Ridgeline HVAC tripled its average ticket in 90 days
A six-truck HVAC shop in San Antonio went from quoting one-off repairs to selling full system replacements at the kitchen table — without adding a single sales rep.
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Avg ticket
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Approval rate
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Funded
WHERE THE DEAL WAS LEAKING
Ridgeline was losing one in three quoted system replacements to financing friction. Customers wanted the work, the budget didn't quite reach, and the bid sheet would walk out the door.
- 30%+ of bids walked due to payment shock
- Reps spent calls chasing third-party portals
- Funding cycle averaged 9 days post-install
ROLLED OUT IN UNDER A WEEK
We dropped Improvifi into the existing kitchen-table workflow in under a week. Reps quote system + monthly payment side-by-side, with soft-pull pre-qual happening before the truck pulls away.
- Single tablet, single workflow, six lender decisions
- Soft pull at the door, hard pull only on accept
- Funding triggered automatically by install photo upload
NUMBERS THAT MOVED THE MARGIN
Ninety days in, the average ticket moved from $7,400 to $22,900 and approvals are landing in seconds — not days. The same six trucks are now booking out three weeks ahead with no added headcount.
- Average ticket up 3.1× quarter-over-quarter
- Bids-to-funded cycle cut from 9 days to 48 hours
- $1.4M in previously-walked tickets recovered
We stopped competing on price. Now we compete on the monthly — and we win every time.
BEHIND THE JOB
Crews, tools, finished projects — the visual receipts behind the numbers.
KEEP READING
Other shops in different trades, same playbook.
TRAINYOURTEAMTOCLOSEEVERY DEAL.
Give your reps the playbooks, drills, and coaching the top contractors in the country run every day.