Case Study: CoolQuote – Streamlining Air Conditioning Service Quotes

This is a private application, so no demo version is available, unfortunately.

Air conditioning service providers, particularly small businesses and independent technicians, often struggle with an inefficient quoting process. Before CoolQuote, our client relied on Excel spreadsheets, which required significant effort to generate a single estimate. This method was slow, prone to errors, and demanded extra administrative work after site visits.

The traditional process involved visiting a client, taking notes manually, returning to the office, and only then preparing the quote. This delay reduced efficiency and sometimes led to lost opportunities. The market needed a faster, more flexible, and user-friendly solution to enable technicians to generate quotes instantly, even while still on-site.

The primary objective of CoolQuote was to accelerate the quoting process, minimize errors, and enhance user experience. By providing an intuitive digital platform, air conditioning service providers could instantly generate accurate quotes and export them as PDFs on the spot.

The target audience for this solution was small air conditioning installation businesses and independent technicians who needed an easy-to-use tool tailored to their specific needs. Unlike generic quoting platforms, CoolQuote was designed specifically for air conditioning installation services, ensuring a perfect fit for the industry’s workflow.

To build CoolQuote, we followed a structured approach:

Research: Understanding the pain points and workflow of air conditioning technicians.

UX/UI Design: Creating an intuitive interface for quick and seamless navigation.

Development with Bubble: Utilizing no-code technology to accelerate implementation and ensure flexibility.

One of the biggest challenges was structuring the database. Air conditioning installations are highly customizable, involving 70 individual items grouped into at least 7 different kits. Each installation could require a unique combination of kits and items. To address this, we designed a dynamic system that allows flexible item selection, making it easy for users to customize their quotes without complexity.

CoolQuote delivers a fast, efficient, and tailored solution for air conditioning professionals. Its key features include:

- Instant Quote Generation – Technicians can create and adjust quotes in real time. - Easy Item Selection – A structured system for adding individual items or complete kits. - Draft and Final Quote Management – Users can save quotes as drafts or finalize them when ready. - One-Click PDF Export – Professional proposals can be generated and shared instantly.

Unlike generic quoting tools, CoolQuote is designed specifically for air conditioning installation services, providing industry-specific features that streamline the workflow for air conditioning professionals. By eliminating manual steps and allowing real-time quote generation on-site, it enhances productivity and improves customer experience.

CoolQuote transforms the quoting process for air conditioning service providers, enabling them to work faster, smarter, and with greater accuracy. Built using Bubble's no-code technology, the platform offers flexibility while maintaining the power and efficiency of a traditional software solution.

This project highlights the impact of user-centered design and no-code development in solving real-world problems, providing a scalable and highly specialized solution for a niche market.