A residential HVAC operator rebuilds the quote-to-close pipeline.
A twelve-technician HVAC and plumbing business serving three suburban markets. Quote turnaround had drifted to thirty-six hours on average; close rates on residential installations sat at twenty-two percent. The engagement rebuilt the quote-to-close pipeline, layering assisted estimating, structured follow-up, and dispatch optimization on the existing field-service software.
4 hr
Average quote turnaround, down from 36 hr
+12 pts
Residential install close rate
+22%
Revenue per technician, year over year
A two-location dental practice recovers chair-time and reduces aging receivables.
A two-location family dental practice with twelve operatories and eighteen staff. No-show rates had reached fourteen percent; sixty-day patient receivables had grown beyond the practice's tolerance. The engagement restructured intake and recall flows, introduced automated reminder cadences within HIPAA constraints, and rebuilt the patient billing follow-up process from the ground up.
6%
No-show rate, down from 14%
+41%
Recall response rate, first ninety days
$94K
60-day patient AR cleared in 120 days
A specialty contractor compresses closeout and accelerates change-order billing.
A specialty interior and tenant-improvement contractor with annual revenues near six million dollars. Change orders were captured in the field but routinely sat for two to three weeks before reaching billing. Project closeout documentation was extending final invoicing by an average of six weeks. The work restructured both flows within the contractor's existing project management software.
11 days
Average change-order capture-to-bill, down from 23
−62%
Closeout-to-final-invoice time
$180K
Billings accelerated in first ninety days