A powerful quoting system built right into your field service software
Fieldpoint’s built-in quoting system can quickly turn customer quotes into work orders automatically. Your technicians can even quote for additional work on-site and assign it to an existing work order instead of creating a new one. From the portal, you can add parts and job tasks, automatically apply special customer pricing and taxes, and email quotes to a customer. Streamline your administration process, so you can concentrate on satisfying your customers.
See Our Field Service Management Software in Action
Quoting Management Key Features and Benefits
Speed Up Your Quoting Cycle
Add New Revenue Streams To Your Business
Fieldpoint’s quoting management system speeds up the quoting process, so you can get the quote into the customer’s hands for approval and start the work order. List all the tasks and services you will deliver so you can include it into your proposal. Once approved, quickly convert into a work order to be scheduled, saving time on data entry and eliminating the margin of error.
- Integrations with CRM, ERP and accounting software allows for quick reference to customers and to add their information in without multiple lines of data entry
- The completed quote can be emailed directly from within the field service software to the recipient for quick approval
- Push the quote to a work order and schedule a technician or subcontractor with just a few clicks
- Existing pricing agreements with customers and subcontractors will make quoting a breeze with automatic pricing calculation, including taxes
Transition from Quotes to Work Orders
Take The Load Off Your Administration
Whether you are bidding on new work, or your technician in the field needs to provide a quote for additional work, Fieldpoint’s field service software allows you to create a new quote, then create a new work order, or apply a quote to an open work order without additional processing.
- Approval of a quote sends parts and labor items straight to the new work order or attaches them to the existing work order for a complete detail of all work completed.
- Handle new customer installations just as well as specific fixes or upgrades to existing serialized pieces of equipment.
- Track service level agreements (SLA’s)
- Instant access to service history, and asset configurations
- Dispatch technicians with skills, availability, and the right parts
Customization For Your Field Service Enterprise
Create quote templates that will give you real productivity when quoting standard configurations for new installations, or standard repair bills of materials and services. Have all job tasks, parts and labor easily visible for accurate and detailed quoting. You can also copy existing quotes and modify them by adding additional line items to customize for specific customers or jobs. Track revision made during the quoting process and customize your quotation presentation layout.
Automated Customer Pricing
Accurate Calculations Within Your Service Management
With pre-determined customer pricing schedules, automate quoting when selecting parts, materials and labor costs. Easily track margins and have the option to change pricing on individual items or tasks. Also includes added markup for subcontractors purchasing materials and adding their own markup costs.
Advanced Quoting Mechanism For Subcontractors
Incorporate your subcontractors into the customer quoting process. Fieldpoint allows you to expose part of the quoting system, specifically for subcontractors to enter their pricing right through a web portal. As they enter their parts and service, the quote system will automatically apply your margins, driving your quotation productivity.
Monitor Your Quotes Success
Make Better Business Decisions
Track the analytics on quoting by customers, job type, open and closed quotes, and gage the success of your quotes by margins and profitability, and how many quotes turned into jobs, giving you accurate information to make better business decisions and adjust your quoting strategy or templates.
See Our Field Service Management Software in Action
Latest News in Quoting Management See all posts >
Many of the trends that began last year are set to continue through 2021 and beyond. Unsurprisingly, much of what you can expect to see this year revolves around the use of technology to improve customer service and business efficiency. Let’s look at the top seven trends for this year.
In the highly regulated oil and gas industry, HighPoint Resources, a Denver-based exploration and production company that develops oil and natural gas assets in the Denver-Julesburg Basin of Colorado, is required by multiple regulatory agencies to have their sites and...
Creative Realities Inc. (CRI), a Louisville, Kentucky based company, provides the latest digital technologies to retailers and brands to create a better shopping experience. Through their design, development and deployment of digital ecosystems and high-end...
Kraft Power was ready to take their operation to the mobility age. Founded in 1965 in Boston, MA, Kraft Power’s service of engine-generator systems across the eastern United States needed an approach that wasn’t linked to pencil and paper, as quotes were being missed...
Waibel Unifies Their Hvac Services With Fieldpoint's Field Service Software Waibel Energy Systems, a mechanical HVAC services company operating out of Dayton, Ohio, has been providing quality HVAC installation and repair services for over 50 years with the goal to...
Design, Storage And Handling Offer Greater Support With Fieldpoint'S Field Service Software When Design, Storage and Handling (DSH), industrial storage and handling warehouse organization with 25 years of providing highly engineered material handling solutions, needed...