About the company

Oxford Mechanical serves condos, high-rises, and commercial properties with commercial plumbing work that demands tight coordination — bids, crews, compliance, and project execution all at once.

They engaged Affiniti to grow revenue without ballooning overhead: better capture of opportunities, clearer job execution, and automation that pays for itself in PM time.

This was not a “website overhaul” — it was systems work tied to how money moves through the business.

What we built

  • Lead and bid workflows with clearer handoffs from intake to dispatch
  • Job documentation patterns so PM and field stay aligned
  • Automation for recurring admin and reporting tasks
  • Internal tools that reduced rework and sped up invoicing visibility

What we achieved

$1M+
New revenue in the first 12 months
~35%
Of PM costs recovered via efficiency

What they're on track for

  • →Continued margin improvement as automations cover more job types
  • →Scaling commercial bids without linear headcount growth
  • →Deeper integration between field data and financial reporting

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