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CASE STUDIES
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2026
AI Automations for HVAC Company with Claude
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TIMELINE
1 Month
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SERVICES
AI Automation
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OVERVIEW
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CHALLENGES
OpsFlow AI is a B2B operations automation platform built for small service businesses in the trades industry, demonstrated through a 12-person HVAC company use case. The platform replaces three high-friction manual workflows — quote generation, job intake routing, and customer follow-up — with live AI agents powered by the Anthropic Claude API. The result was 19 hours saved per week and $1,400 in recaptured billable time in month one, at a total tool cost of $180/month.
Problem Statement
The client was a $2.4M HVAC service company operating with an office manager manually typing quotes from scratch 40+ times per month (45 minutes each), copying job data between three disconnected systems after every call, and relying on human memory for customer follow-up. No automation existed. The owner was spending Friday afternoons on administrative tasks that had nothing to do with running the business.
What was being built?
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SOLUTIONS
Technical Stack
Frontend: React 18 with hooks (useState, useEffect, useCallback, useRef), compiled via Babel standalone for zero-build-step deployment
Styling: Custom CSS design system with CSS variables, no UI framework — full dark theme with lime (
#C8FF00) and cyan (#00FFD1) accent palette, IBM Plex Mono + Outfit typefacesAI Layer: Anthropic Claude Sonnet (claude-sonnet-4-20250514) via direct browser API calls using the
anthropic-dangerous-direct-browser-accessheader for CORS complianceAPI Pattern: Non-streaming JSON responses with client-side word-by-word drip animation to simulate token streaming for UX effect
Auth: Session-based API key storage via sessionStorage with inline key validation on first load
Deployment: Single self-contained HTML file (~88KB), no backend, no build pipeline, runs from any browser
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RESULTS
Business Impact
Metric | Before | After |
|---|---|---|
Quote generation time | 45 min | 8 sec |
Manual data entry per job | 3 systems | 0 |
Follow-up SMS missed | Regular | 0 |
Hours saved per week | 0 | 19 |
Revenue recaptured (mo. 1) | — | $1,400 |
Total tool cost | — | $180/mo |
ROI | — | 11× |
8 sec
Quote generation time
0
Follow-up SMS missed
19
Hours saved per week
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CASE STUDIES
