Last Updated: December 24, 2024
12 min read
Case Study

ServiceTitan Integration: $324K Annual Impact

How Premier Climate Control unified 3 locations with native ServiceTitan integration, eliminating call center costs and improving customer experience.

Atlanta, GA
24 technicians
3 locations
30min
Integration setup time
100%
Data sync accuracy
96%
Booking accuracy (vs. 82%)
$324K
Annual savings + revenue

Company Overview

Premier Climate Control - Multi-Location HVAC Services

Company Profile

Location:Atlanta, GA (3 locations)
Team Size:24 technicians
Service Area:Greater Atlanta metro
Annual Revenue:$6.8M
ServiceTitan User Since:2019

The Challenge

1
Expensive Call Center
$12,000/month for 24/7 answering service
2
Inconsistent Experience
Different quality across 3 locations
3
Manual Data Entry
Call center didn't integrate with ServiceTitan

The Multi-Location Problem

Growing pains from rapid expansion

The Expansion Challenge

Premier Climate Control had grown from a single location to three locations across the Atlanta metro area over 5 years. Revenue had tripled, but operational complexity had increased exponentially.

CEO David Thompson had invested heavily in ServiceTitan to unify operations across all locations. The platform worked great for scheduling, dispatching, and invoicing. But there was one major gap: phone calls.

They were using a traditional call center that charged $12,000/month for 24/7 coverage. The call center agents were friendly but didn't have access to ServiceTitan, so they would take messages and manually enter customer information into a separate system. Premier's office staff then had to re-enter everything into ServiceTitan.

This created multiple problems: duplicate data entry (wasting 15+ hours/week), booking errors (wrong location, wrong technician), inconsistent customer experience (call center didn't know customer history), and high costs ($144,000/year for the call center alone).

$144K
Annual call center cost
$12,000/month × 12 months
15hrs
Weekly admin time wasted
Re-entering call center data into ServiceTitan
18%
Booking error rate
Wrong location, time, or technician

The Solution: Native ServiceTitan Integration

Seamless two-way sync with Kestrel AI

1

Discovery Call (1 hour)

Kestrel team reviewed Premier's ServiceTitan setup: 3 locations, 24 technicians, service areas, job types, and pricing structure. Identified all the data points that needed to sync between Kestrel and ServiceTitan.

What We Mapped:
3 locations with separate calendars
24 technicians with skills & zones
12 job types with durations
Service areas by ZIP code
Membership tiers & pricing
Emergency protocols by location
2

Integration Setup (30 minutes)

Connected Kestrel to ServiceTitan using OAuth authentication. Imported all locations, technicians, job types, and customer data. Configured routing rules to automatically assign calls to the correct location based on customer ZIP code.

What Got Synced:
Customer Database: 12,847 existing customers imported
Technician Profiles: Skills, certifications, service zones
Calendar Availability: Real-time sync across all 3 locations
Job Types: Maintenance, repair, installation with durations
3

Testing & Refinement (2 days)

Ran test calls to all 3 locations. Verified customer lookup worked correctly, appointments booked in the right location, and all data synced properly to ServiceTitan. Made minor adjustments to routing rules and emergency protocols.

Test Scenarios:
Existing customer calls (lookup works)
New customer calls (creates record)
Multi-location routing (correct location)
Emergency calls (proper escalation)
Appointment booking (syncs to calendar)
Call logging (transcript + recording)
4

Go-Live (Instant)

Switched phone numbers from call center to Kestrel. Canceled $12,000/month call center contract. Kestrel immediately started handling all calls with full ServiceTitan integration. Zero downtime, zero disruption.

Immediate Benefits:
$12,000/month savings from canceling call center
15 hours/week saved from eliminating duplicate data entry
100% brand consistency across all 3 locations
Real-time customer context from ServiceTitan history

Results After 6 Months

Measurable improvements across operations and customer experience

Operational Improvements

Booking AccuracyBefore → After
82%
96%
Admin Time (hours/week)Before → After
15 hrs
0 hrs
Brand Consistency ScoreBefore → After
Variable
100%
Customer RetentionBefore → After
68%
84%

Financial Impact

Call center savings:$144,000/yr
Admin time savings:$39,000/yr
Reduced booking errors:$28,000/yr
Improved retention:$142,000/yr
Kestrel annual cost:-$28,959
Net Annual Benefit:$324,041
1,119% ROI
Return on investment in first year

The ServiceTitan Integration Advantage

Zero
Manual data entry required
Everything syncs automatically in real-time
100%
Customer context available
Full service history during every call
Instant
Appointment booking
Books directly into ServiceTitan calendar

CEO's Perspective

David Thompson, CEO of Premier Climate Control

"

We invested heavily in ServiceTitan to unify our operations across 3 locations. But our phone system was still disconnected—the call center didn't have access to ServiceTitan, so we were manually re-entering everything. It was frustrating and expensive.

Kestrel's native ServiceTitan integration solved this completely. Now when a customer calls, the AI instantly pulls up their full history from ServiceTitan, books appointments directly into our calendar, and logs everything automatically. Zero manual work.

The financial impact was immediate: we saved $144,000/year by canceling the call center, plus another $39,000 in admin time. But the real value is the consistency—every customer gets the same premium experience regardless of which location they call or what time of day.

If you're using ServiceTitan and still manually entering call data, you're wasting time and money. Kestrel's integration is what ServiceTitan should have built themselves.

David Thompson
CEO
Premier Climate Control

Key Takeaways

Lessons for multi-location service businesses

Integration > Standalone Tools

A call center that doesn't integrate with your CRM creates more work, not less. Premier was paying $144,000/year for a call center that created 15 hours/week of duplicate data entry. Native integration eliminated both costs.

Consistency Drives Retention

Customer retention improved from 68% to 84% because every customer got the same premium experience across all 3 locations. Consistency builds trust, and trust drives loyalty. This alone added $142,000 in annual revenue.

Context Improves Service

When Kestrel can see a customer's full ServiceTitan history during the call, it provides better service: "I see you had your AC serviced 6 months ago—is this about the same unit?" This personalization was impossible with the generic call center.

Setup is Faster Than You Think

Premier expected ServiceTitan integration to take weeks. It took 30 minutes. The Kestrel team handled everything: OAuth authentication, data mapping, routing rules, and testing. They were live in 3 days from first call to go-live.

Ready for Native ServiceTitan Integration?

Stop manually re-entering call data. Get instant two-way sync with ServiceTitan in 30 minutes.

ServiceTitan certified • 30-minute setup • Real-time sync

Sources & References

[1]Premier Climate Control Case Study (2024) - Atlanta, GA multi-location ServiceTitan integration
[2]Verified results: $324K annual impact, 96% booking accuracy, 30-minute integration setup
[3]Customer testimonial and metrics used with explicit permission from Premier Climate Control

All statistics are based on verified industry data, customer case studies, and internal performance metrics. Calculations show methodology transparently. Customer data is anonymized or used with explicit permission.