The User Need

Robinson Fans creates custom air-handling systems with complex specifications. They needed a scalable solution that integrated with their ERP systems, leveraged the good work they’d done with their spreadsheets, and provided a way to configure product recommendations and accurate estimates.

The Opportunity

By automating the flow of accurate information through their core business processes, including the alignment of the estimate to actual job costs between systems, they would save valuable time and quickly move from inquiry, to quote, to the submission of approval drawings to the customer.

The Result

Truefit consolidated the information the customer maintained across various spreadsheets with data managed in third-party platforms. We created a solution that helped them work smarter and accurately project profitability for strategic estimating decisions.