Case Study · Heating & plumbing
A1 Boiler Installations
The evenings back, and not a single enquiry lost to voicemail.
- Client
- A1 Boiler Installations
- Sector
- Heating & plumbing
- Services
- AI Development · Software Development · Workflow Automation
The situation
Where they started
A busy heating installer taking enquiries by phone, quoting from memory and notes in the evening, and watching weekend leads go to voicemail while competitors picked them up.
The challenge
What it was costing them
Two costs, both invisible on any invoice. Evening and weekend enquiries were simply lost — the customer rang three installers and went with whoever replied first. And the quoting itself was eating personal time, night after night, because it lived in one person's head.
The approach
How we worked through it
Follow a single enquiry end to end
We traced one job from first phone call to invoice and marked every point a human had to retype something. The quoting knowledge — the part everyone assumed couldn't be systematised — turned out to be consistent rules with a handful of judgement calls on top.
Capture the estimator's thinking
We built the pricing logic around how the quotes were actually being produced, keeping the judgement calls as human approvals rather than trying to automate away the expertise.
An AI-assisted quoting journey
Customers describe their job — in their own words — and get a guide price straight away, at any hour. Behind it, the enquiry lands as a tidy, priced lead in the tools the business already used, rather than as a scribbled note.
Approve, don't retype
Nothing goes to a customer unapproved. The system drafts, the installer checks and sends — which is a thirty-second job instead of a thirty-minute one.
The result
What changed
Out-of-hours enquiries are captured and qualified automatically, quotes go out faster than a competitor can return a call, and the evenings belong to the family again.
What's next
The relationship carries on
Extending the same approach to job scheduling, so the calendar fills itself from accepted quotes rather than being rebuilt by hand each week.
Solutions used
How we built this one
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