Field Service

HPG Mechanical replaces multiple tools and grows sales by 10%

Industry: Commercial & Residential Plumbing, Heating & Gasfitting, HVAC
Location: Alberta
Team size: 10

10%Monthly revenue increase

Results that matter

10%
Increase in sales revenue
By consolidating their sales and service processes into one platform, HPG increased monthly sales revenue by 10%.
15%
Faster payment collection
Using AEP Build to manage Accounts Receivable workflows, HPG accelerated payment collection and improved cash flow.
Faster dispatching and scheduling
With full visibility into past sales and service data, HPG’s dispatch team schedules jobs more efficiently and reduces delays.

The business

About HPG Mechanical

HPG Mechanical is a growing mechanical services business in the Calgary area, offering professional plumbing and HVAC services to Calgarians since 1971. HPG specializes in plumbing, heating & gasfitting and HVAC services for condo building and commercial spaces.

The challenge

Charlotte and her team at HPG were in the middle of their digital transformation journey to improve and streamline their business processes in order to become much more efficient. Their biggest needs were to manage their sales and service workflows but they struggled to find a single solution that could cover all of their unique needs.

HPG’s pre-sales processes required a high degree of customization. However, their existing system’s built-in sales features were too rigid to support their workflows
The company also needed stronger CRM capabilities, including clear pipeline visibility and historical sales reporting
The company needed stronger CRM capabilities, including full visibility into their sales pipeline and the ability to generate reports on historical sales data
After adopting a separate CRM solution to address sales gaps, HPG encountered a new challenge, the CRM did not integrate with their service management software creating information silos between the sales and service teams
Managing multiple disconnected systems increased administrative workload and created inefficiencies

The solution

How AEP Build helped

HPG Mechanical recognized the value of a single, highly customizable platform that could bring together their sales, service and safety processes. Using AEP Build’s workflow automation features, we helped HPG design systems tailored specifically to how they work, eliminating the need for multiple disconnected tools.

Streamlined Quoting Process
AEP Build allowed the team to move away from manual tools like Word and Excel and fully streamline quote creation, tracking and follow-up. With a custom CRM board, every quote is now monitored as it moves through the sales stages, ensuring nothing falls through the cracks and reducing lost revenue caused by forgotten or delayed follow-ups.
Field-Friendly Quote Requests
We also helped HPG implement a field-friendly quote request form, allowing technicians to submit new job requests on the fly. This eliminated reliance on dispatchers to manually enter information and reduced delays, resulting in more jobs being booked and faster response times.
Custom Workflows for Business Operations
Beyond sales, AEP Build’s flexibility allowed HPG to design entirely new workflows for other parts of the business. We supported them in creating boards for Accounts Receivable tracking, which has already led to up to 15% faster payment collection and even recruitment workflows to streamline hiring for open positions.
Continuous Improvement and Scalability
By consolidating sales, service and safety operations into one platform and providing unmatched customization, AEP Build empowered HPG Mechanical to increase efficiency, reduce operational complexity and grow their business.

“We bought into AEP Build because it met our immediate needs and solved our pain points, but we didn’t realize that there were things it could do that we hadn’t really even thought of yet.”

Charlotte Wilson

Vice President, HPG Mechanical

Looking ahead

Efficiency in Action

With AEP Build, HPG consolidated sales, service and safety operations into a single platform. Quoting is now fully tracked through a custom CRM board, ensuring follow-ups are completed and opportunities are not missed. Field teams submit requests directly from job sites, increasing responsiveness and booking efficiency.

Accounts Receivable tracking

These changes resulted in measurable gains, including a