Case Study: Trio Heating and Air achieves rapid growth from $300,000 to nearly $10 million in revenue with ServiceTitan

$300,000 to $10 million in revenue in 2 years Trio Heating and Air commits to values, processes

Trio Heating and Air, a San Jose HVAC company founded by David and Michael Katz in 2021, grew from $300,000 in revenue to nearly $10 million in annual revenue in just two years. As first-time business owners, they faced the challenge of building and scaling a company with no prior experience, while also creating a strong culture and taking care of employees and customers.

Trio Heating and Air added ServiceTitan in late 2021 and later deepened their use of the platform after attending ServiceTitan’s Pantheon conference in 2022. By applying best practices and tools learned through ServiceTitan, the company stayed on track operationally and accelerated growth, reaching nearly $10 million in revenue about a year and a half later.

Trio Heating and Air

David Katz

Trio Heating and Air