Forest Cooling
Quotes out the same week as the visit.
An air conditioning firm with two custom agents doing the paperwork that used to sit between a site visit and a sent quote.
Quotation Builder
Kaush Patel on quoting at Forest Cooling.
The full interview, about two and a half minutes. What quoting cost the office before, how Forest Cooling came to MyAgentFactory, and what has changed since.
Kaush Patel, Director, Forest Cooling
Read the transcript
My name is Kaush Patel. I'm one of the directors at Forest Cooling, and we are a Hampshire-based air conditioning business that installs, services and maintains commercial and residential systems across the south.
One of our key challenges at Forest Cooling before interacting with MyAgentFactory was the quoting process. We would have to book the quote in. We would have to schedule the quote. We obviously then go and visit the client to do the physical site survey as well. Bring that information back and then run it through multiple different suppliers, manufacturers to put together the pricing for the jobs. Whether that be the air conditioning units, the materials, and the different fixtures and fittings that we would need as well.
Added to that, we were also finding a lot of administration post the quote. So to provide the quote to the client, they want to make changes, maybe change where the units are being placed, so that affects the meterage of the pipe runs. They may want to look at other brands, or they may want to look at completely different plans as well. So once the quote was produced, there's a lot of administrative hours, a lot of work going into it to change things around, and that was also causing us, you know, inefficiencies within our processes. That was actually taking up the time of quite a lot of my team in the office.
I've known Simon for a very long time, and he's got over thirty years' experience within business processes and business systems. And it was over a chat, actually catching up, where you know we were just sharing different challenges we were having in our business. And you know, Simon mentioned to me that you know he also launched MyAgentFactory, and that was solving this exact problem for businesses. You know, implementing and using AI to create agents that deliver processes and systems for businesses that can save hours and time.
It's finally implementing the agent into our business. The results speak for itself. The team are spending more hours on the work that actually matters. The administration is being taken care of itself. And as a business, we feel like we're moving forward and actually adopting AI in a really positive way, rather than just using the ChatGPTs and the Claudes. And pretending that we're trying to use AI in the right way. So we're fully confident with our AI agent we have regarding our quoting platform at the moment, and there's definitely scope for the future to introduce new agents in different departments within the business. So yeah, I would heavily recommend MyAgentFactory. They've saved my team hours. They've saved us costs, and they've really added to our bottom line.
Forest Cooling design, install and maintain air conditioning and refrigeration systems. The work itself happens on site. The paperwork is what held everything up.
Every job needs two documents before a quote can go out: a risk assessment and a priced quotation. Both were being put together by hand, usually by opening the last similar one and editing it. That takes an engineer or an estimator off the tools for an afternoon, and it's why quotes were sitting in a queue for days.
- An agent that drafts the risk assessment from the job details and site conditions, with the hazards that actually apply to that installation.
- An agent that builds the priced quote from the scope, using Forest Cooling's own rates and equipment list.
- Both of them work off the firm's own job history, so what comes out looks like the way Forest Cooling price and assess work.
Quotes go out the same week as the visit. And the risk assessments get done properly even when the diary is full, because writing one no longer costs somebody an afternoon.
The agents draft. A qualified person still reads both documents and signs them. A risk assessment is a professional judgement and it stays one — what's gone is the typing.
Other businesses working this way.
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Match Accounting
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Sparkstone Technology
We run our own business on it.
Could this be your business?
Five minutes and ten questions will tell you which of your processes is the strongest candidate — and what a starting engagement would look like.