What Is Cargas Energy Service Quoting? 

Service Quoting for Cargas Energy brings efficiency and flexibility to service techs and the back office. If you aren’t familiar with the features or just want to learn more about what the tool offers, these are the top benefits of Cargas Energy Service Quoting.

Create Quotes Seamlessly

Cargas Energy users have a dedicated space for generating quotes—and it’s electronic, so no more handwritten quotes falling between the seats of a tech’s van! Customer-facing techs and the back-office team can create quotes with ease. The tool lets you multi-select items and rates for faster quote generation. Service Quotes in Cargas Energy automatically calculate pricing and let you add images, discounts, and new equipment to the plan. Once all the information is gathered, you can format the quote for customers to review and sign.

Convert Quotes to Work Orders 

The Service Quoting tool goes further than just helping your team generate quotes. Once a customer signs the quote, all information is converted into a work order. This process is automatic, which means no manual double-entry that eats up time and leaves room for human error.  

Incorporate Service Contracts 

Want to help your customers save on the new systems they’re installing? Service contracts can be added to service quotes and presented to customers with the click of a button. The contract will automatically activate if the customer agrees to the service quote and corresponding contract.  

Customize Quote Deadlines

With today’s volatile pricing for parts and other quote components, setting a deadline for quotes is essential. All quotes have an adjustable expiration date, which you can set based on your organization’s workflows. During this window, you can reach out to customers who haven’t responded, and once the deadline hits, Cargas Energy automatically declines the quote.

View Quote History

Cargas Energy Service Quoting leaves an audit trail that your Customer Service team can easily access. Quote history is available on customer screens in Cargas Energy to show quotes in progress, quotes accepted, and quotes declined.

Get Service Quoting for Cargas Energy

Cargas Energy Service Quoting was launched based on customer demand, and we’re constantly refining the feature to save your team time so you can better serve your customers. To learn more about Cargas Energy Service Quoting, check out our Service Quoting breakdown featuring Cargas Energy Product Marketer Farid Widjaya and Product Manager Andrea Bierly.