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Equipment Insights That Sell

How a 5-tech Contractor Turned R22 Data Into $135K in Just 31 Days

 

Overview

In March 2025, a 5-tech contractor in the Northeastern US launched a focused outbound campaign to customers with R22 systems—an opportunity identified through XOi’s equipment data. With March typically being a slower month, the team used this data to act quickly, educate homeowners, and book replacement estimates before the start of cooling season.

 

The Strategy

After identifying 108 customers with R22 systems using XOi’s equipment insights, Aire Serv’s team launched a one-month outbound calling campaign. A dispatcher led the effort, using a straightforward, educational script built around third-party refrigerant phase-out data.

The message was clear: customers with aging R22 systems faced limited options and rising costs. By contacting them before their AC systems were in use, Aire Serv had the chance to present solutions early—often before other contractors were even in the picture.

 

The Results

 

Metric Outcome
Outbound calls 108
Estimates booked 37
Total quote value $238,000
Jobs sold 19
Revenue closed $135,000

 

  • Quick Timeline: First sale on March 11; last recorded sale April 7
  • 51% quote-to-sale conversion: 51% of estimates booked converted into closed revenue
  • Average ticket size: ~$7,100

Many of the remaining quoted opportunities are still in progress—especially among maintenance plan members who are scheduled for upcoming visits.

Leveraging Premium Insights, a XOi contractor launched a one-month R22 replacement campaign that:
Identified 108 opportunities
Booked 37 estimates
Closed $135K in revenue
Location
Northeastern US
Services
Residential and Commercial HVAC
Number of Technicians
5
Field Service Software
ServiceTitan
We secured $135,000 before customers even turned on their AC. The customers that didn’t close weren’t lost deals—they just weren’t ready yet. And now they’re in our pipeline, not someone else’s.
VP/Owner

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