close more sales.

Industry data suggests that revenue from service and repair calls represents anywhere from 35-50% of overall revenue for HVAC, plumbing, electrical, or mechanical service businesses. That’s a significant portion of your business, so why not invest in a tool that makes it easier and more profitable?

Interested in learning more? Schedule a free demo and watch the video below.