Service Quoting Software

Improve service sales effectiveness with integrated service estimating, packaging and quoting

The service quoting capabilities of the PENTA Field Service Software suite help service contractors estimate, build and track service and repair quotes with greater ease, accuracy and flexibility.  Together with maintenance contract quoting capabilities, Penta customers can quote any type of service or maintenance package.

Create Service Quotes

Penta customers may create service quotes and quote documents for customers or internal reference, whether for work orders such as repair or installations, inspections or maintenance agreements such as preventive maintenance.

Centralized, Integrated Catalog

To drive service quoting consistency and accuracy, Penta customers may build an integrated catalog of time and material estimates including pricing rules.  Based on tasks on classes of customer equipment, service contractors may generate quotes and service packages from the catalog.  PENTA users who are authorized may override standards for sales flexibility, while maintaining a history of quote versions, recommended quotes and quote-related communications. Awarded quotes can seamlessly create work orders or maintenance contracts from quote details:

• Price by mark-up, fixed prices or standard billing rates
• Detail #visits, frequency, customer equipment, resources, other costs
• Override capabilities at all levels, retaining “recommended” quote

Packaging and Versioning

Service contractor sales staff must account for a wide variety of customer needs in estimating and quoting service work.  PENTA meets this need with service packaging capabilities, service quote versioning and quote document creation:

• Produce multiple quote versions
  • (“what if” variations, gold vs. silver maintenance, etc.)
• Group multiple service quotes into packages for consolidated presentation to customers
• Generate presentation-ready quote documents
• Track client quote-related communications