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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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