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Case study: HVAC & Mechanical Contractors

How a national HVACR provider reduced logistics and procurement costs by 15–20% while improving crane + equipment coordination

The Customer

A national commercial HVACR contractor operating across all major U.S. markets, with $100M–$400M in annual revenue and a field workforce supporting:

    • Preventive maintenance
    • Reactive/emergency service
    • Capital replacements & unit change-outs
    • Large-scale project rollouts
    • Site surveys & assessments

Their daily operations rely heavily on cranes, aerial equipment, jobsite deliveries, and precise sequencing, often across hundreds of locations per week.

HVAC-2
HVAC

Their Challenges

Even with solid procurement discipline and national agreements with major suppliers, they struggled with several systemic issues common to HVAC contractors.

1. Fragmented Field-Level Purchasing

Despite contracted rate structures with crane operators and the national equipment companies, actual ordering behavior varied widely by:

  • Region
  • Technician
  • Project manager
  • Day & urgency level

This inconsistency produced:

  • Wide variance in hauling/mobilization costs
  • Missed opportunities to use approved partners
  • Non-compliant spend
  • Equipment sourced too far from the jobsite

2. Crane + Equipment Delivery Mismatch

This was one of their biggest operational headaches.

Because cranes and aerial equipment came from different suppliers, they struggled to ensure:

  • The lift arrived at the crane operator’s yard on time
  • The operator actually received it
  • The equipment stayed dedicated to the HVAC install
  • It wasn’t used on another contractor’s job
  • The asset wasn’t lost, misplaced, or left idle

Field teams had no centralized place to confirm:

  • What equipment was ordered
  • When it was delivered
  • Whether the crane contractor acknowledged it
  • Whether the asset was on site when the crew arrived

This created unnecessary delays, idle time, reorders, and cost overruns.

3. Materials + Documentation Disconnected From Jobsites

Their project documentation — BOMs, equipment lists, install diagrams, submittals — lived in:

  • Email
  • Shared folders
  • PDFs
  • Project management systems with no operational tie-in

None of it was connected to the actual rental assets or crane workflows.

This created:

  • Inventory confusion
  • Incomplete handoffs
  • No visibility into what materials were on site vs. in transit
  • Repeat calls and re-deliveries
  • Unnecessary rental days

4. No Unified Visibility Across Regions

Leadership lacked a consolidated view of:

  • Spend by customer, region, or program
  • On-rent vs. idle equipment
  • Crane mobilization patterns
  • Rate card compliance
  • Vendor performance
  • Opportunities for savings

Procurement had data.
Finance had data.
Operations had data.

None of it was connected.

The SiteStack Solution

SiteStack delivered a unified jobsite logistics system that tied together suppliers, crane operators, project documentation, and multi-site execution.

✓ Standardized Vendor Selection

SiteStack automatically scored and recommended suppliers by:

  • Price
  • Distance to jobsite
  • Hauling/mobilization impact
  • Availability
  • Historical performance

This removed field-level guesswork and eliminated non-compliant purchases.

✓ Crane + Equipment Orchestration in One Control Plane

For the first time, the contractor could see:

  • What equipment was ordered
  • When it was delivered
  • Whether the crane operator received it
  • When the lift was scheduled for install
  • Whether it drifted to another subcontractor

SiteStack allowed the team to stage and sequence crane + equipment workflows together, reducing misfires, reorders, and unnecessary extra days on rent.

✓ Materials & Documentation Embedded Directly Into the Jobsite

SiteStack enabled the contractor to upload:

  • BOMs
  • Work orders
  • Scope sheets
  • Install diagrams
  • Material lists
  • Delivery receipts

Once uploaded, materials and documentation became part of the job’s operational workflow.

This unified materials + equipment + crane sequencing in a way no other system does.

✓ Gap Coverage Through the BigRentz Network

When preferred suppliers lacked availability or local coverage, SiteStack automatically surfaced alternate supply points across 14,000+ locations nationwide, ensuring consistency on remote or rural job sites without adding new vendor relationships.

✓ Program-Level Visibility Across Hundreds of Sites

Leadership gained a consolidated view of:

  • Spend by customer or program
  • Region-level performance
  • Idle equipment exposure
  • Crane usage patterns
  • True cost of service delivery
  • Forecasting vs. budget

This turned what was previously reactive chaos into proactive control.

The Impact

Across $5M in annual logistics and rental spend, SiteStack delivered:

➡ 15–20% Cost Reduction

Driven by:

Better hauling decisions
Improved operator coordination

Reduced idle time

Fewer duplicate rentals
Tighter rate-card adherence
Elimination of re-orders and “missing” equipment

➡ Consistent Execution Across All Regions

Every install crew followed the same workflow — regardless of location, manager, or urgency.

➡ One System for Cranes, Equipment, Materials & Documentation

Project teams, procurement, and finance were finally working from the same information.

Ready to get started? Speak to sales about how SiteStack can benefit your business.