Case Study: Electrify Colorado Mechanical eliminates repetitive rebate data entry with Instafill.ai

How a Colorado-based HVAC contractor eliminated repetitive rebate data entry

The HVAC contractor Electrify Colorado Mechanical faced a significant challenge in processing 5-25 monthly utility rebate applications for Xcel Energy. Their manual process involved repetitive data entry from multiple sources like invoices and specification sheets into detailed forms, which was time-consuming and prone to errors that could lead to application rejections. The company sought a solution from vendor Instafill.ai to automate this task.

Instafill.ai implemented a tailored automation solution that provided field-level precision mapping for the specific rebate forms, ensuring data from source documents populated only the correct fields. This eliminated the repetitive manual entry of identical customer and equipment data. The result was a streamlined workflow with predictable, accurate processing and faster turnaround times, allowing Electrify Colorado Mechanical to stop re-entering the same information and instead automatically generate submission-ready PDFs from their existing data.

Electrify Colorado Mechanical

Stephen Hong

Electrify Colorado Mechanical