Internal system · Daily use
QuoteAI: an ERP for HVAC estimation and delivery
Costing, BOMs, quotations, and project follow-up lived in separate files. I designed and built one internal system where each quotation traces back to its product, rules, and cost basis, and forward to the work order.
- 16 modules, from leads and quotations to production, QC, and invoices
- 15 user roles with a permission matrix, including who can see pricing
- Used locally for daily estimation work
