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
Activate only the features you need — whether it's quoting, warranty, or partner portals.
AI-Driven Workflows
Natural language, guided inputs, and validation rules power our assistants to make smart, fast decisions.
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.
Core Platform Features
Explore the key capabilities that make ServiceCPQ the leading platform for aftermarket service operations.
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.
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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.
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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.
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Repair Job Cards & Templates
Plan and execute complex repairs with structured job cards.
Attach BOMs, standard hours, tools, inspection notes, and pricing logic.
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Warranty Claim Processor
Automate claim intake, validation, fraud checks, document handling, and approvals.
Accept claims via partners, technicians, or IoT alerts.
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Installed Base Intelligence
Connect your customer equipment records to warranties, contracts, and alerts.
Register products, view service history, plan upgrades.
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Pricing & Discount Engine
Automate margin recommendations, discounts, and quote validation.
Add markup rules by region, customer tier, or part type.
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Lean Inventory & Parts Availability
Get visibility into spares, kits, lead time, and reordering logic.
Plan inventory for repair, contract, or service jobs.
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Predictive Alerts to Action
Trigger claims, quotes, or maintenance plans from IoT/telemetry alerts.
Convert alerts into structured records with AI assistance.
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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.
Learn more →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
