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.

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 · Director of Operations, Cardinal
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.
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.
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 Pederson · Director of OperationsMatching 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.
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.
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 Aaron · Dispatch ManagerCardinal 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.
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.
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
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.”