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Trades & Field ServicesA regional HVAC contractor

AI-Powered Estimates Cut Turnaround from Days to Hours

80%faster estimates
The challenge

A 6-truck HVAC operation on Colorado's Front Range was losing jobs to faster competitors. Their lead tech spent an average of 4 hours per estimate — driving to the site, taking measurements, driving back, pricing out materials and labor, formatting a proposal, and sending it 2-3 days later. By the time the estimate reached the customer, they'd often already committed to a competitor who responded same-day.

Our approach
  • Built an AI-powered estimating system that learns from the contractor's actual job history — labor rates, preferred materials, typical markups, and complexity adjustments.
  • Created a mobile-friendly workflow: capture job details (photos, measurements, notes) on the job site, then let AI generate a material list, quantities, and pricing automatically.
  • Designed professional, branded proposal documents that the system assembles automatically — ready for review and send from the truck.
  • Implemented continuous learning: every completed job improves the model's accuracy, so estimates get better over time.
Client perspective
I used to spend my Sundays catching up on estimates. Now I send them from the driveway before I leave the job site. My close rate is up because customers love getting a professional proposal the same day.

A regional HVAC contractor

Results

45 min (was 4 hrs)

Estimate generation time

Same day

Proposal turnaround

+22%

Close rate increase

15+

Owner hours recovered/week

2 months

Time to ROI

Next step

If you want results like these, start with one workflow that is already creating drag in the real business.

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