Features
From the price book to the porch.
Quotient writes the three options, prices the monthly number, takes the signature and hands the job to the office. Here is each piece of it.
Proposals
Three options, written from one system
Pick the system you would install. Quotient builds the good, better and best around it from your price book, with your labor, your permit fees and your margin floor already in.
Tiers built from your own parts and labor rates
A margin floor no option can be priced under
Swap a part and all three prices follow
Hendricks residence · new proposal
3-ton heat pump, ducted
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Good
2.5-ton AC, 14.3 SEER2
$6,420
34%
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Better
3-ton heat pump, 16 SEER2
$8,940
41%
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Best
3-ton variable-speed, 20 SEER2
$11,760
46%
Margin floor 32% · from your book
Written in 40 seconds
Financing
A monthly number on every option
A soft check with three fields, on the tech's phone, at the table. The approval lands on the proposal as a payment the homeowner can say yes to.
Pre-qualified in about ninety seconds
No hit to the homeowner's credit score
Terms from 36 to 120 months on one screen
Financing · Keystone Home Credit
Dana Hendricks
Pre-qualified up to $14,500
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36 months
5.9% APR
$271/mo
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60 months
7.9% APR
$148/mo
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120 months
9.9% APR
$107/mo
Soft check · no score impact · 9:58 AM CT
E-sign and deposit
Signed on the porch, deposited before you leave
The homeowner signs with a finger and pays the deposit by card on the same screen. Every open, view and choice is on the record, with a time beside it.
A signed PDF in their inbox before you pack up
Deposits by card or bank, straight to your account
A full trail of who opened what, and when
Proposal 2231 · activity
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Sent by text from Truck 2
3:41 PM
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Opened on her phone
3:52 PM
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Viewed Best, then Better
3:55 PM
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Chose Better · $8,940
4:09 PM
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Signed
4:12 PM
Dana Hendricks
Deposit $894.00 · card ending 4471
The office
The office sees the sale before the truck is back
Signed jobs land on the board with the equipment list, the deposit and the install date. Close rate and average ticket per tech, without anyone keying it in.
Close rate and average ticket by tech, by month
Signed jobs sent on to your scheduling software
Open proposals ranked by how warm they are
Close rate by tech · September
85 of 152 closed · $8,610 average
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Marcus Lockwood
Truck 2 · 27 of 41
66%
$9,210
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Alyssa Cordero
Truck 5 · 23 of 38
61%
$8,640
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Trey Bascomb
Truck 1 · 22 of 44
50%
$7,980
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Ben Arceneaux
Truck 7 · 13 of 29
45%
$8,115
Integrations
Connects to what is already in the truck
Your distributor's prices in, your lenders on the proposal, the signed job out to your board and your books. Nothing to re-key.
Ask about yours- Scheduling Dispatchwell Signed jobs arrive on the dispatch board with the install date the homeowner picked.
- Field service Trucklog Customers, equipment and service history flow in, so a proposal starts filled in.
- Accounting Tallybook Deposits and invoices post to the right job and the right account, nightly.
- Distributor Ouachita Supply Part costs update in your price book every morning at 6:00 AM CT.
- Distributor Kiamichi Distributing Equipment cost and stock by branch, so Best is never a back-order.
- Financing Keystone Home Credit Soft-check pre-qualification for terms from 36 to 120 months.
- Financing Saltfork Finance A second lender for the homeowners the first one turns down.
- Payments Bramlett Payments Card and bank deposits at signature, paid out the next business day.
The clipboard, and the phone
The same five moments in every replacement sale, before Quotient and after.
The moment
On paper
On Quotient
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Writing the quote
On paper · One price on a clipboard, priced from memory at the kitchen table
On Quotient · Three options from your price book, margins already in
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Talking money
On paper · A total with four digits and a pause nobody likes
On Quotient · A monthly number on every option, pre-qualified on the spot
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Getting the yes
On paper · “Let us think about it” and a PDF emailed that night
On Quotient · A signature with a finger and a deposit on the same screen
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The follow-up
On paper · A sticky note on the dash that falls behind the seat
On Quotient · A text at 48 hours, in your name, with the monthly number in it
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The office
On paper · Keying in the job from a photo of the paperwork
On Quotient · The signed job on the board before the truck is back
Questions
What shops ask before the first proposal
Anything we have not answered here, call the office. A person who has sold a heat pump picks up.
Call +1 (918) 555-0164Do my techs need a tablet?
No. Quotient runs in the browser on any phone your techs already carry. Homeowners view, choose and sign from a text-message link on their own phone.
Where do the prices come from?
Your price book. Import it from a spreadsheet or connect your distributor, and set labor rates and a margin floor once. Every option is priced from that.
Which lenders can a homeowner apply with?
Keystone Home Credit and Saltfork Finance today, with terms from 36 to 120 months. The soft check takes about ninety seconds and does not touch their credit score.
Does it replace our scheduling software?
No. Quotient sends signed jobs to Dispatchwell or Trucklog with the equipment list and the install date, so your board stays where it is.
How long does setup take?
Most shops send a first proposal the same afternoon. We import your price book with you on a 45-minute call and build your first three systems together.
Can we keep our own proposal look?
Yes. Your logo, your colors, your warranty language and your license number go on every proposal. The homeowner sees your shop, not ours.
Write your next quote three ways.
Free for one tech. Import your price book on a 45-minute call and send the first proposal this afternoon.