Case Study: Shapiro & Duncan boosts profit margin and streamlines operations with Operix

Shapiro & Duncan - Customer Case Study

Shapiro & Duncan, a mechanical engineering and HVAC construction company, faced operational challenges including a lack of field technician accountability, an inefficient quote generation process, and difficulty tracking equipment maintenance. These issues risked customer satisfaction and potential business loss. To address this, they turned to the Operix field operations platform for a solution.

By implementing Operix, Shapiro & Duncan streamlined their business processes. The solution provided technicians with all necessary job information, enabled quick and detailed quote generation, and created professional tasking sheets for customers. This led to a dramatic improvement, with revenue growing from $3 million to an expected $7-8 million and profit margins increasing from 12% to 25%. Operix also enhanced customer service and provided the sales team with a significant competitive advantage.

Shapiro & Duncan

Leslie Titcomb

Director of Commercial Service