Building Services / Field Operations

    How a Building Services Company Cut Quoting Time by 80% with AI

    80% faster quoting€1,250 to start14 weeks to deployment50% grant funded

    At a Glance

    The company
    A 60-person building services company in Ireland, specialising in commercial HVAC and mechanical maintenance.
    The problem
    Quoting took 1–2 hours per complex job, relying on two people's knowledge of historical pricing. Slow turnaround was costing them reactive callouts.
    What we built
    A quoting system that uses AI to analyse 5+ years of ERP job data, find similar past jobs, and generate draft quotes in minutes. Every quote reviewed and approved by the team before sending.
    The outcome
    Complex quotes down from 1–2 hours to 15–20 minutes. Simple reactive quotes from 20–30 minutes to under 10. Roughly 15–20 hours per week of admin time freed across the estimating team.
    The funding
    Started with a €1,250 AI Discovery (Enterprise Ireland). Build phase 50% grant funded. Total client investment for a working system: approximately €21,000.

    The Estimator Bottleneck

    A 60-person building services contractor in Ireland was losing reactive work because quotes took too long to produce. Twenty-five field technicians servicing commercial HVAC, mechanical, and electrical systems. Somewhere between 30 and 50 quotes every week across planned maintenance contracts, emergency callouts, and system replacements. This was a classic automated quoting problem: the data existed, but the process was entirely manual.

    Complex quotes took one to two hours each. Planned HVAC overhauls, chiller replacements, multi-trade scheduled maintenance. The estimator had to dig through the ERP, find similar past jobs, check current parts costs against their schedule of rates, calculate labour hours and margin, and factor in contract-specific pricing. A chiller replacement meant pulling previous chiller jobs, checking current compressor and refrigerant costs, calculating crane hire, disposal, and commissioning labour. Most of a morning, gone on one quote.

    Simple reactive quotes took twenty to thirty minutes. A failed AHU, a burst pipe, a boiler lockout. In reactive maintenance, the first company to quote credibly usually wins the job.

    The real risk ran deeper. Estimating knowledge was concentrated in two people, one of whom was approaching retirement. Five years of pricing instinct, supplier relationships, and margin judgments locked in their heads, not in any system. When they were on leave or busy, quotes stalled. Pricing consistency was poor, with different people quoting the same job type producing 15–20% variance. And thousands of completed jobs with full cost breakdowns, bill of materials, and labour hours sat in the ERP, never analysed or reused.

    In commercial building services, speed wins reactive work and accuracy wins planned tenders.

    How It Started: The €1,250 Discovery

    The company started with an Enterprise Ireland Digital Discovery engagement. Brian Egan — an Enterprise Ireland approved consultant, former Marie Curie Research Fellow, and Founder of Deep Purple AI Consulting — led the assessment. Total cost: €5,000, with Enterprise Ireland funding 80%. The client's net investment: €1,250.

    Over eight weeks, we spent time on-site with the operations team, interviewed the estimators and the MD, mapped the full quoting workflow from callout to invoice, and analysed data quality in their ERP across five years of job history. We identified four AI opportunities, ranked by projected ROI.

    The ERP data was messier than expected. Inconsistent job categorisation across five years of entries. Missing fields. Pricing that had been manually overridden hundreds of times. But we had seen this before. Messy data is the norm, not the exception. The Discovery included a data quality assessment that identified what was usable, what needed cleaning, and what the AI could work around.

    The quoting bottleneck was the number one opportunity. The data was there but nobody was using it systematically.

    The company decided to proceed to a full build. We handled the technical input for the Enterprise Ireland grant application for the build phase. The client's team provided roughly four hours of input per fortnight during the build, leaving them free to run the business while we did the heavy lifting.

    What We Built

    An AI quoting system analyses historical job data to generate accurate draft quotes automatically. It connects to your existing ERP, finds similar completed jobs, and produces itemised estimates including parts, labour, and margin, in minutes instead of hours. Your team reviews and approves every quote before it goes to a client.

    Here is how the system works, step by step:

    1

    Receive a new callout or tender request

    2

    Analyse the job description and match it against similar historical jobs in the ERP

    3

    Estimate parts, labour, travel, and margin using similar completed jobs and schedule of rates logic

    4

    Generate a draft quote with an itemised breakdown and a confidence score showing how closely the job matches historical patterns

    5

    Review. The estimating team checks, adjusts if needed, and approves before sending to the client

    To make it concrete: a chiller replacement quote that used to take the estimating team most of a morning now takes fifteen to twenty minutes to generate a review-ready draft with compressor costs, crane hire, disposal, and commissioning labour all pre-populated from historical patterns.

    The system also pre-populates method statements and preliminary safety plans from templates, removing more admin from the estimating team's day.

    The Design Decisions That Mattered

    Human-in-the-loop. The AI generates the draft. A human always reviews and approves. No quote goes to a client without human sign-off. This is not a system that sends out quotes automatically. It removes the manual research so the estimator can focus on judgment, not admin.

    Confidence scoring. Each draft shows how closely the new job matches historical patterns. High confidence means review and send. Low confidence flags the job for manual attention from the senior estimator.

    Data validation. For the first four weeks after deployment, every AI-generated draft was independently checked against a manual estimate by the senior estimator. This calibration period built trust in the system and fine-tuned its accuracy.

    Audit trail. Every quote records which historical jobs informed it, what adjustments were made, and who approved it. Full traceability for compliance and margin analysis.

    Not every quote can be automated. Bespoke one-off jobs with no historical precedent still need human judgment from start to finish. But for the 70–80% of quotes that follow known patterns, the system handles the research and the first draft.

    IntegrationConnects to existing ERP via secure, read-only access
    AIPattern matching and predictive pricing from historical job data
    AccessWeb dashboard for estimators. Mobile view for operations approvals
    SecurityRead-only ERP access, GDPR compliant, full audit trail
    HostingEU/EEA-based cloud infrastructure (Ireland where required)

    The Results

    BeforeAfter
    Complex quote (planned work, chiller replacement, maintenance contracts)1–2 hours15–20 minutes (AI draft + human review)
    Simple reactive quote (emergency callout, boiler lockout, failed AHU)20–30 minutesDraft prepared in 2–3 minutes. Review and send typically under 10
    Quote turnaround to client24–48 hoursSame day, often within hours
    Pricing consistency15–20% variance between estimatorsConsistent, data-driven baseline from historical patterns
    Estimating capacityBottlenecked on 2 peopleAny trained team member can review AI-generated drafts
    Admin time freedn/a~15–20 hours/week across the estimating team
    Historical data utilisation5+ years of data sitting unused in ERPEvery past job informs every new estimate

    How we measured this: We tracked baseline quoting time across three categories (reactive callouts, planned maintenance, and system replacements) over a four-week period before deployment. Post-deployment, we measured the same categories over the first six weeks of live use. The 15–20 hours per week figure is based on approximately 35 quotes per week averaging 25–30 minutes of manual research time each, reduced to 3–5 minutes of AI-assisted review time, spread across two estimators and one operations admin.

    The estimating team went from being the bottleneck to being a review-and-approve function. Management gained visibility into pricing patterns for the first time: which job types are most profitable, where margins are thin, where material cost changes are quietly eroding margin on repeat contracts.

    The company can now quote more jobs without adding headcount. The system handles the research; humans handle the judgment.

    And the retiring estimator's knowledge? It is captured in the system now. The business risk of losing that person did not disappear, but it got a lot smaller.

    "The big thing for us was that Declan's pricing knowledge, all the stuff that was only in his head, is now in the system. The rest of the lads can actually produce accurate quotes without waiting for him."

    — Operations Director, Building Services Firm

    Results vary by business. Figures shown are measured and estimated during delivery.

    Data Sovereignty: Why Your Estimates Are Safe

    Your data was ring-fenced in a private cloud environment with full EU data residency. It is never used to train public AI models. Your competitors cannot access your pricing data through any AI system, ever. This is contractually protected.

    This is the question every MD asks, and they should. Here is how we handle it:

    • The AI connects to the ERP via read-only access. It cannot modify, delete, or extract data from the core system.
    • All data processing happens on EU/EEA-based cloud infrastructure. Your data never leaves the EU.
    • We conducted a Data Protection Impact Assessment before connecting to the ERP, identifying which fields contained personal data and excluding them from AI processing.
    • A Data Processing Agreement is in place with role-based access controls. Only authorised team members can access the system.
    • The company's proprietary pricing data, margin calculations, and schedule of rates are never used to train public models or shared with any other company.
    • Full audit trail on every quote: who generated it, what data informed it, who approved it.

    Data ownership and exit: All data remains the property of the client at all times. If the engagement ends, data is exported, handed over, and securely deleted from our systems within 30 days.

    What It Actually Cost

    Placeholder introduction to the cost breakdown.

    Phase 1: AI Discovery
    Total cost€5,000
    Enterprise Ireland funding (80%)€4,000
    Client investment€1,250
    Phase 2: AI Quoting System Build
    Total project value€40,000
    Enterprise Ireland funding (50%)€20,000
    Client investment€20,000
    Total client investmentapproximately €21,000
    For a working AI system saving ~15–20 hours/week

    What was included: Read-only ERP integration, AI quoting engine, confidence scoring, estimator review dashboard, audit trail, method statement templates, four-week calibration period, and retained support.

    What was not included: Replacing the ERP, implementing a new job management system, or rewriting the company's commercial terms or pricing strategy.

    Project costs vary depending on scope, data complexity, number of integrations, and what grant funding is available. This project was a relatively focused build: one ERP integration, one core AI function, and a review dashboard. Projects with multiple system integrations, more complex data structures, or additional functionality will cost more. We scope and price every project individually during the Discovery phase, so you will know the full investment before committing to a build.

    The Discovery phase is available to any Enterprise Ireland client company with 10 or more employees. LEO offers a similar programme for smaller businesses. The build phase was funded through Enterprise Ireland's Digital Process Innovation programme, covering up to 50% of implementation costs. Eligibility depends on Enterprise Ireland client status and project fit. We confirm the best route during Discovery.

    The Discovery stands alone. There is no obligation to proceed to a build. At the end of it you receive a full AI readiness report, a prioritised roadmap of opportunities with estimated ROI, and a clear recommendation on whether to proceed and, if so, exactly what to build first.

    We provide the technical inputs and project description required for the grant applications and keep the business case in plain English.

    What Happened Next

    The system is live and processing quotes daily. We provide retained support and monitoring. When parts pricing shifts or the company takes on a new type of contract, we adjust the system.

    They are now exploring Phase 2: reporting on job profitability trends and predictive scheduling for planned maintenance renewals. As new jobs are completed and costed, the system updates its baseline patterns from the company's own data only.

    Frequently Asked Questions

    Is This Right for Your Business?

    If your business matches most of the following, an AI quoting system could deliver similar results:

    • You quote 20 or more jobs per week
    • You have two or more years of job history in your ERP
    • Your quoting knowledge depends on one or two key people

    If that sounds familiar, the Discovery is the place to start.

    Every project is delivered by senior engineers with over ten years of experience each. You work directly with the people doing the work.

    We have delivered AI systems for clients across building services, HVAC, manufacturing, construction, engineering, and food production.

    Start with a 20-Minute Conversation

    No pitch, no pressure. Just an honest look at whether AI could help your quoting process.

    See how our 4-step process works →
    Brian Egan

    About Brian Egan

    Founder & CEO, Deep Purple AI Consulting

    Brian Egan is the Founder and CEO of Deep Purple AI Consulting. With over 26 years in software and AI — from studying neural networks at Dublin City University, to building intelligent mobile systems for Vodafone, Nokia, and Hutchison 3G, to founding four technology companies that delivered machine learning, computer vision, and predictive AI solutions to real businesses — Brian has been building with AI technologies at every stage of their evolution.

    His interest in artificial intelligence began at DCU, where he studied neural networks and pattern recognition as part of his BSc in Computer Applications. As a Marie Curie Research Fellow in Germany, he worked on EU Framework projects developing intelligent systems for integrating emerging mobile technologies with enterprise software. At Cibenix (2003–2011), he spent eight years designing on-device software for Vodafone, Nokia, Hutchison 3G, Sony Ericsson, and other global operators — work that increasingly involved content personalisation, user behaviour analysis, and adaptive delivery logic.

    In 2012, Brian founded Purpledecks, a software consultancy that evolved with the AI landscape — incorporating machine learning, computer vision, data classification, predictive features, and recommendation engines into client projects years before the current generative AI wave. From Purpledecks came Hype4 (UX research including AI-powered biometric identification for government programmes), Mapall (fibre optic network intelligence with spatial analytics and route optimisation), and Reactable AI (one of Ireland's earliest production deployments of autonomous AI agents).

    An Enterprise Ireland approved consultant, LEO Digital for Business provider, and former Marie Curie Research Fellow, Brian now works directly with established businesses across Ireland and the UK, helping them identify where AI delivers genuine commercial value and guiding them from first assessment through to working system.

    Deep Purple AI Consulting (deeppurple.ai) is an AI consultancy and custom software development company based in Ireland. We help established businesses identify where AI can make a real difference, then build the systems to make it happen. Senior-only delivery. Grant-funded where possible. No hype.

    We use cookies to ensure our website works properly and to help us improve it. You can accept all cookies or customise your preferences. See our Cookie Policy for details.