Case Study: Buchanan & Hall achieves streamlined quoting and improved efficiency with simPRO

Buchanan & Hall - Customer Case Study

Buchanan & Hall, a 25-person commercial refrigeration, geothermal and residential HVAC contractor in Stratford, Ontario, faced workflow fragmentation from a legacy Windows-based system that didn’t sync data, link quotes and materials to jobs, or integrate cleanly with accounting. To streamline quoting, job tracking and office processes they chose Simpro and implemented the simPRO field service management platform.

Simpro’s team mapped Buchanan & Hall’s processes, migrated roughly 10,000 inventory items and 4,500 customers, provided on-site implementation training and ongoing support, and configured templates, prebuilds and takeoff tools. As a result, quoting is much faster and more accurate, past-job data is easily accessible, follow-ups are tracked with due dates, and preventative maintenance is more reliable — delivering measurable operational improvements and stronger overall efficiency for Buchanan & Hall.

Buchanan & Hall

Joel Anderson

Operations Manager