Parts & Service Quoting (PSQ)

Parts & Service Quoter (PSQ) is your power tool for designing and delivering accurate, timely service Quotes. Integrating with both SalesLink and ServiceLink, PSQ allows you to generate Quotes from sales Opportunities and automatically create service Tickets once Quotes are won.

With PSQ, you can:

  • Create comprehensive Quotes for service tasks, either by leveraging pre-configured templates or by importing Opportunity information from SalesLink.
  • Link Quotes to sales Opportunities, allowing quoted revenue to feed back into SalesLink.
  • Generate service Tickets automatically when a Quote is won.
  • Use Quote revisions to keep Quotes up-to-date as the scope of work changes, and effortlessly push these updates to ServiceLink.

PSQ bridges the gap between SalesLink and ServiceLink to create a powerful, end-to-end service workflow! In the following section, we’ll take a closer look at PSQ’s functionality.

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