CASE STUDY

How Forge Scaled High-Performance HVAC Sales

Learn how Forge revolutionized their workflow and outpaced competitors by utilizing Conduit Tech.

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ABOUT THE COMPANY

About Forge Heating and Air Conditioning, Inc.

Forge is a modern skilled trades company focused on training and placing top talent in HVAC and other high-demand trades. When building out their HVAC offering, Forge has leaned into the importance of precision, efficiency, and customer trust. With Conduit Tech, they found a tool that could support both field performance and credibility with homeowners. The result has been better installs, stronger sales conversations, and improved operational alignment.

over 200

Scanned Homes

over 100

Sold HVAC Systems

30 minute

Reduction in Load Calculation Time

CASE STUDY VIDEO

Watch the process

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“If you took Conduit away from me, I wouldn’t feel nearly as confident. This tool gives you instant credibility with the homeowner and helps you size equipment the right way. There’s no better way to do the job.”

THE CHALLENGE

Manual Methods for Load Calculations Were Inefficient

At Forge the team understood that accurate equipment sizing would be foundational to delivering high-quality installations. Success in this market depends on trust, and trust is built on doing the job right the first time. Relying on rules of thumb or rough measurements wouldn’t cut it. Incorrect sizing leads to performance issues, comfort complaints, moisture problems, and costly callbacks. Investing in design was key to Forge's mission to deliver excellence from training to installation.

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THE SOLUTION

Implementing Conduit Tech’s LiDAR-Powered Platform

Forge integrated Conduit Tech into its sales and scoping workflow. Field reps began using Conduit to scan homes on site and generate accurate load calculations using real-time data. With Conduit's 3D modeling capabilities, reps could create detailed visuals of the home during the scan and make the sizing conversation more tangible for homeowners. Instead of explaining complex HVAC concepts in abstract terms, Forge’s reps could point to a full rendering of the home and walk through room-by-room decisions. Customers understood what they were buying, why it was recommended, and how it would be installed.

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