Author: Karrie Lucero | Customer Stories HVAC

Customer Story: Andersen Heating & Cooling

Customer Story: Andersen Heating & Cooling

"Switching from our old three-ply carbon copy invoices and going to live invoicing has really opened up our average ticket sales. We've almost tripled our average ticket sales, which is amazing."
Jennifer Helms
Director of Sales and Office Operations

About Andersen Heating & Cooling

Andersen Heating and Cooling is a residential HVAC company. It’s sales division needed a modern, unified platform to replace manual systems capable of supporting sustained market growth. They chose WEX Field Service Management (FSM) to streamline it’s processes, reduce risk, and generate revenue.

The Challenges

  • Outdated, DOS-based systems and manual, three-ply carbon-copy invoices limited sales capacity and speed of data retrieval for the team
  • Inefficient tracking made it difficult to maintain cash flow during slow seasons and accelerate slow payment collection
  • Operational inefficiency with manual paperwork slowed technician workflows and restricted quick, targeted marketing capabilities

Ready to transform your contracting business with smarter pricing and payment solutions? Explore WEX FSM’s field service management solutions, and schedule a demo today.

Author: Karrie Lucero | Customer Stories HVAC