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Field Service Quoting Software

Effortlessly Create, Edit, and Manage Quotes with Field Service Quoting Software

Professional, accurate quotes in minutes, not hours

Quoting a job and receiving quick approval is essential for field service business, but it requires time and coordination. Using FieldEquip’s field service software, organizations can simplify the process by creating a quote digitally and making necessary edits or changing pricing at any time.

Our field service quoting management software allows your back-office team to:

  • Create and send quotes directly to customers for quick review and digital sign-off
  • Instantly convert approved quotes into work orders to speed up job turnaround
  • Customize pricing, terms, and services within quotes to match customer needs
  • Maintain a centralized record of all quotes for better visibility and reporting
  • Avoid revenue leakage by ensuring accurate pricing through the correct price book

Streamline your quoting process and close jobs faster — get started with FieldEquip’s Quote Management Software today!

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Key Features and Benefits of Field Service Quoting Software

Professionalize Quotes for Better Client Engagement

  • Ensure your quotes look polished, branded, and client-ready.
  • Present clear and effective pricing to build trust and win approvals faster.
  • Choose which items to show, their grouping and how to order the items
  • Pull relevant terms and conditions from the library for each quote

WorkFlow Management

  • Apply different Approval steps within the quotes
  • Define limits on estimated cost in the field service quote
  • Automate notifications when a quote is ready for review and approval
  • Notify back-office teams instantly once a quote is approved, keeping everyone aligned

Centralized Quote Management Dashboard

  • View, track, and manage all quotes in a single interface
  • Monitor status updates (sent, viewed, approved, rejected) in real time.
  • Gain insights into won and lost quotes based on work type, salesperson, or territory

Improved Quote Accuracy

  • Minimize human error by pulling accurate data from inventory and price books
  • Ensure consistency across quotes created by different team members
  • Use job templates to automatically populate items for each job

Create Work Orders Instantly from Approved Quotes

  • Convert quotes into work orders immediately upon customer approval.
  • Eliminate re-entry of information and speed up job scheduling.

Our Value Propositions

Power your business with efficient field service quoting software

  • Customize quotes easily, compare them with historical data, and plan for the next year  based on past performance and costs.
View of Quotes Listed on Single Screen
  • Instantly convert approved quotes into work orders to accelerate job initiation and streamline operations.
Convert Quote into Work Order
  • Attach price books within the quote and pull correct pricing to ensure every quote is accurate and consistent
Attach price books within the quote
  • Keep an organized, searchable history of all quotes for future reference, compliance, or financial audits.
Add Filters to Search Quotes
  • Pull relevant terms and conditions from the library for each quote
Terms and Conditions for Quote
View of Quotes Listed on Single Screen
Convert Quote into Work Order
Attach price books within the quote
Add Filters to Search Quotes
Terms and Conditions for Quote

Start Generating Automated Quotes for Field Services

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FAQ's

Ask us about Quoting management

Through FieldEquip, it is possible to create work orders automatically from quotes. Once your client approves the quote, our system will create the service order automatically so your teams can plan to work on assigned tasks immediately.

FieldEquip has built-in quoting templates through which you can create professional quotes and explain every service charge in detail, helping customers to easily understand the quotation. An effective quotation helps win new clients and ultimately generate more revenue.

Yes, FieldEquip allows checking the previously shared quotations. A historical view of previous quotations will help your sales team prepare new quotations by analyzing previous price tags, offers, duration of task etc.

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Address:
US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US
Phone:
+1 281-815-4314
Email:
contactus@bursys.com

Contact Us

Would you like to have a free demo or have any questions about FieldEquip?

ADDRESS:

US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US

PHONE:

+1 281-815-4314

EMAIL:

contactus@bursys.com