Construction management software

HPG Mechanical Replaces Multiple Tools and Increases Sales by 10% with Ontraccr

Industry/Services

Commercial & Residential Plumbing, Heating & Gasfitting, HVAC.

Number of Employees

Location

Alberta

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%.

Up to 15% Faster Payment Collection

Using Ontraccr 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.

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.

Background

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.

Ontraccr Solution

HPG Mechanical recognized the value of a single, highly customizable platform that could bring together their sales, service and safety processes. Using Ontraccr’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

Ontraccr 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, Ontraccr’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, Ontraccr empowered HPG Mechanical to increase efficiency, reduce operational complexity and grow their business.

Implementation Journey

From concept to deployment across multiple municipal partners

* This level of deployment is necessary only for large companies like Mainroad Group. For smaller businesses, the implementation process is much simpler and quicker, without requiring the same level of involvement and resources.

Strategic Deployment

Phase 1

Mainroad Group rolled out the system in stages, beginning with larger divisions to identify and address potential issues early on.

Key deliverables:

Deliverable 1

Strategic Deployment

Phase 1

Mainroad Group rolled out the system in stages, beginning with larger divisions to identify and address potential issues early on.

Key deliverables:

Deliverable 1

Strategic Deployment

Phase 1

Mainroad Group rolled out the system in stages, beginning with larger divisions to identify and address potential issues early on.

Key deliverables:

Deliverable 1

Results

Efficiency in Action

With Ontraccr, 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 accelerated payment collection by up to 15%, while recruitment workflows improved hiring processes. Eliminating data silos improved visibility across departments and reduced operational friction.

These changes resulted in measurable gains, including a 10% increase in sales revenue, faster cash flow and improved operational efficiency. HPG now operates on a unified system that supports continued growth and digital transformation.

HPG Mechanical Replaces Multiple Tools and Increases Sales by 10% with Ontraccr

Industry/Services

Number of Employees

Location

Results That Matter

About HPG Mechanical

The Challenge

Ontraccr Solution

““We bought into Ontraccr 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.”

Implementation Journey

From concept to deployment across multiple municipal partners

Strategic Deployment

Key deliverables:

Strategic Deployment

Key deliverables:

Strategic Deployment

Key deliverables:

Efficiency in Action

Let's tailor Ontraccr to fit your business