Spend Plan: Offer Customers More Options To Fit Their Budgets

Regardless of the industry you are in, quoting is part of the service process. Before your technicians can complete any work, generally, a quote is produced and given to the customer to sign off on. Whether that’s for a simple break/fix repair, or the start of something more significant like a preventative maintenance contract, or even more extensive work such as an installation project, it all begins with a quote.  

 Quoting can be challenging, especially when doing it manually. Errors can happen in calculations, prices and costs could be incorrect, and your sales team could miss customer margins and negotiated pricing. It’s why quoting is a significant part of any field service because it needs to be correct, and it needs to be accurate.  

 However, a simple quote might not be flexible enough for your field service business, and you need greater flexibility and control in producing quotes. Fieldpoint introduced spend plans to our field service software to provide our customers with the tool they need to build accurate quotes, with the flexibility and accuracy to control: 

• Various packages 
• Price options 
• Price Margins 
• Adjustable spending plans