Customer story

How Total Refrigeration Services scaled to 6-month commercial projects with predictable profit.

Total Refrigeration Services moved from a single spreadsheet to systemized quoting, granular financials and the confidence to take on larger commercial installation work.

The challenge

Outgrowing the spreadsheet

Like many growing air conditioning and refrigeration companies, Total Refrigeration Services (Totalrs) started out managing their workload the traditional way: a simple spreadsheet that tracked just the job and the price.

But as the volume of work increased, the administrative cracks began to show. The breaking point arrived with a costly realization: eight completed jobs had gone completely uninvoiced, buried and forgotten in a massive, unwieldy list. Worse, five additional jobs had slipped through the cracks and hadn't even been completed. It was clear that to continue growing and serving commercial clients reliably, the spreadsheet had to go.

The solution

Systemized quoting and granular financials

Knowing they needed a bulletproof system to handle complex installations, Totalrs implemented WorkBookPro. Immediately, the software's systemized quoting transformed their workflow, allowing the team to turn around faster, highly accurate quotes for contractors and mechanical clients.

Beyond just winning the work, WorkBookPro's robust profit and loss tracking gave Totalrs the exact data they needed to dial in their pricing and protect their margins on every single installation.

The result

Bulletproof reliability and major growth

The operational impact was night and day. Totalrs now presents a highly reliable, professional front to every client, instilling total confidence that the team knows exactly what they are doing from the first quote to the final invoice.

This operational clarity has unlocked serious growth, allowing the business to confidently bid on massive commercial projects that would have been impossible to manage on a spreadsheet.

In their words
"WorkBookPro has allowed us to take on bigger and more complex jobs without worrying about if we will make a profit. We've completed some large jobs off the back of what WorkBookPro displays to us in the profit and loss, and we came out exactly where it predicted on a massive job that lasted 6 months with 10 people working on it."
James Lennon
Director, Total Refrigeration Services

Product evidence

Forecast profit before the job starts, then track it through delivery.

Totalrs used WorkBookPro's profit and loss forecasting to take on a six-month commercial project with a 10-person crew. Because the software tracked the financial picture accurately, the finished job landed exactly where the system predicted.