Quoting ModuleThe Service Management System Quoting module enables your Sales and Customer Service team to be more responsive, quote more often, follow-up in a timely manner and increase their odds of closing the order.
Maintenance Quote Module
The Maintenance Contract Quotes module allows you to develop contract quotes that are driven by tasking. Templates can be developed with the tasks assigned to a standard list. Estimated cost for material and hours are assigned to each task. By picking the desired templates and adding or subtracting tasks, a quote can be generated with the customer’s labor rates and mark-ups automatically applied.
Service Call Quote Module
Designed to quote tasts or a lump sum bids. This module can also support a flate rate style of pricing. Service Management offers two types of service call quotes: fixed and not-to-exceed (NTE).
- On a fixed quote, the invoice billing amount is determined by applying a markup percentage to the estimated costs. Actual costs are not used to determine the billing amount.
- With NTE quotes, the invoice billing amount is determined by applying the location's price matrix to actual costs, up to the NTE amount. When the NTE amount is reached total billing must be less than or equal to the NTE amount.
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