Boosting Bookings with Smart Automation

A story of clarity, speed, and HVAC service made simple

A fast-growing HVAC company was overwhelmed with inquiries, especially during peak season.

Their team struggled with missed calls, delayed quotes, and manual job tracking.

Without a system, they were losing both time and revenue.

The business owner knew something had to change when a repeat client booked a job… with a competitor.

THE SITUATION

THE SOLUTION

Technicians were receiving bookings via Facebook, text, and handwritten notes
No clear job pipeline — the team didn’t know who followed up, or when
Follow-ups for quotes and annual service checks were missed
During weekends, urgent calls were often lost

A mobile-friendly job intake form filtered urgent vs. non-urgent service
Automated SMS/email reminders reduced no-shows and late clients
A custom pipeline tracker helped the team see each job’s status in real time
Follow-up workflows sent quotes, review requests, and seasonal promos automatically

THE RESULTS

The HVAC company increased booked jobs by 35%, saved 10+ hours weekly,

and elevated their customer experience with faster, more reliable service.

“We used to miss calls and lose clients without even realizing it. Now, everything’s organized, follow-ups are automatic, and we’re booking more jobs than ever — without burning out.”
– Owner, HVAC Service Company

35%

increase in booked jobs within 60 days

10+

hours saved weekly on admin and coordination

95%

response rate to new service inquiries

Automated

follow-ups boosted quote-to-close conversions

Ready to experience what they’re saying?

Book a discovery call today.

FAQs

Answers to Your Questions About Our ERGON360 Services

What industries does Ergon Business Solutions cater to?

We work best with small to mid-sized businesses—startups, eCommerce brands, service firms, coaches, agencies—who need high-level support without high overhead.

How does Ergon Business Solutions ensure the quality of its services

We combine sharp talent, smart systems, and real accountability. Every client has a dedicated point person and a team that’s trained to work like an extension of yours.

Can Ergon Business Solutions handle large-scale operations?

Absolutely. We’re built to scale with you—from solopreneurs to growing teams. Whether it’s daily ops or multi-project support, we’ve got the infrastructure and rhythm to keep up.

Why choose Ergon over Fiverr or other freelance platforms?

Platforms like Fiverr are great for quick wins—but not for long-term wins. With Ergon, you’re not just hiring a freelancer. You’re plugging into a team that gets to know your business, stays consistent, and grows with you.

What makes Ergon Business Solutions different from other BPO providers?

We’re not a vendor—you’ll feel like we’re part of your team. No cookie-cutter setups, no “just another client” vibes. You get flexible support that actually adapts to you.

Is there flexibility in contracting with Ergon Business Solutions?

100%. Whether you need us for 20 hours or full-scale support, we build our services around your goals, not the other way around.

How does Ergon Business Solutions handle data security and privacy?

We take it seriously. Our tools and processes meet global security standards—from GDPR compliance to strong internal protocols—so your data stays protected, always.

What’s your typical turnaround time?

Fast—but thoughtful. Most daily tasks are turned around within 24–48 hours. For bigger projects, we’ll agree on a timeline up front and keep you in the loop every step of the way.