Replaced $2,400/mo SaaS stack with an owned CRM
- Booked rate
- 61%
- Saved /wk
- 22h
- Seat fees
- $0
Challenge — 12-truck HVAC company was paying per-seat fees across ServiceTitan-style tools and still couldn't get the dispatch view their ops manager actually needed.
What we did — Built a custom CRM around their real workflow: jobs, dispatch board, photo-attached work orders, automatic review requests, and an LSA-lead inbox that flows into the pipeline.
Result — Killed the monthly SaaS bill, lifted booked-rate to 61%, and gave 22 hours per week back to the ops team.