MRO Software: Quick Create Feature

MRO Software Blog

Clients First’s Extended Project Manager (EPM) Quick Create feature enables users to quickly enter data, making it easier to train them on your new software.  Quick Create is a simple form where users can enter data to produce contracts, estimates, invoices, and projects. 

The Quick Create Feature

The Quick Create Feature includes pre-configured templates that can be implemented to ensure users enter data correctly into the system. When an estimate or project is created, the salespeople can enter customer-specific details.  A key benefit of Quick Create is that users can quickly add details or new work to a project. 

For example, the user provides an estimate for a repair to a customer, and the customer agrees to move forward. After inspecting the equipment, the technician realizes that the scope of work will have to change for the repair to be completed.  This is where the Quick Create solution comes into play.  The user will not need to create a new estimate or work order. Instead, the user can add the additional parts and/or labor to the Service Profile, and the requirements will automatically be taken care of. 

Increase Production with Quick Create

The same principle applies if the customer requests additional work on the project.  The user can simply click the Quick button and select the Adder button instead of New.  This will easily add the new work requested by the customer to the original project that was agreed on, without having to duplicate or create a completely new work order. 

Simply put, the Quick Create is one of the great features of the Extended Project Manager (EPM) module that Clients First Texas team has created to better serve the MRO industry, and will help you better serve your customers and increase probability and production.