Quadra

Single Source of Truth

Comentarios: The overall experience was very positive as the implementation was handled by a dedicated person that transitioned to the support team who have provided superior customer support.

Puntos a favor:

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.

Contras:

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.

Quadra Streamlined Manual Excel Quoting process

Comentarios: The Quadra team has been great to work with and the software has been adapted nicely by the client to where we are ready to add additional modules.

Puntos a favor:

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.

Contras:

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.

IES Quadra Review

Comentarios: +We can customize scope per customer easily
+Notes and tasking can be pushed directly into Wennsoft/GP
-Time consuming to navigate and complete a quote
-We've seen many little bugs that make it frustrating to write quotes

Puntos a favor:

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

Contras:

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.

HOL review

Puntos a favor:

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

Contras:

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

Quadra making life easier

Comentarios: Fantastic! If you are looking for an easy to use platform to manage ordering and contracts, ERTH really delivers!

Puntos a favor:

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

Contras:

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.