One maintenance deal, from the first quote to the renewal.
Northwind Plant Services buys a maintenance plan for a chiller. Follow the deal through nine stages and see what each team receives from the one before it. Nothing is re-typed along the way.
It starts where your sellers already work.
The opportunity comes in from Salesforce with its account and contacts. Nobody re-types the customer, and Salesforce stays your CRM.
Carries forwardHow it works- Account
- Buyer contact
- Opportunity
AccountNorthwind Plant ServicesSynced- Opportunity
- Chiller maintenance 2026
- Stage
- Proposal
- Buyer
- Plant operations manager
- Bill to / Ship to
- Columbus, OH
SalesforceQTCFolioQuote the plan, the travel and the hourly work together.
A preventive maintenance plan for chiller CH-200, plus a time-and-materials travel bundle. Prices come from the versioned price book, and every required component is there before the quote can be saved.
Carries forwardHow it works- Price book version
- Bundle rules
- Quote lines
QuoteNorthwind chiller maintenanceDraftLine Qty Amount Preventive maintenance plan · CH-2002 visits a year · 12 months 1 $4,800.00 Field engineer, regular hoursTime and materials · 4-hour minimum 8 h $1,160.00 Travel and expenses bundleMileage at $0.67/mi · 8 lines 1 $201.00 Price book 2026 · v3$6,161.00Discounts outside policy go to the right person, with the reason.
The approver sees what changed, the margin impact and why it needs review. The decision and the comment stay on the quote for good.
Carries forwardHow it works- Approval reason
- Decision
- Comment
Needs your decisionDiscount above 10% thresholdPendingRequested 14%Policy 10%- Margin after discount
- 38.2%
- Routed to
- Regional sales director
"Two-year renewal commitment in exchange for 4% extra." · Seller
ApproveSend backThe buyer accepts online, inside the choices you allow.
The buyer opens a secure quote link, adjusts permitted options and quantities, watches the total update, and accepts.
Carries forwardHow it works- Buyer choices
- Acceptance
Your quote from QTCFolio Demo Co.Chiller maintenance- Preventive maintenance planIncluded$4,800
- Field engineer hours and travelIncluded$1,361
- Emergency call-out priorityOptional, added by buyer$650
- Spare parts kitOptional$1,240
Year one, updated live$6,811.00Accept quoteThe contract is built from the accepted quote.
Legal redlines it in Microsoft Word with tracked changes and comments. Every version is kept, and the active contract hands off straight to the order.
Carries forwardHow it works- Accepted terms
- Versions
- Signed agreement
Service agreementNorthwind Plant Services · MSAActive- v1Created from accepted quote Q-1142
- v2Legal redlines in Word · 6 tracked changes
- v3Customer comments resolved
- v4Signed and activated · order O-2035 created
Fulfillment turns what was sold into what the customer owns.
Fulfilling the order registers chiller CH-200 as an installed asset with its serial number and site, and the maintenance contract schedules the service visits that are due.
Carries forwardHow it works- Installed asset
- Serial and site
- Due visits
Order fulfilledInstalled asset registeredFulfilled- Asset
- Chiller CH-200
- Serial
- CH200-77841-B
- Site
- Northwind main plant
- Coverage
- Maintenance plan, 12 months
- Visit 1Due Apr 10Ready
- Visit 2Due Oct 10Ready
The technician's work is recorded against the asset.
The checklist, hours and travel are captured on the visit. Work the contract covers is marked as covered, so it is never billed. Billable time and miles go to billing review.
Carries forwardHow it works- Checklist
- Labor and travel
- Covered or billable
Visit 2 · Northwind main plantPreventive maintenance, CH-200Complete- Inspect compressor and refrigerant level
- Clean condenser coils
- Test safety controls
Labor · 2 h regularCovered by maintenance plan Covered Travel · 24 mi × $0.67Billable $16.08 Billing starts from the signed contract, not a spreadsheet.
Billing reviews the visit's charges against the contract and approves them as invoice inputs. Rates come from what the customer signed, so the invoice matches the agreement.
Carries forwardHow it works- Approved charges
- Contract rates
- Invoice inputs
Service billing handoffVisit 2 chargesApprovedCharge Source Amount Travel, 24 mi Contract rate $16.08 Labor, 2 h Covered $0.00 Invoice inputs, locked for next invoice$16.08The renewal starts with the whole story in view.
Subscription dates, the installed asset, every visit and every invoice are already on the account. The renewal quote begins from what the customer really has.
Carries forwardHow it works- Term dates
- Service history
- Next quote
Account portfolioNorthwind Plant ServicesRenews in 60 daysQuoteQ-1142ContractC-4055OrderO-2035AssetAST-5060Visits2 completeBillingB-5083Start renewal quote
Northwind Plant Services is an example customer from our end-to-end Service demo. Record numbers, prices and dates are example data.