Sasquatch Heat Pumps Were Flying Blind on Operations. We Changed That.
Client Name
Sasquatch Heat Pumps
Industry
HVAC Manufacturing
Technology
ServiceTitan, Azure Data Factory, Azure Databricks, Power BI, AI Chatbot
Location
Canada
Client Name
Sasquatch Heat Pumps
Industry
HVAC Manufacturing
Technology
ServiceTitan, Azure Data Factory, Azure Databricks, Power BI, AI Chatbot
Location
Canada
About
Sasquatch Heat Pumps is a Canadian HVAC manufacturer managing a busy field service operation across multiple departments. Their whole business ran through ServiceTitan, but ServiceTitan alone wasn’t giving them what they needed. The CEO and Services Director could see transactions happening, but they couldn’t easily see how the business was actually performing. There was no way to look across departments and get a clear, consistent read on things. Every time leadership needed answers, someone had to go digging.
The Partnership
We sat down with the CEO and Services Director to understand what decisions they were trying to make and what information they were missing to make them.
Went through how ServiceTitan was being used and where it was falling short Understood what each department needed to track and measure Identified field service as an area where the team needed more than just dashboards Planned the build in a way that kept ServiceTitan as the core while adding real intelligence around it
Challenges
ServiceTitan held all the data but couldn’t give leadership the operational visibility they needed
No way to look across departments and see performance in one place
Every insight required someone to manually pull and piece together information
Field service teams had no quick way to get answers while out on jobs
Solution
- Business Performance Analytics
We pulled the data out of ServiceTitan and built a proper reporting setup around it, so leadership could see what was happening across the business without having to chase it down.
Connected ServiceTitan to Azure Data Factory and Azure Databricks to get the data moving automatically
Built department-level dashboards in Power BI so each team could track what mattered to them
Leadership now had one place to go for a consistent view across the whole operation
- AI Chatbot for Field Service
Beyond the dashboards, the field service team had a different kind of need — they needed quick answers while they were out on jobs, not a report they had to sit down and read.
Built an AI chatbot designed specifically for field service operations
Technicians could ask questions and get relevant information on the spot
Reduced the back and forth between field teams and the office
- Smarter Operational Planning
To help teams move from reactive decisions to proactive planning, we introduced centralized operational insights that made trends and bottlenecks easier to identify before they became larger issues.
Combined operational and service data into a single reporting environment
Helped managers identify delays, workload gaps, and performance trends faster
Reduced dependency on manual spreadsheets and disconnected reporting methods
Improved planning and coordination between field teams, dispatch, and leadership
Results
One place to see how every department is performing, without anyone having to compile it
ServiceTitan data now works a lot harder than it did before
Leadership gets answers quickly instead of waiting for someone to pull a report
Field technicians have a tool that actually helps them while they’re on the job
The whole operation runs with a lot less guesswork than it used to