Quote Management

A Powerful Field Service Quoting Software

Empower your field staff to generate error-free quotes through straightforward, automated tools.

fall in love with our features

Speed Up Your Quoting Cycle

Whether it’s a repair for broken-down machinery, or an installation project, customers expect accurate estimates of field quotes. With the quoting functionality built right into the FMP360 platform and mobile application, field engineers and technicians have quick reference to important customer information such as CRM, Pricing and ERP system integrations.

MONITOR YOUR QUOTES SUCCESS

Navigate the FMP360 portal through searching all quotes (i.e. open, won or lost) and even adjust pricing quotes to utilize in near real-time. Also, quickly search for a customer who you want to create a quote for instantly saving time and increasing efficiency.

Turn Your Quotes Into Work Orders

After filling in all the major details to complete the proposal including skills needed, assets, parts and services, choose from three completion methods to start executing the work or simply attach a quote to an existing work order.

Take The Load off Your Back Office and Field staff

Utilize prebuilt/configurable templates to add a personalized touch and easily extract customer history from archives. Additionally, with FMP360's in-house pricing system organizations can choose to automate quoting when selecting parts, materials and labor costs to ensure data accuracy.

Maximize Opportunity & Increase Sales

Seamlessly turn an approved quote into a work order
Track quotes throughout the sales process, providing the opportunity to better anticipate and understand customer needs
Enhance Quote Manager’s efficiency by using analytics to identify quotes that have not yet been approved
Incorporate your subcontractors to provide pricing quotes on-site to create additional work order requests

Watch our field quoting product demonstration to drive growth, boost revenue and expand salesforce initiatives!

Improving Your Quoting Process

+ 80 %

efficiency and flexibility

Technicians can remotely retrieve all information they need for their work orders.

50 %

Success rate

Quotes per technician, signed by customer on site.

Get our e-Guide

Selecting a Field Service Solution is a Bit Like Putting a Puzzle Together. Download our eGuide so you’ll know how to select a flexible, customizable field service solution that will take your organization to the next level.