BUILT AROUND THE WAY WORK MOVES
One foundation. Different operating realities.
Construction and trades are a priority for our pilot rollout. QuotaPartner’s connected approach also supports teams whose work crosses people, projects and departments.
Construction
From estimate to the work on site.
Keep opportunities, estimates, bids, contracts, awards and projects connected. Bring crews, daily reporting, issues, change orders and documents around the job.
Estimate → Bid → Contract → Project → Field work → Closeout
Explore contractor workflows →Mechanical & trades
Coordinate the people behind the work.
Connect sales and project context with employees, crews, schedules and supporting documents. Keep office and field teams working from related records.
Customer → Scope → Crew → Schedule → Work records
Field services
Keep the field connected to the office.
Coordinate people and schedules, maintain job information and capture field updates. Use communications and evidence to make handoffs easier to follow.
Request → Assignment → Schedule → Field update → Follow-up
Growing operations
A shared foundation across teams.
Organize cross-functional work across revenue, operations, communications and documents. Start with the workflows you need and review your configuration as your organization grows.
Opportunity → Plan → Team → Delivery → Review
EXPLORE IT WITH US
Start with your business.
Find your path forward.
QuotaPartner is in pilot-stage rollout. Let’s review your workflows and what is ready for your team.
Request a Demo