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Anthony Plumbing, Heating, Cooling & Electric Case Study

Anthony Plumbing, Heating, Cooling & Electric has been serving Kansas City and the surrounding areas for over 70 years. With two locations in Lenexa, KS, and Independence, MO, Anthony has the highest referral rate of any heating, plumbing, cooling and electric company in the area.



When looking for new technology, the team at Anthony had very specific goals in mind. They wanted a solution that would improve asset accuracy, differentiate the customer deliverable, improve internal processes, team buy-in for success, reduce callbacks, and reduce customer disputes.



Anthony implemented XOi workflows throughout its service and sales departments. Each department converted manual processes into digital records with photos, videos, and notes included to enrich the company’s data, sales process, and work history. This enabled the entire business, from field to back office, to “Own the Home” using instant internal notifications on workflow steps with found opportunities to speed interdepartmental communication and warm hand-offs increasing sales opportunities and revenue.



Across the board, Anthony was able to track significant changes in lead turnover from last year to this year including an improvement internally from active XOi users versus slower adopters.


Active XOi users at Anthony year over year data showed

  • Significant improvements in converted sales
  • 9% increase in lead to sales conversions with existing customers
  • 7% increase in lead to sales conversions for replacing End of Life units with new customers
Kansas City & Surrounding Areas
Number of Techs
Number of Customers
Field Service Software Integration
One of the most impressive statistics I found while doing my analysis is that our top five XOi users in HVAC went from a 17.8% lead turnover in Q2 last year, to a massive improvement of 26.3% in Q2 of this year. So, while everyone saw improvement, the XOi users that were dedicated to using the platform have the highest improved numbers.
Caleb Seyer
Director of Field Services

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