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EstimatIQ
Case Study
AI-Powered Field Service Estimating & Proposal Platform
EstimatIQ empowers trade contractors — from roofers and landscapers to electrical and general contractors — to turn customer scope notes into detailed, profitable, and professional proposals in under three minutes. Built on Next.js 15 and Google Gemini via Firebase Genkit, the platform bridges the gap between field inspection and contract execution.
Homeowners can review interactive proposals, approve line items, provide a legally binding digital signature, and submit initial project deposits securely via Stripe Connect before the estimator even leaves the driveway.
Project Type:
Field Service SaaS
Status:
Production — Live
Live URL:
estimatiq.app
AI Engine:
Gemini via Genkit
Payments:
Stripe Connect
Hosting:
Firebase App Hosting
Trade Prompt Packs
Estimate Time
Stripe Connect
Product Showcase
The Live Platform
Problem Statement
The Challenge
Residential and commercial field contractors routinely lose 30% to 50% of bid opportunities due to sluggish turnaround times. Estimators scribble dimensions on paper pads, return to an office hours later, wrestle with complicated desktop software or spreadsheets, and deliver a PDF days after the homeowner has already signed with a faster competitor.
Furthermore, generic estimating templates fail to understand trade nuances: a roofing pitch multiplier is fundamentally different from landscaping cubic-yard sod coverage or electrical panel breaker capacities. Contractors needed an intelligent, mobile-first solution that understands their specific trade vocabulary and converts bids into cash immediately.
The Field-to-Cash Workflow
EstimatIQ compresses a 4-day sales cycle into an on-site, 3-minute close:
Engineered for the Field
Platform Capabilities
Trade-Specific AI Prompt Packs
Instant E-Signatures & Contracts
Stripe Connect Deposit Checkout
WordPress Lead Capture Plugin
Automated Telnyx SMS Alerts
Sprout Invoices Migration Pipeline
Domain-Specific AI Engine
Trade-Tuned Genkit Prompt Packs
Instead of one-size-fits-all generic LLM prompts, EstimatIQ deploys specialized prompt flows via Firebase Genkit. Each prompt pack is authored by experienced trade professionals:
- Roofing Pack: Calculates roof square footage, pitch multipliers, starter shingles, ridge caps, ice/water shields, and tear-off labor waste factors.
- Landscaping Pack: Calculates sod square footage, decomposed granite tonnage, mulch cubic yards, drip irrigation zones, and hardscape paver sand base.
- Electrical Pack: Models sub-panel installations, circuit runs, conduit footage, and load-balancing breaker requirements.
- Plumbing & HVAC: Ingests equipment SEER ratings, ductwork line sets, copper/PEX lengths, and drain line fall angles.
WordPress Lead Capture Integration
Most contractors maintain their primary marketing presence on WordPress. Razor Consulting built a dedicated companion WordPress plugin featuring:
- Native Gutenberg estimating block with responsive mobile design
- Simple shortcode support for legacy theme builders (Elementor, Divi)
- Real-time webhook ingestion into EstimatIQ without Zapier middleware
- Instant homeowner auto-responder SMS via Telnyx
Built With
Technology Stack & Architecture
Application Framework
Next.js 15 (App Router + Server Actions)
Language
TypeScript 5 (Strict Mode)
AI Engine & Flow Orchestration
Google Gemini 2.0 via Firebase Genkit
Database & Schemas
MongoDB Atlas + Mongoose
Authentication & Session
Firebase Auth (Multi-Provider OAuth)
Payment Gateway
Stripe Connect (Express Merchant Onboarding)
Telephony & SMS
Telnyx SMS Messaging API
WordPress Integration
Custom Gutenberg Block & REST Webhooks
UI & Design System
Tailwind CSS + ShadCN UI (Radix Primitives)
Hosting & Edge Infrastructure
Firebase App Hosting