Construction & tradesCommercial HVAC contractor
From site visit to signed quote in one afternoon
Estimators were rebuilding similar quotes from scratch in spreadsheets, and proposals took up to a week to go out.
- quote turnaround, down from five days
- Same day
- more quotes per estimator
- 3×
- source of truth for pricing
- 1
The challenge
Every quote started with site notes, photos and a spreadsheet copied from the last similar job. Pricing varied between estimators, and slow turnaround was costing the business work.
What we built
We built a quoting tool that turns site notes and photos into a structured scope, prices it from a maintained parts and labor catalog, and drafts a branded proposal for the estimator to review and send.
The result
Quotes go out the same day, pricing is consistent across the team, and the owner can see the pipeline without asking for an update.
