Quadra - Avis

The biggest benefit for us was that Quadra is a sales tool that is database driven which is integrated with our MS Dynamics/Key2Act Service ERP business systems. Quadra allowed the team to move away from an Excel based system to a single source of truth that takes advantage of sharing information with all systems reducing re-entry of like data.

Since we were early adopters the early releases lacked some basic manipulation functions however ERTH kept a vigorous update and development effort and today many of the missing features are included.

The integration of Quadra estimating and quoting functionality with purchasing automation allowed my client to move away from Excel spreadsheets and a complicated integration tool. It not only simplified the process of quoting and tracking jobs but removed the need to create additional records in the system.

Because it is a web-based application, it does have some limitations on import some types of records, and removing 'bad' records in the system (The wrong job request or job was created) without using the Quadra support. Additional reporting functionalities would be nice to have. Also, customizations are limited because change requests are global, which means it has to be a system change that benefits all Quadra clients. That said, there hasn't been a request made that wasn't achievable.

I like how much I can customize a quote for each individual customer.

We have run across lots of issues that affect our quote writing efficiency. While your team is always working on improving them, it can be a time consuming process to write a quote, and to format the quote letter to be understandable to the customer.

Creating labour and unit bills for our estimats.
Creating diffrent levels of estimates

Creating dedicated Work order field/column instead Description column
CAP & WFO event created under one project.
Assigning financial codes first before selecting iterms to multiple inventory item

Ease of installation and use. Very flexible formats and a GREAT team to help customize Quadra to our needs. Extremely stable and reliable.

Only real downside is after hours support. However, the Account management team is great in responding on holidays or weekends if mission critical and helping get issues resolved,...which are very rare.

Functionality with the mobile and desktop hybrid applications. Amazing wizards for travel time calculation and standard material needed for the specific make and model of equipment based on past practices.

Would like to see more setup screens to import data.

What I like the most is how easy it is to maneuver from one screen to the other once you have entered all your information into each field. Creating and looking up jobs in Quadra works great in my line of daily tasks.

As far as I have been using this I have had no complaint using this software.

It allows serious service companies to plan and articulate to clients and techs exactly what was sold and bought. A real advantage in markets where price and same rule.

There is a learning curve, but if you keep the end goal in mind, it's worth the time!

Assemblies allow for quick, easy creation of job estimates. Integration with our financial system ensures accurate material ordering.

Would like more functionality in the project management module.

Web-based, easy to use and a dynamic product

No real CONS about the software, just the change over of doing certain processes one way, and getting used to doing them the new way.