Customer Stories / Milestone
Milestone Electric, A/C, & Plumbing
HVAC, Plumbing, and Electrical • Dallas / Fort Worth Metro, TX

How Milestone increased online lead conversion and improved marketing efficiency with ScheduleBot

With ScheduleBot replacing their previous online scheduler, Milestone converted more online demand into booked jobs and made their marketing spend work harder across the business.

2.5x

increase in online conversion rate

2,500+

jobs booked through Second Chance Leads
Trade
HVAC, Plumbing, and Electrical
Team size
400 employees
Primary problem solved
Online lead conversion and marketing efficiency
CRM
ServiceTitan
Annual revenue
$100M
ScheduleBot live since
October 2024

Company Overview

Milestone Electric, A/C, & Plumbing is a large, multi-trade home services company serving the DFW metro area. With significant marketing investment and thousands of online leads each month, online scheduling plays a critical role in how demand turns into revenue.

At Milestone’s scale, even small inefficiencies in lead capture and conversion can have a major impact on revenue and margins.

The problem

Before ScheduleBot, Milestone was seeing online scheduling conversion rates of only 20 to 25 percent with their previous scheduler. Thousands of customers were starting the scheduling process each month, but only about one out of every four ever completed it.

That gap had real consequences. Marketing spend as a percentage of revenue was higher than it needed to be. Revenue and margins were being left on the table. Leads that did not complete the scheduler were lost permanently, with no way to follow up or recover them.

The previous scheduler also lacked the flexibility Milestone needed. As a large business with complex service offerings and booking rules, they needed a system that could adapt to how they actually operate.

The solution

Milestone chose ScheduleBot to improve online lead conversion and make marketing dollars more efficient.

ScheduleBot helped them:

Convert significantly more online leads into booked jobs
Retain and follow up with leads that did not finish booking
Recover opportunities that were previously lost
Customize the booking experience to match their business rules
Book clean jobs directly into ServiceTitan

Instead of forcing Milestone into a rigid workflow, ScheduleBot adapted to how their team runs the business.

“Anyone who is even thinking about using ScheduleBot, you absolutely have to. It’s critical for operating your business at high efficiency.”
— Alan Tuttle

The results

After switching to ScheduleBot, Milestone saw a clear improvement in performance.

  • 2.5x increase in online lead conversion compared to their previous scheduler
  • Thousands of leads now captured and followed up instead of lost
  • Higher revenue from the same marketing spend
  • Improved margins driven by better booking efficiency

Online scheduling went from a bottleneck to a reliable growth lever.

The impact

Fewer lost leads and less manual work chasing incomplete bookings.

Jobs arrive with the right details, making it easier to schedule and assign technicians efficiently.

Lower cost per lead, improved marketing efficiency, and more revenue from the same spend.

Stronger margins, more predictable performance, and confidence that marketing dollars are being used effectively.

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