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Green Deal & ECO Module

Quote Builder Module

Tracker Mobile’s Quote Builder module allows field based staff to access complete product libraries and build personalised, detailed and professional quotes for customers on an iPad. Paper-based catalogues and order forms are replaced with a user-friendly digitised process.

Use Quote Builder to maximise data acquisition and increase the likelihood of customer orders on site.

Available Platforms

IOS
Android
Desktop

Stroma Software’s Quote Builder module provides integration between your office based Tracker system and the Tracker Mobile application. Product data is sent in real time from Tracker to an iPad device so that field users can build customer quotations within the property:

  • Itemised breakdown of information within the quote
  • Generate a PDF quotation for customers
  • Send quotes by email direct to the customer
  • Submit all quotation data back to the main Tracker system
  • Track the quote through to order completion

Features Tracker User Guide



Quote Builder Module Features

Tracker Mobile’s Quote Builder module allows mobile workers to perform a more holistic service during the course of a property inspection. By integrating your Tracker back office system with the Tracker Mobile application our customers are provided with real time data access, customised by product and available at the touch of a button:

  • Load product catalogue data into Tracker
  • Import data including product category, description, product code, price and warranty details
  • Calculate quotes including VAT or set monetary and percentage discounts
  • Produce PDF copies of quotations including full company branding
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