Getting Started

Introduction to Service Agreement Quoter

An overview of Texada Service Agreement Quoter.

Introduction

Service Agreement Quoter (SAQ) is a CloudLink application that allows sales reps to quote preventative maintenance services for new and used Caterpillar machines and power engines.

SAQ integrates standard jobs, meaning that every quote is based on work order segment level accuracy and serial number level parts and labor codes.

SAQ supports quoting PM services for multiple machines on a single quote. It also provides pricing models for each machine - both standard pricing based on standard jobs and customer pricing including advanced discounts. This gives sales reps a high degree of flexibility when creating quotes for their customers. 

Dealers that choose to integrate SAQ with iQuote can select from SAQ packages when quoting CSA / PM services in iQuote.