About Quadra

Quadra is a cloud-based estimating and purchase automation tool, which assists businesses in industries such as HVAC, manufacturing, oil, and gas, with the creation and modification of service contracts and quotes. Key features include bid management, invoicing, role-based permissions, task approvals, and job expense tracking.

With Quadra, professionals can prepare custom estimates or quotes based on location, perform bulk updates, and add approved bids in job cost systems automatically. Users can access equipment and task libraries to build and update contracts and adjust parameters, such as gross margin, cost, material, and sales commission in real-time. Using the vendor requisition module, businesses can generate pricing sheets and import new items and quantities from suppliers in order to compare costs and prepare purchase orders for selected vendors.

Quadra offers integration with Key2Act Job Cost and GP Financials, which helps users automate purchasing and invoicing processes. Plus, the solution also comes with a project management module designed to enable supervisors to assign tasks to team members and receive configurable alerts about job progress.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, United States

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

Quadra Software - Quadra task management
Quadra Software - Quadra bid summary
Quadra Software - Quadra equipment library
Quadra Software - Quadra dashboard on mobile
Quadra Software - Quadra - Add images to equipment records
Quadra Software - Quadra equipment records
Quadra Software - Quadra notifications
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Quadra video
Quadra video
Quadra video
Quadra Software - Quadra task management
Quadra Software - Quadra bid summary
Quadra Software - Quadra equipment library
Quadra Software - Quadra dashboard on mobile
Quadra Software - Quadra - Add images to equipment records
Quadra Software - Quadra equipment records
Quadra Software - Quadra notifications

Features

Total features of Quadra: 59

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Barcode / Ticket Scanning
  • Commercial/Industrial
  • Contact Database
  • Contract/License Management
  • Cost Database
  • Cost Estimating
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Equipment Maintenance Software
  • Estimating
  • File Storage
  • For HVAC Companies
  • Historical Reporting
  • Inspection Management
  • Inventory Management Software
  • Job Costing Software
  • Job Management
  • Job Tracking
  • Labor Rates
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Multi-Location
  • Predictive Maintenance
  • Preventive Maintenance Software
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Search/Filter
  • Takeoff Software
  • Task Management Software
  • Task Scheduling
  • Third Party Integrations
  • Vendor Management Software
  • Workflow Management Software

Alternatives

Microsoft Excel

4.8
#1 Alternative to Quadra
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JD Edwards EnterpriseOne

4.2
#2 Alternative to Quadra
Oracle's JD Edwards EnterpriseOne is an integrated applications suite of comprehensive enterprise resource planning...

Salesforce Sales Cloud

4.4
#3 Alternative to Quadra
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Oracle Sales

4.3
#4 Alternative to Quadra
Oracle Sales is a commercial real estate CRM software designed to help businesses manage subscriptions and analyze...

Reviews

Overall rating

4.5 /5
(10)
Value for Money
4.9/5
Features
4.3/5
Ease of Use
3.9/5
Customer Support Software
4.8/5

Already have Quadra?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 10
Sherwood
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Single Source of Truth

Reviewed on 12/21/2019

The overall experience was very positive as the implementation was handled by a dedicated person...

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.

Pros

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.

Cons

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.

Alternatives Considered

Salesforce Sales Cloud and Oracle Sales

Reasons for Switching to Quadra

Solution fits our market for HVAC Mechanical Manufacturers including functions that make seance in the HVAC, Plumbing, and Controls Construction Market.
Lisa
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Quadra Streamlined Manual Excel Quoting process

Reviewed on 1/10/2020

The Quadra team has been great to work with and the software has been adapted nicely by the client...

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.

Pros

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.

Cons

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.

Lisa
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

IES Quadra Review

Reviewed on 12/18/2019

+We can customize scope per customer easily
+Notes and tasking can be pushed directly into...

+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

Pros

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

Cons

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.

Emmanuel
Overall rating
  • Industry: Utilities
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

HOL review

Reviewed on 1/2/2020

Pros

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

Cons

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

Joseph
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Quadra making life easier

Reviewed on 12/20/2019

Fantastic! If you are looking for an easy to use platform to manage ordering and contracts, ERTH...

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

Pros

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

Cons

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.

Showing 5 reviews of 10 Read all reviews

Quadra FAQs

Below are some frequently asked questions for Quadra.

Quadra offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact ERTH Corporation for pricing details

Quadra has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Quadra supports the following languages:

English

Quadra supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Quadra integrates with the following applications:

Key2Act

Quadra offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support

Related categories

See all software categories found for Quadra.