Quoting and Sales Tracking

The Electric Pack Quoting and Sales Tracking module allows the sales rep to quickly prepare a quote. Electric Pack software provides flexibility to handle hand written quotes as well as Excel designed quotes and manually prepared quotes.

Initially the user works with Fireline Systems to import their primary manufacturers parts into Electric Pack. Inventory items that are being tracked are set up in the QuickBooks item lists. Pricing is updated in Electric Pack using manufacturer provided price updates or manually updated. Quoting templates along with options and option pick lists are easily put together in Electric Pack. Once these templates are assembled it is easy for the sales person is ready to create quick quotes. Templates can be modified at any time.

After the quote items have been selected you can add labor, misc items and any notes. Electric Pack provides a quote analysis section to determine your customer mark up and/ or gross margin. Electric Pack also provides flexibility to allow you to provide a lump sum discount or a percentage discount. Commission are calculated and the quote can be printed and/or emailed to the customer.

For a complete demonstration of the Sales/Quote module features click on the Request Information tab above.

Customer Testimonials

“We have been very pleased with Electric Pack from Fireline. The software has done just what you said it would.” Kevin – SRS Mechanical

“We love the system, it has really helped us with our scheduling and dispatching.” Woody – Southern Home Performance

“With Fireline we get more work done in less time, and it is really easy to use.” – Alicia – Thermal Air

“Fireline is really easy to use.” Emily – Midstate

“I’m so glad I bought this software. It has really helped our business. It is easy to use, and the support is great.” Bob – Mr. Mechancial

Quoting and Sales Tracking

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Customer Testimonials