Your field service team is customer-facing and you find your small- to medium-sized business is missing out on valuable opportunities to generate new revenue. What can you do about it? Expand the usefulness of your workforce by implementing mobile quotation software and watch your bottom line grow.
What is mobile quotation software?
Mobile quotation software simplifies the workflow by allowing field technicians to complete a quotation from their smartphone for on-the-spot turnaround.
A quoting tool like Quick Quote captures data essential to producing a comprehensive quote, complete with labor and material cost estimates, which is then delivered to the customer and respective account administrators for further action.
Fully customizable to suit your specific needs, the customer will receive a branded PDF of the quote with an option to request changes or sign then and there. Your head office and other pre-determined parties receive a digital carbon copy for filing.
The process goes one step further with an upgrade to Super Quick Quote, a module that automatically forwards a quote above a certain amount to an authorized sales representative.
How does mobile quotation software work?
Field service technicians don’t need to waste valuable time filling out paperwork and waiting for approval before they can start working. Mobile quotation software captures the valuable data and with predetermined parameters built-in, allows for real-time estimation and approval of quotations.
Parameters can be set by zone, office, role, even by the individual – platforms like ServiceApp can be adjusted to meet the specific needs of your business.
The right mobile quotation tool for the job will:
- Be simple, user-friendly, and comprehensive
- Contain pre-determined business logic specific to the technician in order to facilitate the quoting process
- Provide a detailed estimate of pricing and material costs
- Standardize the way your field service technicians file paperwork
- Reduce the amount of time spent on administrative tasks
- Enhance data security and governance
- Easily integrate with existing hardware for seamless transitioning
- Provide visible ROI within weeks of deployment
Is it possible that a mobile quotation software can satisfy these above-mentioned goals? Yes, a solution like Quick Quote can, and will, increase efficiency, improve revenue generation, and guarantee customer satisfaction.
To find out how you can upgrade your company’s existing quotation model or to see Quick Quote in action, schedule your demo today!
