Why Your Field Service Software Needs Quote Management

Ability To Provide Pricing Quotes

Are you tired of leaving money on the table when it comes to quoting for new or additional service jobs on-site? Do you want to provide easier opportunities for technicians to adopt a more sales-oriented approach? Gomocha’s FMP360 (Field Mobility Platform 360) gives your field service organization the correct tools your service business needs to create a seamless experience throughout the interaction with your customers, reduce unpaid invoices and help to eliminate any data error to ensure business efficiency. Why are improvements in these aspects very important to your back-office planners and technicians as they navigate day-to-day diverse situations?

As many field service leaders understand, not all field service jobs are covered under a preventative maintenance contract or covered in a service level agreement. Whether your organization provides services in HVAC, Manufacturing, Utilities, Vending or even those in small to mid-size enterprises offering specific services in lawn care maintenance and treatment – your mobile workforce understands the various business needs of customer demands. Whether it’s a repair for a broken-down machinery, an emergency fix for a streetlight pole or even a new installation service, one question remains very clear. Is your field force equipped to quickly handle and provide the customer with a precise and accurate estimate of the work upfront? No matter the service industry or job order type, an effective field service management system empowers field teams with software for estimating the right price for the right job upfront.

The Benefits of Quote Management Software

Application leaders who are responsible for sales technology should definitely consider all the benefits of an effective field service management solution offering quoting capabilities. According to the Magic Quadrant For Configure, Price and Quote Application Suites published by Gartner in 2018, the top three reasons customers purchased the CPQ software were to “produce quotes faster (73%), improve sales rep productivity (63%) and replace existing outdated system/process including manual paper processes (58%).” After all, application leaders realize that the main goal of an intelligent quoting system is to easily enable technicians to quote and generate leads in the field increasing productivity through automation of invoices and increase sales revenue by creating a new or used channel for creating leads. The ripple effects to adopting these capabilities lead to streamlined execution of multiple projects by replacing manual back-office quoting with a completely automated, digital workflow of the entire quoting process. The main top benefits are seen too:

  1. Increase Sales Efficiency Across Your Organization:

Within the field service marketplace field engineers and technicians must adopt a more sales-oriented approach. Given that they are on the font-lines, they have also earned the trust of the customer as a knowledgeable source. Customers now expect a more seamless service experience as they are now receiving a personal touch before the call, during the visit and have established a relationship for repeat and referral business. Field engineers, therefore, establish themselves as a trusted source to providing information on other services. However, many field service providers face a hurdle with quotes. The task can many times be “labor-intensive” which requires extensive calculation and therefore service providers are not able to submit an effective proposal in time – motivating the customer to seek out services elsewhere. Service organizations can reverse this repeating loss cycle by providing the tools directly to the technician to provide pricing quotes, allowing customers to have instant input on new projects and services.

ASSA ABLOY Entrance Systems, offering a comprehensive range of automatic entrance products and services and a current FMP360 customer and innovation partner worked on a shoulder to shoulder approach with Gomocha to roll out this new feature. Before its final roll-out phase organization-wide, a group of technicians tested the quoting capability to provide their final evaluation.

“It’s nice that you have everything in one application and you can easily create a quotation while working on a service order without the need to search the system for the customer and the door,” said one involved service technician.

Providing technicians with simple field quoting tools, enables ASSA ABLOY to add hundreds of technicians to their sales force.

2. Automate Customer Pricing To Generate Accurate Calculations

In the FMP360 Portal, planners and back-office administration staff can take advantage of pre-determined pricing schedules in order to automate pricing when selecting parts, materials and work costs. Our built-in price book feature makes it easy for those who don’t already have a back-office system in place and are still using manual, complex systems to create quotes. Organizations can easily create automated price lists for each customer or choose to set up prices by materials, activity type, contract type and equipment to make sure customers are receiving the most accurate quote. For example, if a technician is on site and creates a quote he will automatically get the correct price set for each material or activity type he is inquiring for and will even receive a notification message if the user goes beyond a set max discount percentage. Also, your service organization has the ability to easily track margins or give the option to change pricing on individual items to allow for flexibility. Planners can also are given the proper tools to have more insight into tracking and managing subcontractors’ activity and automatically apply their pricing margins in the proposal estimates.

3. Take The Load Off Your Back-Office Administration

From the initial stages of starting a quote, you will notice the powerful integrations between the FMP360 platform and your CRM, Pricing and ERP systems allowing for quick reference to important customer information and allows for more organized workflow of asset identification techniques. Technicians are able to capture all relevant data and receive real-time updates in order to make informed decisions and capture tasks required to complete the job when starting a new quote.  Or simply choose to attach the quote to an existing work order and add checklists in order to save time having to re-enter information. Technicians can also utilize prebuilt/configurable templates in the FMP360 mobile application that will easily automate the quote invoice and email message to ensure consistency or even add specific details for a more personalized touch. This guarantees that your customers will have a seamless brand experience through every contact point whether is it though your own employed workforce or through an extended third-party.

4. Speed Up Your Quoting Cycle Through A Streamlined Workflow Process

Once the technician has filled in all the appropriate quote details, he will be guided through a finalized quote overview screen in which he or she now has three methods of quotes to choose from in order to solidify next steps:

  • The customer has reviewed all necessary information and approves the quote directly and signs the proposal in the FMP360 mobile app. When the quote is accepted, it can then be executed directly or the default work order automation process will be started so the work can be done at a later date.
  • The customer needs more time to approve the quote. All information about the quote is then sent by FMP360 to the CRM and the quote report is emailed to the customer for review. Technicians can also easily select the preferred customer language and FMP360 will instantly translate the required invoice report. Additionally, the customer can open the quote via a provided URL and e-sign the quote via a webpage once all details have been reviewed.
  • In some cases, the field technician needs to send the quote to an inside sales representative and therefore the process is done outside of the scope of the proposal. Therefore, inside planners will have all the required information they need to finalize the quote without having to waste time gathering multiple pieces of information together.

Achieve Service Excellence Through Setting The Right Price

Through implementing the right quote management system in your field service operations, we have seen how field organizations of any industry type and size can extremely benefit. Additionally, opting for a web-based and cloud solution is easier to use and allows technicians to work in both online and offline environments. Choosing a software that integrates seamlessly with your existing applications and CRM software is key to creating new streamlined sales channels, increasing client satisfaction and creating solid lines of consistent communication. For those service businesses who still use manual process to provide estimates, experience how our built in pricing system will transform your business into a digital optimized machine. Now is the time to experience ALL of the benefits and bring home the rewards! Sign up with FMP360 today and receive a streamlined quoting management process for your service business, FREE for 30 days.

Request a demo, call 240-403-6001 or email sales@gomocha.com to share your story and tell us how we can improve your digital operations.