How ECS Streamlined Quoting and Captured More Work with XOi
Overview
Engineered Cooling Services (ECS) used to rely on a custom-built quoting tool that slowed technicians down and led to missed opportunities. With XOi, they built a faster, more efficient process that hands quoting off to a dedicated team—saving time in the field and helping secure more approved work.
Challenge
ECS’s in-house “Quick Quotes” tool allowed techs to initiate quotes but still required them to stop and enter detailed information manually––time they didn’t always have. It pulled techs away from their primary job—servicing equipment—and slowed the quoting process. As the business grew, quotes were getting delayed or lost entirely.
Solution
With XOi’s “Quote Needed” workflow, techs now take a photo of the data plate, write a brief summary, and move on. The request is automatically routed to a small internal team that handles the quoting from there—turning around pricing faster and more consistently.
This new process has saved thousands of hours in the field and allowed ECS to respond to customers faster—often while the technician is still onsite.
Results
- 3x more techs engaged in the quoting process, flagging opportunities from the field without slowing down
- 6x increase in quote requests, giving ECS a faster, more consistent way to capture and convert potential work
- Thousands of field hours saved by removing manual quote entry from technicians
- Quotes turned around in as little as 24 hours, often while the tech is still onsite
- Higher approval rates and fewer missed opportunities, thanks to faster, more reliable follow-up
- Clearer communication, with every quote backed by technician photos and concise job summaries
