CAVH Corp is a leading HVAC manufacturing representative firm based in Florida. It serves the US and islands and offers award-winning HVAC products and services. CAVH is a spin-off from ADE HVAC, a four-year-old family business. Since its beginning in 2020, it has provided unsurpassed customer service to US engineers, contractors, and architects. CAVH collaborates with an elite selection of premier HVAC manufacturers, including industry giants such as Titus, PennBarry, Pottorff, Aldes, Cook, and numerous others.
Industry Consumer Services: Quality indoor air, cooling systems, temperature control spaces
Company size 50-100 employees
Headquarters Florida
Founded 2020
Quoting Crisis at CAVH Corp
Carolyn is the owner of an HVAC Solutions business. She works with over 50 employees. She faced significant challenges in managing her sales processes. Her team sent over 200 detailed quotes weekly, involving multiple contractors and requiring precise specifications. However, the team relied on manual, Excel-based quoting, leading to frequent errors and margin miscalculations. Sales data review meetings were time-consuming and unproductive, and the approval process for quotes was cumbersome, resulting in missed opportunities and delayed projects.
These inefficiencies prevented Carolyn from accurately evaluating business performance, planning resources, and making informed decisions. The manual workflow left her feeling overwhelmed and frustrated, as her vision for business growth seemed increasingly out of reach.
The manual quoting process caused:
- Cumbersome Quote Management: The sheer volume of bids they had to handle regularly. The manual generation, review, and approval of quotes proved time-consuming and prone to errors. Crucial information for quoting jobs was scattered across multiple sources, causing delays and inefficiencies. Enforcing consistent rules for quote review and approval became an intricate puzzle.
- Lack of Real-Time Data and Reports: The absence of accurate data reporting prevented CAVH from gaining valuable insights into their best customers, identifying inactive customers, or analyzing the most profitable product categories and
- Team Accountability: Tracking the productivity of estimators remained unknown, with no reliable means of measuring their progress. The absence of a centralized dashboard for task management made assigning and tracking work difficult, resulting in confusion and inefficiencies.
- Lack of Collaboration Between Teams: Scheduling jobs and tracking their progress became time-consuming, while changes made along the way were challenging to trace. The equitable distribution of work among estimators proved elusive, leaving managers uncertain about individual workloads.
- Manual Processes Hindered Sales Efficiency: The lack of automated processes deprived them of efficient follow-ups, timely reminders, and streamlined project management.
These issues obstructed Carolyn’s path to business growth and success.
Carolyn was looking for a simple solution—a tool that would be easy to adopt and streamline their sales and quoting process. The standard solutions available on the market were expensive. Her team was old school, so any tool with a steep learning curve was out of the question.
CAVH and Orgzit Collaboration
Orgzit was exactly what she needed. With an interface like Excel, she knew that his team would have little to no difficulty adopting it.
Orgzit gave Carolyn a single dashboard to operate their entire sales workflow from one place.
The ultimate benefit of Orgzit for Carolyn was transparency in her team's workflow. The stress-free and consistent communication through a single workspace resulted in many added advantages.
Results Achieved by CAVH
- Single Dashboard Solution: A centralized dashboard provided real-time visibility into assigned tasks, ensuring equitable work distribution and fostering collaboration.
- Enhanced Team Accountability: Tracking job schedules and changes became effortless, facilitating better coordination among team members.
- Real-Time Visibility: With real-time data at their fingertips, CAVH could make well-informed decisions promptly. By having instant access to the status of ongoing projects and quotes, they could provide their customers with timely updates and accurate information.
- Seamless Collaboration: Orgzit helped CAVH to break down communication barriers and integrate different teams and departments. The collective effort of different teams allows for flexible and adaptive problem-solving.
- Comprehensive Quoting Solution: Orgzit quote system significantly reduced the time and effort required to create quotes for CAVH. It minimized manual errors and ensured consistency in the quoting process. Orgzit’s robust quoting solution provided real-time quote tracking, allowing CAVH to monitor the progress of each quote and identify potential roadblocks.
President, CAVH
ULTIMATE BENEFIT: CAVH has now become a data-driven company. They use Orgzit reports to make data-driven decisions for strategic business growth. For instance, Carolyn can track the performance of her team and her four offices all in one place.
A single unified dashboard helps her to:
- Calculate how much the estimator has bid
- Get reports on how many meetings a salesperson has conducted
- Get reports on four regional offices to compare the performance of the offices.
- Track how many bids were sent after the internal due date
- Get reports on bid amount and won amount
- Track won amount by product category
CAVH Growth with Orgzit:
- No. 3 in Florida in a short span of three years
- They were struggling to send 200 quotes and now they are sending 500 quotes every week.