Structured technical request
Form that captures the right context: service type, space, urgency and client data. The team receives ready-to-quote cases.
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100%requests digitized
HVAC services vertical platformNewGen HVAC
Qualified capture with a direct route into technical operations.
Vertical site with online quoting and technical requests wired into the operational flow.
The challenge
The operational challenge
NewGen HVAC needed a vertical presence centered on HVAC services. The corporate site wasn't the right place to capture and process specific technical requests.
The solution
The architecture we built
We built the HVAC vertical channel: technical requests qualified at the source, online quoting and direct handoff to the operations team.
Impact
Operational impact
Technical requests qualified at the source
Friction points
The solution
The architecture we built
Online quoting
Flow that kicks off the quote without waiting for a call. The client advances on their own up to the technical handoff.
Route to the technical team
Every request reaches the right team with the information needed to respond fast and without rediscovery.
Impact
Operational impact
100%requests digitized
- 01
Technical requests qualified at the source
- 02
Fewer discovery calls, more value-driven answers
- 03
Digital channel specialized in HVAC
- 04
Online-initiated quotes without waiting for the team
The system in operation
The system in motion
Related cases
Other systems we have built
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