Summit HVAC: From Spreadsheet Chaos to Weekly Operating Rhythm

Summit HVAC had CRM, accounting, and marketing tools — but leadership still assembled performance in spreadsheets every Monday. Margin One mapped their KPI framework around maintenance agreement penetration, technician utilization, and marketing cost per booked job. M1COS connected QuickBooks and Housecall Pro data into executive and marketing dashboards. Within one quarter, the ownership team ran a consistent weekly operating meeting with scorecards every department owned.