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How Icy Hot Heating & Air Conditioning Simplified Scheduling and Grew Faster with ZenTrades

Icy Hot Heating & Air Conditioning

Company Overview

About The Company

Icy Hot Heating & Air Conditioning Inc. has been a trusted provider of residential and commercial HVAC services in Raleigh, North Carolina, since 2008. Known for its 24/7 emergency service and dedication to customer satisfaction, the company has built a strong reputation in the area for reliability, responsiveness, and skilled workmanship. Serving homes and businesses across Raleigh, their team of certified technicians specializes in heating and cooling repairs, installations, and indoor air quality solutions. 

“The hard part was making the switch. Once you’re used to something, it’s hard to change. The unknown is always scary. But honestly, we were glad that we did.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

50%

Faster Scheduling

$100K

Estimated Annual Cost Savings

5 hrs

Daily Time Saved

96%

User Adoption

When Frankie first started Icy Hot Heating & Air Conditioning, he managed every aspect of the business alone. Handling calls, scheduling appointments, and performing installations all at the same time became increasingly challenging as the business grew. Every phone call required him to pull over in the middle of a job, collect customer information, and manually schedule appointments, often while working in attics or crawlspaces under difficult conditions. Over time, word-of-mouth referrals brought in more customers, but managing the growing workload with manual processes created bottlenecks, delays, and operational stress.

During maintenance seasons, the challenge intensified. Coordinating hundreds of client appointments via mass emails and follow-up phone calls was exhausting, and the process often created frustration for both the team and the customers. Frankie realized that if the company was going to grow further, he needed a solution that would take this operational burden off his shoulders while improving the customer experience.

“Every time the phone rang, I’d have to pull over on the side of the road to take the customer’s information and schedule the appointment. I was doing everything – from scheduling to showing up at the job site. Sometimes I’d be in a crawlspace or in a hot attic and the phone would ring, and I’d have to pick it up to schedule the next appointment.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

Frankie discovered ZenTrades while searching for a CRM that could streamline operations and support growth. The platform was able to centralize all scheduling, dispatch, and customer management tasks into a single, easy-to-use system, eliminating the need for constant phone calls and manual data entry.

The onboarding process was seamless. ZenTrades helped migrate customer data from the previous system, set up automated workflows, and configure the platform to match the company’s unique scheduling and dispatch needs. Frankie recalls the process as being smooth and stress-free.

Switching to a new system was initially daunting, but ZenTrades made it easy, providing support and guidance every step of the way.

“You guys took over the hard part. We were using an app, and we had a lot of our customers in that database. You showed us how to load everything into an Excel sheet, and then you took over from there. Next thing you know, the platform was set up for us. No hassle whatsoever.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

“Dispatching and scheduling appointments is now the least of the hassles. The focus is on customers and parts, which are the real priorities, instead of taking down customer info and scheduling jobs manually.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

With ZenTrades, Icy Hot Heating & Air Conditioning has seen tangible improvements in efficiency, customer satisfaction, and operational control. Scheduling and dispatching are no longer a daily headache, allowing the team to devote more time to completing jobs and handling parts and equipment management.

The platform also improved communication with customers, ensuring faster responses and higher satisfaction rates.

Revenue has improved alongside efficiency. ZenTrades’ tools, including email and scheduling automation, have helped the company grow without adding additional administrative staff.

Even minor adjustments, like customizing the web booking button to match the company’s schedule, made a significant difference.

Frankie is also able to stay mostly out of field operations, giving him more time to manage the business strategically.

“I’m happy to report that I’m no longer on the field. I go once in a while just to check things out, but we’re exactly where we wanted to be. Mission accomplished.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

“You guys have been extremely responsive. All I have to do is send a message on WhatsApp, and within a few minutes, you respond. I can get on the phone or Zoom anytime. I’ve never had an issue communicating with you guys.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

Frankie is excited to explore ZenTrades’ AI capabilities to further reduce his involvement in daily operations and continue scaling the business efficiently.

Frankie is confident in recommending ZenTrades to other businesses.

“If I had to rate ZenTrades, it’s a 10 out of 10. Absolutely. For people thinking about enrolling with you guys, I say go ahead and take the leap. You’ll be glad you did.”

 — Frankie, Owner, Icy Hot Heating & Air Conditioning

“It’s definitely been up in revenue. You guys are helping us expand.”


— Frankie, Owner, Icy Hot Heating & Air Conditioning

Ready to Scale Like Icy Hot?

ZenTrades can simplify HVAC scheduling, automate dispatching, and streamline customer communication just like it did for Icy Hot Heating & Air Conditioning.

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