Field Service Quote Management System

Accurate quotes calculated on the basis of all relevant factors such as inventory and visits — direct share feature with online approval!

Manage your quotes in the simplest way with the automated quote manager module of FieldPLANR. Paperless quote management is now possible with the modern field service coordinator software. Impress your clients and prospects alike with the modern approach your business has towards quoting system for field services.

FieldPLANR allows you to create inventory and services separately that can then be incorporated to form a job — whether one-time or recurring. Added plus, the inventory and services can be used innumerous times for different jobs/visits. This wards off the need for you to re-create inventory and services every time you add a new job, saving you a ton of time.
  • Quotes are calculated based on:
  • Services completed for the visit
  • Inventory used to complete these services
  • Total number of visits
Field Service Quote Management System
Field Service Quote Management System
This ensures that the quote estimation is as accurate as it can get, leaving no space for confusion from your customer. Quotes can be shared with the customer/prospect in readable PDF format in one step. Preview them before you share via email. They can also approve the quotes online for you to proceed with the next step without any delay.

Each quote comprehensively displays all details of the inventory, services and relevant visits using them. Any note added by technician/admin/sales person regarding job in consideration will automatically show up before you finalize the quote. You can also add your own note with the option of attaching an image too.

Below are some processes that FieldPLANR’s quote management module involves to automate the process:
  • Create a new quote and assign services — inventory will automatically be assigned as per the service.
  • Assign new services and/or inventory anytime before the quote is progressed to job.
  • To create a new quote very similar to an existing one, just use the ‘copy’ option and modify if necessary.
  • View the entire history for each quote including every time the quote has been edited (e.g. assignment of new inventory or service, downloading quote, etc).
  • Progress a quote to job in a single click.
  • Use the module for yourself to know how your field services can change the way you handle your business. Contact us here.
For more info visit : https://www.fieldplanr.com/quote-manager/

Email : info@fieldplanr.com

Call : +91 821 234 0437

Comments

  1. Sales Tracking SoftwareAugust 4, 2022 at 4:52 AM

    Thank you foe explaining the benefits and importance of field service quote module. This post realy helped me a lot...
    Field Force Help

    ReplyDelete
  2. Shashank TiwariNovember 9, 2022 at 1:17 AM

    The Field service management Application industry usually suffers from business management issues like the unavailability of field workers, customer satisfaction, inventory spillage, AMC management, and lack of expense data. All of these issues cause a bad customer experience and a loss in their overall revenue. FieldWeb application helps field business owners to fulfill all of their customer services on time and also to manage their technicians very well. Download Now FieldWeb Application

    ReplyDelete

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