[Video] Customer Story: HELP Home Services

We went from 7,000 club members to 13,000 with GoFormz.
— Larry Banas, Sales Manager, HELP Home Services

About HELP Home Services

Located in Cincinnati, Ohio, HELP Plumbing, Heating, Cooling, Electric, and Drains proudly serves the tri-state area, including Indiana, Northern Kentucky, and the greater Cincinnati region. They specialize exclusively in residential services, ensuring homeowners receive expert care for their essential home systems. The HELP team provides comprehensive heating, ventilation, and air conditioning solutions, offering repair and replacement services. HELP also offers comprehensive plumbing, electrical, and insulation services. 

Challenge

HELP Home Services relied entirely on paper and pencil—sometimes even using napkins if they were available. This outdated method led to frequent errors, redundant data entry, illegible notes, and a disconnect from HELP’s ERP system. To streamline operations, they needed a digital form solution that could accurately capture information and seamlessly bridge the gap between systems.

Solution

The HELP team transitioned from paper to digital by implementing online, shareable club membership forms, resulting in an 86% program growth in just one-third of the time. By utilizing features like Conditional Logic, Automatic Calculations, and Automated Workflows, the team now benefits from real-time, accurate data efficiently routed to the appropriate personnel, improving data management and overall processes.

Results

  • 86% growth in club memberships 

  • Eliminates human error via Automatic Calculations

  • Automatically routes relevant form pages to each department, ensuring teams receive only the information they need, reducing confusion and improving efficiency

  • Reduces data redundancy 

Forms

  • HELP Club Membership Form

  • Sales Form

  • Commission Form

Read HELP Home Services’ full customer story to learn more about utilizing the GoFormz platform for seamless data collection, streamlined processes, and more thorough documentation.