Case Studies
Real examples of revenue recovered for North Texas HVAC companies.
* Anonymized for client privacy
8 Techs, $2.5M Revenue
HVAC Company A (Dallas)
The Problem
Owner felt they were 'slow' despite high ad spend.
What We Found
We found 15% of inbound calls were going to voicemail after 4 PM.
Outcome
Recovered $32k in first month by staggering shift schedules.
12 Techs, $4M Revenue
HVAC Company B (Plano)
The Problem
High estimate volume but low closing rate.
What We Found
30% of estimates >$5k had zero follow-up attempts logged in ServiceTitan.
Outcome
Implemented daily follow-up lists; added $45k/mo in installs.
18 Techs, $7M Revenue
HVAC Company C (Fort Worth)
The Problem
CSR team claiming 'bad leads'.
What We Found
Listening to calls revealed CSRs were not booking fees for diagnostic visits.
Outcome
Training gap identified; booking rate improved by 12% in 2 weeks.