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“
Metrics
Software adapts to
Case Study - HVAC Systems Company
Software Scales to
Help an Award-Winning
HVAC Company Grow
Background
JonLe Heating & Cooling is a Cincinnati-based HVAC systems
company with more than 50 years of experience. The company
installs, repairs, and maintains HVAC systems, and it has
installed more than 50,000 Carrier HVAC systems to date.
With a focus on providing innovative solutions, the company
has grown to service all of the greater Cincinnati area,
reaching into Ohio, Kentucky, and Indiana.
company’s needs over
30 years and more
than $6 million in
revenue growth
Software lowers
manual data entry
by an estimated
50-75 percent
Software helps internal
office operate at twice
the efficiency of
similarly sized companies
THE PROBLEM
Expected Growth Calls for Scalable,
I was really intrigued
by the Davisware
All-in-One Software
In 1990, Greg Leisgang, president of JonLe Heating & Cooling,
knew he needed technology if he wanted his company to
thrive in the rapidly advancing HVAC industry. JonLe Heating
product because,
even at that time, it
addressed the multiple
& Cooling planned to grow in the coming years, and Leisgang
needed field service software that would allow his team to
reach more customers, more efficiently.
Unfortunately, most field service software wasn’t designed
to scale alongside growing companies.
Case Study - HVAC Systems Company 1
modules, and we were
after single-entry
capture of data.”
Greg Leisgang, president of
JonLe Heating & Cooling
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In addition to needing software that was scalable, Leisgang needed software that could help cut out the day-to-day
inefficiencies that were holding his team back.
“At the time, we were doing a lot of spreadsheet programming and database programming,” he recalls. “We were just
looking for a solution that allowed us to wrap our arms around all of the modules that we utilize on the day-to-day basis.”
Even though Davisware was a young company at the time, he says it was this all-in-one approach that initially drew
him to Davisware’s software. He says he saw the potential in all-in-one software to drastically cut down manual entry,
and he was committed to picking the right solution the first time around.
“I was really intrigued by the Davisware product because, even at
that time, it addressed the multiple modules, and we were after
single-entry capture of data,”
THE SOLUTION
30 Years of All-in-One Software
and the Power of GlobalEdge
Leisgang decided to first implement Davisware’s software
in 1990, and over the next 30 years, his team has used it
to push JonLe Heating & Cooling forward. Shortly after
implementation, the JonLe team gradually started adding
functions as new needs popped up.
“When we purchased Davisware, we implemented it module
by module, and the last module we implemented was payroll,”
Leisgang recalls. “Since that time, their technology has
really exploded.”
Rather than having to pick up new software to address every
new function, JonLe was able to adapt Davisware’s all-inone software to its needs. As JonLe Heating & Cooling grew
steadily, Leisgang says Davisware’s software scaled
beautifully alongside the company.
Case Study l Commercial Food Services 2
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At the same time, he says Davisware quickly became a reliable
“
partner—working closely with the team to find solutions that fit
JonLe Heating & Cooling’s goals.
“We provided them with a tremendous amount of feedback,
and they took it,” Leisgang says. “They embraced our good
ideas and put them into their products.”
We provided them
with a tremendous
amount of feedback,
and they took it,”
As advanced as the early systems were, Leisgang says JonLe
Heating & Cooling took its service to the next level when
Davisware launched its flagship program: GlobalEdge.
embraced our good
ideas and put them
into their products.”
Case Study - HVAC Systems Company 3
Leisgang says. “They
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GlobalEdge is a powerful all-in-one field service platform
“
designed to cover every aspect of the field service business.
It lets companies like JonLe Heating & Cooling control
everything from dispatching, job management, and payroll to
inventory management, purchase orders, and more, in one place.
GlobalEdge enables us to
capture all of our receipts,
all of our customer invoices,
and do stuff in an electronic
commerce environment,
where we were never able
to do anything like that
before,” Leisgang says.
“GlobalEdge enables us to capture all of our receipts, all of
our customer invoices, and do stuff in an electronic commerce
environment, where we were never able to do anything like
that before,” Leisgang says.
In addition to providing the convenience of a fully digital
commerce environment, GlobalEdge has helped JonLe Heating
& Cooling eliminate all paper processes and boost productivity
throughout the entire team.
“When we migrated to the [GlobalEdge] SQL environment,
it enabled us to eliminate all of our paper processes,” Leisgang
explains. “We coupled that with the enhancements they’ve
made with their service module, and their remote field service
that we’ve embraced with technician tablets and signature
capture—all of those efficiencies of scale.”
Case Study - HVAC Systems Company 4
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THE RESULTS
“
Growth, Streamlined Processes,
and Higher Profits
In the time since they first implemented Davisware
software, JonLe has grown exponentially. Leisgang
estimates the company’s operation has roughly tripled
in its 30 years with Davisware. What’s more, he says
revenue has climbed from half a million dollars to
roughly $7 million today. All the while, as JonLe grew,
Davisware’s customizable software scaled to deliver
new capabilities for company leaders.
$7 Million
in revenue today
Equally important, GlobalEdge has helped JonLe
Heating & Cooling turn a bigger chunk of that
revenue into profit. By pushing finances and customer
information into a digital environment, the company
has drastically elevated its productivity—especially
in its back offices.
Because his team doesn’t have to bother with
multiple logins or plug numbers into different
programs, Leisgang says he’s seen his office efficiency
skyrocket—requiring an estimated 50 percent less
office labor than similarly sized companies.
“Whereas a company my size might have 10, 12, or more
people in the office, we have four people in our office,
and they handle everything,” Leisgang notes. “We
process our payroll in-house; we do our receivables
and all of our payables. Everything is done by four staff
members. You go into other companies, and they just
can’t believe you can do all of that with such a small
amount of organizational control.”
Leisgang says GlobalEdge has also trimmed down
processes and opened up new opportunities for
growth. By picking up GlobalEdge, he says JonLe has
reduced simple data entry by 50-75 percent. Leisgang
also says the time his team saves is funneled directly
into bringing in, and serving, more customers.
“We were looking for a system where we didn’t need to
input data two or three times to achieve the same end
result,” Leisgang explains. “It enables us to focus more
on sales and focus more on revenue generation than
paperwork processes.”
Today the company’s focus on the customer seems to
have paid off. In addition to driving higher profits, JonLe
Heating & Cooling’s focus on innovation, as well as
its ability to adjust processes to fit customers’ needs,
has landed the company numerous awards, including
ACCA Quality Contractor of the Year and the Carrier
Distinguished Dealer Award.
When we migrated to
50% less
office labor
the [GlobalEdge] SQL
environment, it enabled
us to eliminate all of
our paper processes.”
Case Study - HVAC Systems Company 5
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THE FUTURE
Continuing to Capitalize
on Field Service Trends
In the future, Leisgang says JonLe Heating & Cooling plans to
continue to use Davisware’s powerful GlobalEdge database to
propel the company.
“In the day-to-day operation, we’re capturing so many data
points in the Davisware GlobalEdge software,” Leisgang
explains. “What I want to be able to do is improve upon
getting better information out of all of the data we’re
capturing—to give us better KPIs, to give us better
metrics to run our business.”
In addition to using advanced reports to drive more efficiency,
JonLe Heating & Cooling also plans to use customizable
GlobalEdge features to connect with customers in real time:
“On the service side of things, customers are continuing to
demand more real-time information. I think Davisware is
moving in that direction, and they’ll continue to stay on that
cutting edge.”
As JonLe moves forward, Leisgang says he will continue to
recommend Davisware and GlobalEdge to companies that
want to elevate their performance and gain a competitive
edge—no matter the size.
“I would, I have, and I’ll continue to recommend Davisware,”
Leisgang says. “It doesn’t matter whether you’re like us,
a $7 million company, or a $300 million company; it will all
work the same at a different scale.”
Learn More
Case Study - HVAC Systems Company 6
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