Customer quotes and orders: centralized tracking of your maintenance activity
All your commercial activity in your CMMS. From the first quote to order tracking, improve your relationship with prospects and customers.
Why choose our CMMS for managing your quotes and orders?
Our maintenance management solution adapts with agility to the requirements of each user while offering a complete range of commercial features.
Reduce re-entry and errors on your quotes
Create your quotes, then convert them into customer orders upon validation. Avoid manual re-entry and significantly reduce the risk of errors.
Accelerate your commercial cycles in maintenance
Reduce the time between commercial proposals and orders. Your interventions can start more quickly and your business gains in responsiveness.
Centralize all your prospect exchanges
Find all your exchanges directly in the CMMS. Offer your customers clear traceability and smooth communication, guarantees of trust and loyalty.
Track the profitability of your services in real time
Track precisely the costs and revenues associated with each service. Benefit from a complete financial overview, quickly identify the most profitable activities, and anticipate potential deviations.
How does customer quote and order management work in our CMMS?
Quote creation with standard or custom pricing
Generate your own detailed quotes based on standard or custom pricing, including multiple lines for parts and labor. Create these quotes quickly from an estimate of the work performed, and easily convert them into customer orders once validated.
Electronic validation of quotes and conversion to work orders
Thanks to customizable electronic signature workflows, your quotes can be validated quickly and sent by email or via a customer portal. Once accepted, they are instantly converted into work orders and assigned to the relevant technicians. Track their status in real time and facilitate follow-ups!
Service contract management and automated renewals
Track your service contracts, with clear visibility on signed contracts, their deadlines and pricing conditions. Manage renewals by tacit renewal or upon expiration notice.
Analysis and statistical tracking of your commercial activity
Track in real time the activity related to your quotes and customer orders through dashboards: number of quotes sent, pending, accepted or rejected, conversion rate, etc. Quickly identify opportunities or bottlenecks.
Quote generation from the CMMS mobile application
Create, review, and have quotes validated directly in the field. Thanks to the mobile application, access all necessary information in real time and respond immediately to customer needs.
Discover all the features of our CMMS to optimize your maintenance
Frequently asked questions
A computerized maintenance management system (CMMS) is a solution that allows you to organize, plan, and track all maintenance activities of a company. It centralizes information related to equipment, interventions, technicians, spare parts, and maintenance requests. Its objective is to improve the reliability of installations, facilitate the work of teams, and better control costs.