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Real-time quotes use case | TrueContext











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Use Case

Upskill your service teams for on-site sales generation

Equip your technicians with real-time quoting out in the field


More customers approve quotes presented by technicians

<15 mins

Quoting process reduced from days


Saved in administration costs

Field service is customer service. And to maintain your competitive edge, that now includes real-time job quotes right from the field.


Increase sales at the point of service with spot quotes.

Routine service calls can unexpectedly turn into massive remediation projects – and this doesn’t become apparent until a qualified technician has been to the site and made a full assessment. Meanwhile, customers are left waiting until a work order report is generated and an accurate quote submitted by a different team – which can take anywhere from a few days to several weeks. Such incidents can derail operations, causing downtimes and reduced asset performance.


Go-backs are a reality of field service. Often, a technician conducts a first visit, tries to remediate the issue, takes all of the necessary information, and decides whether or not a return visit is required.

The gap can take weeks, all the while the customer has no idea how much it will cost until someone in sales has been briefed on the proposed scope and prepares the estimate. This window can cause enough dissatisfaction for the customer to reassign the job to another company that can price and complete it faster.


TrueContext equips your field technicians with the functionality to generate quotes on the spot and present it to the customer before leaving the site, giving them a concrete plan of action and associated costs.

They no longer have to wait days or even weeks for a supervisor to provide the same information, thereby eliminating a critical service gap that risks the customer going to a competitor. With the ability to provide quotes on the spot, technicians act as extensions of your sales force, mitigating customer churn and generating additional revenues for your field service business.

Elevator technician looking at tablet device


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Data Sources

These are external sources of data – such as spreadsheets, reports or data from other systems – that you can upload or connect to TrueContext. These enable lookups that your technician can use to select from lists of parts and tools that the follow-up job will require.

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Output Documents

Automatically generate quote and proposal documents, emailed to the customer, when work is completed. These can also be routed to external systems like Microsoft SharePoint, Google Workspace, ServiceNow, and Salesforce.

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Date and Time Calculations

Finish-by and follow-up dates are automatically calculated based on data captured by your technician and service contract-related variables like planned next visit and duration allowances based on service type.

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System Integrations

Out-of-the-box (SharePoint, Salesforce, etc.) and REST API integrations make it easy to share information across your service operations. Get materials, labor, cost, and contract pricing data to include in your service proposals. Keep a documented record of inspections, walk-throughs, and proposals as well as follow-up activities and dates to engage with your customer.

background image of field technicians looking at HVAC systems
30% more jobs with quick quotes
Global elevator company empowers technicians to sell in the field.
Resolve Energy cuts quoting time down to minutes
Quick quotes net energy company up to $50K more revenues per year.
Walter Surface Technologies eliminates data entry
Metal working industry provider cuts admin costs with e-signatures for quotes.

Scale up your field force for elevated customer service

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