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Description
The Quick QUOTE program features a user-friendly full-screen editing interface that streamlines the process with a straightforward "fill in the blank" approach. It ensures that all data entered is validated in real-time, preventing any incorrect information from being submitted. If users encounter any uncertainties about the information being requested, pressing the "?" key prompts the program to provide helpful guidance regarding the input requirements. Once the data entry is finalized, the information is securely saved to disk, allowing for easy access and modifications later on. The program requires four categories of information: basic customer details, selected equipment models, materials, and labor costs. The basic customer details collected include the customer's name, address, phone number, and similar pertinent information. Users can choose from a list of desired equipment models, with the program automatically retrieving the most popular features and pricing for these options. In cases where a specific model is absent from the library, users have the ability to input the model details manually, ensuring flexibility in the selection process. This comprehensive approach makes it easier for users to generate accurate quotes efficiently.
Description
Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
No price information available.
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
Elite Software Development
Country
United States
Website
www.elitesoft.com/web/hvacr/elite_quote_info.html
Vendor Details
Company Name
Service365 Inc.
Founded
2019
Country
Canada
Website
service365.com
Product Features
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
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 Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
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
