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
- No
- Free tier
- No
- Public API
- No
- 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 7.0
Features 7.1
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
55 features confirmed across
13categories· Showing confirmed capabilities only
Estimating & Quoting11features
Quoting & EstimatesCustomized Quote FormattingMobile EstimatesBasis of Design TrackingBid Stage VisibilityProposal ManagementQuote Version ControlReal-Time Access to Manufacturer Options and PricingTemplate Creation for Similar Projects
Show 3 more
Specification EditorCentralized updates for specs, cost, and markupAdjustable Pricing FactorsPre-Set Repair Options
Platform & Customization9features
Custom API AccessSeamless API IntegrationsCustom TemplatesCustomizable Quoting TemplatesAI Document Editor With Co-AuthoringData ImportElimination of manual data re-entryLinked Documents And Spec SheetsMobile-First DesignModern UIuser-friendly interfaceDocument ManagementLinked Documents and Spec Sheets
Show 1 more
Custom BrandingBrand Consistency
CRM & Sales6features
CRMCRMLead ManagementLead ManagementCross-Line Opportunity TrackingIntelligent Follow-Upsquote follow-upLine Card ManagementSales AutomationCross-Line Opportunity Tracking
Reporting & Analytics5features
AnalyticsData & AnalyticsReportingCustomizable reportingReporting ForecastingAI-powered forecastingGoal TrackingSales Rep TrackingLost Project Reporting
AI & Automation4features
AI Assisted Product ImportQuoting AutomationAI Follow-Up TasksAutomation RulesQuoting automation
Scheduling & Dispatch3features
SchedulingInteractive Bid CalendarWork OrdersIntegrated Order CreationProject ManagementProject Tracking
Invoicing & Payments3features
Manufacturer Pricing ManagementPrice BookReal-time synchronization of manufacturer pricing and documentationBackcharge ManagementBackcharge Tracking
Customer Communication3features
NotificationsAutomatic Email NotificationsEmail IntegrationAutomated Status Updates
Inventory Management3features
Inventory ManagementInventory ManagementPurchase OrdersOrder ManagementProduct Usage Tracking By Job
Mobile & Field Tools3features
Auto Data EntryTechnician Mobile AppDigital FormsDigital Project Folder
Accounting Integration3features
Job CostingProfit & Margin On JobsBurden Rate And Margin CalculationAccounting IntegrationReal Time Financials
Technician Management1feature
Commission TrackingCommission tracking
Equipment & Asset Management1feature
Equipment TrackingSales Rep Activity Tracking
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
- $50/mo
