Worked scenario

Valley Comfort & Drain: +$418k in 90 days.

A composite scenario built from a real shop profile: an 8-truck HVAC and plumbing company in Phoenix's East Valley doing $2.4M a year — six field techs, an install lead, a comfort advisor, one dispatcher, and an owner still answering night calls himself. Here's what 90 days on ServiceCore360 changes.

8 TRUCKSPHOENIX, AZHVAC + PLUMBING$2.4M / YR90-DAY ROLLOUT

The starting point

Valley Comfort & Drain wasn't failing — it was leaking. Booking lived in one person's head, the whiteboard couldn't survive an emergency call, estimates went out and were never chased, and the maintenance-plan binder hadn't been opened since spring.

  • Roughly 1 in 5 after-hours calls went to voicemail — and to competitors
  • $260k in open estimates with no follow-up owner
  • Membership renewals handled "when someone remembers"
  • Routes built by gut, techs crossing the metro twice a day
Dispatch board · Wed, Aug 12LIVE
NOW 10:42
M. TORRESHVAC
AC no-cool · Arcadia08:00 – 10:30
Compressor swap11:00 – 14:00
Open slot14:30 –
D. OKAFORPLUMB
Water heater install08:30 – 12:00
Slab leak est.13:00 – 14:30
Drain clear · Tempe15:00 – 16:30
S. NGUYENHVAC
Maintenance plan x308:00 – 12:30
Thermostat + duct13:30 – 15:00
J. WHITTPLUMB
Emergency · burst line09:15 – 12:00
Repipe walkthrough13:00 – 14:00
Open slot14:30 –

The 90-day rollout

Weeks 1–2: migration, price book and zone setup. Weeks 3–4: office live on the board, techs live on the app. Weeks 5–8: agents switched on one department at a time. Weeks 9–12: both recurring engines running and the owner's dashboard driving the Monday meeting.

  • Zero downtime — old system ran in parallel for two weeks
  • Field adoption in days, not months — techs kept the app because it shortened paperwork
  • Agents introduced gradually so the team could watch them earn trust
Route · Truck 4 · Phoenix EastON ROUTE
1 2 3 4 5 TRUCK 4 DRIVE TIME SAVED TODAY: 47 MIN
The result

Where the $418,000 comes from.

Annualized run-rate gains measured at day 90 against the prior year — same eight trucks, same crew.

+$156k
membership growth — attach rate 12% → 34%, renewals automated
+$118k
recovered estimates — Quote Chaser closed 22% of the aging pipeline
+$87k
route density — drive time down 47 min/truck/day, one extra job fitting in
+$57k
faster collections & captured after-hours calls

COMPOSITE SCENARIO BASED ON A REPRESENTATIVE SHOP PROFILE — NOT A NAMED CLIENT. YOUR NUMBERS WILL VARY WITH YOUR MARKET AND MIX.

Want this math run on your shop?

Bring last quarter's numbers to a demo. We'll model your attach rate, your open-estimate pipeline and your route density — live, on the call.