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What is AccuQuote Direct?

AccuQuote has been thoughtfully crafted for HVAC manufacturers’ representatives to streamline the process of generating accurate and professional quotes. This innovation enables your team to focus more on client interactions rather than spending excessive time on quote generation. If your company is still using spreadsheets for this task, you may be encountering issues with data inaccuracies. Research from the International Conference on System Sciences indicates that a staggering 76% of spreadsheets are prone to errors, underscoring the potential pitfalls of this approach. AccuQuote simplifies the quoting process by automating the calculations for pricing, margins, markups, and freight costs. Transitioning from the errors associated with spreadsheets and manual methods allows your sales team to take advantage of a centralized database that contains templates, ensuring consistency and efficiency in quote management. By utilizing a single template to update specifications, costs, and markups, every member of your sales team can access the latest information for their quotes instantly, which not only boosts productivity but also encourages a collaborative atmosphere among your sales representatives. This modern approach ultimately leads to improved accuracy and a more effective quoting process.

What is 2020 Manager?

Leverage a cloud-based data platform that can be accessed via your computer or tablet, ensuring your entire team remains connected and engaged. Effortlessly manage prospects, clients, designs, quotes, contracts, team activities, and a variety of documents while on the go. Say goodbye to the frustration of searching for lost information or misfiled documents. Effectively oversee and coordinate employee tasks, objectives, responsibilities, performance metrics, and other essential activities. Equip your team with centralized workflow dashboards that foster collaboration and boost productivity. Keep your business on track, ensuring that employees maintain focus, while your calendar remains seamlessly integrated with advanced business process management tools. Customize a solution tailored to your specific business needs, all within a predefined framework that guides your team through the entire customer journey from initial prospecting to the final contract signing. In addition, oversee and analyze surveys, quotes, and reports to gather automated insights into customer behaviors and preferences, which will empower you to make strategic decisions for future initiatives. Furthermore, this comprehensive approach allows you to identify trends in customer engagement, ensuring that your business can adapt and respond effectively to evolving market demands.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AccuQuote

Date Founded

2016

Company Location

United States

Company Website

accuquote.direct/

Company Facts

Organization Name

2020

Company Location

United States

Company Website

www.2020spaces.com/2020products/2020manager/

Categories and Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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