Shares data with third parties
"To third parties to permit them to send you promotional communications, consistent with your choices"
Confidence: high
Source
AccuQuote
by Rep Order Management (ROM)
Engineered for HVAC manufacturers' representatives to streamline complex commercial quote creation and eliminate spreadsheet calculation errors.
Highlights
Capabilities
Trust
Media
www.repordermanagement.com
About This Product
Fills a distinct niche for the B2B side of HVAC (reps and distributors) who handle complex margin, markup, and commercial freight calculations that traditional residential quoting software cannot support.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data export available on request
"The right to data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable, and commonly used format."
Confidence: high
Source
Primary policy document: https://repordermanagement.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.0
Features 6.6
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Features
68 features confirmed across
16categories· Showing confirmed capabilities only
Estimating & Quoting12features
Quoting & EstimatesQuotingBid Calendar ManagementBid calendar managementBid Stage VisibilityBid Stage VisibilityProposal ManagementQuote Management SystemQuote Version ControlQuote Version ControlAdjustable Pricing FactorsManage Options, DeductsMobile EstimatesBasis of Design Tracking
Show 4 more
Template Creation for Similar ProjectsSpecification EditorCentralized updates for specs, cost, and markupPre-Set Repair OptionsReal-Time Access to Manufacturer Options and PricingReal-time access to latest pricing and options
Platform & Customization9features
Custom API AccessSeamless API IntegrationsData ImportSmart ImportingLinked Documents And Spec SheetsLinked Documents and Spec SheetsAI Document Editor With Co-AuthoringReal Time Document EditingCustom BrandingCustom TemplatesDocument ManagementModern UIuser-friendly interface
Show 1 more
Mobile-First Design
CRM & Sales7features
CRMCRMLine Card ManagementLine Card ManagementLead ManagementCross-Line Opportunity TrackingCross-Line Opportunity TrackingIntelligent Follow-UpsQuote follow-upContract and License TrackingSpecification TrackingSales AutomationCross-Line Opportunity Tracking
Reporting & Analytics5features
AnalyticsReportingReporting ForecastingAI-powered forecastingGoal TrackingSales Rep TrackingLost Project Reporting
Accounting Integration5features
Job CostingProfit & Margin On JobsBurden Rate And Margin CalculationCorporate Card ManagementLine Card ManagementBudgetingBid Stage VisibilityAccounting IntegrationReal Time Financials
Invoicing & Payments4features
InvoicingInvoicingManufacturer Pricing ManagementManufacturer Pricing ManagementPrice BookCost databaseBackcharge ManagementBackcharge Tracking
Inventory Management4features
Inventory ManagementInventory ManagementPurchase OrdersOrder ManagementBatch Manufacturing & Production TrackingManufacturer ReportsProduct Usage Tracking By Job
Equipment & Asset Management4features
Equipment TrackingSales Rep Activity TrackingReal-Time System Updates and Smart AlertsReal-Time Note UpdatesBluon Integration For Equipment SpecsSpecification TrackingAsset ManagementLong Lifecycle Tracking
AI & Automation4features
Quoting AutomationQuoting automationAI Follow-Up TasksAuto Follow Up RemindersAutomation RulesAI Assisted Product ImportDirect import of product specs, pricing, and documentation
Scheduling & Dispatch3features
Work OrdersIntegrated Order CreationEmail & Calendar SyncBid Calendar ToolProject ManagementProject Management
Customer Communication3features
Email IntegrationNotificationsAutomated Status Updates
Mobile & Field Tools3features
Digital FormsDigital Job FolderTechnician Mobile AppMobile AccessAuto Data EntryElimination of manual data entry
Fleet & GPS Management2features
GPS TrackingReal-time TrackingShipment TrackingReal-time order and shipment tracking
Technician Management1feature
Commission TrackingCommission tracking
Compliance & Safety1feature
Manual J Calculations100% Calculation Accuracy
Training & Education1feature
Mobile-Friendly LearningMobile Access
Integrations 6 across 2 categories
Accounting 3
NetSuite
NetSuite
QuickBooks Online
QuickBooks
Sage
Sage
CRM 3
AccuQuote
AccuTrack
Microsoft Dynamics 365
Pricing
- Model
- Per User
- Starting at
- $275/mo
- Notes
- AccuQuote Starter: Bid Calendar and Auto Notifications - FREE For First 5 Seats. AccuQuote Full: $50/Month per seat. AccuQuote + AccuTrack: $90/Month per seat. Enterprise: Custom pricing for 40+ seats.
