Top 6 HVAC Success Stories to Inspire You in 2025

1. Del-Air

This is a Florida-based heating, air conditioning, plumbing, and electrical company that has been operational for over 40 years. Since its inception, Del-Air has adopted a customer-centric approach, emphasizing quality service. This is why it continues to exist and generate sales, and was purchased by a private equity firm in 2022.

Under the leadership of CEO Rick Rogers, the company has grown exponentially. Its eight locations across Florida, 600 employees, and over 400 trucks generate over $140M in revenue.

“We found that there's a happy medium there [installing and maintaining HVAC units],” says director of marketing Rob Haines. “We make them work together, which is sort of an ideal situation.”

For outsiders looking in, Del-Air is a well-functioning HVAC company primed to grow. However, few might know this wasn’t always the case.

Initial challenges

Segregation of functional units into separate silos caused inefficiencies which slowed growth. This separation made it exceedingly hard for management to access accurate data to guide decision-making.

For example, managers could barely determine the amount of inventory left in the warehouse because data from the field and office were not integrated.

Another challenge was revenue growth.

HVAC companies typically specialize in residential new construction (RNC) or residential service and repair (RSR). However, RNC is a low-margin and high-risk business, while RSR is plagued by fluctuating demand, scheduling headaches, and other issues. 

Companies that offer both RNC and RSR enjoy high revenue and consistent demand by balancing RNC's predictable, albeit lower-margin, revenue with the higher-margin but more variable revenue of RSR. Del-Air considered doing the same thing but lacked a system to integrate both facets without disrupting operations.

Solutions implemented

Firstly, Del-Air invested in ServiceTitan and worked with our team to merge RNC and RSR into a single system. The system was also used to combine all of RSR’s functional units into one place to deconstruct existing barriers.

Next, the company reoriented its pay system to accommodate benefits most companies do not provide and give employees daily instead of weekly payments. This was done to show employees that the company cared about their well-being.

Results achieved

Thanks to ServiceTitan, management had easy and unrestricted access to data. It brought all functional units—marketing, sales, operations, and so on—into one place. 

“With ServiceTitan, it all came together in one solution, where everybody can see all the parts in all the silos,” says Haines. “Instead of them operating separately, all are together in a system.”

“As a leader, you can go in and ask, ‘What’s the inventory look like?’ You can go in and see how much we sold, and you can see where people are in terms of fulfilling jobs. All in one place.”

Additionally, employee satisfaction has improved due to the company’s unique pay structure. This improvement has manifested in how customers are treated and the quality of service.

How ServiceTitan helped

ServiceTitan’s Payroll Management software helps Del-Air implement its unique pay structure, which prioritizes employee care over profit. As a result, staff now have more time to perform other vital tasks, such as verifying warranty claims, checking follow-ups, and learning how HVAC systems work. 

“ServiceTitan is one of those tools that covers multiple things to help you perform better and make more money,” says Haines. “We can provide daily pay; that makes people happy. We can offer benefits that nobody else can provide, the 401(k) type benefits, and bonuses.”

Due to its multiple tools, Del-Air uses ServiceTitan to offer RNC and RSR services seamlessly without hiccups. The company now generates massive revenue from new installations and service runs while nurturing long-term customer relationships. 

“We've got the customer base of the RNC side, and then we've got growth happening in terms of investment in marketing,” Haines concludes. “I think this year, probably for the first time, RSR will be a larger side of the business than RNC, which is huge.”

Learn how ServiceTitan has helped Del-Air grow and attract the attention of a top private equity firm.

2. Interstate AC Service

Interstate AC Service is a locally-owned HVAC and plumbing company founded in 2004 in the Middle Tennessee region. 

The home services company has provided exceptional service to residential and commercial customers in Nashville, Tennessee, and adjacent areas for two decades.

Beyond installation, repairs, and maintenance, Interstate AC Service offers the following services:

• Modifying the HVAC and plumbing systems of rented buildings to fit the needs of a new tenant.

• Designing and installing building automation systems (BAS) that control access to specific areas, alarms, lighting, and energy consumption.

• Installing HVAC and plumbing systems in new commercial buildings.

• Installing and maintaining master system integrators (MSI) in commercial and industrial buildings.

Initial challenges

Having served customers for years, Interstate AC Service needed to expand. Just one issue stood in the way: inadequate front office staff-to-field technician ratio caused by manual processes. 

This issue reared its head on Monday mornings especially, when technicians turned in their timesheets for the previous week. Back-office employees would then spend hours or days entering the timesheet data into an archaic software system that never seemed to work. This delay in processing timesheet data snowballed into larger issues:

• Cashflow impedance due to delayed invoicing.

• Extra costs hiring more office staff to handle mundane tasks.

• Unmotivated employees bogged down by manual processes.

• A huge backlog of unprocessed paper timesheets that always took a while to clear.

Solutions implemented

In 2022, Interstate AC Service decided to modernize its operations, particularly by joining ServiceTitan. The software was used to automate key processes and record and process data, and it paid massive dividends later.

Results achieved

After transitioning to ServiceTitan, the company’s front office was able to better support a larger number of field technicians with the same or fewer employees.

“ServiceTitan really helped us to get where we were doing things on a daily basis, versus two and three weeks behind,” says CFO Kirsta Holliman. “In turn, that increased our revenue significantly.”

This freed up more cash to invest in growth initiatives, strengthened the bottom line, and attracted investment from a prominent private equity firm.

“We've gotten to that point of growth now that we're adding people just because it's necessary,” says Kitty Dunn, Interstate AC’s integration specialist. “Not because our processes are so mundane that we need extra hands.”

How ServiceTitan helped

ServiceTitan’s interconnected tools automate various key business operations and boost revenue. Notably, the company uses ServiceTitan’s Timesheet Tracking to digitally record data from timesheets, which is used to create accurate invoices that are promptly delivered to customers.

According to Holliman, Interstate AC Service’s previous software solution didn’t allow it to track revenue in real time. 

Now, the company can see its precise gross profits for specific periods. “It’s like pulling out your phone [to see] everything from your budget, down to your actual expenses with real live labor,” says Holliman.

“I was spending many weekends catching up on the week [because of] all the manual labor that we were doing,” she adds. “Now, I'm able to spit that stuff out every day, thanks to the reporting mechanisms inside of ServiceTitan.”

Another ServiceTitan tool Interstate AC Service has used to grow is Dispatch Pro. The tool’s algorithm automatically assigns each job to the right tech, performs route optimization, and delivers real-time performance insights.

“[Dispatch Pro] helps you track trends with your technicians,” Dunn says. “If Tech B was your all-star, and then you start seeing that he’s not being sent to the all-star jobs, it can give you insight into if there is something going on.”

“[On the contrary], maybe you thought Tech D was just a C-level technician. But based on historical data, they're one of your better techs. So Dispatch Pro will bring those quiet technicians who really don't say a lot and go about their jobs into the limelight and recognition.”

Learn how ServiceTitan has helped Interstate AC take better care of its technicians and eliminate busywork. 

3. Trio Heating & Air

Trio Heating & Air is a residential HVAC company founded by David and Michael Katz that serves the Greater San Francisco Bay Area. 

Due to its prioritization of integrity, customer service, and expertise (forged by a company culture that prioritizes employees’ growth and development), the company has racked up multiple awards. An example is the Bryant Horizon Award given to the company for its unwavering commitment to quality customer service.

Founded as recently as three years ago (2021) Trio Heating & Air’s progress highlights the accelerated success a company can achieve when the right things are done. 

However, the company faced initial challenges that mirror what any HVAC startup would contend with if founded by people without HVAC industry experience.

Initial challenges

Trio Heating & Air’s primary challenge was stagnant growth. The company was looking for ways to achieve the rapid growth the founders so desired but couldn’t find one.

“We looked at so many HVAC company owners,” Michael Katz says. “We're seeing the growth that they're having. We think we can do just as good or even better.”

Additionally, operating in an area like San Francisco, known for its mild climate, did the HVAC company no favors, especially since the region has the highest percentage of homes without a/c systems. So, it had to come up with a strategy to generate demand.

Worse still, the HVAC industry experienced its worst slow season in the first half of 2024, due to two main factors:

• Because of prolonged time spent at home, people installed and repaired four years' worth of HVAC systems in 2020.

• High interest rates and inflation caused people to reduce discretionary spending.

Lastly, although Trio Heating & Air had invested in ServiceTitan, the owners didn’t fully understand how it works. As such, little pockets of inefficiency stifled the company’s growth.

Solutions implemented

The Katz brothers implemented creative marketing strategies to combat the slow season and spur growth. These strategies included distributing fliers, having employees knock on doors to offer free tune-ups, and placing billboards in areas where their target customers live.

They tried unique lead-generation strategies, such as tailoring their messaging to customer pain points. They also purchased the phone lines of shut-down HVAC companies and redirected their calls to Trio Heating & Air’s customer service line.

Another key change they implemented was offering customers extra services and financing options. Financing experts were invited to train the company’s employees to sell customers various financing solutions.

This strategy was successful because, as Michael Katz puts it, “Many people don't have $2,000 sitting in their bank account since the issue caught them off guard out of nowhere.”

The company also grew employee trust by:

• Giving health benefits, commissions, 401ks, performance bonuses, and vacation pay.

• Paying a salary above the market rate by refusing to lower prices even during slow seasons.

• Involving employees in decision-making and being transparent about the company's state.

• Spending massively on employee training programs to demonstrate the company cares about their well-being.

David says, “We told everyone upfront, ‘We are not going to take anything from this business before we know that everyone is getting paid really well and are well taken care of. And once everyone is happy, then it'll be our turn. Not before."

Lastly, the company attended Pantheon, ServiceTitan’s annual conference, and interacted with other successful HVAC companies. 

During the conference, it became apparent how other companies used ServiceTitan to supercharge growth, and Trio Heating & Air decided to follow their example.

Results achieved

Demand grew as more customers knew of the company and trusted it to deliver quality service, generating referrals. Additionally, ServiceTitan's tools motivated employees to do their best to help customers resolve whatever issues they had. 

As a result, the company grew by 56 percent and reached $10M in revenue two years after opening. It is currently pacing toward $12M in revenue. 

How ServiceTitan helped

ServiceTitan helps Trio Heating & Air manage job costs, identify and reward high-performing technicians, and manage payroll. After investing in the software, the company has eliminated manual processes that prevented it from growing and kept employees busy with mundane tasks.

“Imagine somebody goes bowling for the first time,” David explains. “Imagine the rails that you're putting out for kids to keep them out of the gutters. This is what [ServiceTitan] does for you. It doesn't let you in the gutters.”

“This system is so well built that it keeps you safe, it keeps you winning, no matter what you do. Even if you shoot wrong, it's going to keep you on track.”

Learn how Trio Heating & Air managed to go from $300,000 to $10M after switching to ServiceTitan.

4. Goettl Air Conditioning & Plumbing

Goettl Air Conditioning & Plumbing was founded in 1939 by two businessmen brothers, Adam and Gust. Gust’s popularity as an HVAC system redesigner helped the company launch its manufacturing operation in Phoenix and secure over 100 patents.

Over the years, the company has grown massively, thanks to its emphasis on quality customer service, which is driven by its humane treatment of employees.

“I think that is probably the foundation of any great company,” says senior vice president of integrations, Angela Miller. “Without great culture, all the other things fall apart really easily.”

Despite Goodrich’s purchase of the company and expansion to Las Vegas, Austin, Tucson, San Antonio, and Southern California, this culture of treating employees and customers well has persevered. 

However, that culture was almost threatened when the company shifted from manufacturing to contracting while still maintaining its manual processes.

Initial challenges

To uphold its commitment to employee fairness, Goettl had to find a system for tracking performance and recognizing exceptional performers.

They also found it hard to measure each business unit's performance across key metrics as data was fractured into siloed systems that didn’t interact with each other.

This slowed decision-making. Employees couldn’t deliver personalized service to customers, and the marketing team couldn’t determine each campaign's exact impact on revenue. 

Solutions implemented

Goettl Air Conditioning & Plumbing invests heavily in training and treating its employees well to attract top-rate talents. It also provides its employees (Goettl calls them ‘associates’) with the necessary tools and equipment to deliver exceptional customer service.

“I think people are the differentiator for us, and that's why we try to go above and beyond to have great facilities, the best trucks, the best tools and equipment, technology like ServiceTitan,” says Jake Gress, president of the company. 

Goettl Air Conditioning & Plumbing’s dedication to treating employees and customers well also manifests itself in its hiring practices, which focus on the applicant’s attitude, effort, and curiosity. 

Sadie, a Wheaten Terrier belonging to owner and CEO Ken Goodrich, also gets involved in the hiring process. All potential employees visit Goodrich’s home and are only hired if the dog approves.

Another solution that the company has found to work is investing in ServiceTitan. The tool centralizes information and provides performance insights across various metrics. 

Results achieved

Goettl Air Conditioning & Plumbing’s emphasis on customer service and employee satisfaction has yielded significant results. The company grew its employee count by 12 percent in one year and currently generates annual revenue of around $107M.

That's not all. Each of its 340 employees is a revenue-generating machine, averaging $313,750 per year. This is a direct result of the company's commitment to its workforce.

“If you treat your associates right [...] they’re going to be the best recruiters out there in the industry,” says Gress. “They’re going to talk about the opportunities presented to them and the type of culture we have and the type of development we have.”

Apart from acting as recruiters, associates treat customers just as well as the company treats them. This has endeared customers to the company and is a significant reason for the company’s continued success. 

“When we're in the customer's house, we want to provide them with a service that's going to last,” Miller says. “And we want to provide them with those old-school values of, ‘Hey, we want to make sure that something works the way it used to and when we walk away, that you're feeling good about the interaction with Goettl and getting the type of service that you're used to.’”

How ServiceTitan helped

ServiceTitan gives Goettl real-time access to data insights across various key areas and suggests action plans to resolve challenges. The platform produces reports detailing the company’s financial performance, inventory levels, project profitability, and arrival times.

ServiceTitan also centralizes data into a single hub accessible to all employees—technicians, CSRs, and the marketing team. Employees use this data to deliver quality service and make customers feel valued.

The software lets Goettl’s managers see which associates perform well and why. It also shows what each technician generates daily and how that translates into Goettl’s revenue.

“There are many folks that are quiet in nature,” Gress said. “But they still perform at a really high level. I think the data speaks for itself.” 

“One of the powerful things that ServiceTitan does for us is we get to understand our business at a granular level, but we also understand our people at a granular level.”

High-performing associates are recognized and rewarded for their efforts. At the same time, those falling behind receive extra coaching and training to keep them on par with their counterparts.

Overall, Goettl’s associates spend less time on tasks and show up to work motivated to deliver their best.

“If you’re a business that wants the best and the brightest, if you’ve got the best tools and the best technology, the best and brightest are going to want to work for you,” says Gress. “ServiceTitan helps make it easy.”

Learn how Goettl Air Conditioning & Plumbing uses ServiceTitan to take great care of its employees and deliver excellent customer service.

5. Yarbrough & Sons

Yarbrough & Sons Heating, Cooling & Plumbing is a family-owned HVAC, plumbing, and electrical company that has been serving residents in and around Oklahoma City for over thirty years. The company focuses mainly on RNC and has connected with the community through quality service delivery and by donating free furnaces to low-income families. 

With a team of experienced HVAC professionals, Yarbrough & Sons’ employees are trained to treat customers as family members and focus on building long-term relationships with them. The company also helps employees close more deals by offering financing options with Synchrony Bank.

Initial challenges

Yarbrough & Sons’ major challenge has constantly been tracking the numbers. This challenge became more prominent as the company’s staff, revenue, and customers multiplied.

The absence of a reliable performance tracking system made it more challenging to set the correct prices, choose the best marketing strategy that aligns with the company’s needs, and decide which growth initiative to invest in.

“Knowing our numbers was the biggest hurdle,” says chief financial officer Tucker Yarbrough. “Knowing the flexibility of how we need to price, how we need to go to market.”

To maintain its policy of managing all marketing campaigns in-house, the company needed a tool to assess each campaign's contribution to the bottom line.

“Being an $8 million or $10 million company, you’re bigger than most of the competitors in the market, but you still can’t swim with the big fish,” Yarbrough said. “We wanted to take the approach, ‘Don’t step over good [while] looking for great because you just might end up broke.’”

Lastly, a significant concern for Yarbrough & Sons is maintaining the family ethos on which the company was founded as it expands. This way, employees feel connected to the company, and deliver the best service possible whenever they’re called upon.

“One of the things that we're super conscientious of is, no matter how big we get, it's about the team, it's about the family and trying to be basically the largest small company that you'll ever have a contact with,” says Yarbrough.

Solutions implemented

To give employees a sense of belonging, Yarbrough & Sons adopted a unique profit-sharing formula, which gives staff a slice of the income generated.

“Ten percent of our profits go into a profit-sharing fund,” Yarbrough explains. “The last two or three years, we’ve paid upwards of $120,000 to the team. Now, that’s not a considerable amount or huge deal when you have 40 or 50 team members, but the benefits of being transparent with our team have paid dividends more than anything we’ve done, I think, in our growth.”

In addition to sharing profit, managers do their best to project humility and gratitude whenever interacting with employees. This is because they understand that employees are key to the company’s success and greatly determine how customers view it.

“It’s recognizing that these people choose to spend their life making a career with us,” Yarbrough said. “So we better operate with a ton of gratitude and humility.”

Results achieved

Unsurprisingly, employees stay with the company for an average of seven years, and the employee churn rate is below 15 percent—a remarkable statistic considering the current worker shortage in the service industry.

“Doing that I think has earned us the trust and the respect of the team in such a way that it's given us the freedom to push and stretch and grow the systems and processes that we have in place,” says Yarbrough.

“One of the things that we're super conscientious of is, no matter how big we get, it's about the team.”

In 2023, the company recorded a watershed moment by generating $10.1 million in revenue for the first time. Based on its strategies and team-management principles, it is on course to exceed that number.

How ServiceTitan helped

Most employees leave when they still have to struggle with inefficient processes that, over time, make the job unbearable. Yarbrough & Sons have countered this by investing in ServiceTitan.

Employees no longer struggle with paper documents or spend unproductive hours on mundane work, as the tool streamlines processes and automates key operational tasks.

The company relies on ServiceTitan’s Marketing Pro to personalize at scale and track the revenue each campaign generates. The tool also helps with key in-house marketing tasks, such as designing email campaigns and delivering mail.

With ServiceTitan, the company can automatically send follow-up messages such as, “Can we give you your money back for a repair toward the purchase of a new system?” This has helped generate revenue.

Learn how Yarbrough & Sons uses ServiceTitan to serve customers better and retain employees.

6. Medley Heating & Air Conditioning

Medley Heating & Air & Conditioning is an HVAC company founded by Texas Medley in 2016. The company prides itself on exceptional customer service, which is strengthened by its employees' experience in HVAC repair and installation and the ability to listen attentively to complaints before suggesting solutions.

Its employees go above and beyond to ensure customer satisfaction by:

• Cleaning up the house to return it to how it was before the service visit.

• Picking the most convenient time for appointments and arriving early.

• Regularly updating customers throughout the job.

Despite being the youngest company on this list, Medley Heating & Air Conditioning has proven that growth is always possible regardless of a company's age, as long as the right systems are implemented.

However, the road to achieving growth was riddled with challenges, especially since the founder had limited experience heading an HVAC company.

Initial challenges

Texas Medley started his career in the HVAC industry as a technician. He stayed in that role for a couple of years before deciding to strike out on his own by acquiring an HVAC company.

Like most people transitioning from technicians to business owners, Medley found it challenging to navigate the various aspects of running a business.

“I had no idea what I was doing,” he recalls.

Solutions implemented

To improve efficiency, he subscribed to an invoice-creation tool. Then, he tried to use ServiceTitan to automate other business processes but couldn’t due to the complex onboarding process (which has since been fixed).

Fortunately, he tried ServiceTitan for a second time and was astounded by the efficiency it brought to the company.

“We looked around, and that seemed to be the common thread about the highly successful companies,” Medley said. “They used [ServiceTitan], and it was very apparent that it offered them efficiencies that were unavailable to us.”

From the beginning, ServiceTitan’s superiority above all other HVAC software programs was evident to the staff.

Medley says, “You go to ServiceTitan, get your information, and pull what you want out of it. I want seamless. I want easy. I want fast. I want reliable, I want quality, and I want it now. That’s what we saw.”

Results achieved

With ServiceTitan, Medley has been able to increase efficiency and offer extra coaching to struggling technicians using real data. This has increased its billable-hour efficiencies and close rates.

Access to accurate data has been another defining factor in the company's success. This allows Medley to make accurate decisions regarding growth, customer service, and resource allocation.

This increased efficiency helped the company hit its 2021 revenue target within the first eight months of 2022.

How ServiceTitan helped

Thanks to ServiceTitan, employees no longer make mistakes such as inaccurate invoicing and poor scheduling. The company has also added more technicians, without hiring extra dispatchers since ServiceTitan’s platform automates the scheduling process, from start to finish.

The company uses ServiceTitan to update customers when the technician arrives at their house. This has strengthened customer loyalty and helped build relationships between the tech and the customer. 

“It'll say, ‘Your service expert, Sean Byes, from Medley Heating & Air, is on his way. He’s a 20-year HVAC veteran, and in his free time, Sean enjoys going fishing with his two-year-old grandson,’” Medley explains.

“By the time the tech gets there, not only does the person have a certain level of comfort and trust established because they see who's coming, but now there's some common ground. ‘Oh yeah, you like to go fishing? Me too.’ It just makes rapport building very easy.”

Learn how Medley Heating & Air Conditioning uses ServiceTitan to build stronger connections with customers and manage operations seamlessly.

What Are the Lessons Learned from These Success Stories?

Three themes keep emerging in each of the success stories we’ve shared above: adapting to trends, innovation, and the importance of technology.

As an entrepreneur, you’re responsible for charting the course of your company. It’s your responsibility to predict changes on the horizon and craft a strategy to leverage and adapt to them. You also need an X factor to differentiate your firm from its competitors.

This will keep your business on pace with other companies while helping you stand out from them.

Another way to keep up with other companies is to continually innovate via calculated risk-taking. This is where hearing from your customers and experts in the HVAC industry and implementing whatever you learn becomes important.

In closing, HVAC companies that truly want to grow can’t do without technology. You need it to boost efficiency and go beyond customers’ expectations. That’s why, time and again, successful companies have turned to ServiceTitan to supercharge their growth.

Why Are Success Stories Important?

Being an entrepreneur is challenging. You must extinguish multiple fires daily and craft strategies to position the company for future success.

Sometimes, the thought of giving up can cross your mind. That’s where success stories come in.

Listening to other entrepreneurs speak about how they overcame the same challenges you’re facing gives you the strength to keep on. They tell you what not to do and the strategies they’ve implemented and found to work.

It’s Your Turn Now

Success stories open your mind to the possibilities inherent in the HVAC industry. They provide that extra push you need when all seems to be going badly, and you’re not hitting your growth targets.

Remember to always be open to learning new things. Just one idea can revolutionize your company and place you in the same bracket as those you admire.

Invest in ServiceTitanto grow faster and reduce hiring costs. Schedule a call for a free, live, personalized demonstration of our platform.

ServiceTitan is an all-in-one HVAC company software solution that provides in-depth marketing insights, business management tools, and features that help businesses nationwide manage their online presence. It is trusted by over 100,000 contractors across the country.