HVAC Services
How JBH Heating & Air Grew Their HVAC Business by Ditching Pen and Paper?
JBH Heating & Air
Company Overview
- Dayton, Ohio
- Established: 2014
- Employees: 3
About The Company
JBH Heating and Air is a local, family-owned HVAC company based in Dayton, Ohio, founded in 2014 by Ben Haws. Driven by a finance background and hands-on trade
experience, JBH takes a “Wealth Preservation” approach using Manual J load calculations to right-size systems and eliminate commission-driven upselling. Their technicians are trained problem-solvers, not salespeople, delivering honest, transparent service to both residential and commercial customers. Built on integrity and community values, JBH is committed to excellence for generations to come.
“Give it a shot. I know it’s a one-year commitment paid up front, but once you get in and start using the software, you will really appreciate it. It is more powerful than other software, let’s say Jobber, which may be more price-conscious. Once you are in, you are really gonna like it. You’re not going to regret trying it out.”
– Ben, Owner, JBH Heating & Air
- Key Results
60%
Faster Scheduling
$45K
Estimated Annual Cost Savings
4 hrs
Daily Time Saved
100%
User Adoption
- The Challenge
When Ben started JBH Heating & Air, he was running a two-person operation himself and one technician, with big growth ambitions but a very manual infrastructure. Scheduling lived in Google Calendar, invoicing was handled through QuickBooks, and customer service history was recorded on paper forms that too often got lost. As the business scaled, the cracks began to show.
Every pricing decision, estimate, and invoice had to be handled by Ben. Technicians would call him mid-job to ask, “What does this repair cost?” pulling him away from running the business.
There were no automated updates to customers, no booking confirmations, no “on our way” notifications, no post-service follow-ups.
“QuickBooks is a good accounting software. It is not a scheduling, tracking, customer database system.”
– Ben, Owner, JBH Heating & Air
- The Solution
Ben put it simply- “QuickBooks is a good accounting software. It is not a scheduling, tracking, customer database system.” He knew what was missing. Once JBH switched to Zen HVAC, everything that had bounced among Google Calendar, QuickBooks, and a stack of paper forms finally had one home. And for the first time, Ben’s technicians could actually do their jobs without pulling him into every decision.
With Zen HVAC, JBH now has an automated customer communication workflow built into every job. When an appointment is booked, the customer receives an email confirmation. When the technician is en route, an automated text message is sent with an estimated arrival time. After the job is complete, another text message goes out requesting a Google review of a workflow that has already started producing measurable results.
“It has taken a lot of me out of the day-to-day operation. That has allowed us to add two more techs to the team, with probably another one coming soon.”
– Ben, Owner, JBH Heating & Air
“Before, they’d call me and say, ‘Hey, the part’s bad — what does it cost?’ Now they find the part, pull it up in the price book, show the customer the price, and handle it. That has freed up more of my time and mental capacity than any other feature.”
– Ben, Owner, JBH Heating & Air
- The Results
Since going live on Zen HVAC in July/August of the prior year, JBH Heating & Air has seen a meaningful operational transformation:
- Team growth: JBH has added two technicians since signing on, with a third likely coming soon.
- Fully paperless: 100% of documentation maintenance forms, invoices, and estimates are now digital.
- Owner freed from the field loop: Ben no longer handles routine pricing, estimates, or invoicing on active jobs.
- Improved Google review volume: The automated post-service review request has led to a measurable increase in reviews.
- Complete service history: Every unit’s model number, serial number, repair history, and maintenance data are stored and searchable.
“We’re 100% paperless now. We don’t have any paper of any kind.”
– Ben, Owner, JBH Heating & Air
“They don’t need to contact me — they can just say, ‘Hey, Mr. and Mrs. Homeowner, we found this part bad, it’s this price, it’s right here in our price book.’ They handle it without me being involved. That has freed up more of my time and mental capacity than any other feature.”
– Ben, Owner, JBH Heating & Air
- Why It Worked
JBH’s success with Zen HVAC came down to three things: the right fit, a smooth start, and a support team that showed up.
Because JBH was already running on QuickBooks, the transition didn’t feel like starting over; it felt like adding the missing piece. Customer data was migrated over in a couple of days, and Ben was self-managing configurations, such as the price book, shortly after launch. No lengthy migrations, no disruptions to daily operations.
From there, the platform just worked. And when questions came up, answers came back reliably, within 24 business hours. For a growing small business where every hour counts, that kind of responsiveness isn’t a nice-to-have. It’s everything.
“The support team is great. Anytime I’ve put a question out, within 24 hours, I have an answer. That side of the platform is equally as great as the software itself.”
– Ben, Owner, JBH Heating & Air
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Read More“It has taken a lot of me out of the day-to-day operation. That has allowed us to add two more techs to the team, with probably another one coming soon.”
– Ben, Owner, JBH Heating & Air
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