Field-based quoting sets the foundation for satisfaction, efficiency, and profitability for your company. It builds trust and confidence with customers who appreciate upfront transparency before the work begins. It speeds up job approvals and work completion, as field technicians can present estimates on the spot and start work instantly. It improves accuracy, supports compliance and documentation, and more.
Approvals on the spot mean customers can avoid surprises or disputes over final invoices. Speediness results in higher first-time fix rates. Greater accuracy and compliance lead to more accurate billing, increased revenue, less risk, and better auditing.
Having data upfront avoids hidden expenses — those repetitive mistakes and missing patterns that cost thousands. Companies can utilize predictive analytics to forecast service needs, integrate IoT monitoring into their equipment strategy, and explore AI tools for informed decision-making.
Good data is the key to unlocking opportunities through a proactive strategy. Don’t get left behind — the majority of companies are now using predictive approaches. Here are the tools for effective quoting in the field:
Field Service Management (FSM) Platform
An FSM platform like Gomocha supports real-time quoting, integration of parts and labor rates, digital signature capture, and instant syncing. Technicians can generate and send quotes on-site.
Mobile Apps
With fully functional mobile apps that work both offline and online, technicians can quote, adjust, and close quotes without using a computer or making a phone call. Mobile apps facilitate the process from start to finish: quote builders, access to invaluable data, documentation uploads, and e-signatures.
Real-Time Book / Catalog
A centralized price book or product catalog that’s integrated with an FSM system can provide information on labor hours, part and equipment prices, bundled packages, and add-ons. This resource ensures accuracy, consistency, and accessibility.
Customer Relationship Management (CRM) Platform Integration
CRMs enable easy access to a customer’s profile. Personnel can pull customer history, preferences, and past approvals without missing a beat. They can also automatically log quotes and approvals.
Effective quoting on the field is essential for winning extra work for your field service organization. Equip your teams to seamlessly quote by leveraging tools, such as an FSM platform, mobile apps, a price book or product catalog, and a CRM. This approach facilitates smooth service delivery and fosters customer trust.
Gomocha enables your company to capture and analyze data that drives better choices, leading to more optimized field-based quotes. Our Field Service Efficiency Assessment, a 21-point checklist that helps your company discover your hidden efficiencies, evaluates your data-driven decision-making. 60-70% of companies now use predictive analytics to forecast service needs. 65% of original equipment manufacturers use IoT-based monitoring, and 45-60% of companies are testing AI.
No more confusion, inaccuracy, or inefficiency. With the Gomocha Field Service Platform, you can approve and complete tasks from wherever you are located. There is no need to wait around for approvals or shuffle through incomplete audits while losing revenue. Gomocha enables your company to seamlessly quote and stay ahead of the competition.