Development of a Custom Mobile Proposal Automation Platform for the HVAC Industry

The client faces inefficiencies and inaccuracies in their manual process for generating HVAC installation proposals, leading to delays, errors, and inconsistent customer communications, particularly in environments with limited connectivity during on-site assessments.

A mid-sized company specializing in residential heating and cooling solutions, aiming to modernize proposal generation and improve service efficiency.

• Develop a mobile application to automate HVAC proposal generation, increasing speed and accuracy.
• Improve technician efficiency by replacing manual calculations with preconfigured digital estimation tools.
• Enable detailed, visual proposals including room images, equipment placement, annotations, and notes.
• Support offline operation for work in low connectivity environments.
• Build a scalable and secure backend infrastructure to accommodate future growth and integrations.

• In-app photo capture of rooms and spaces for context.
• Drag-and-resize interface for accurate HVAC equipment placement within room layouts.
• Tools for sketching communication lines, annotations, and notes directly on images.
• Preconfigured pricing models integrated into estimation calculations.
• Offline mode to enable proposal work without internet connectivity, with local storage and synchronization capabilities.
• Export options to save high-resolution proposal images (e.g., PNG files) for sharing and record-keeping.

• Equipment database APIs for real-time pricing and specifications
• User authentication and access control systems
• Cloud storage for image and proposal file management
• Synchronization services for offline/online data consistency

• High performance with minimal latency for real-time editing features
• Scalability to support increasing user base and data volume
• Robust offline capabilities with local data persistence and deferred sync
• Strong security measures for protecting sensitive user and proposal data

The system is expected to significantly reduce proposal preparation time, enhance accuracy, and improve customer confidence through detailed visualizations. It aims to enable technicians to generate professional estimates swiftly even in connectivity-challenged environments, supporting long-term business growth and industry competitiveness.