Double Your Quotes in Half the Time with Remote Quoting

In the heating and cooling industry, speed and accuracy are everything. When a customer reaches out for a quote, the faster and more precise your response, the more likely you are to win the deal. Yet, traditional quotation processes, often involving on-site visits, scheduling delays, and manual documentation, can slow everything down. That’s where remote visual collaboration changes the game.

From Site Visit to Remote Assessment

With XMReality, your sales or technical experts can connect remotely to visually assess a customer’s site, without ever leaving the office. By simply tapping a link sent by sms or Whatsapp, customers can show the installation area live, while your expert captures all relevant details through annotated images, notes, and automatic transcriptions.

No travel. No scheduling delays. Just instant visibility and accurate scoping.

And when the call ends, you can send the quote immediately, based on the automatically generated documentation from the call. What used to take days can now be done in minutes.

Real Results from a current XMReality customer

Let’s take a look at one of our customers, a UK-based company specializing in boiler installations.

On a monthly bases, their sales team conduct an average of 550 remote calls using XMReality. If just 20% of those calls convert, that’s over 110 boilers sold each month, directly tied to faster, efficient and transparent quoting.

Before adopting XMReality, the same number of quotes would have taken twice as long. Today, their team delivers double the number of quotes in half the time, while maintaining the quality and professionalism their customers praise visible on Trustpilot:

Happy customers using XMReality

Accuracy that Builds Trust

Remote quoting isn’t just about speed, it’s also about precision and customer confidence. Every call is automatically documented, giving you everything you need to send an automatically generated quote right after the meeting without ever having to visit the customer.

No travel, no delays, and no missed details, just fast, accurate quoting that builds trust and confidence from the very first interaction.

Customers feel more confident in quotes based on clear, mutual assessments rather than assumptions. And that confidence directly translates into higher conversion rates.

Freeing Up Time for High-Value Work

By removing unnecessary travel, your best experts can handle more calls in a day, spending their time where it creates the most value: building customer relationships, refining quotes, and closing deals.

Meanwhile, your customers enjoy faster service and clearer communication, setting you apart from competitors still relying on in-person quoting.