A smart-home installer measured houses on Tuesday and sent proposals the following week — after the excitement had faded. Now surveyors upload photos and measurements from the site, an AI configurator builds the system, and 90% of proposals go out the same day.
Typical results
45 min
Prep per proposal
42%
Close rate
Figures reflect typical results for this kind of automation.
The challenge
After every site visit, photos and measurements sat in a surveyor's phone until someone found six hours to design the system, price components and build a document. Proposals averaged nine days — customers cooled off, shopped competitors, or forgot details — and the close rate sat at 28% despite strong site visits.
Before and after
Proposal turnaround
−89%Prep time per proposal
−88%Close rate
+50%The automation
We gave surveyors a mobile flow that uploads room photos, measurements and customer preferences straight from the site. An AI-assisted configurator maps each room against package templates and the live price book, building the equipment list, labor estimate and alternatives for review. The salesperson adjusts, approves, and a branded proposal — with financing options included — reaches the customer the same evening, with automatic follow-up nudges if it goes unopened.
How it works
- 01
Capture on site
Surveyors photograph each room and log measurements and preferences in a mobile flow — nothing stays trapped in a phone.
- 02
AI builds the system
The configurator matches rooms to package templates and the live price book, producing equipment lists, labor and alternatives.
- 03
Salesperson fine-tunes
A human reviews and adjusts the draft — swapping components, tweaking scope — in minutes, not hours.
- 04
Proposal out by dinner
A branded document with pricing and financing options reaches the customer the same evening.
- 05
Follow-up runs itself
Open tracking and automatic nudges keep the proposal alive without the salesperson chasing.
Starts from
- Room photos & measurements
- Package templates & price book
Delivers
- Branded proposal with financing
- Delivered same evening
- Follow-up nudges & tracking
The impact
Same-day proposals went from zero to 90% of site visits, and prep time per proposal fell from six hours to 45 minutes. Closing while enthusiasm is fresh lifted the close rate from 28% to 42%, typically enough extra work to keep a second installation crew busy.
Questions about this automation
What does the surveyor capture during the site visit?
A mobile form guides the surveyor room by room: photos, measurements and the customer's preferences for lighting, audio, security or networking. Everything uploads from the site, so the data is ready for the configurator as soon as the visit ends and nothing stays stuck on one person's phone.
How does the AI configurator build the system?
The AI matches each room against the company's package templates and the live price book, then drafts an equipment list, labor estimate and alternatives. It works only from approved products and prices. A salesperson always reviews the draft, swaps components or adjusts scope, and approves it before anything reaches the customer.
What happens after the proposal is sent?
The branded proposal, with pricing and financing options, goes out the same evening. Open tracking shows when the customer views it, and automatic follow-up nudges go out if it stays unopened or unsigned after set intervals. It is a multi-step build, usually rolled out in stages, starting with the site-visit capture form.