HVAC maintenance agreements are crucial for driving revenue, with a successful maintenance contract program easily accounting for 50% or more of your HVAC company’s annual revenue. Below, we’ve delved into
FieldPulse’s Pricebook is a flat-rate sales tool businesses can use to supercharge their sales process and increase revenue. Our Pricebook helps turn technicians into full-fledged salespeople to make upselling incredibly easy. Once the customer has made a selection, you can quickly convert the product or service offering into an estimate, invoice, or purchase order before attaching it to the customer’s profile.
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Automate Your Quoting & Invoicing Process
So, why did we create Pricebook? Firstly, the plumbing pricebook allows you to create detailed proposals faster than ever, and boost your customer satisfaction by giving them both flexibility and visibility into your pricing options. You can even pull items directly from your pricebook and add them into your proposals with just a few clicks, no matter how simple or complex they may be.
Pricebook lets you view your overall costs and profits from any device, with view options like products vs. services, revenue over time, and more to easily see which jobs are your true profit centers.
Stay Updated & Integrated
Pricebook fully integrates with FieldPulse’s field service management software to further simplify your workday. Quickly convert your proposals into quotes and invoices while still retaining every last piece of your customer’s information like notes, jobs, payment information, and signatures.
Submit your purchase orders faster than ever, and choose whether you’d like those items waiting for you at the store, or delivered to your workplace.
Good, Better, Best Options
The Pricebook’s Good, Better, Best feature makes showing customers upfront pricing easier than ever with tiered pricing options and side-by-side product comparisons. With this tool, you can easily create proposals using pricebook items or save tiered pricing options as templates. Even adjust prices and descriptions on the fly with any necessary mark-ups and details or hide prices while presenting options.
With this tool, your customers will be able to instantly see and understand the differences, benefits, and features between different pricing tiers. From there, you can save proposals to customer files for later when following up with customers or when they’re ready for an upgrade, and convert proposals to invoices and take payments with ease. FieldPulse will then calculate and track sales commissions automatically using a percentage of either gross sales or profit.