An email-to-quote AI agent for a $2.5M EBITDA HVAC contractor.
A small business automation build: an AI agent that turns incoming quote requests into quotes, plus a job-tracking system that shows per-project profitability every day.
The owner of a $2.5M EBITDA HVAC contractor was personally answering every incoming quote request by email and had no daily visibility into which jobs were actually profitable once material and labor were counted.
// outcome
The owner got the quoting bottleneck off their plate and daily, per-project profitability numbers they didn't have before, both running without ongoing manual work.
- 1
Built an email-to-quote AI agent that reads incoming requests and generates quotes, removing the owner as the bottleneck on every new lead.
- 2
Built a job-tracking system that rolls up daily material costs and hours against each job, so per-project profitability is visible without manual spreadsheet work.
- 3
Shipped the full build, using Make for orchestration, OpenAI for the quoting agent, and Airtable as the operating system underneath both, in 3 months.
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