Havtech Case Study

Headquartered in Columbia, MD, Havtech is one of the mid-Atlantic’s largest and most experienced providers of commercial HVAC equipment, building automation systems, field services, distribution, and energy solutions. Havtech sought to leverage its position in the market and consistently exceed the highest level of service that consumers have come to expect.

With XOi, Havtech’s technicians are able to document every jobsite, capturing initial conditions, any recommendations as they arise, and an overview of what was done on site. The app provides photos and videos as visual evidence of their work, taking the guesswork out of what is really going on with facility equipment. As a result, clients can make informed decisions and feel confident in their investment.

As the XOi solution took off, Havtech discovered the workflow automation they were using could also improve many other aspects of the business, including sales, warranty, and supply chain. For example, Inside Sales Parts Representative Chuck Hicks likes the way technicians can simply snap a photo of an equipment nameplate, letting the technology handle the rest. XOi uses optical character recognition to automatically capture make, model, and serial numbers. “We can turn the warranty in with a lot less aggravation. It’s made my job much more efficient,” said Hicks.