HVAC Company Grows Maintenance Agreement Revenue 40% After Switching to BuilderMate
HVAC contractor, Austin, TX
Illustrative example. This case study describes a representative BuilderMate customer workflow and illustrative results. Specific numbers are examples and not a guarantee of the results you will experience. Actual outcomes vary based on your business, market, team, implementation, and how you use the platform.
Challenge
The contractor was running on a patchwork of three systems: a generic CRM, a dispatching tool, and QuickBooks Desktop with manual exports. Maintenance agreements lived in a spreadsheet nobody opened. PM visits got scheduled only when a homeowner called. Renewal reminders were ad-hoc. The business was leaving recurring revenue on the table and paying $9K/year for software that didn't integrate.
Solution
The contractor consolidated onto BuilderMate's HVAC CRM. Maintenance agreements became first-class records with auto-generated PM visits, auto-billing for recurring dues, and automated renewal sequences 60 days before expiration. The dispatch board replaced the third-party tool. Two-way QuickBooks Online sync replaced manual exports.
Results
Within one year, maintenance agreement MRR grew 40%. PM visit completion rate climbed 62% as the system proactively scheduled visits instead of waiting for customer calls. Office admin time dropped 28 hours per week. Total software spend went down $9K/year despite picking up dispatch and QB integration.
“We were paying for three separate systems. BuilderMate replaced all three. Our maintenance agreement revenue is up 40% because the platform actually tells us which contracts need to be scheduled and which are up for renewal.”
BuilderMate Features Used
- HVAC CRM
- Dispatch Board
- Maintenance Agreement Tracking
- Technician Mobile App
- QuickBooks Integration
- SMS Communication
Run Your Business Like HVAC contractor, Austin, TX
BuilderMate is the construction CRM and builder software for general contractors, home builders, remodelers, HVAC, and roofing contractors. $99/mo, all features included.