Chapter 01
The challenge
ProElite HVAC's technicians were presenting estimates on paper worksheets. Homeowners couldn't visualize the difference between repair options, so they almost always chose the cheapest option. The company's average ticket was stuck at $4,200 and Sarah knew there was significant revenue being left on the table. Additionally, the team was using separate tools for scheduling, CRM, and invoicing, adding unnecessary complexity for the 8-person field team.