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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AccuQuote was designed specifically for HVAC manufacturers' representatives, simplifying the creation of professional and precise quotes. This innovative tool allows your team to dedicate more time to engaging with clients and less to the tedious task of generating quotes on a computer. If your business is currently depending on spreadsheets for quoting, you may be operating with inaccurate data. A study from the International Conference on System Sciences revealed that an alarming 76% of spreadsheets have errors. With AccuQuote, calculations for price, margin, markup, and freight costs are done automatically. Say goodbye to the mistakes associated with spreadsheets and whiteboards. Your entire sales force will benefit from access to a centralized database of templates, ensuring consistency and efficiency in the quote creation and management process. By updating specifications, costs, and markups in one centralized template, your sales team will be able to utilize the most current information for quoting instantly, leading to improved accuracy and professionalism in your proposals. This streamlined approach not only enhances productivity but also fosters stronger client relationships.

Description

The Quadra Maintenance Service Contract quoting tool utilizes a comprehensive library of equipment and tasks, enabling users to formulate either highly detailed maintenance agreements or simpler, less intricate contracts based on their specific needs. This flexibility guarantees that you can meet any customer's expectations while mitigating the conventional risks tied to maintenance agreements. By clearly outlining the scope of work in your contracts, clients gain a precise understanding of what services they will receive. Furthermore, the Quadra Service Call Quoting and Surveying tool empowers technicians to assess customer equipment records and generate recommendations and quotes during their on-site visits. Once data is inputted, it remains accessible for both technicians and inside sales teams to finalize quotes and present them to customers seamlessly. This efficient process not only streamlines operations but also enhances customer satisfaction by ensuring clarity and expedience in service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GreenCommerce No 
Key2Act No 
Knowde No 
WeTransact No 

Integrations

GreenCommerce Yes 
Key2Act Yes 
Knowde Yes 
WeTransact Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AccuQuote

Founded

2016

Country

United States

Website

accuquote.direct/

Vendor Details

Company Name

ERTH Corporation

Founded

2002

Country

Canada

Website

www.thinkquadra.com

Product Features

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export No 
Equipment Maintenance No 
Financing Management Yes 
Labor Rates No 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling No 
Takeoff Yes 

Preventive Maintenance

Condition Monitoring No 
Inspection Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Predictive Maintenance Yes 
Purchasing No 
Reminders Yes 
To-Do List No 
Vendor Management No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Quadra Reviews

Quadra

ERTH Corporation

Alternatives