Finding the revenue that was already there

A regional HVAC contractor turned dormant maintenance agreements and unfiled warranty claims into a durable new revenue stream - without adding CSRs.

A family-owned HVAC contractor with a fleet of technicians and trucks, established and respected in its region. Running on the same mix of legacy field-service software and spreadsheets as everyone else in the industry.

Growth had flattened. Lead volume was fine, but acquisition costs kept climbing, and the owner suspected — correctly — that money was leaking out of the existing book of business. Service-agreement renewals were handled “when the office had time.” Warranty reimbursements were filed sporadically. Nobody could say how much was being lost, because the data lived in a system no one could query.

Our architecture, configured for HVAC: agents for service-agreement renewal outreach and scheduling, automated warranty-claim filing and recovery, instant lead response and booking, and predictive planning built on years of the company’s own job history.

• A meaningful share of lapsed service agreements recovered within weeks - predictable annual revenue that had simply gone quiet.
• Unclaimed warranty reimbursements identified in historical records and recovered, with new claims now filed automatically at job close.
• Lead response time cut from hours to under a minute; booking rate up materially.
• Customer acquisition cost down as recovered and repeat revenue displaced paid leads.

The fastest revenue growth in a trades business usually isn’t new customers. It’s the revenue already earned and never collected — and it’s sitting in data the business already owns.