Overview
Starting investigations with what teams can see
A company specializing in custom rooftop HVAC solutions needed a faster way to respond to retrofit quoting requests. The business delivers fully customized air handling units and a broad range of engineered rooftop products, including curb adapters, roof curbs, isolation curbs and rails, economizers, coil guards, burglar bars, and rooftop service platforms.
In retrofit projects, one of the most important early questions is simple but time-sensitive: what curb adapter is needed to make a new rooftop unit work with the existing installation?
VizSeek helped the company accelerate that process by reading the field measure sheet and using its contents to find similar historical quotes.
The Challenge
The challenge
When a sales rep, contractor, or technician is replacing an existing rooftop HVAC unit, the new unit often does not match the original curb footprint, duct opening arrangement, or rooftop conditions. Choosing the right curb adapter is critical because it affects fit, airflow, installation effort, and quote accuracy. Many retrofit opportunities begin with a field measure sheet that includes dimensions, equipment details, curb conditions, duct layout notes, and installation observations. Once submitted, internal teams had to interpret the sheet and manually locate a prior quote or similar configuration.
Needed Capabilities
- Reduce time spent reading and interpreting handwritten or semi-structured field data
- Search prior quotes and similar jobs faster
- Improve consistency across quote lookups
- Reduce delays in producing accurate retrofit quotes
- Make historical configuration knowledge easier for more team members to reuse
The Solution
The solution
VizSeek was used to turn the field measure sheet into a searchable input rather than a document that had to be manually reviewed line by line.
When a field measure sheet was submitted, VizSeek extracted the relevant information from the form and used it to search for similar historical quotes.
Instead of relying only on filenames, memory, or manual browsing, the system could use the contents of the sheet to identify prior jobs with similar rooftop conditions, unit types, curb dimensions, or retrofit patterns.
Visual conditions
Existing curb dimensions
New rooftop unit information
Duct opening arrangement
Rooftop conditions and installation notes
Similar historical quote configurations
Curb adapter fit and retrofit patterns
Workflow
How it worked in practice
A technician or representative collected rooftop measurements and installation details in the field and submitted the measure sheet. VizSeek read the submitted document, identified the important job attributes, and used those details as the basis for search.
01
Submitted field measure sheet
02
Extracted rooftop measurements and equipment details
03
Similar previous curb adapter quotes
04
Related historical job records
05
Prior retrofit configurations with comparable requirements
Results
Results
Using VizSeek helped the company move from document review to knowledge reuse. Instead of treating each field measure sheet as a one-off manual exercise, the business could use the information already captured in the form to locate similar prior quotes more quickly.
- OK Faster lookup of similar historical retrofit quotes
- OK Reduced manual effort reviewing field measure sheets
- OK Quicker identification of likely curb adapter solutions
- OK More consistent quote preparation
- OK Better reuse of past job knowledge in new retrofit opportunities
Why It Mattered
Why it mattered
In rooftop retrofit work, speed matters, but so does fit. Reps and contractors need timely answers, and the quoting team needs confidence that the selected adapter approach is compatible with the existing setup.
VizSeek helped bridge the gap between field documentation and quoting by turning the field measure sheet into a structured search input. That meant the team could respond faster without losing the benefit of past experience.
Conclusion
Conclusion
VizSeek helped this rooftop HVAC solutions provider improve the speed and consistency of retrofit quoting by reading field measure sheets and using that information to find similar prior quotes. For a business centered on curb adapters and other engineered rooftop products, that created a more efficient path from field data to quote-ready insight.