Maintenance · Follow-up quote
Maintenance · HVAC · heatingThe follow-up quote, ready the same day.
The technician's findings, your catalogue and your prices: the quote builds itself, and the account manager only has to validate it.
Have you actually built this before?
Yes. For an HVAC company with around twenty technicians, delivered in two weeks.
Quotes wait, and so do customers.
- Quotes pile up: several hundred waiting is not unusual.
- Nobody knows which part to replace: a technician has to go back.
- References are copied by hand from a notebook or a photo.
- The account manager redoes the maths every time.
- Contract discounts get forgotten, or applied twice.
- The longer the quote takes, the more likely the customer goes elsewhere.
A technician's finding, a quote ready to validate.
Pick a finding. On the left, what the technician noted and the equipment found. On the right, the quote built from the catalogue, with what a person needs to decide.
Demonstration with fictitious prices. At your company, the tool uses your catalogue, your prices and your contract terms.
From finding to quote, no re-typing.
Start from the finding
The service report says what needs replacing or planning.
Find the equipment
The tool finds the equipment, the customer and their contract in your database.
Price from the catalogue
Parts, labour and travel, at your prices. Anything missing is flagged.
Validate and send
The account manager reviews, decides on flagged items, and the quote goes out.
A written plan, for your company.
Tell me which documents slow you down. I'll send back the two or three worth automating, and the shortest path to a tool that runs.
Thank you, received. I'll reply within two business days.
What people ask me before we start.
From your catalogue and price lists: parts, hourly rates, travel fees, contract discounts. The tool sets no price itself.
The quote is built without it and the line is flagged: supplier price needed. Nothing goes out without validation.
No. The account manager validates each quote. The tool prepares, the person decides.
The prototype reads your data and produces the quote alongside it. Writing directly into your software is built afterwards, with your vendor if needed.