7. Can AI improve commercial HVAC quotation follow-up without making unauthorised promises?

Draft answer framing: Automate approved administrative follow-up, while retaining named authority over technical scope, prices, discounts and contractual commitments.

Why it matters: Simpro documents a quote-viewed trigger, demonstrating that a useful starting event need not require a new AI layer. Separately, ICO guidance confirms that B2B marketing calls are subject to PECR rules; “commercial customer” is not a blanket exemption. (helpguide.simprogroup.com)

Put this question to the expert:

“What can the system say about an outstanding quote, and how does it stop when the customer accepts, objects, requests a specification change or speaks to an estimator elsewhere?”

A strong answer should cover:

• Quote owner, current version, expiry, margin constraints and outstanding technical questions.
• Approved wording and frequency, with human review for substantive changes.
• Stop conditions across email, telephone and the job system.
• A communication-by-communication assessment of service correspondence versus marketing.
• A separate review of outbound synthetic-voice calls: the ICO’s automated-call guidance describes recorded-message calls, so the legal treatment of the proposed interactive implementation should not be assumed. (ico.org.uk)

Evidence to request: A worked quotation history showing suppression after a reply and referral of a requested price change.

Expert quote: ____________________