Milwaukie Heating Cooling Streamlines Operations


Milwaukie Heating & Cooling, Inc. is a leading provider of AC repair and air conditioning installation services in the Pacific Northwest. With a commitment to excellence and a focus on customer satisfaction, the company has been serving residential and commercial clients for over two decades.

The Challenge

As the business grew, Milwaukie Heating & Cooling faced several operational challenges:

  • Managing a large fleet of service vehicles and technicians
  • Scheduling appointments efficiently
  • Tracking inventory and ordering parts
  • Providing quality indoor air solutions

These challenges often led to delays, inefficiencies, and customer dissatisfaction.

The Solution

To address these issues, Milwaukie Heating & Cooling implemented a comprehensive HVAC software solution that streamlined their operations. The software included the following features:

  • Fleet Management: The software provided real-time tracking of service vehicles, optimizing routes and reducing fuel costs.
  • Scheduling and Dispatching: An advanced scheduling system ensured efficient appointment scheduling and dispatching of technicians.
  • Inventory Management: The software tracked inventory levels, automatically generated purchase orders, and monitored refrigerant usage for compliance purposes.
  • Customer Portal: A user-friendly customer portal allowed clients to book appointments, view service history, and make secure payments.

The Results

After implementing the HVAC software solution, Milwaukie Heating & Cooling experienced significant improvements in their operations:

  • Increased technician productivity by 25%
  • Reduced fuel costs by 18%
  • Improved inventory management, reducing stockouts by 30%
  • Enhanced customer satisfaction with timely service and transparent communication

The streamlined operations also allowed the company to focus on expanding their service offerings, such as indoor air quality assessments and energy-efficient system installations.


By leveraging innovative technology, Milwaukie Heating & Cooling transformed their operations, leading to increased efficiency, cost savings, and an exceptional customer experience. The company’s commitment to continuous improvement and embracing digital solutions has solidified their position as a trusted leader in the HVAC industry.