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Product development

A photo of the rating plate, a priced quote by text

Home services · Plumbing and heating: replacement quotes · 1:23

Demo · fictional organization · real working software

The problem

A replacement quote usually starts with a visit, just to read the old unit’s model, size, fuel and age off its rating plate. The homeowner waits, and a slow quote loses the job.

How it's resolved

Fernhollow Plumbing & Heat, a fictional plumbing and heating contractor in Akron. A homeowner texts a photo of a leaking water heater’s rating plate. The AI reads the plate and boxes each value where it read it: serial, capacity, input and fuel. Code dates the unit from the maker’s serial rule, made in August 2011, 15 years old, and builds three options from the catalog, priced to the cent: a like-for-like gas tank at $2,040, a heat pump at $3,480 and gas tankless at $3,720. The AI writes one line on why each fits, using only figures code gave it; what each option needs, such as a new 240 V circuit, code states itself. Nothing goes out until the estimator approves; then one link carries all three options to the homeowner’s phone, 39.4 seconds after the photo arrived in this take. The homeowner chooses the heat pump and an install window, Friday 8–10 AM, and in one step authorizes a $500 deposit: held on the card, $0 charged, captured when the crew finishes. Code offers only windows the card hold covers, the two options not chosen are declined, and order 1034 is booked.

What you'll see

  1. 01A homeowner texts a photo of the water heater’s rating plate
  2. 02The AI boxes the serial, capacity, input and fuel where it read them
  3. 03Code dates it from the maker’s serial rule: made in August 2011, 15 years old
  4. 04Three options, priced to the cent by code: $2,040, $3,480 and $3,720
  5. 05The AI writes why each fits, with only code’s figures; code says what each needs
  6. 06Nothing goes out until the estimator approves
  7. 07The homeowner chooses the heat pump and a window, and authorizes the deposit in one step
  8. 08$500 held on the card, $0 charged, until the install is done

Under the hood

Each business term in the video, and the Traide building block it runs on.

In the businessOn Traide
Each optionDraft order, one line per item, read on the homeowner’s phone by its own token
The estimator’s approvalnauticalDraftOrderSendToCustomer: one link to all three options
The options not chosenDeleted drafts, which release the heaters they held
“Installed on site”A $0 shipping method: the crew brings the unit
The depositPayment authorized only, NOT_CHARGED; captured when the install is done
The install windowCapacity pool, held by a $0 TICKET checkout

Guardrail. Nothing is sent before the estimator approves. Code decides the age, the options, every price and what each option needs; the AI reads the plate and words the reasons, using only code’s figures. The deposit is held, not charged, and only install windows inside the card hold are offered. A licensed plumber confirms gas, venting and electrical on site. Test money; the photo of the rating plate is a rendered image of a fictional brand’s plate.

  • Vision
  • Verification against the source
  • Generation
Strategy call · 30 minutes

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