In this video, Greg Dow, Sr. Consultant at Evron, shows you the sales cycle for groundskeeping contracts using Evron Advanced Field Service for Acumatica in just 5 minutes.
Starting with the CRM and sales opportunities, he shows you how to track opportunities against contacts and business accounts, create property takeoffs by location and units of measure, and create a quote for a plowing-only contract. You can estimate the contract’s price and decide on billing options by adding salt, and equipment such as the plow, labour, and inventory items.
Greg also demonstrates how to promote the opportunity to close as won and create a service contract from the quote.
About Evron Advanced Field Service for Acumatica (EAFS)
is a comprehensive solution specifically for field service and construction companies looking to streamline operations and increase efficiency. A key feature of EAFS is that it’s natively built within Acumatica ERP. With EAFS and Acumatica, you can easily track your financials, manage contracts and quotes, and oversee your crew’s activities within a unified ERP system.
With over 30 years of experience in the field service industry, our team is always available to assist you with any questions, ensuring you get the most out of our software.