ServiceCPQ - Features Hero

Built for Complexity.
Designed for Speed.

From quoting 500 line items to resolving claims at scale, ServiceCPQ applies structured intelligence to every step of your aftermarket journey.

Modular Architecture Icon

Modular Architecture

Activate only the features you need — whether it's quoting, warranty, or partner portals.

AI-Driven Workflows Icon

AI-Driven Workflows

Natural language, guided inputs, and validation rules power our assistants to make smart, fast decisions.

Enterprise-Grade Flexibility Icon

Enterprise-Grade Flexibility

Connect seamlessly to your ERP, CRM, or IoT systems. Add your own approval rules, margins, and escalation logic.

One Platform. Multiple Assistants. Total Control.

Whether you’re quoting complex service plans, managing high-volume claims, or overseeing workshop repairs, ServiceCPQ delivers dedicated AI Assistants to simplify every step of your workflow.

 

ServiceCPQ - Features Grid

Core Platform Features

Explore the key capabilities that make ServiceCPQ the leading platform for aftermarket service operations.

AI Assistants Icon

AI Assistants

Smart, prompt-based assistants for quotes, claims, contracts, and reports.

Use AI to understand free text, auto-fill forms, validate against business rules, and convert into structured records.

→ Used By: Field technicians, dealers, OEM warranty teams

→ Works With: Quote Generator, Claims Engine, Report Parser

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Quote Templates Icon

Quote Templates & Pricing Logic

Pre-built service quote templates with job hours, parts, markup rules, and price tiers.

Configure and reuse quote templates for recurring repair, overhaul, or maintenance jobs.

→ Used By: Sales teams, service managers

→ Works With: CPQ Configurator, AI Assistant

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Contract Engine Icon

Contract Engine

Build and manage multi-year service plans with flexible pricing and scope tiers.

Add coverage, parts replacement policies, escalation logic, and service intervals.

→ Used By: OEM service planners, lifecycle support teams

→ Works With: Installed Base, CPQ, Templates

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Repair Job Cards Icon

Repair Job Cards & Templates

Plan and execute complex repairs with structured job cards.

Attach BOMs, standard hours, tools, inspection notes, and pricing logic.

→ Used By: Workshop teams, depot engineers

→ Works With: Claims, AI Assistant, Contract Engine

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Warranty Claim Processor Icon

Warranty Claim Processor

Automate claim intake, validation, fraud checks, document handling, and approvals.

Accept claims via partners, technicians, or IoT alerts.

→ Used By: Warranty analysts, partner managers

→ Works With: AI Assistant, Document Processor

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Installed Base Intelligence Icon

Installed Base Intelligence

Connect your customer equipment records to warranties, contracts, and alerts.

Register products, view service history, plan upgrades.

→ Used By: Digital service teams, lifecycle managers

→ Works With: Predictive Maintenance, Contracts, Insights

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Pricing & Discount Engine Icon

Pricing & Discount Engine

Automate margin recommendations, discounts, and quote validation.

Add markup rules by region, customer tier, or part type.

→ Used By: Commercial operations, sales teams

→ Works With: Quote Templates, CPQ

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Lean Inventory Icon

Lean Inventory & Parts Availability

Get visibility into spares, kits, lead time, and reordering logic.

Plan inventory for repair, contract, or service jobs.

→ Used By: Depot managers, supply chain, service leads

→ Works With: Repair Templates, Service Contracts

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Predictive Alerts Icon

Predictive Alerts to Action

Trigger claims, quotes, or maintenance plans from IoT/telemetry alerts.

Convert alerts into structured records with AI assistance.

→ Used By: Equipment managers, connected service teams

→ Works With: Installed Base, Contracts, Claims

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Service Insights Icon

Service Insights & Opportunity Engine

Identify upsell and renewal opportunities from usage, service gaps, and expired coverage.

Includes gap-to-entitlement, parts demand analytics, job hour planning.

→ Used By: Service sales teams, account managers

→ Works With: CPQ, Installed Base, AI Assistants

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ServiceCPQ - Call to Action

Every Feature, Built with Aftermarket in Mind

From 5 service calls a day to 50,000 product claims per year — ServiceCPQ's modular platform is ready for your scale.

ServiceCPQ gives us a flexible foundation to streamline pricing, quoting, and repair tracking across our network.

— Product Manager, HVAC Equipment OEM