Case Study: AC & Heat Solutions achieves a 54% increase in service agreements and 30% revenue growth with FieldEdge

AC & Heat Solutions - Customer Case Study

AC & Heat Solutions, an HVAC company based in Southlake, Texas, faced operational pain from inadequate software: it missed about half of its service-agreement appointments, frequently failed to bill customers, and forced double data entry because of poor QuickBooks integration. The owner decided to replace a vendor that had not delivered on promises to resolve these workflow and billing gaps.

Implementing FieldEdge automated scheduling and billing, added real-time QuickBooks integration and maintenance agreement management. The change saved about 5–6 hours a week on invoicing and payments, drove a 54% increase in service agreements and a 30% rise in overall revenue.

AC & Heat Solutions

Rob Summerlin

Owner