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4 Reasons to Integrate Automated Quoting into your Field Service App
Field service organizations need revenue
Research confirms that companies that focus on revenue building (sales) out-perform companies that spend more energy on post-sale service performance alone
But with so many service issues to consider the revenue side doesnrsquot always
get as much attention as it should
Field Service
Repair Center
Preventive Maintenance
Inspection
Why
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Field service organizations need revenue
Research confirms that companies that focus on revenue building (sales) out-perform companies that spend more energy on post-sale service performance alone
But with so many service issues to consider the revenue side doesnrsquot always
get as much attention as it should
Field Service
Repair Center
Preventive Maintenance
Inspection
Why
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Research confirms that companies that focus on revenue building (sales) out-perform companies that spend more energy on post-sale service performance alone
But with so many service issues to consider the revenue side doesnrsquot always
get as much attention as it should
Field Service
Repair Center
Preventive Maintenance
Inspection
Why
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
But with so many service issues to consider the revenue side doesnrsquot always
get as much attention as it should
Field Service
Repair Center
Preventive Maintenance
Inspection
Why
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Why
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Sometimes organizations fail to recognize field service as a process spanning from
marketing to sales to service
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
So what should we do
Glad you ask
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Start by focusing on long-term profit-making strategies
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Look at your revenue or sales side of the businesshellip
hellipAKA the most central task of generating revenue for service businesses
hellipAKA Quotinghellip
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Got it Renewed focus on quoting
Now how do you do that
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Field service quoting systems address 2 types of quotes
2 Service Contract 1 Time and Material
Start by setting these up in your system
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Once you distinguish between time and material and service contract
quotes you can further split your sales quotes into 4 categories
Donrsquot worry Your quoting automation system can help with this part
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
4 reasons a quoting automation system is good for sales
1 Pre-quote Preparedness
2 Quoting Efficiency
3 Quote Approval to Execution Features
4 Quote Analysis and Reporting
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Pre-Quote Preparedness
Quoting Efficiency
Quote Approval to Execution Features
Quote Analysis and Reporting
Time and Material
Sections for inventory time and labor tasks and more for one-time set-up
Builds quotes by adding materials tasks and time
Transitions from prospect to customer are easy to track
Once you close a quote itrsquos easy to go back and reopen it
Separates databases for quotes orders and prospects to prevent clutter
Modifies quotes breaks big jobs into individual work orders and movesquotes into orders
Moves from quote to order with just a click
Tracks quotes to see if theyrsquore open closed or denied and predicts how much work may be coming
Service Contracts
Follows the same steps as ldquotime and Material quotesrdquo but keeps quote intact through contract
Provides space to explainwhat yoursquoll do what yoursquoll cover and how often yoursquoll provide service
Turns into a recurring order with just one click and can be modified at any stage
Allows technicians to document what they saw on site and what needs to happen in the future
Sets up contract specifics as you go
Connects with the rest of the service operations
Sets up other services (eg schedule techs for recurring events)
Keeps quote intact for historical review and statistical analysis
What quoting automation actually does
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Can quoting also be a field function
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
The short answer
YES
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
The long answer
With mobile quoting capabilities like picture taking and access to service history technicians can sell to customers and create
quotes while on the job site
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Example Steps to run a quote through an automated quoting system
bull Complete an inspectionbull Create quote based on inspection data
(eg the inspection identifies a seal in need of repair so the quote item says ldquoRepair Sealrdquo is linked to a part number and an item cost and even a predetermined mark-up based on the customer and the procedure)
bull Send quote automatically to customerbull Convert quote to service order upon customer
acceptancebull Schedule service order and dispatch service technician
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
Help your field workers double as
sales people by giving them the
tools they need to serve your
customersrsquo needs and quote them at
the right time
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
7 Best Practices for Choosing New Field Service Software
There are many reasons service organizations review purchase and implement new field service management software Regardless of what situations force your service organization to that tipping point there are several tried and true methods you can
use to organize the buying process eliminate the unexpected and significantly increase your chances of success with your new software
Download Whitepaper Now
