Agent Deployments: Trades
Quotes in 20 minutes instead of half a day
Job requests were coming in via phone, email, and a web contact form, all being handled manually by one person. Quotes required the operations manager to phone engineers for availability, estimate materials by hand, and type everything up individually. At peak times, customers were waiting until the afternoon for a quote that should have been with them the same morning.
Agent Deployments
a plumbing and heating business
Snapshot
Snapshot
A family-run plumbing and heating business with 17 engineers had grown steadily over the previous four years, but the back-office operation had not kept pace. The operations manager was spending the first two hours of every working day manually triaging job requests, chasing engineer availability, building quotes from notes taken over the phone, and sending out booking confirmations. The business was winning work on reputation but losing margin and momentum to administrative overhead it had simply never addressed.
Challenge
What we were asked to solve
Job requests were coming in via phone, email, and a web contact form, all being handled manually by one person. Quotes required the operations manager to phone engineers for availability, estimate materials by hand, and type everything up individually. At peak times, customers were waiting until the afternoon for a quote that should have been with them the same morning.
Solution
How we approached it
We deployed an AI agent integrated with the business's job management system that handles the full quote-to-booking flow. Customers submit job details through a simple form, the agent pulls engineer availability by location, generates a quote from the business's standard rate cards, and sends it automatically. Accepted quotes are booked directly into the engineer's diary with a confirmation sent to the customer.
Quote turnaround dropped from an average of three to four hours to under 20 minutes. The operations manager reclaimed over two hours per day, which was redirected to planning larger commercial jobs. In the six months following launch, the business took on four additional commercial accounts it previously lacked the capacity to service.
Results
The numbers
Why this one worked
Why this one worked
[[NEEDS COPY: engagement-specific reason, from the engagement record]]
What happened next
What happened next
[[NEEDS COPY: current state or next phase, from the engagement record]]