An HVAC Company That Grew Faster Than Its Back Office

Most HVAC businesses don't grow this fast. In one year, Veteran added 69 people, put 17 trucks on the road, and hit $5.8 million in completed revenue while building nearly 4,000 customer relationships.

The back office had to keep up with all of it. Hiring paperwork, equipment registrations, rebate submissions, AR tracking, customer records - all multiplying in real time, with no full-time office manager in the building.

Three cracks in the foundation

No Dedicated Back-Office Owner

Every hire, truck, and completed job created a new paperwork trail. Onboarding records, permits, and equipment registrations all stacked up in real time. Without clear ownership, things fell through the cracks the moment Mike looked away.

AR Growing Faster Than Collections

More growth meant more receivables. With over $500,000 outstanding, tracking what was owed and following up consistently was a full-time job on its own for Mike. Missing even a fraction of it meant real money left behind.

Rebate Volume Too Complex to Wing

$1.4 million in HEAR projects approved required precise documentation on every submission: equipment specs, load calculations, utility info, and invoices. At this volume, a disorganized process just left Mike underwater.

One team.
Full ownership.
Immediate impact.

WorkHero stepped in as Veterans' back-office infrastructure from the start - from day one, a dedicated office manager owned the work - chasing paperwork, tracking receivables, whatever the business needed to scale.

Managed day-to-day back-office operations across the full year of growth
Tracked and maintained nearly 4,000 customer records in HouseCall Pro
Supported documentation and processes across 2,132 completed jobs
Helped coordinate the onboarding and upfitting of 17 service vehicles
Submitted and tracked $1.4M+ in HEAR rebate project applications
Monitored and followed up on $500K+ in accounts receivable
Maintained consistent customer communication - contributing to ~350 5-star reviews

THE RESULT

In 12 months, WORKHERO reached a scale that most HVAC businesses spend years chasing:

2,132 completed jobs
Nearly 4,000 customers created in HouseCall
$5.8 million in total completed revenue
Nearly 18,000 hours worked in the field
17 trucks obtained, wrapped, and upfitted
69 people hired
~350 five-star reviews
$1.4M+ in HEAR rebate projects approved

"We were hiring people and putting trucks on the road faster than any back office could keep up with. I didn't have time to chase paperwork on top of running the business. WorkHero owned the backbone of my business from day one. I can't imagine trying to grow this fast without them."

Request a Personalized Demo

WorkHero hires the top 1% of HVAC office managers
125+ years of combined HVAC office management experience.
7.5x faster invoicing in the first month
60% cost savings compared to in-house staff
Average time savings of 20 hours per week
92%
Customer satisfaction
Rating by HVAC owner customers
92%
Customer satisfaction
by HVAC owner customers
Book a free business consultation
WorkHero hires the top 1% of HVAC office managers
125+ years of combined HVAC office management experience.
7.5x faster invoicing in the first month
60% cost savings compared to in-house staff
Average time savings of 20 hours per week

Start today with WorkHero

Spend less time on admin and more time running your HVAC business.