Case Study: Engineered Cooling Services achieves 6x more quote requests with XOi Technologies

Engineered Cooling Services increases quote requests 6x with XOi Technologies

Engineered Cooling Services (ECS), an HVAC provider, faced a challenge where its skilled technicians were being pulled away from billable work to manually input data for quote requests. This process was inefficient and hindered the company's ability to consistently capture new work opportunities. To address this, ECS partnered with XOi Technologies to streamline its workflow.

XOi implemented a solution where technicians simply capture a photo and a brief summary of an opportunity, which is then automatically routed to a centralized, dedicated quoting team. This streamlined process saved thousands of field service hours and led to a dramatic 6x increase in quote requests. The impact for ECS included faster, 24-hour quote turnarounds and a 15% increase in technician-generated lead volume, significantly improving their ability to secure more approved work.

Engineered Cooling Services (ecs)