Quoting is the process of creating a document that showcases the goods and services that will be performed at a stated price. The price is calculated based on the cost of completing the service and is designed to show your buyers the price of the service before they commit. The quote is created during the selling process’s estimating stage and is sent to the customer during the negotiation phase. Now that you understand the basics of quoting, you can see how important it is to have a consistent quoting process that is efficient and accurate so that you can close more deals for your field service business. Instead of manually creating quotes using paper and sending it to your customers, why not use a software solution that removes all the cumbersome tasks in this process. This is where ServiceEcho shines. In this blog, we will discuss how ServiceEcho’s quoting functionality will make your business more profitable.
In the ServiceEcho office application, an Account can be created that tracks all the contact, address, and other information for a single customer. An Opportunity can then be created that links to the Account. Think of the Opportunity as the jobs that needed to be done for the Account. It covers the sales information, such as where the Opportunity is in the sales process and the estimated earnings from the job. The Opportunity also covers the products needed, services to be performed, materials required, any part orders, work orders, invoicing, and generating a quote. Take a look at the screenshots below for further clarity.
Example of an Account
Example of an Opportunity
This is where the power of ServiceEcho comes into play. Now that we have all the Account and Opportunity information filled out, with the Opportunity Quote Pdf Configuration enabled, a quote pdf will automatically be generated in the Documents section of the Opportunity. As you can see from the screenshot below, the quote is automatically populated with the products of the Opportunity shown previously. The billing information and the price amount have also been automatically calculated based on the information provided in the Opportunity. The overall layout and logo added to the quote is consistent and set to the user’s liking, making creating a quote a lot easier. You can see how this functionality will improve any field service business’s efficiency as quoting will now be much faster and more accurate every time.
Example of a Quote
With the email functionality in the Opportunity, we can now send this quote to our customer directly, all within the same ServiceEcho environment. All these quoting features will ensure that you are optimally prepared to close any deal.
Email Example
If this quoting functionality speaks to you and your business’s pain points, why not give ServiceEcho a go? Book a demo below to learn more.