Case Study: How MSI Mechanical Systems moved to same-day invoicing with ServiceTrade
Key results
The challenge
MSI Mechanical Systems, a $10M+ commercial mechanical service contractor founded in 1995, had run on paper for nearly 30 years. Leadership evaluated many solutions but found most too large, too construction-focused, or not built for the service side of the business.
The solution
MSI adopted ServiceTrade to digitize service delivery and billing, running paper and digital in parallel for six months before fully transitioning to the platform.
“Change is hard. But if you want to improve and compete, you have to embrace it. ServiceTrade helped us make that leap.”
BHBrian HooperPresident, MSI Mechanical Systems
The results, in context
After adopting ServiceTrade, MSI reduced its billing cycle from 30 days to same-day. Preventive maintenance contracts represent roughly 20% of the business and generate about $2 million in recurring revenue.