AI Assistants
HVAC installer
AI assistant that turns the data from the technical visit into installation quotes and certificates ready to sign, for an HVAC installer with several field teams.
The Challenge
Every quote and every installation certificate was written by hand after returning from the technical visit, based on the notes taken on site.
Technicians lost hours typing up their notes, and any error in the data meant redoing the document and delayed closing the sale.
Input: Technical_Visit_Notes.pdf
The Solution: Documentation Assistant
We built an assistant that turns the technical-visit data into quotes and certificates ready to send:
Quotes in Minutes
The technician enters the visit data and the assistant generates the quote with materials, prices and terms, ready to send to the client the same day.
Certificates Without Errors
Installation certificates fill themselves in with the equipment and visit data, following the official format and removing transcription errors.
Business Impact
ROI and Results
70% Less Time
Writing quotes went from hours to minutes, and technicians are back to focusing on installations.
Faster Closing
Sending the quote the same day as the visit speeds up the client's decision and improves the conversion rate.
Zero Data Errors
Generated from the visit data, documents come out right the first time and stopped being redone.