An inside look at Genz-Ryan's tech stack

Travel about 20 minutes south of Minneapolis and you’ll find Genz-Ryan, an HVAC, plumbing, and electrical company serving the Twin Cities for almost 75 years. 

• At the helm of the operation, which counts over 100 employees, is Jon Ryan, a tech-savvy Midwesterner, who shared with us the technology powering his company in a 50-minute conversation. 

The big picture: Seven core pieces of software keep Genz-Ryan running: ServiceTitan (including Phones Pro), Avoca, Faraday, measureQuick, Rilla, Buck.ai, and Hatch. 

What’s happening: Ryan gave us some color on each one: 

• Phones Pro: “It’s been great for outbounding. If you’ve been around for 5 to 10 years, you need to be mining your existing customer base. They say about 8% of your base will need a replacement in a given year, assuming a 12 to 15-year lifespan.”

• Avoca: “We plug in our own rubrics and scripts and the AI analyzes calls. It’s useful because you can go back and see exactly where [CSRs] aren’t following the process. We’re also using it for after-hours and overflow.”

• Faraday: “We all have problems with technicians not entering serial and model numbers or entering the wrong numbers of installed equipment, so we’re able to take pictures of anything with a serial number, and it puts that information into our equipment list in ServiceTitan. It also searches the manufacturer and federal database for recalls.”

• measureQuick: “Basically, it takes all the gauges that we’re supposed to be using on every service call, grades the system A through F, and puts it into a plain English report that you can give to homeowners.”

• Rilla: “We’re effectively able to do ridealongs with technicians every day, and coach them in real-time.”

• Buck.ai: “It pulls your calls, recommends a schedule to publish, and then pushes it into ServiceTitan. And it’ll reconfigure your dispatch board on whatever interval you set — we do it every hour. There was some light functionality we liked better about Buck than ServiceTitan’s Dispatch Pro.” 

• Hatch: “Hands down, every company should explore something like Hatch or Chiirp for re-hashing, speed to lead, and nurturing. It aggregates all of our Facebook and Instagram messages, and Contact Us forms, and we can automate responses.”

Of note: The company takes a slightly different approach to measureQuick than most. 

• “In the A through F rating, [a customer’s system] needs to have at least an 85% score before we bring them on as a service plan member,” Ryan explains.

• Why? “Everyone has those system installs you’re going back on, but it gives credibility to what you’re doing,” he says. 

• “You’re handing the homeowner a report that says ‘Your system is installed correctly.’ If they have problems, we can say, ‘Your system had a 99% score when it was installed, and we can score it again to ensure proper operation and system health.’” 

Zoom out: While Genz-Ryan utilizes a plethora of software, Ryan quickly pointed out that it’s not just for sh*ts and giggles.

• “You can go broke spending all of your money on technology enhancements, so you have to be very clear upfront about what you’re expecting from it,” he says. 

• “Am I installing this because it’s cool? Or can I pinpoint a specific ROI or cost savings?” 

On contracts: Ryan suggests that contractors should negotiate not just price, but contract terms with every new technology vendor.

• “I think it would behoove you to get an opt-out. Before you get locked into a 12-month agreement, you should ensure that you have adequate time to test it,” he says. 

• “And don’t go for 30 days, [because] you’re gonna need at least 60 to 90 days to evaluate it,” he adds.

• “Every sales rep will tell you that their product will butter your bread and fold your laundry, but it won’t.”

On implementation: “Every implementation needs a champion — someone who owns it. They may not do all the work, but they own the process,” Ryan notes. 

• “I’d also check references,” he says. “Get three or four references, and if everyone can’t tell you a decent amount of pain points, then don’t do it, because they’re not telling you everything.”

• Yes, but: “If you’ve got one or two people, you probably don’t need all of this automation. However, I’d say you do need a re-hash solution like Hatch,” he adds. 

On execution: There’s a difference, Ryan notes, between knowing which technology is available, and actually using it. 

• “If it’s been a year [since you brought in Rilla] and nothing’s improved, well, what did you do?” he asks. “‘We didn’t have time to analyze everything.’ Okay, your fault.”

• “‘My top tech refused to report everything so no one else took it seriously and we didn’t take action.’ Okay, again, your fault.”

The bottom line: “These systems rely on you putting in data — and garbage in equals garbage out. They’re only as good as the execution and the people behind the execution.” 

Editor’s note: This is not a paid endorsement for any of the products named. 

Links: ServiceTitan, Avoca, Faraday, measureQuick, Rilla, Buck.ai, Hatch 

📫️ To get stories like this delivered to your inbox every week for free, subscribe to our newsletter here.