Predictika · Commercial rooftop unit quotes

An AI sales agent's rooftop unit quote, checked before it goes out

An AI sales agent drafts a quote for commercial rooftop units (Precedent, Voyager and IntelliPak) with heating, economizer, ventilation control and curb. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the product and code rules, compares the total the agent states with the one it computes, and returns a verdict, every reason and the line-item quote.

Scope: Trane commercial rooftop units (Precedent, Voyager and IntelliPak, 5 to 105 tons) with heat, economizer, demand-controlled ventilation and curb: capacity, heating options, energy code, voltage, replacement curbs, refrigerant, lead time, discounts and the stated total. See everything this validator covers

This validator models a Trane-style rooftop unit quote, not just the scenarios shown below.

  • Unit and heating — the cooling load against the unit capacity (and a unit more than 25 percent oversized needs engineering), heat pump and hot water availability by unit family, gas service at the site, and the heating load against the gas heat of the unit.
  • Code and electrical — an air-side economizer on units of 5 tons and up outside zone 1A, demand-controlled ventilation for dense occupancy with high outdoor air, 575 V availability, and 460 V for electric heat above 10 tons.
  • Replacements and delivery — a curb adapter when the existing curb class differs from the new unit, the AIM Act refrigerant transition (R-454B for 2026 installs), and the delivery lead time (two weeks longer with hot water heat) against the weeks the customer needs.
  • Price, discount and total — every priced line, a discount ceiling that rises with the order value (12 percent, 18 percent from USD 250,000), approval above 5 percent, and the total the agent states against the total the validator computes.

Any rooftop unit quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Trane products, controls and accessories beyond the options listed, freight, installation, taxes, financing and regional code variants. Every price, capacity, option availability, lead time and discount tier is an illustrative estimate built from public product structure, not a Trane price list.

The AI sales agentBuilds the rooftop unit quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

9 scenarios in 4 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Energy code that depends on unit size, climate zone, occupancy and outdoor air togetherOnly with workarounds
A product rule can force an option for one condition, but combining size, zone, occupancy and airflow across the quote takes custom logic, and a missing option goes unflagged.		The code conditions are evaluated together on every call and each missing option is reported.
Fixing one problem changes anotherOnly with workarounds
Adding the required options lifts the order over the value at which a higher discount is allowed, hot water heat adds two weeks of lead time, and every change makes the stated total stale; rules fired at save or step time do not re-check them together.		Price, order value, discount ceiling, lead time and total are recomputed on every call, so a fix that moves another figure shows up in the same answer.
Heating and voltage options that depend on the unit family and sizeOnly with care
Each availability rule is possible, but they multiply across eight units and four heat types and have to be kept in step with the catalog.		Availability comes from the unit catalog and is checked with the electrical limits in one pass.
Replacement jobs: a curb adapter when the existing curb class differs from the new unitOnly with care
A rule can compare two numbers, but the existing curb is rarely a field on the quote, so the adapter is easy to leave out.		The existing curb class is part of the request and the adapter is required and priced from it.
A stated total that leaves out part of the quoteOnly with workarounds
A validation rule can compare a stated total with a calculated one only if the stated figure is a field on the quote, which it rarely is.		The stated total travels with the quote and is compared with the computed total on every call.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1The 17 ton cooling load is above the 15 ton capacity of the Voyager 15 ton.
2ASHRAE 90.1 and IECC require an air-side economizer on a 20 ton unit in climate zone 5A.
330 people per 1000 sq ft with 4000 cfm of outdoor air requires demand-controlled ventilation.
4A discount of 20 percent is above the 12 percent maximum for an order of $32,400.
5A discount of 10 percent is above the 5 percent a sales engineer may give alone; it can be approved up to 12 percent.
6Stated total does not match: the agent stated $191,615; the validator computes $196,935.
7A 25 ton unit for a 18 ton load is more than 25 percent oversized; engineering must confirm part-load humidity control.
8A discount of 16 percent is above the 5 percent a sales engineer may give alone; it can be approved up to 18 percent.
9A 20 ton unit for a 15 ton load is more than 25 percent oversized; engineering must confirm part-load humidity control.
10A discount of 8 percent is above the 5 percent a sales engineer may give alone; it can be approved up to 12 percent.
11A heat pump is not offered on the IntelliPak 40 ton.
12Hot water or steam heat is offered on IntelliPak only, not on the Precedent 10 ton.
13575 V is not offered on the Precedent 10 ton.
14Gas heat is selected but the site has no gas service.
15The 450 MBH heating load is above the 400 MBH gas heat of the Voyager 20 ton.
16Electric heat at 208 V is not offered above 10 tons; use 460 V or gas heat.
17The existing curb is class 3; the new unit needs class 4. Add a curb adapter.
18R-410A packaged units cannot be installed in 2026 under the AIM Act technology transition; quote R-454B.
19Lead time is about 14 weeks; the customer needs delivery in 10 weeks.
20A discount of 25 percent is above the 18 percent maximum for an order of $283,500.
21Stated total does not match: the agent stated $35,100; the validator computes $30,100.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Replacement job with interacting holds: A replacement of four IntelliPak 40 ton units with gas heat the site cannot supply, no code options, a class 3 curb, R-410A, a short delivery window, a 15 percent discount and a stale total

    
The agent's request. Please quote 4 IntelliPak 40 ton units for a 38 ton cooling load in climate zone 5A at 460 V, with gas heat (900 MBH heating load, no gas service at the site), no economizer, 40 people per 1000 sq ft with 6,000 cfm of outdoor air, replacing a unit on an existing class 3 curb, R-410A refrigerant, installed in 2026, needed in 12 weeks, at a 15 percent discount. The quoted total is $203,156.80. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • No gas service at the site. Gas heat is selected but the site has no gas service.
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  • Heating load above gas heat capacity. The 900 MBH heating load is above the 800 MBH gas heat of the IntelliPak 40 ton.
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  • Economizer required by energy code. ASHRAE 90.1 and IECC require an air-side economizer on a 40 ton unit in climate zone 5A.
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  • Demand-controlled ventilation required. 40 people per 1000 sq ft with 6000 cfm of outdoor air requires demand-controlled ventilation.
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  • Curb adapter missing. The existing curb is class 3; the new unit needs class 5. Add a curb adapter.
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  • R-410A units cannot be installed from 2026. R-410A packaged units cannot be installed in 2026 under the AIM Act technology transition; quote R-454B.
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  • Lead time longer than the customer needs. Lead time is about 14 weeks; the customer needs delivery in 12 weeks.
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  • Discount above the maximum. A discount of 15 percent is above the 12 percent maximum for an order of $246,400.
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  • Stated total does not match. Stated total does not match: the agent stated $203,156.80; the validator computes $209,440.
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2. Replacement job with interacting holds: The agent resubmits after fixing the errors

    
The agent's request. Please quote 4 IntelliPak 40 ton units for a 38 ton cooling load in climate zone 5A at 460 V, with hot water heat, a differential-enthalpy economizer and demand-controlled ventilation, 40 people per 1000 sq ft with 6,000 cfm of outdoor air, replacing a unit on an existing class 3 curb with a curb adapter, R-454B refrigerant, installed in 2026, needed in 12 weeks, at a 15 percent discount. The quoted total is $203,156.80. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Lead time longer than the customer needs. Lead time is about 16 weeks; the customer needs delivery in 12 weeks.
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  • Stated total does not match. Stated total does not match: the agent stated $203,156.80; the validator computes $231,710.
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  • Discount needs approval. A discount of 15 percent is above the 5 percent a sales engineer may give alone; it can be approved up to 18 percent.
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3. Replacement job with interacting holds: The agent restates the delivery week and the total, and the discount is approved

    
The agent's request. Please quote 4 IntelliPak 40 ton units for a 38 ton cooling load in climate zone 5A at 460 V, with hot water heat, a differential-enthalpy economizer and demand-controlled ventilation, 40 people per 1000 sq ft with 6,000 cfm of outdoor air, replacing a unit on an existing class 3 curb with a curb adapter, R-454B refrigerant, installed in 2026, needed in 16 weeks, at a 15 percent discount. The discount has been approved. The quoted total is $231,710. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 15 percent is above the 5 percent a sales engineer may give alone; it can be approved up to 18 percent.
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  • Quote summary. Total $231,710; list price per unit $68,150; list price of the order $272,600; lead time 16 weeks; maximum discount 18 percent.
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4. Energy code options: Two Voyager 20 ton units for a dense school in zone 5A without an economizer or ventilation control

    
The agent's request. Please quote 2 Voyager 20 ton units for a 18 ton cooling load in climate zone 5A at 460 V, with gas heat (300 MBH heating load), no economizer, 30 people per 1000 sq ft with 4,000 cfm of outdoor air, on a new roof curb, R-454B refrigerant, installed in 2026, needed in 10 weeks. The quoted total is $57,400. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Economizer required by energy code. ASHRAE 90.1 and IECC require an air-side economizer on a 20 ton unit in climate zone 5A.
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  • Demand-controlled ventilation required. 30 people per 1000 sq ft with 4000 cfm of outdoor air requires demand-controlled ventilation.
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5. Energy code options: The agent resubmits after fixing the errors

    
The agent's request. Please quote 2 Voyager 20 ton units for a 18 ton cooling load in climate zone 5A at 460 V, with gas heat (300 MBH heating load), a dry-bulb economizer and demand-controlled ventilation, 30 people per 1000 sq ft with 4,000 cfm of outdoor air, on a new roof curb, R-454B refrigerant, installed in 2026, needed in 10 weeks. The quoted total is $61,500. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Total $61,500; list price per unit $30,750; list price of the order $61,500; lead time 8 weeks; maximum discount 12 percent.
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6. Unit capacity: Three Voyager 15 ton units for a 17 ton load

    
The agent's request. Please quote 3 Voyager 15 ton units for a 17 ton cooling load in climate zone 4A at 460 V, with gas heat (300 MBH heating load), a dry-bulb economizer, on a new roof curb, R-454B refrigerant, installed in 2026, needed in 10 weeks. The quoted total is $73,050. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Cooling load above unit capacity. The 17 ton cooling load is above the 15 ton capacity of the Voyager 15 ton.
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7. Unit capacity: The agent resubmits after fixing the errors

    
The agent's request. Please quote 3 Voyager 20 ton units for a 17 ton cooling load in climate zone 4A at 460 V, with gas heat (300 MBH heating load), a dry-bulb economizer, on a new roof curb, R-454B refrigerant, installed in 2026, needed in 10 weeks. The quoted total is $90,300. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Total $90,300; list price per unit $30,100; list price of the order $90,300; lead time 8 weeks; maximum discount 12 percent.
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8. The total the agent states: Two IntelliPak 70 ton units where the stated total leaves out the curb adapters

    
The agent's request. Please quote 2 IntelliPak 70 ton units for a 62 ton cooling load in climate zone 5A at 460 V, with hot water heat, a differential-enthalpy economizer and demand-controlled ventilation, 40 people per 1000 sq ft with 6,000 cfm of outdoor air, replacing a unit on an existing class 5 curb with a curb adapter, R-454B refrigerant, installed in 2026, needed in 18 weeks, at a 5 percent discount. The quoted total is $191,615. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. Stated total does not match: the agent stated $191,615; the validator computes $196,935.
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9. The total the agent states: The agent resubmits after fixing the errors

    
The agent's request. Please quote 2 IntelliPak 70 ton units for a 62 ton cooling load in climate zone 5A at 460 V, with hot water heat, a differential-enthalpy economizer and demand-controlled ventilation, 40 people per 1000 sq ft with 6,000 cfm of outdoor air, replacing a unit on an existing class 5 curb with a curb adapter, R-454B refrigerant, installed in 2026, needed in 18 weeks, at a 5 percent discount. The quoted total is $196,935. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Total $196,935; list price per unit $103,650; list price of the order $207,300; lead time 16 weeks; maximum discount 12 percent.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent drafts a quote for commercial rooftop units (Precedent, Voyager and IntelliPak) with heating, economizer, ventilation control and curb. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the product and code rules, compares the total the agent states with the one it computes, and returns a verdict, every reason and the line-item quote.
    2. 
      
  2. Each tab is a different request. We will start with the first one.
    3. 
      
  3. The agent says. Please quote 4 IntelliPak 40 ton units for a 38 ton cooling load in climate zone 5A at 460 V. The quoted total is $203,156.80. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with nine findings, all in one answer. Gas heat is selected but the site has no gas service. The 900 MBH heating load is above the 800 MBH gas heat of the IntelliPak 40 ton. ASHRAE 90.1 and IECC require an air-side economizer on a 40 ton unit in climate zone 5A. The other six are on screen.
    6. 
      
  6. The validator returned nine blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other and against the stated total.
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  7. What this shows: for energy code that depends on unit size, climate zone, occupancy and outdoor air together, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the heating to hot water heat, the economizer to differential-enthalpy economizer, the curb adapter to yes and the refrigerant to R-454B. It sets the demand-controlled ventilation to yes. It removes the heating load and gas service at the site.
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  10. It calls the validator again.
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  11. Still blocked, with two findings and one approval, all in one answer. Lead time is about 16 weeks; the customer needs delivery in 12 weeks. Stated total does not match: the agent stated $203,156.80; the validator computes $231,710.
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  12. Seven findings cleared; still blocked on lead time longer than the customer needs and stated total does not match.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the needed in to 16 weeks and the total stated on the quote to $231,710. It sets the approval recorded to discount approval.
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  15. It calls the validator once more.
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  16. Not blocked, but held for a person.
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  17. The validator also returns the line-item quote. It starts with IntelliPak 40 ton and Hot water heat; the other three lines are on screen.
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  18. The two blocking findings are cleared; one approval remains for a person: discount needs approval.
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  19. Nine problems caught in one call, fixed in two passes, and the corrected quote now goes to a person for approval. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    20.