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GreenTree Air Conditioning

$
9,433

refund recovered

$
10,740

new annual discounts

$
20,173

total first-year savings

Service Titan Refund of $9,433 Secured, plus $10,740 in New Discounts

The Problem:

GreenTree Air Conditioning was paying $6,363/month for ServiceTitan, the industry-standard CRM for trades businesses. Both the business owner and CFO had tried negotiating for years with no success. ServiceTitan wouldn’t budge—even though the customer was being overcharged.

What We Discovered:

Our first negotiation attempt also failed. ServiceTitan refused to negotiate. But we didn’t give up. We waited three months and tried again with a different strategy, leveraging our expertise and the company’s payment history.

The Results:

  • $9,433 recovered refund
  • $10,740 in annual savings
  • No service changes or disruptions
  • $20,173 total first-year savings
  • On-going monthly monitoring

The Lesson:

Mission-critical software vendors bet on customer dependency. They know you can’t easily switch, so they refuse to negotiate—especially with busy CFOs and owners who don’t have time to make this their full-time job. Success requires expertise, persistence, and timing strategy. That’s exactly what we do—make lowering your expenses our full-time job, so you don’t have to.

“They have been amazing helping us. You just dont know what you dont know. They have saved us a lot of money over the years. “

— Chad Aitken, GreenTree Air Conditioning Inc

Industry Industry

Construction - HVAC

Location Location

Pompano, Florida

Challenge Challenge

The client’s ServiceTitan CRM costs had steadily increased, prompting a review that uncovered overbilling errors and unused service features resulting in unnecessary monthly expenses.

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