All case studies HVAC · Service

Claude-Powered Quoting and Follow-Up for HVAC

A Claude-powered system that generates quotes in seconds and never misses a follow-up for a small HVAC firm.

ClaudeQuote automationFollow-up SMSClient · Northgate Heating & Air
8 sec
quote generation
0
missed follow-up SMS
19 hrs
saved weekly
11x
ROI
The challenge

Where it started.

A 12-person HVAC company had an office manager hand-typing 40+ quotes a month at 45 minutes each, copying job data between three disconnected systems and relying on memory for customer follow-up.

What we built

The system.

We replaced three high-friction workflows with live AI agents powered by Anthropic Claude, called directly from the browser. The interface is a single self-contained app built in React with a custom dark-theme design system and no backend, automating quote generation, data entry and follow-up SMS end to end.

Inside the build

A look at the system.

Automations · liveClaude
8s
quote writer
0
missed SMS
19h
saved / week
AI
Quote drafted · Rooftop unit
45 min → 8 seconds
Sent
AI
Follow-up SMS · Mrs. Cole
Booked from last estimate
Auto
Real Claude calls on every button
The results

What changed.

Want results like these?

Every system starts with one audit — a clear opportunity map for your business, before you build anything.