The Challenge
This SaaS platform had carved out a valuable niche by providing configurable, menu-based pricing tools to contractors across the HVAC, plumbing, and electrical industries. However, as the company scaled, so did its exposure to critical operational and strategic risks:
- Technician Friction: Field technicians had to scroll through long price books or perform keyword based database searches during customer visits, leading to slow quotes, inconsistent service, and avoidable errors.
- Data Exposure Risk: Providing even partial access to the underlying pricing database created the risk of data leakage or reverse engineering, potentially jeopardizing the company’s competitive moat.
- Operational Inefficiencies: The lack of a natural-language interface meant technicians required training to use the system effectively—slowing down onboarding and adding to support costs.
- Pressure to Differentiate: With competitors entering the market, the company needed to leap ahead in usability and security without rebuilding its core platform.
They needed a solution that could interpret technician inputs in plain English, return highly accurate pricing information, and do it all without exposing or duplicating sensitive backend logic.