Quotes
FireLine’s Equipment Repair Pack’s Sales/Quote Center module allows the sales rep to quickly prepare a quote. The software provides flexibility to handle hand written quotes as well as Excel designed quotes and manually prepared quotes.
Initially the user works with Fireline Systems to import their primary manufacturers parts into Equipment Repair Pack. Inventory items that are being tracked are set up in the QuickBooks item lists. Pricing is updated in Equipment Repair Pack using manufacturer provided price updates or manually updated. Quoting templates along with options and option pick lists are easily put together. Once these templates are assembled it is easy for the sales person is ready to create quick quotes. Templates can be modified at any time.
After the quote items have been selected you can add labor, misc items and any notes. Equipment Repair Pack provides a quote analysis section to determine your customer mark up and/ or gross margin. The software also provides flexibility to allow you to provide a lump sum discount or a percentage discount. Commission are calculated and the quote can be printed and/or emailed to the customer.
For a complete demonstration of the Sales/Quote module features click on the Request Information tab above.