Contractors using HVAC Stack are outperforming their market.

These are their numbers.

38% Avg. revenue increase
72% Less time estimating
14:1 Average ROI
🏜️
Desert Air Mechanical
Phoenix, AZ
4 technicians • Residential

From 15-hour estimating weeks to same-day proposals

A 4-man residential shop cut estimating time by 72% and added $184K in annual revenue without hiring.

+$184K revenue 72% faster estimates 41% close rate

The Problem

Owner Mark Reeves was spending 15+ hours a week building estimates by hand — pulling pricing from supplier catalogs, calculating load requirements, and manually adjusting for Phoenix's extreme heat conditions. His 28% close rate meant a lot of that work was wasted. He was turning down referrals because he couldn't get proposals out fast enough.

The Solution

  • AI Estimating Agent generates full proposals in minutes using local supplier pricing, labor rates, and equipment specs
  • AI Copilot provides instant code lookups for Arizona's unique energy efficiency requirements (IECC climate zone specifics)
  • Multi-option proposals (good/better/best) generated automatically, increasing average ticket size

Before & After — 12 Month Results

MetricBeforeAfterChange
Estimates per week 8 22 +175%
Time per estimate 1.8 hours 30 min -72%
Close rate 28% 41% +13 pts
Average ticket size $6,800 $8,400 +24%
Annual revenue $612K $796K +$184K

Net Impact After HVAC Stack

+$181,012
net annual gain
$184K Revenue Added
$2,988 HVAC Stack Cost
62:1 ROI

"I used to lose jobs because I couldn't get a proposal back in time. Now I'm sending multi-option proposals from the truck before I leave the driveway. My close rate jumped because customers get a professional breakdown same-day while the conversation is still fresh."

— Mark R., Owner, Desert Air Mechanical
AI Estimating Agent AI Copilot
🏔️
Summit Commercial HVAC
Denver, CO
22 technicians • Commercial

Cut bid errors by 83% on commercial projects worth $2M+

A 22-person commercial shop eliminated $87K in annual bid-day errors and won 4 additional projects in year one.

+$1.2M in new projects 83% fewer bid errors $87K saved in rework

The Problem

Summit's estimating team was losing $60K–$100K per year in bid-day errors — transposed numbers, missed line items, incorrect labor multipliers on complex commercial installs. Their average bid turnaround was 9 days for a commercial project, and they were regularly losing to faster competitors. Two estimators were buried in spreadsheets instead of building relationships with GCs.

The Solution

  • AI Estimating Agent cross-references equipment specs, labor tables, and local code requirements to catch errors before submission
  • AI Copilot handles real-time ASHRAE and IMC code compliance checks during takeoff — no more flipping through reference manuals
  • Automated bid assembly reduced turnaround from 9 days to 4 days on average

Before & After — 12 Month Results

MetricBeforeAfterChange
Bid error rate 4.2% 0.7% -83%
Avg. bid turnaround 9 days 4 days -56%
Bids submitted/month 6 11 +83%
Win rate 18% 24% +6 pts
Annual revenue $4.1M $5.3M +$1.2M

Net Impact After HVAC Stack

+$219,012
net annual gain (margin on new revenue + error savings)
$144K Margin on New Work
$87K Error Costs Eliminated
$11,988 HVAC Stack Cost

"We were hemorrhaging money on bid errors we didn't even know about until the job was underway. Last quarter we caught a $34,000 labor miscalculation before the bid went out. That single catch paid for three years of the platform."

— Lisa Chen, VP of Operations, Summit Commercial HVAC
AI Estimating Agent AI Copilot
🌊
Coastal Comfort Systems
Jacksonville, FL
8 technicians • Residential

Code violations dropped from 12% to under 2%

A growing residential shop eliminated $37K in annual rework costs and cut inspection failures by 83%.

$37K saved in rework 83% fewer violations Callbacks down 58%

The Problem

Coastal was growing fast — from 3 techs to 8 in 18 months — but their newer installers kept tripping over Florida's updated building codes. 12% of installs were failing inspection on the first pass, costing $800–$1,200 per callback in truck rolls, labor, and parts. Owner Danny Vasquez was fielding angry calls from homeowners and burning profit on rework that shouldn't have happened.

The Solution

  • AI Copilot gives installers real-time answers on Florida Building Code, IECC, and local amendments — searchable from a phone on the job site
  • Pre-install compliance checklists generated per job based on jurisdiction, equipment type, and duct configuration
  • New hires get up to speed 3x faster with AI-assisted code training instead of shadowing senior techs for months

Before & After — 12 Month Results

MetricBeforeAfterChange
Inspection failure rate 12% 1.8% -85%
Callbacks per month 7.2 3.0 -58%
Rework cost per year $45,200 $8,100 -$37,100
New hire ramp time 4 months 6 weeks -63%
Google review avg. 4.1 stars 4.7 stars +0.6 stars

Net Impact After HVAC Stack

+$34,112
net annual gain
$37.1K Rework Eliminated
$2,988 HVAC Stack Cost
12:1 ROI

"My guys used to call me every time they had a code question. Now they pull up the Copilot on their phone and get the answer with the exact code reference. Our inspection pass rate went through the roof — and my phone stopped ringing at 6 AM."

— Danny V., Owner, Coastal Comfort Systems
AI Copilot
🌾
Heartland Energy Services
Kansas City, MO
15 technicians • Mixed

3x'd energy audit throughput, captured $312K in new revenue

A mid-size contractor turned energy audits from a bottleneck into their fastest-growing service line.

+$312K audit revenue 3x audit throughput Backlog cleared in 6 weeks

The Problem

Heartland had a growing demand for energy audits driven by utility rebate programs and commercial building requirements, but their two certified auditors could only process 4 per week. They had a 14-week backlog and were turning away utility company referrals — their highest-margin work. Each audit took 6+ hours of report writing, and the bottleneck was documentation, not field work.

The Solution

  • Energy Audit AI auto-generates audit reports from field data, photos, and equipment specs — cutting report time from 6 hours to 45 minutes
  • Automated utility rebate eligibility matching — the system flags which rebates each customer qualifies for
  • Standardized audit templates ensure consistency across auditors and meet utility program documentation requirements

Before & After — 12 Month Results

MetricBeforeAfterChange
Audits per week 4 12 +200%
Report writing time 6.2 hours 45 min -88%
Audit backlog 14 weeks Under 2 weeks -86%
Revenue from audits $148K $460K +$312K
Utility referrals accepted 40% 95% +55 pts

Net Impact After HVAC Stack

+$87,612
net annual gain (margin on audit revenue)
$312K New Audit Revenue
30% Net Margin on Audits
$5,988 HVAC Stack Cost

"We were literally turning away money. The utility companies wanted to send us more work, and we couldn't take it. Now our auditors spend their time in the field instead of writing reports at their desks until 9 PM. We cleared a 14-week backlog in six weeks."

— Rachel & Tom K., Co-Owners, Heartland Energy Services
Energy Audit AI AI Copilot
North Star Mechanical
Minneapolis, MN
Owner-operator

Solo operator reclaimed 12 hours a week and added $54K in revenue

An owner-operator stopped working 70-hour weeks and grew his business at the same time.

+$54K revenue 12 hrs/week reclaimed 70→55 hr work weeks

The Problem

Jake Lindgren ran a one-truck operation doing residential installs and service calls across the Twin Cities. He was pulling 70-hour weeks — 40 in the field and 30 on admin: writing proposals, looking up code requirements for Minnesota's energy-efficient construction standards, invoicing, and answering the same customer questions over and over. He was too exhausted to take on more work and too stretched to hire help.

The Solution

  • AI Estimating Agent generates proposals in minutes from a quick site assessment — no more Sunday night spreadsheet sessions
  • AI Copilot handles Minnesota code lookups instantly, including the state's aggressive energy code amendments
  • Freed up enough hours to take on 3 additional jobs per month without extending his work week

Before & After — 12 Month Results

MetricBeforeAfterChange
Weekly hours worked 70 hrs 55 hrs -15 hrs
Admin hours per week 30 hrs 18 hrs -12 hrs
Jobs completed per month 9 12 +3 jobs
Annual revenue $198K $252K +$54K
Saturdays worked per month 4 1 -75%

Net Impact After HVAC Stack

+$52,812
net annual gain
$54K Revenue Added
$1,188 HVAC Stack Cost
45:1 ROI

"I started this business so I could be my own boss, not so I could do paperwork until midnight. HVAC Stack gave me my weekends back. My wife noticed the difference before I did — I'm home for dinner now. And somehow I'm making more money."

— Jake L., Owner, North Star Mechanical
AI Estimating Agent AI Copilot

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