Residential HVAC company increases average job opportunity value by 62% with standardized workflows
Inconsistent technician workflows were creating uneven service and missed revenue opportunities
TemperaturePro San Antonio, a residential HVAC installation and service company, was dealing with inconsistent service quality across field technicians. Manual processes created variation from call to call and led to incomplete, inconsistent jobsite documentation, making it harder to deliver a uniform customer experience and maintain clear service records across the business.
XOi standardized workflows, diagnostics, and customer communication
TemperaturePro implemented XOi across service, quality check, and maintenance workflows to create a more consistent approach for every technician. The team also used XOi to turn work summaries from technical language into more customer-friendly explanations, while standardizing inspections and diagnostics to uncover more opportunities, improve service quality, and support stronger customer communication.
Used standardized workflows and clearer work summaries to improve consistency and revenue
TemperaturePro used XOi to eliminate paperwork, standardize how technicians performed inspections and diagnostics, and create work summaries customers could easily understand. As Damon Price said, “XOi has not only increased our average tickets but has also transformed our work summaries from 'tech speak' to clear, common language.” The company also used XOi to create educational videos about HVAC systems, maintenance tips, and troubleshooting, helping strengthen the customer experience beyond the service call itself.
Average opportunity value increased
Within the first 60 days on XOi, TemperaturePro increased average job opportunity value by 62% through more consistent diagnostics and a sales workflow that required quoting more items.
Close rates and reviews improved
The team also increased close rates by 5%, improved Google reviews by 3 points, and raised membership sales by 1% while gaining faster service call times and better office efficiency.
TemperaturePro improved service consistency, customer communication, and revenue with standardized field workflows.
By using XOi to standardize technician workflows, improve documentation, and make service summaries easier for customers to understand, TemperaturePro strengthened service consistency, increased revenue opportunities, and delivered a better overall customer experience.
increase in average opportunity job value
increase in ticket close rate
point increase in Google reviews
increase in membership sales
“XOi has not only increased our average tickets but has also transformed our work summaries from 'tech speak' to clear, common language.”
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