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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CSOne’s customer service solutions enhance the efficiency of your support operations. Every call to your call center is meticulously recorded and monitored from beginning to end, capturing essential information such as the customer's name, location, and equipment alongside the specifics of their inquiry. Additionally, CSOne’s online calendar boosts the transparency of your technicians' schedules. Technicians receive email notifications for task assignments, ensuring prompt attention to customer needs. The platform oversees a range of field service activities, including initial on-site assessments and repairs. Users can conveniently generate repair quotes and service reports via a mobile printer, facilitating quicker transactions. Furthermore, CSOne effectively oversees the entire sales process, encompassing quotation creation, sales orders, deliveries, billing, and cash collection. By managing documentation tailored to individual business cases, it simplifies the monitoring of task statuses for each case, highlighting pending tasks and quotes that require dispatch. This comprehensive approach not only streamlines operations but also enhances customer satisfaction through timely service delivery.

Description

The Quadra Maintenance Service Contract quoting tool utilizes a comprehensive library of equipment and tasks, enabling users to formulate either highly detailed maintenance agreements or simpler, less intricate contracts based on their specific needs. This flexibility guarantees that you can meet any customer's expectations while mitigating the conventional risks tied to maintenance agreements. By clearly outlining the scope of work in your contracts, clients gain a precise understanding of what services they will receive. Furthermore, the Quadra Service Call Quoting and Surveying tool empowers technicians to assess customer equipment records and generate recommendations and quotes during their on-site visits. Once data is inputted, it remains accessible for both technicians and inside sales teams to finalize quotes and present them to customers seamlessly. This efficient process not only streamlines operations but also enhances customer satisfaction by ensuring clarity and expedience in service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GreenCommerce
Key2Act
WeTransact

Integrations

GreenCommerce
Key2Act
WeTransact

Pricing Details

$240 per 3 users per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Libran Business Systems

Country

United States

Website

csone.biz/en/

Vendor Details

Company Name

ERTH Corporation

Founded

2002

Country

Canada

Website

www.erthcorp.com/quadra-bids-quotes/

Product 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

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

Product 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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