Request a Quote-Service app

When a customer requests a quote for a piece of equipment, the technician can use one of two locations to request a quote. It can be requested from the Service Home Screen within the Requests card by pressing on the [+] button and selecting [Quote] or within a work order under the 3 dots tab on the top right side of the screen by selecting [Request a quote?].

Once the technician requests the quote, a notification is sent with the details of the quote to the back office. The back office can then process the quote as you do today and send the quote to the customer.

BEST PRACTICE: Include a picture(s) such as the data plate, parts needed replaced, the damage (what needs repaired).

Option 1: To create a quote for a location not currently in your WIP, from the Home Screen, press the [+] icon, then select [Quote]. Then choose the location by pressing [Change] in the top right corner. Service will populate the location information selected, the technician will fill in all other details, making sure to enter information with an asterisk: Priority, Contact Name, Contact Email, Contact Phone & Comment, add pictures by selecting [Add Picture] and then press [Submit]

Option 2: Within a work order, press the 3 dots on the top right side of the screen. Then select [Request a quote?]. Complete the information the same way as Option 1.

NOTE: Requesting a quote from within the work order will auto populate the location and equipment assigned to that work order.

TIP: A technician can set a priority level of Low, Normal, High or Critical. This can be adjusted in HQ after the quote has been submitted. Click here to learn more on how to adjust in HQ. Setting priority levels can help the Back Office prioritize these requests.