FieldQuotes Delivers Rapid Returns!

Tampa Bay Trane, is a large Florida-based Heating, Ventilation, Air Conditioning and Refrigeration (HVACR company founded in 1969.) Tampa Bay Trane has grown to employ 100 feld technicians in its service department, along with another 40 in its controls department. Their service offerings range from digital temperature control systems, start up and first year warranty service, to preventative maintenance, energy analysis, and 24-hour emergency repair service.

The Challenge

Tampa Bay Trane technicians often saw additional work opportunities while servicing equipment at customer sites. They presented their recommendations to their customers, who in turn, requested Tampa Bay Trane to quote the additional work. The quoting process took too long. “Techs used to send in leads with pictures, estimates and work scopes. Then our estimators would quote it, send it to our sales associates and the sales staff would follow up with our customers. Under the best circumstances, this would take 24-48 hours” says Tampa Bay Trane General Manager, Tim Barnes.