Quick QUOTEElite Software Development
|
||||||
About
The Quick QUOTE program uses full screen editing features that provide a simple "fill in the blank" input procedure. All input data is checked at the time of entry so that no improper data can be entered. If you have a question about what the program is requesting, you can press the "?" key which allows the program to offer additional explanations about the input data being requested. Upon completion of the input process, all data is saved to disk and can be reviewed and edited whenever desired. Four types of data are requested: general customer data, proposed equipment models, material, and labor items. The general customer data includes the customer name, address, phone number, and other such data. The desired equipment models are selected and all the best selling features and costs of the proposed equipment are automatically looked up. If a particular model is not in the model library then the model can be entered manually.
|
About
WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
HVAC professionals looking for a solution to automate HVAC estimating and create sales proposals
|
Audience
Contractors and field-service businesses interested in a solution to manage scheduling, dispatch, invoicing, payments, and customer history
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$499 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationElite Software Development
United States
www.elitesoft.com/web/hvacr/elite_quote_info.html
|
Company InformationWEX Field Service Management
Founded: 2012
United States
www.wexfsm.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
HVAC Estimating Features
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
|
HVAC Estimating Features
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Electrical Estimating Features
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
Field Sales Features
Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Field Service Management Features
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Plumbing Features
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Service Dispatch Features
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management Features
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
|
|||||
Integrations
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
|
Integrations
Azuga
Bluon
Profit Rhino
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
ThoughtSpot
Zapier
Zoom Phone
|
|||||
|
|
