Install Partners, LLC Case Study

10x Growth Through Targeted Automation


Established in 2015, Install Partners LLC is a large-scale, nationwide service provider specialized in partnering with Big Box retailers to coordinate and execute quality product installations. Their senior managerial group has over 150 combined years of Big Box retail service experience spanning across the country. Install Partners corporate headquarters are based in DFW, TX. At this location they operate a call center where they contact customers and centrally schedule installations across the country. Thanks to their extensive network of contractors, Install Partners holds the distinguished position of being the leading Millwork Installation Company for Lowe's.

Upgrading From Generic Tools

When the company got started, Install Partners realized early on that using technology to run the business was going to be key to success. So the co- owners decided to use one of the generic tools for job tracking to get the business going. After around 2-3 years, Install Partners realized the limitations of the generic tool were constraining their growth. The software was unable to keep up with the high volumes, lacked full automation control, and couldn’t fully integrate into Lowe’s IMS.

After doing some research and asking around, Install Partners found Cilio. The team immediately fell in love with Cilio’s ability to scale with their growth. Cilio immediately exceeded expectations and continues to build value for the team.

Getting behind Cilio “was the most interactive and enjoyable experience we’ve had with a 3rd party IT partner”. It’s been a high-engagement model from the leadership at Install Partners, and from the Cilio service team. The team feels that Cilio's ability to review a key challenge, brainstorm and build a solution is an unsurpassed value. “A hidden gem that most installation companies do not know or believe to be true.”

Transformative Automation

The level of job automation and process customization available with Cilio is unmatched in the installation industry. Also, the out-of-box integrations with Lowe’s make it very easy to hit the ground running. The Install Partners team found a few specific capabilities to be real game changers:

  • High-volume job scheduling across may field techs
  • Superior job tracking with automated communications
  • Dynamic texting for a personalized customer experience
  • Highly specialized workflow delivers the ideal job process

The ability to customize and automate these processes has led directly to the company’s ability to service many more customers with no additional staff.

The team is currently in aggressive expansion mode, using data out of Cilio to build an advanced analytics capability that will help determine how to further streamline and expand.

About Cilio

Cilio offers a secure, web-based platform to automate distribution and management of installed sales. Cilio helps installation contractors of all sizes manage every job from initiation through completion, save time and money, improve communications, and integrate seamlessly with Lowe’s, Home Depot, IME, and other home improvement retailer systems.

Cilio has been a leader in automating home installation business for over 20 years, with many retailer partnerships and over 20,000 monthly users. Don’t hesitate to reach out to the experts at Cilio if you have questions about the tools that help field service professionals succeed in this competitive environment, or to see if our Cilio platform may be a fit for your team. 

Ready to Experience More Growth?

Running a successful field service management company isn’t easy. There’s a lot to handle, from finding and scheduling experienced installers to ensuring customers stay happy and informed throughout the process. It’s easy to feel overwhelmed and fall behind, especially if you’re not investing in the right technologies and products to keep your business operating smoothly.

Read the Top Ten Failures In Field Services Businesses and learn how you can optimize your installation operations!

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