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.

Added value

The time savings are enormous: the quotation preparation process, which previously took up to six hours, is now completed in around 15 minutes. This not only means an immense increase in efficiency, but also a considerable reduction in workload for the owner, who now has the time to concentrate on other key tasks or create more quotations per day. Instead of just one quote per day, he could theoretically create up to 24 quotes in the same amount of time.

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