Software solutions that optimize time-consuming processes are a key success factor for companies. But what happens if a process is inefficient and valuable working time is wasted? This was precisely the situation faced by a heating contractor specializing in infrared panel heating systems. Preparing a quotation was a lengthy process that urgently needed to be optimized. At this point, new direction GmbH came into play - and together with the company, we took a significant step forward.

The Problem

The challenges were clear: preparing quotations used to take up to six hours. Each new order required time-consuming manual adjustments to existing quotations. This included copying old quotations, drawing in heating tracks on the floor plan, creating a list of materials and calculating the time required. This complex process required enormous human resources and created bottlenecks, as the owner himself had to work double shifts to complete one quote per day.

It was crucial to make the process more efficient: Quotations needed to be prepared faster, sources of error minimized and the entire process made more transparent and structured. An automated solution was needed that would drastically improve both the quality and speed of the quotation calculation.

The Solution

Our collaboration with the heating contractor is based on three key factors: Automation, user-friendliness and seamless integration into everyday working life.

Automated quotation generation with intelligent calculation

By developing a custom Windows tool, we have revolutionized the entire quotation process. Instead of spending hours working manually on PowerPoint templates, the user now simply loads the floor plan into the tool, marks the individual rooms and assigns them the respective use (e.g. living room, bedroom, bathroom). The system then automatically calculates the optimum heating tracks for walls, floors and ceilings, creates the complete list of materials and calculates the installation costs.

User-friendly and efficient handling

The software is designed to generate an initial quotation document with just a few clicks. The basic version of the quotation is ready within two minutes, which the user can check and refine in a further ten minutes. This speeds up and simplifies the entire process considerably.

Seamless integration and immediate increase in efficiency

The tool fits perfectly into the company's existing workflows. It is intuitive to use and does not require a long training period. The company was able to use the new quotation process productively within just a few days - without any changeovers or downtime.

Further innovations in the heating sector

Our customer, a renowned manufacturer of heating systems, was faced with the challenge that the manual thermostats and simple digital controls previously used were no longer up to date and did not meet the increasing expectations of comfort and efficiency. In addition, the inaccurate control of the heating led to higher energy costs and uneven heat distribution in the living spaces.

Increased value

For users, the precise control of the heating leads to a significant reduction in heating costs. This also makes a positive contribution to protecting the environment and reducing CO2 emissions.

For our customer, the app has led to greater customer satisfaction and a significant increase in new customer acquisition.

At new direction GmbH, we implement these and similar solutions quickly and reliably. If you have any questions or specific concerns, please feel free to contact us directly.