# Quadra Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Quadra the right HVAC solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/183438/Quadra/reviews

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Quadra

4.5 (10)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Quadra

Ease of use

3.9

Customer Service

4.8

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Sherwood M.  
Business Information Director  
Construction  
Used the software for: 2+ years

### "Single Source of Truth"

December 21, 2019

5.0

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](https://www.capterra.com/p/61368/Salesforce/)[Oracle Sales](https://www.capterra.com/p/139449/Oracle-Sales-Cloud/)

Reason for choosing Quadra

Solution fits our market for HVAC Mechanical Manufacturers including functions that make seance in the HVAC, Plumbing, and Controls Construction Market.

Review Source

LS

Lisa S.  
Business Consultant  
Computer Software  
Used the software for: 1-2 years

### "Quadra Streamlined Manual Excel Quoting process"

January 10, 2020

5.0

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.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Better solution and process improvement and removed the need to clutter up the ERP system with additional Purchasing requisition records

Review Source

LS

Lisa S.  
Director of Sales  
Construction  
Used the software for: 1-2 years

### "IES Quadra Review "

December 18, 2019

3.0

+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.

Reason for choosing Quadra

unsure

Review Source

EC

Emmanuel C.  
Supervisor, Distribution Design  
Utilities  
Used the software for: 1-2 years

### "HOL review"

January 2, 2020

4.0

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

Reason for choosing Quadra

Other utilities were using Quadra

Switched from

[JD Edwards EnterpriseOne](https://www.capterra.com/p/212037/JD-Edwards-EnterpriseOne/)

not being able to create different versions of estimates

Review Source

JD

Joseph D.  
Director of IT  
Business Supplies and Equipment  
Used the software for: 1-2 years

### "Quadra making life easier"

December 20, 2019

5.0

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.

Review Source

TC

Tanya C.  
construction specialist  
Construction  
Used the software for: 6-12 months

### "Review of Quadra"

January 7, 2020

5.0

Pros

What I like the most is how easy it is to maneuver from one screen to the other once you have entered all your information into each field. Creating and looking up jobs in Quadra works great in my line of daily tasks.

Cons

As far as I have been using this I have had no complaint using this software.

Review Source

TW

Tom W.  
President and Maintenance Coach  
Environmental Services  
Used the software for: 2+ years

### "High resolution planning"

December 20, 2019

4.0

Very good

Pros

It allows serious service companies to plan and articulate to clients and techs exactly what was sold and bought. A real advantage in markets where price and same rule.

Cons

There is a learning curve, but if you keep the end goal in mind, it's worth the time!

Review Source

JH

Joe H.  
Operations  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "Amazing Software"

February 14, 2019

5.0

Great ROI and support team

Pros

Functionality with the mobile and desktop hybrid applications. Amazing wizards for travel time calculation and standard material needed for the specific make and model of equipment based on past practices.

Cons

Would like to see more setup screens to import data.

Review Source

Jennifer G.  
Project Manager  
Utilities  
Used the software for: 2+ years

### "Simplified Job Estimating"

March 23, 2020

5.0

Excellent product overall.

Pros

Assemblies allow for quick, easy creation of job estimates. Integration with our financial system ensures accurate material ordering.

Cons

Would like more functionality in the project management module.

Review Source

TW

Tom W.  
Engineering Technician  
Utilities  
Used the software for: Less than 6 months

### "Great addition to our company"

December 18, 2019

4.0

Pros

Web-based, easy to use and a dynamic product

Cons

No real CONS about the software, just the change over of doing certain processes one way, and getting used to doing them the new way.

Review Source

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