AT HOME SERVICE QUOTATION PLATFORM AND METHOD
First Claim
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1. A quotation service platform for facilitating a product sale and installation quotation sales call, comprising:
- a server;
a mobile device in wireless communication with said server; and
,said server comprising instructions that when executed cause the server to accept data from said mobile device, to monitor the progress of said call based on said data, and to collate said data to prepare and serve to said mobile device a display selected from among the group comprising a quotation, a contract, a schedule.
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Accused Products
Abstract
A quotation service platform customer service calls comprises a mobile device in wireless communication with a remote server. The server tracks the progress of the service call, provides a quotation for specified products to be installed, generates and delivers a contract to the device and supports scheduling of an installation. The server also provides a records management utility accessible from the device.
15 Citations
17 Claims
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1. A quotation service platform for facilitating a product sale and installation quotation sales call, comprising:
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a server; a mobile device in wireless communication with said server; and
,said server comprising instructions that when executed cause the server to accept data from said mobile device, to monitor the progress of said call based on said data, and to collate said data to prepare and serve to said mobile device a display selected from among the group comprising a quotation, a contract, a schedule. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A method of conducting a product installation sales call, comprising:
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a sales representative attending at a customer'"'"'s premises with a mobile device, said mobile device being in wireless communication with a remote server; during said call, said representative entering client identification and product identification information on said device, said device transmitting said information to said server; said server receiving and storing said client identification and said product information; upon receiving a request for an installation quotation from said device, said server preparing an installation quotation based on data that comprises said client identification and said product information and delivering said installation quotation to said device; and
,upon receiving payment information and a request for a contract from said device, said server preparing a contract based on said installation quotation and delivering said contract to said device. - View Dependent Claims (13, 14, 15, 16, 17)
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Specification