Quadra quoting and estimating software, powered by ERTH Corporation, provides HVAC, mechanical services, construction and utility companies with the ability to quickly and accurately quote service calls, maintenance contracts, and large projects essential to both securing new business and retaining existing clients.
Quadra Maintenance Service Contract Quoting
Quadra Maintenance Service Contract quoting tool leverages an equipment and tasking library that allows you to create either very high resolution maintenance agreements with very detailed tasking or less granular and complex agreements. The choice is up to you!
The versatility of this system ensures that you can satisfy any customer’s requirements; while eliminating the traditional risks associated with maintenance contracts. By detailing your scope of work in your contracts, your customers know exactly what to expect.
Quadra Service Call Quoting
Quadra Service Call Quoting and Surveying is a tool that allows your technicians to survey customer equipment records as well as create recommendations and quotes, while on-site.
Data is entered only once and then available for your technicians or your inside sales team to complete the quote and provide to your customer.
One Solution for all your Quoting Needs
Quadra simplifies the sales process within your organization. It has three quoting engines that offer strong solutions for quoting large jobs, service maintenance contracts and field quotes. These engines are fully integrated with KEY2ACT and provide you with a clear picture of your customer activity. Using Quadra allows your sales and operation teams to work together on various initiatives that will drive sales. Quadra is also a bonus for your customers as they can view all of their account activity and approve quotes either online or in the field. Furthermore, Quadra is easily adapted to work any CRM system to perform more quotes in less time. Lastly, with real-time integration your sales and operation teams are working with up-to-date and accurate pricing leading to more accurate and competitive quotes.
Advantages of Integration – Quicker Sales!
Integrated systems have many advantages over disparate ones. Typical advantages of an integrated system include eliminating duplicate entry, eliminating keying errors, avoiding pricing errors and managing version control. It is important that systems are intelligently integrated and the focus of the design is to streamline the sales process. That way your systems can work for you to speed up the sales process and drive sales. Systems that can be quickly tweaked and adjusted to meet the customers’ requirements in minutes instead of hours puts your company ahead of the competition. When your sales team has the correct information then you can be confident empowering them to drive the sales process and close more business for you. The process of approving contracts from your sales team is done in real-time. Also, your managers can see every transaction from the sales team and assist in real-time.
Pick and Choose the Tools You Need
Quadra’s three modules work together or they can work on their own. Our team will help you select the best package to satisfy your needs. It all starts with the Quadra Foundation Module and from there you can quickly add more features and modules. The Foundation Module sets up your users, roles, and securities. It is easily configured and customized to adjust with your business needs.