Case Study: Royal Oak Heating & Cooling achieves 20 hours/week time savings and retains 200+ maintenance agreements with FieldEdge

Royal Oak Heating & Cooling - Customer Case Study

Royal Oak Heating & Cooling, a full‑service residential and light‑commercial HVAC contractor founded in 1951 in Royal Oak, Michigan, needed to streamline paperwork and office workflows while getting clearer insight into which marketing channels were actually driving profitable leads. Their office staff spent significant time on manual appointment reminders and double‑entering invoices, and the company lacked easy reporting to measure marketing performance.

FieldEdge delivered paperless agreement management, automated appointment reminders, QuickBooks integration, and marketing‑performance reporting. As a result Royal Oak retained the majority of their agreement customers, now manages 200+ membership agreements, gave technicians instant access to customer history, and reclaimed about 20 hours per week by eliminating manual and duplicate office tasks—while gaining clearer visibility into lead and profit sources.

Royal Oak Heating & Cooling

Glen Renaud