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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
Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$50 per month
Free Trial
No
Free Version
No
Pricing Details
One-time onboarding fee
Ongoing subscription per user
Ongoing subscription per user
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AccuQuote
Founded
2016
Country
United States
Website
accuquote.direct/
Vendor Details
Company Name
Service365 Inc.
Founded
2019
Country
Canada
Website
service365.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
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
No
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
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
