How a Pittsburgh HVAC contractor cut quote turnaround from a day to ten minutes
A 12-person HVAC contractor in the Pittsburgh metro was losing jobs because quotes took until the next evening to send out by hand.
Before
- Owner spent 3 hours every evening building quotes in Word and emailing them out
- Customers who called Monday morning often did not get a quote until Tuesday night
- Two recent jobs were lost to faster-quoting competitors
- No follow-up if the customer did not respond, the quote just sat
What we built
A web form on their site. Captures the job details that used to come over the phone. Service type, address, equipment, urgency, preferred contact time.
Quote PDF generation. Pulls the form data into their existing quote template and produces a branded PDF in under 30 seconds.
Automatic delivery and follow-up. Sends the PDF to the customer with a Cal.com link to book. If they have not responded in 3 days, sends a short follow-up. If still nothing in 7 days, the owner gets a one-line summary on his phone.
Stripe deposit collection. Customers who book a job pay a 25 percent deposit through a Stripe payment link in the same email.
Results
- Quote turnaround dropped from next-day to under 10 minutes
- Owner reclaimed roughly 15 hours per week
- Win rate on inbound leads up by 18 percent in the first quarter
ResultSame owner, more jobs, no extra office hours.