Boston HVAC Contractor Boosts Booked Jobs by 75% with Mass Save Heat Loan Automation

Background

The customer is a leading HVAC contractor in the Boston area with deep expertise in high-efficiency heat pump installations. The company has built its reputation on helping homeowners take advantage of Massachusetts' generous incentive programs, particularly the Mass Save Heat Loan and rebate offerings.

While these programs are highly attractive for customers, they are also notoriously complex—especially the heat loan process. Homeowners often face lengthy multi-step paperwork requirements that slow down installation timelines and create administrative bottlenecks for contractors.

The Challenge: Mass Save Incentive Complexity

Prior to working with Pika, the customer frequently saw jobs get stuck in the "pending installation" phase. The issue wasn't equipment availability or scheduling capacity—it was that loan applications and rebate paperwork were taking customers too long to complete. Missing documents, delayed submissions, and long approval cycles kept projects in limbo, leaving them with a growing backlog of installs and frustrated customers waiting for work to begin.

The Solution: Pika's Automation Tools

In June 2024, the customer partnered with Pika to streamline the loan and rebate paperwork process. By leveraging Pika's automation tools, their customers were able to complete their applications and submit the required documents much more quickly. Pika simplified the multi-step process, ensuring that homeowners didn't stall at critical hand-off points and allowing their team to move projects through the funnel with fewer manual touchpoints.

The Results: Faster Installs and Higher Revenue

In just two months, the customer saw measurable improvements across its operations:

• 52% reduction in install backlog as projects cleared the "pending installation" phase faster

• 75% increase in the dollar value of scheduled/booked jobs, directly tied to accelerating customer paperwork completion

With Pika, the customer transformed one of its biggest administrative pain points into a competitive advantage—enabling the company to deliver faster installations, higher customer satisfaction, and stronger revenue growth.