In today’s residential construction market, there are variables that matter more than price, some more important than others. At Tempo Air, absolutely nothing comes before customer satisfaction – it is their highest priority. Quick, clear and concise communication is a very important factor in securing new business, so they created a process to ensure maximum results.
As with most construction projects, the process begins with a quote. For Tempo Air HVAC & Plumbing services in Dallas TX, it was important to not only outline the details of the quote, but provide their customers options as well, enabling them to make an informed decision on which solutions best met their need.
Utilizing a predefined table of options, sales agents can automatically create customized Project Proposals using Exact Forms Plus, that includes optional upgrade options for the customer to consider.
The proposal is sent through DocuSign and the customer can review and select any additional options, should they wish to do so. Once completed, DocuSign returns the document and, using the selected information, updates Quick Base sub-tables and generates a customized contract.
Implementing Exact Forms Plus and DocuSign for Quick Base, not only enables Tempo to respond quickly to customers inquiries, it also allows them to customize available options, so their customers have all the information they need to make an informed decision and have a contract in hand shortly after.
About Tempo Air
Tempo Air has proudly served the cooling and heating needs of the Dallas-Fort Worth residential community since 1966. Tempo is supported by a loyal customer base of thousands of North Texas homeowners in addition to large national home building firms, providing mechanical services including air conditioning, heating and plumbing maintenance and repairs to DFW and the surrounding communities.