The Challenge: Undetected Underselling

This HVAC company was losing money—and didn’t even realize it.

Service calls were closing, but the average ticket was far too low. The team wasn’t offering higher-value options or identifying what customers truly needed. Without visibility into technician performance or sales patterns, opportunities were being missed, and profits were slipping through the cracks.

The Need: Visibility + Confidence for Techs

To grow, the business needed:

• A system to track where sales were falling short
• Tools to help techs present higher-value service options
• Training to close more profitable jobs confidently

The ThermoGrid Solution

ThermoGrid’s platform combined software and coaching to quickly turn things around.

Application

ThermoGrid’s reporting and quoting tools uncovered where money was being left on the table. It helped standardize how services were presented and priced—giving techs a repeatable sales structure.

Implementation Services

Setup was fast, simple, and low-friction—making it easy to integrate without a heavy IT lift.

Business Advisory Services

RISE Coaching helped the team adopt targeted sales strategies, including upselling techniques and confidence-building exercises to close more effectively in the field.

Results Achieved

• Average ticket jumped from $150 to $650
• Previously invisible sales process gaps were closed
• Techs became confident in offering premium options and closing higher-value jobs

“We increased our average ticket from $150 to $650. We didn’t even know how many sales we were losing. ThermoGRID revealed the gaps and helped us close them.”
— Travis W., HVAC Company Owner

Final Takeaway

ThermoGrid didn’t just improve reporting—it transformed profitability. By combining real-time insights with sales coaching, this HVAC business went from underselling to outperforming.



If you're ready to stop leaving money on the table, ThermoGrid can help uncover—and close—the gaps.

Schedule your demo today.