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What is Quick QUOTE?

The Quick QUOTE program boasts an intuitive full-screen editing interface designed to simplify the quoting process through a user-friendly "fill in the blank" method. It guarantees that all entered data is validated in real-time, effectively stopping any erroneous submissions before they happen. For users who may have questions about the required information, pressing the "?" key brings up useful guidance on what is needed for input. After users complete their data entry, the information is securely saved to disk, making it convenient for future access and modifications. The program asks for four distinct categories of information: essential customer details, chosen equipment models, materials, and labor costs. The essential customer details encompass the customer's name, address, phone number, and other relevant information. Users can select from a range of equipment models, with the program automatically fetching the most sought-after features and prices for these options. If a particular model is not available in the library, users can enter the model information manually, providing a level of flexibility in their choices. This thorough approach not only streamlines the quoting process but also empowers users to generate precise quotes with ease. Ultimately, the Quick QUOTE program enhances the efficiency of producing accurate quotes while ensuring that users feel supported throughout the entire process.

What is Quadra?

The Quadra Maintenance Service Contract quoting tool features an extensive library of equipment and tasks, allowing users to create either detailed maintenance agreements or more straightforward contracts tailored to their individual requirements. This adaptability ensures that all customer expectations can be addressed while reducing the typical risks associated with maintenance agreements. By explicitly defining the scope of work in each contract, clients receive a clear overview of the services they are entitled to. In addition, the Quadra Service Call Quoting and Surveying tool equips technicians to evaluate customer equipment histories and provide tailored recommendations and quotes during on-site visits. Once the necessary data is entered, it remains available for technicians and inside sales teams, facilitating the finalization of quotes and their presentation to clients without hassle. This streamlined approach not only enhances operational efficiency but also significantly boosts customer satisfaction by guaranteeing transparency and promptness in service execution. Ultimately, both clients and service teams benefit from a more organized and responsive quoting process.

Media

Media

Integrations Supported

GreenCommerce
Key2Act
Knowde
WeTransact

Integrations Supported

GreenCommerce
Key2Act
Knowde
WeTransact

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Elite Software Development

Company Location

United States

Company Website

www.elitesoft.com/web/hvacr/elite_quote_info.html

Company Facts

Organization Name

ERTH Corporation

Date Founded

2002

Company Location

Canada

Company Website

www.thinkquadra.com

Categories and Features

HVAC Estimating

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

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

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

Preventive Maintenance

Condition Monitoring
Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
Purchasing
Reminders
To-Do List
Vendor Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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