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4 Ways to Integrate Automated Quoting into your Field Service App


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Quoting is the most central task of generating revenue for service businesses. Make sure you make it a priority.

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4 Ways to Integrate Automated Quoting into your Field Service App

  1. 1. 4 Ways to Integrate Automated Quoting into your Field Service App
  2. 2. Field service organizations need revenue.
  3. 3. Research confirms that companies that focus on revenue building (sales) out- perform those that spend more energy on post-sale service performance alone.
  4. 4. But with so many service issues to consider, the revenue side doesn’t always get as much attention as it should. Field Service Repair Center Preventive Maintenance Inspection
  5. 5. Why?
  6. 6. Sometimes organizations fail to recognize field service as a process spanning from marketing to sales to service.
  7. 7. So what should we do? Glad you asked!
  8. 8. Start by focusing on long-term, profit- making strategies
  9. 9. How do service organizations make sales a priority?
  10. 10. Take another look at your revenue, or sales, side of the business… …i.e. How you do quoting
  11. 11. Because let’s face it: Quoting is the most central task of generating revenue for service businesses.
  12. 12. Got it? Renew quoting efforts. How do we do that?
  13. 13. Field service quoting systems address two types of quotes: 2. Service Contract1. Time and Material Start by setting these up in your system.
  14. 14. Once you distinguish between time and material and service contract quotes, you can further split your sales quotes into four categories. [Don’t worry. Your quoting automation system will help with this part.]
  15. 15. 4 ways automated quoting helps with sales: 1. Pre-quote Preparedness 2. Quoting Efficiency 3. Quote Approval to Execution Features 4. Quote Analysis and Reporting
  16. 16. Pre-Quote Preparedness Quoting Efficiency Quote Approval to Execution Features Quote Analysis and Reporting Time and Material Sections for inventory, time and labor, tasks, and more for one-time set-up Builds quotes by adding materials, tasks, and time Transitions from prospect to customer are easy to track Once you close a quote it’s easy to go back and reopen it Separates databases for quotes, orders, and prospects to prevent clutter Modifies quotes, breaks big jobs into individual work orders, and moves quotes into orders Moves from quote to order with just a click Tracks quotes to see if they’re open, closed, or denied and predicts how much work may be coming Service Contracts Follows the same steps as “time and Material quotes,” but keeps quote intact through contract Provides space to explain what you’ll do, what you’ll cover, and how often you’ll provide service Turns into a recurring order with just one click and can be modified at any stage Allows technicians to document what they saw on site and what needs to happen in the future Sets up contract specifics as you go Connects with the rest of the service operations Sets up other services (e.g. schedule techs for recurring events) Keeps quote intact for historical review and statistical analysis What quoting automation actually does:
  17. 17. Can quoting also be a field function?
  18. 18. The short answer: YES
  19. 19. The long answer: With mobile quoting capabilities like picture taking and access to service history, technicians can sell to customers and create quotes on-site.
  20. 20. How do we make our customers take technician quotes seriously?
  21. 21. Start with a customized mobile inspection.
  22. 22. Then, create a quote based on the inspection data. e.g. The inspection identifies a seal in need of repair, so the quote item “Repair Seal,” is linked to a part number, item cost, and predetermined mark-up based on the customer and procedure.
  23. 23. • Send quote to customer automatically • Convert quote to service order • Schedule service order and dispatch technician Finally…
  24. 24. And that’s it! You gain a new sale and a happy customer.
  25. 25. Help your field workers double as sales people by giving them the tools they need to serve your customers and quote them at the right time.
  26. 26. 7 Best Practices for Choosing New Field Service Software There are many reasons service organizations review, purchase and implement new field service management software. Regardless of what forces you to that tipping point, use these tried and true methods to organize the buying process, eliminate the unexpected, and increase your chances of success. Download Whitepaper Now