Case Study: Tampa Bay Trane achieves rapid onsite quoting and revenue growth with FieldConnect, Inc.'s FieldQuotes

Tampa Bay Trane - Customer Case Study

Tampa Bay Trane is a large Florida-based HVACR company (founded 1969) with roughly 100 field technicians in service and 40 in controls. Technicians regularly identified add-on work during service calls, but the quoting process—handled by estimators and sales staff—took 24–48 hours, slowing sales. To speed quotes and improve close rates, Tampa Bay Trane turned to FieldConnect, Inc.'s FieldQuotes mobile field-quoting software.

FieldConnect, Inc. implemented FieldQuotes for 45 field technicians and integrated it with Microsoft Dynamics SL to use established pricing and cut out paper-based workflows and heavy back-office involvement. The onsite quoting capability produced immediate results: Tampa Bay Trane reported more than $11,000 in new service sales in the first month and over $25,000 the following month, with higher close rates and growing momentum as technicians adopted the familiar FieldQuotes interface.

Tampa Bay Trane

Tim Barnes

Service Sales & Operations Manager