When your technicians are in the field completing service as part of a regular recurring preventative maintenance plan, they may notice some additional service is required. HVAC technicians may notice motors and belts need replacing as part of their service plans, which require either an additional service call, or additional work on the current work order, but first, they must get a quote for the customer on the cost of the repair, the parts required and the labor time.

From their mobile device, they can access their field service software and the quoting module, add in parts, task items and labor time, and have a quote in their customer’s hands in minutes, straight from the field. That’s because their field service software comes fully integrated with their CRM systems, and quote templates can be pre-built to make quoting customers fast and simple, ensuring that field technicians, back office administrators or sales teams can get quotes to customers quickly, especially if the customer is in danger of their equipment failing without the immediate fix.

Fully automated and customizable quotes

Quoting in the field needs to be simple and quick, as technicians don’t need to fumble to get a customer a price on additional service, especially when they have a full plate of service calls to do themselves. A technician needs to be able to add parts quickly, without having to search for prices and inventory levels, and attach it to the quote to be able to give the customer an accurate and detailed quote immediately.

With quote templates, field service organizations can build templates for quotes they typically need, which includes the parts and tasks required. All the pricing is included, margins are automatically calculated, and technicians and administrators can have the quote all done with just a few clicks. But there is also the ability to customize a quote by simply adding additional items or parts, or additional tasks, again with just a few clicks, and automatically, the field service software will adjust the pricing, revenue and costs to give a detailed and accurate quote.

Turn quotes into work orders

Quotes can be emailed to clients from within the field service software and can be in the client’s hands immediately. From there, they can accept the quote and immediately have work started. Once a quote is accepted, it can be turned into a work order through workflow controls, taking all the parts and tasks and putting them on the work order to be completed. Parts can be committed to the work order, either by fulfilling a stock request or by submitting a requisition for a part to be purchased.

Whether starting from a quote, or starting from an existing work order, both are connected to each other for easy reference, and the entire process is automated to make turning a quote into actual service work fast and simple, so customers can ask for a quote and get the work started within minutes.

Quoting is such an integral part of field service delivery, and whether you are adding additional service, or quoting a break/fix repair or project, quoting is essential for organizations and it needs to be a part of their field service software experience, as opposed to be something done on the side. With the quoting module in the field service software, data entry is kept to a minimum, as parts, labor, customer profiles and costs are all just a few clicks away from being added, which limits the chance of errors, and improves the accuracy of the quotes going to customers.