Case Study: Bolaños HVAC reduces estimating time and improves profitability with Beam

Bolaños HVAC reduced estimating time by 92% while growing profitability with real-time job costing

Bolaños HVAC, a San Jose-based HVAC contractor, faced significant challenges with its estimating and job costing processes. The company relied on a collection of disconnected software tools, which meant creating a single bid could take hours and often led to missed scope items that hurt profitability. Without a real-time system to track field purchases, job costs were unclear, making it difficult to price accurately and forecast margins as the business scaled.

By implementing Beam's AI Estimator and its integrated financial tools, the company consolidated its workflow into a single platform. Beam's solution automated the estimating process and provided real-time job costing through its Beam Card for field spending. As a result, Bolaños HVAC reduced its bid creation time from 3 hours to 15 minutes, a 92% improvement, and gained immediate insight into project finances, leading to increased profitability and better overall business management.

Bolaños HVAC

David Bolaños

Bolaños HVAC