Case Study: Gold Shield Services achieves residential growth and operational efficiency with ServiceTitan

HVAC & Electrical Contractor Sticks with ServiceTitan to Grow Residential in 2020

Gold Shield Services, a small HVAC and electrical contractor in Des Plaines, Ill., hired Derek Baer as Director of Operations to help scale the business and grow its residential work in 2020. The company was using ServiceTitan but was tempted to switch to a cheaper provider because they weren’t leveraging the platform’s full capabilities; they needed a reliable, easy-to-use system that would reduce field errors, simplify workflows, and support online booking and mobile dispatching.

Baer convinced the company to stick with ServiceTitan and focused on better using its mobile app, online booking, and unified dashboard to automate information flow to technicians and streamline operations. The improvements drove faster bookings and cleaner dispatching, helped Gold Shield achieve measurable gains (including its first profitable year, two new trucks, a $40,000 home office upgrade, employee health insurance and a new headquarters) and positioned the company to expand its residential services.

Gold Shield Services

Derek Baer

Office Manager