Stop Losing HVAC orders to unanswered calls and unread emails.
Automate contractor quoting across channels - with AWS. We help HVAC distributors with intelligent demand forecasting, dynamic pricing engines, ERP integrations, and advanced B2B webstores. As a HARDI member, we bring deep HVAC industry expertise to every solution we build.
You are losing orders before you even quote them.
We asked HVAC distributors: Where do you lose the most orders?
Speed is the universal answer.
While you are processing yesterday’s emailed PDFs, a competitor is quoting today’s job.
Trusted by enterprises
AWS partner
Databricks certified
HARDI member
750+
50+
25+
15+
ERP
Integrations
We offer a wide range of ERP integrations based on client requirements
The revenue leak in the HVAC Industry.
Contractors do not wait. The call the next name on their list.
80%
65%
Multi-day quotes
Summer surges
Feel The Difference.
Before automation
After AI workflow
Before automation
After AI workflow
Before automation
After AI workflow
Before automation
After AI workflow
Before automation
After AI workflow
Before automation
After AI workflow
Your 24/7 Contractor Order-Automation Suite.
Every delayed quote is a contractor at risk. Automated intake means competitors can no longer win on speed alone.
VOICE BOT ORDER INTAKE
Handle contractor phone orders around the clock without tying up inside sales. Supports English, Spanish, and Portuguese – critical for LATAM contractor ecosystems.
- Natural language SKU recognition and matching
- Contractor pricing tier awareness
- Auto-generated quote confirmation by SMS/email
- Direct push to your ERP – no re-entry
WHATSAPP ORDER CHATBOT
Let contractors order from the job site, the way they already communicate. Reduces friction for field teams and captures orders that would otherwise be lost to voicemail.
- Photo-to-order: send a part photo, get a quote
- Reorder from previous purchase history
- Real-time branch inventory checks
- Multilingual contractor support
B2B SELF-SERVICE PORTAL
Turn your web portal into a revenue engine that works after hours. Contractors get instant pricing, availability, and quote generation, without calling your order desk.
- AI-powered product search and substitutions
- Contractor-specific pricing and account history
- Live inventory across all branches
- Seasonal surge capacity, stable staffing
How a top U.S. HVAC distributor grew webstore sales by 40%
Wishtree rebuilt their entire e-commerce backbone on AWS with Agentic AI capabilities - autonomous AI agents handling pricing, inventory forecasting, and fraud detection.
Key AWS services used
- Amazon Bedrock – Agentic AI logic for dynamic pricing, SKU matching, and fraud detection
- Amazon Textract – Extract orders from messy PDFs, emails, and forms
- ERP integration – Real-time inventory and pricing sync
60%
40%
<24 hours
99%
How an enterprise supply chain leader fixed its data foundation
Wishtree built a unified data foundation on AWS - one place where all their data lives, organized, governed, and fast.
Key achievements
- Unified data foundation with cleaned, structured layers
- Automated pipelines that replace manual data wrangling
- Streaming setup for instant new data arrival
- Comprehensive RBAC and change tracking
- Direct connections to dashboards and third-party tools
Speed
Scale
Instant
Governance
How a major HVAC distributor unblocked its demand planning software
Wishtree diagnosed the root causes and rebuilt the data foundation from the ground up.
Key fixes
- Stabilized nightly data transfers – 100% resolution
- Normalized corrupted branch ID logic for correct identifier
- Collaborated with VPs to decode pricing & stock status rules
- Designed 3-step fallback logic for pricing and stock values
- Audited invoices and open orders and fixed hidden errors
100%
100%
100%
Saved
Our clients have this to say about us
Leaders across industries describe how we engineer smart products, reliable data, scalable cloud, and agentic AI.
"Wishtree was pivotal in evolving our platform from a simple web solution into a sophisticated, multi-agent AI system. As a highly reliable and forward-thinking partner, we view Wishtree not just as a technology provider, but as a strategic ally in shaping our future."
Randeep Sudan
CEO of Multiverz"Wishtree's skilled designers and developers contributed greatly to upgrading our website with custom layouts and icons. They provided the rare expertise in Python and Django that we needed, and have completely met our requirements for ongoing development, support, and maintenance."
Beryl Leach
Director, International Initiative for Impact Evaluation"Wishtree Technologies has moved our company forward for over a decade, managing all our web and mobile solutions from a simple app to a complex proposal tool. Their strong technical skills make them the ideal partner for any complex, time-sensitive, or high-quality project."
Chuck York
Director of Product Management & Sales, Johnson Supply, USA"Wishtree Technologies has exhibited the utmost competence and professionalism in their technical work. They diligently met tough deadlines and showed great flexibility. We highly recommend them for database development."
Mohamed El Zarkani
Programme Manager, IOM, Kuwait"Wishtree Technologies has expertly provided custom software services for us, from web apps to API integration. They are highly skilled at proactively identifying and solving issues, and they excel at presenting well-thought-out options to help us understand our choices and their implications."
Nicole Yankelovich
CEO, Envisiture Consulting, USAFAQs
Will this work with our current ERP?
We integrate with Epicor, NetSuite, SAP, Microsoft Dynamics, and custom ERPs. Real-time sync. No manual re-entry.
How long does it take to set up?
Most distributors go live in 4-6 weeks. We start with one branch or one product line, prove it works, then scale.
Do our contractors need to learn new software?
No. They use what they already have: Phone calls → voice bot answers WhatsApp messages → chatbot responds Emailed PDFs → AI extracts the order Web portal → same login, faster quoting
What about after-hours orders?
That is the point. Voice bot and chatbot work 24/7. Contractors get instant quotes at 10 PM. You get the order by morning.
Can this handle HVAC complexity?
Yes. Substitutions, regional inventory, contractor-specific pricing, bundle logic, partial fulfillment - we have built it all.
What happens during peak summer season?
The system scales automatically. No overtime. No backlog. No contractor waiting three days for a quote.
Is this secure? Where does our data live?
Built on AWS. SOC2-ready workflows. Role-based access. Your data stays in your environment.
How much does it cost?
Every distributor is different. We will map your order volume, headcount, and current backlog - then show you exactly how much you save.
Do you offer support after go-live?
Yes. Dedicated support team. SLAs. Ongoing optimization. We do not build and leave.