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Quotes in 20 minutes compared with half a day previously
We deployed an AI agent that prepares and sends quotes for a plumbing and heating business. Quotes went out in 20 minutes, compared with half a day previously.
- Trades
- Agent Deployments
Where the business was
A family-run plumbing and heating business with 17 engineers had grown steadily over four years, but its back-office process had not kept pace. The operations manager spent the first two hours of each working day triaging job requests, chasing engineer availability, building quotes from phone notes and sending booking confirmations.
What needed to change
Job requests arrived by phone, email and the website contact form, and the operations manager handled them by hand. Each quote meant phoning engineers for availability, estimating materials and typing it up, so at busy times customers waited until the afternoon for a quote.
The work · Quote to booking agent
- Check engineer availability by locationFrom the job management systemJobs
- Price the job from the rate cardsThe business’s standard ratesRate cards
- Send the quoteWith the available slotsEmail
- Customer accepts the quoteReply or link in the emailEmail
- Book the engineer and confirmAdded to the engineer’s diaryDiary
The work we delivered
We deployed an AI agent connected to the business's job management system to handle quote requests through to booking. Customers submit job details through a form, and the agent checks engineer availability by location, prices the job from the business's standard rate cards and sends the quote. Accepted quotes are booked into the engineer's diary and the customer receives a confirmation.
What changed
Quote turnaround fell to 20 minutes, compared with half a day before the agent went live. The operations manager gained more than two hours a day, which went into planning larger commercial jobs. In the six months after launch, the business took on four new commercial accounts.
Service
Agent DeploymentsAI agents that carry out agreed steps across your tools, with a named person approving their work.
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