Family-Owned HVAC Company
How automation and custom software transformed this small business
The Challenge
The HVAC company was losing quotes in email threads, missing follow-ups, and spending 15+ hours weekly on manual data entry between their CRM, scheduling system, and accounting software. Customer information was scattered across multiple platforms.
The Solution
Built a comprehensive automation system integrating their CRM, QuickBooks, and scheduling platform. Created automated sales pipeline with email follow-ups, appointment reminders, and invoice generation. Implemented Excel reporting automation for weekly financial summaries.
Services Implemented:
The Results
Eliminated 15 hours of manual data entry per week
Increased quote conversion rate by 28%
Reduced missed appointments by 65%
Generated real-time financial dashboards replacing 2-week old manual reports
This integration has been a game-changer for our 20-year-old business. We're closing more deals, our books are always up to date, and my team can focus on serving customers instead of wrestling with software.
Key Takeaways
- Integrating disconnected systems eliminates the majority of manual data entry and associated errors
- Automated follow-ups ensure no leads fall through the cracks, directly impacting conversion rates
- Real-time financial visibility enables faster, more informed business decisions
- Time saved on admin work can be redirected to customer service and business development
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