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How Cardinal took the bias out of dispatch, lifted average ticket 20%, and scaled through four tuck‑ins

Run on Probook

20%+

Increase in average ticket (first 6 months)

13,000+

New customers across 4 tuck-ins

$715K

Generated by AI CSR bookings in 4 months

“At Cardinal, we’ve been able to successfully tuck in four companies, increase our customer base by over 13,000, and add 14 technicians to the team. And I’m sure that without Probook, we wouldn’t have been able to handle that.”
Tim Pederson

Tim Pederson · Director of Operations, Cardinal

Tim Pederson on partnering.

Overview

Cardinal is a full-service residential HVAC, plumbing, and electrical company serving the Madison and Milwaukee areas of Wisconsin. Founded in 1984, it joined Redwood Services in 2025.

The challenge

Cardinal was growing quickly, and their dispatchers were drowning. Their process was manual and riddled with bias: dispatchers often fell back to assigning by location and relied on gut feel about which technician was “good” at a given call. Dispatch Manager Shawna Aaron spent entire days shuffling the board on emotion. If a technician pushed back on a call, she moved it.

A math problem, not a people problem

Probook replaced the location-and-reputation guesswork with a real-time model that puts the right technician on the right job.

“Probook makes dispatching a math problem instead of a people problem. It takes the bias and emotion out of dispatching.”
Tim PedersonTim Pederson · Director of Operations

Matching techs to the right calls had an almost immediate impact on the top line. In the first six months on Probook, Cardinal’s average ticket across trades rose over 20% year-over-year.

Scale they couldn’t have handled alone

Reliable, automated dispatch let Cardinal scale without scaling their team at the same pace. The company has since tucked in four acquisitions, added more than 13,000 customers, and brought on 14 technicians, and Tim Pederson says they couldn’t have handled that without Probook.

Dispatchers with time to do more

With Probook covering the board, Cardinal’s dispatchers picked up work they never had time for. They now debrief every technician at the end of every job to catch anything that was missed. Before Probook, they were too buried in the board to do any of it.

“If you told me that Probook was gone, I would walk right back out the back door, because that’s not something that I want to go back to.”
Shawna AaronShawna Aaron · Dispatch Manager

AI CSR for afterhours and overflow

Cardinal also added Probook’s AI CSR to answer the afterhours and overflow calls that used to go to voicemail. In its first four months, it booked over 850 jobs and generated more than $715,000 in revenue at an 82% true booking rate.

Why Probook: white-glove service

Cardinal evaluated several AI platforms before choosing Probook. What stood out, and what they credit as critical to these results, was the hands-on support and implementation. Tim Pederson calls the white-glove service “second to none in the industry,” and Dispatch Manager Shawna Aaron says Probook support gets back to them almost immediately.

The results

20%+ YOY increase in average ticket in the first six months on Probook

4 tuck-ins, 14 technicians and 13,000+ customers added, scaled without linear front-office headcount growth

AI CSR booked 850+ jobs and generated $715K in its first four months at an 82% true booking rate, covering afterhours and overflow

Dispatching moved from emotion and bias to real-time and data-driven

Looking ahead

With dispatch running on data and the AI CSR handling overflow around the clock, leadership can keep tucking in companies and adding technicians without piling on headcount. As Tim Pederson puts it, Probook is “hands down one of the best business decisions we’ve made in the last five years.”

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