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HVAC Maintenance Agreement Estimator
Improve Your Maintenance Agreement Estimating process with RADIENT-SE
Overview
Built natively on the Force.com platform RADIENT-SE helps HVAC companies estimate Service Agreements for a wide-range of equipment. Sales Reps can quickly create estimates that are tied to their Sales Opportunities, all within Salesforce!
Customize Agreement Types, Building Types, Scope of work, default visits. Use defaults or customize visits and scope to meet specific customers' or equipment needs. See rolled up PM hours and price as equipment is being added.
Unplanned Labor and material for full service agreements is calculated and displayed while estimating. Multiple Unit factor, if applicable, can be automatically applied and are visible to the estimator.
Adjust margins for each cost category to see affect o the Sell Price and margin %. All adjustments are tracked along with the adjustment reasons.
• Globally exclude scope of work across all equipment in the estimate. • Define different rates for different regions. • Pre populates the industry naming prefixes – AHU, RTU. • Capture details of the equipment and other info like Site procedures and accessibility constraints that could potentially require additional labor effort. • Prompts Sales Reps with cautionary guidance on certain types of equipment, as they are added. • Calculate vehicle cost by total labor hours or by mileage and number of anticipated trips. Adjust margins for each cost category to see affect o the Sell Price and margin %
Categories
- Business Needs
- Sales
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package