Starting a new business in commercial HVAC isn’t for the faint of heart.
Sloan Mechanical had just two employees on day one, including Founder and President Dave Sloan.
But from the start, the plan was clear:
Build a service-first company that could compete with Pittsburgh’s legacy contractors and win on speed, clarity, and trust.
No paper. No duct-taped systems. No chasing approvals or redoing quotes. Just fast answers, strong relationships, and a platform built to keep every job moving by bringing quotes, billing, and scheduling together in one place.
“We’re not trying to compete with mom-and-pop shops,” Dave said. “We’re aiming higher. That means being more organized, more transparent, and way more responsive.”
With BuildOps, that vision went live from day one.
In just 12 months:
When your business is young, every dollar and every decision matters. That’s why Sloan Mechanical gets quotes out faster, delivers service faster, and builds trust that keeps business coming back with BuildOps powering every step.
At Sloan Mechanical, every quote goes out the same day, usually within hours. The impact?
Dave’s team now sees approval rates hit 75%, a major jump from the ~50% he saw at his previous company.
“If a customer calls with a dead unit, and they get a quote an hour later, they’ll approve it right there,” he said. “Wait three days? It’s off their radar.”
It’s not just speed. It’s experience. Quotes are clear, accessible, and easy to approve. Customers sign off in a few clicks, and the job gets moving. That responsiveness sets Sloan apart—and keeps the pipeline flowing.
Christine Aupke, Vice President of Operations, keeps the company moving without the usual back-office bloat.
With BuildOps, she’s handling it all backed by tools that remove steps, clicks, and chaos.
“If we were still on the legacy system we used at my old company, we’d already need another person,” Dave said. “BuildOps gives us leverage. Full stop.”
For every maintenance contract, Sloan Mechanical delivers a Capital Assessment Report—a clear, actionable snapshot that helps building owners plan ahead and budget smarter.
“Even if they don’t choose us,” Dave said, “I want them to have a clear plan. That’s how we earn trust.”
These reports aren’t just paperwork. They’re proof Sloan understands what matters to customers: visibility, control, and no surprises down the line.
And when it’s time to turn those insights into real work, BuildOps CRM+ keeps every proposal moving—tracking what’s sent and what needs follow-up. It’s how Sloan’s team stays organized, responsive, and always ready to close.
In an industry where even established shops struggle with backlogs and communication gaps, Sloan Mechanical used clarity and control as their edge.
BuildOps wasn’t just a tool. They made it their operations playbook.
“I can’t out-size the larger shops,” Dave said. “But I can out-inform them with clearer quotes, better communication, and answers before they even ask the question. That’s how we become the partner they rely on when it’s time to make the call.”
That mindset, and that system, helped a newcomer feel like a seasoned pro.
Sloan Mechanical didn’t wait to scale before getting serious about systems.
They started with BuildOps and used it to run lean, quote fast, and deliver a customer experience that speaks for itself.
Same-day quotes. 75% capture rates. A lean team doing big things.
That’s what happens when the right team meets the right platform.
FIELD SERVICE MANAGEMENT SOFTWARE
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