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 can 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.

Technician

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.

Protect margins, reduce risks

By accurately identifying the scope of each repair and leveraging the material and labor pricing, you can ensure your margins are protected. You can let the system set margins and commission levels or you can let your sales teams adjust as permitted.

Protect margins screenshot

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:

  • Works on any mobile device or on any desktop or laptop browser

  • Seamless integration between the field, the office and the customer

  • History of all quotes and recommendations per customer, equipment and location

  • Ability to leverage templates to create quotes quickly

  • Ability to customize quote templates to produce a variety of formats

Workflow infographic illustrating Quadra service call quoting process from quote to invoice stage

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