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features
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support

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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.

Description

uPlan will dramatically reduce the time it takes to plan and consult. Get auto-generated documentation for your projects, including a wiring diagram, electrical cabinet layout, and bill of material. Discuss the project with your client and provide a personalized quote for the various solutions you could offer.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GreenCommerce Yes 
Key2Act Yes 
Knowde Yes 
WeTransact Yes 

Integrations

GreenCommerce No 
Key2Act No 
Knowde No 
WeTransact No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

First project is free
29 €/ month
159 €/ 6 month
319 €/ 12 month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

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 No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ERTH Corporation

Founded

2002

Country

Canada

Website

www.thinkquadra.com

Vendor Details

Company Name

uPlan

Founded

2018

Country

Hungary

Website

uplan.io

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 

Product Features

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates Yes 
Scheduling No 
Time Tracking No 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff No 

HVAC

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

HVAC Estimating

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

Alternatives

Alternatives

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