Case Study: Capturing Lost Revenue at one of Southern California's Largest HVAC Shops

July 24, 2025

By Willa Frej

Challenge

One of Apex Cooling & Heating's shops approached Pika in the summer of 2024 with a backlog of $160,000 in TECH Clean CA rebates, dating back over 12 months. The internal team had been submitting rebate applications haphazardly, not tracking the status of submitted claims. As a result, over 70% of submissions were being kicked back — and the kickbacks weren't being addressed.

Solution

This Apex shop enlisted Pika to tackle the backlog and see what could be done about both the erroneous submissions and the rebate applications never submitted. In a period of 2 weeks, Pika's technology dug in, addressing old kickbacks and submitting brand new applications.

Results

Apex Cooling & Heating case study results

Pika was able to recapture over $130,000 in lost revenue for this Apex shop. The missing $30,000 was due to the TECH Clean CA program running out of funds, and Pika has the opportunity to resubmit these claims as of July 15, 2025. There was a further $50,000 in lost revenue due to missing photos or serial numbers — so along with the TECH program's relaunch in July 2025, Pika plans to retrain this shop's sales and install teams to avoid missing info moving forward.