A regional HVAC company serving residential and commercial clients across three states was struggling with operational inefficiency. Their fragmented software stack was costing them $2,400+/month and causing technician frustration.
A regional HVAC company serving residential and commercial clients across three states was struggling with operational inefficiency. Their fragmented software stack was costing them $2,400+/month and causing technician frustration.
After consolidating to Custanova, they achieved:
The company was using:
Total Monthly Spend: $2,444
Data Silos: Customer information lived in Salesforce. Job history lived in ServiceTitan. Survey responses lived in Typeform. Nobody had the full picture.
Offline Failures: Technicians frequently lost connectivity in basements, attics, and rural areas. ServiceTitan's mobile app would freeze, forcing paper fallbacks.
Integration Breakdowns: Zapier connections broke monthly. Lead data didn't sync to job records. Survey responses were orphaned.
Slow Invoicing: Jobs completed Friday weren't invoiced until the following week due to manual data reconciliation.
Technician Frustration: "I spend more time fighting the software than fixing AC units." — Field Technician
The company migrated to Custanova Pro ($25/user/month) over a 2-week period:
Week 1:
Week 2:
Week 3:
| Category | Before | After | Savings |
|---|---|---|---|
| CRM/Customer Management | $875 | Included | $875 |
| Field Service Platform | $1,400 | Included | $1,400 |
| Forms/Surveys | $70 | Included | $70 |
| Integration Platform | $99 | $0 | $99 |
| Monthly Total | $2,444 | $875 | $1,569 |
| Annual Total | $29,328 | $10,500 | $18,828 |
Technician Productivity:
Invoicing Speed:
Data Quality:
Technician Satisfaction:
Technicians complete full service reports in basements, attics, and rural areas without connectivity. Photos, signatures, and form data sync automatically when back online.
Powered by Google Maps AI, daily routes are optimized for shortest drive time. Result: 18% reduction in fuel costs.
Every customer record shows:
Workflow automation sends:
Dispatch managers see:
| Week | Milestone |
|---|---|
| Week 1 | Data migration and form configuration |
| Week 2 | Mobile deployment and training |
| Week 3 | Full cutover |
| Week 4 | Process optimization and automation setup |
Total Implementation Time: 4 weeks
Total Implementation Cost: $2,500 (internal labor + training)
"We were paying almost $30,000 a year for software that didn't talk to each other. Our technicians hated it. Our office staff spent hours reconciling data.
Custanova gave us one system that actually works. The ROI was obvious within the first month. The technician feedback alone was worth the switch."
— Sarah M., Operations Director
Parallel operation is essential: Running both systems for 1 week caught edge cases before full cutover.
Technician buy-in matters: Involving field staff in form design led to better adoption.
Data cleanup first: Deduplicating contacts before migration prevented inherited problems.
Automate early: Setting up workflow automations during Week 4 locked in efficiency gains.
For field service companies, the fragmented software model is unsustainable. Integration costs, data silos, and offline failures create hidden operational drag that compounds over time.
Consolidating to a unified platform like Custanova delivers:
Is your field service operation ready to consolidate?
This case study is based on a real Custanova customer. Some details have been anonymized for confidentiality.
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