CSI Mechanical
CSI Mechanical is a family-owned HVAC services company in Shelby, NC, installing and servicing Trane heating, cooling, and commercial refrigeration systems for residential and small commercial customers across Cleveland County and surrounding western North Carolina communities.
- Company typePrivate
- Founded2010
- HeadquartersShelby, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What CSI Mechanical does
CSI Mechanical LLC is a family-owned HVAC services company headquartered in Shelby, North Carolina, founded in 2010. The company installs, repairs, and maintains heating, cooling, and air quality systems for residential and commercial customers across Cleveland County and surrounding communities in western North Carolina. It operates as a dedicated Trane dealer and an authorized Generac dealer, offering a full portfolio of Trane HVAC equipment (air conditioners, heat pumps, furnaces, air handlers, ductless systems, geothermal units, and thermostats) along with complementary product lines from Noritz (tankless water heaters), Hoshizaki (commercial ice machines), Generac (standby generators), Everest Refrigeration, and Everpure (water filtration). The company also provides commercial refrigeration services, including walk-in coolers, freezers, and ice machines for restaurants and food service operators.
The business generates revenue through installation projects, service calls, and maintenance contracts. Service agreements provide recurring annual revenue via two performance tune-ups, 24-hour priority service, and discounts on parts, labor, and new equipment purchases. Extended warranties on installed systems add further revenue. The company enables larger purchases through financing partnerships with Wells Fargo and Hearth, allowing customers to spread payments over time. Operations are managed using GoHighLevel CRM for lead and SMS communication management and ZipSolutions for field service scheduling, with an A2P SMS program registered under 10DLC standards. Customer acquisition is driven by Google Ads, Meta Ads, organic Google Reviews, and a content blog. The owner personally conducts all estimates, and the team of 7 employees carries 60+ years of combined HVAC experience and 140+ years of combined refrigeration experience.
CSI Mechanical firmographics
Firmographics- Name
- CSI Mechanical
- Legal name
- CSI Mechanical LLC
- Website
- https://csimechanical.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CSI Mechanical is a family-owned HVAC services company in Shelby, NC, installing and servicing Trane heating, cooling, and commercial refrigeration systems for residential and small commercial customers across Cleveland County and surrounding western North Carolina communities.
- Ownership category
- akta.pro rank
CSI Mechanical industry classification
Industry- Product category
- HVAC Services
- NAICS
- Plumbing, Heating, and Air-Conditioning Contractors (23822), Plumbing, Heating, and Air-Conditioning Contractors (238220), Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance (8113)
- akta.pro primary industry
- HVAC Installation, Service & Repair (IMAIABAA)
- akta.pro secondary industries
- HVAC Diagnostics, Troubleshooting & Repair (HSAOAHAB), Ice Machine Installation, Cleaning & Repair (HSAOAJAH)
Keywords
Where CSI Mechanical is headquartered
LocationHeadquarters
- HQ city
- Shelby
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CSI Mechanical business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Infrastructure
Revenue model
- HVAC Services: Installation, repair, and maintenance of heating and cooling systems for residential and commercial customers. Revenue generated through service calls, new installations, and system replacements.
- Commercial Refrigeration: Sales, installation, repair, and maintenance of commercial refrigeration equipment including walk-in coolers, freezers, ice machines, and refrigeration systems for restaurants and businesses.
- Generator Sales & Service: Sales, installation, and maintenance of Generac standby and portable generators for residential and commercial backup power.
- Service Agreements: Annual maintenance contracts providing regular tune-ups, priority service, and discounts on repairs and parts. Generates recurring revenue from enrolled customers.
- Financing Services: Partnership with Wells Fargo and Hearth to provide financing options for customers, enabling higher-value purchases of HVAC systems and equipment.
- Water Filtration: Installation and service of Everpure water filtration systems for residential and commercial customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Service Agreement Benefits |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
CSI Mechanical product offering
Product offeringCore offering
CSI Mechanical is a family-owned HVAC contractor that sells, installs, and services heating, air conditioning, commercial refrigeration, and backup generator equipment for residential and commercial customers. As a dedicated Trane dealer and authorized Generac dealer, the company installs and services Trane HVAC systems (air conditioners, heat pumps, furnaces, air handlers, ductless units, geothermal systems, thermostats, and indoor air quality products), Generac standby and portable generators, Noritz tankless water heaters, Hoshizaki commercial ice machines, and Everpure water filtration systems. The company also offers annual preventive maintenance service agreements with priority dispatch and discounts, extended warranties, and financing through Wells Fargo and Hearth for customers in Shelby, NC and surrounding Cleveland County communities.
Product overview
CSI Mechanical is a family-owned HVAC service company that installs and services heating, cooling, and refrigeration equipment. The company operates as a Trane dealer offering a comprehensive portfolio of branded products centered on Trane HVAC systems (air conditioners, furnaces, heat pumps, air handlers, coils, ductless units, geothermal systems, thermostats, and indoor air quality products). Complementary product lines include Noritz tankless water heaters, Generac generators, Hoshizaki ice machines, and Everpure water filtration systems. Services include preventive maintenance programs, service agreements with priority dispatch and discounts, and extended warranties. The company serves residential and commercial customers throughout Shelby, NC and surrounding communities.
Differentiator
Problem solved
Functional benefit
Products and services
- Residential and Commercial HVAC Systems (Trane Heating and Cooling) Complete Trane heating and cooling system offerings including air conditioners (14-22 SEER), heat pumps (up to 21 SEER / 10 HSPF), indoor gas furnaces (80%-97.3% AFUE), air handlers, evaporator coils, ductless mini-split systems, geothermal heat pumps (up to 40 EER), programmable and connected thermostats with WiFi/Nexia controls, and indoor air quality components (humidifiers, air cleaners up to 99.98% efficient, fresh air ventilators, filtration media). Sold and installed for residential and commercial customers across Shelby, NC and surrounding communities.
- Tankless Water Heaters (Noritz)
Quantifiable outcome
- Reduce energy costs through regular maintenance and coil cleaning - dirty coils can reduce efficiency by 21%, potentially wasting up to $315 per year on a $1,500 annual heating/cooling bill.
- +2 more outcomes
Companies that use CSI Mechanical
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles2 records
CSI Mechanical technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
CSI Mechanical partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and support.
- TranecoreCSI Mechanical is a dedicated Trane dealer, offering Trane heating and cooling systems including air conditioners, heat pumps, furnaces, air handlers, thermostats, and indoor air quality products. This partnership provides access to Trane's full product lineup and brand reputation.
- GeneraccoreCSI Mechanical is an authorized Generac dealer providing sales, installation, and service of Generac standby and portable generators. Generac is the #1 selling brand of home backup generators.
- Wells FargosupportFinancing partnership providing flexible payment solutions for HVAC purchases through Wells Fargo home project credit cards, helping customers afford new heating and cooling systems.
- HearthsupportFinancing partnership through Hearth offering flexible payment solutions for heating and cooling system purchases.
- NoritzcoreCSI Mechanical offers Noritz tankless water heaters including residential and commercial models with various capacity and efficiency ratings.
- HoshizakicoreCSI Mechanical provides Hoshizaki commercial ice machines and refrigeration equipment to businesses, including cube ice, cubelet ice, crescent ice, flake ice, and scale ice machines.
- EverpuresupportCSI Mechanical installs and services Everpure water filtration systems for residential and commercial applications, providing cleaner and safer water.
- Everest RefrigerationsupportCSI Mechanical services and installs Everest refrigerators and commercial refrigeration equipment for restaurants and food service facilities.
- GoHighLevelsupportCRM platform used for lead management and SMS delivery automation.
- ZipSolutionssupportJob scheduling and field service management platform for dispatch and service operations.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
CSI Mechanical competitors and assessment
Company assessmentDirect peers
- Goettl Air Conditioning & Plumbing: Residential HVAC and plumbing service company in the Southwest US with comparable offerings: heating, cooling, air quality, and service agreements. Comparable in service mix, recurring-revenue structure, and contractor-style operations.
- One Hour Heating & Air Conditioning: National HVAC service franchise offering residential heating, cooling, and indoor air quality services with similar customer base and service mix to CSI Mechanical. Directly comparable as a residential HVAC contractor leveraging brand-backed service delivery.
- Coolray Heating & Cooling: Southeast US-based residential HVAC, plumbing, and electrical services company. Comparable multi-trade home services model with similar residential customer focus, service agreement offerings, and geographic profile in the Southeast.
- Horizon Services: Mid-Atlantic residential HVAC, plumbing, and electrical services company. Comparable in service breadth (HVAC plus complementary trades), technician-driven model, and service-agreement-led recurring revenue strategy.
Broad incumbents
- Carrier Corporation: Global HVAC equipment manufacturer competing in the same product categories CSI installs. Comparable as a competing brand whose dealer networks overlap with CSI's service area and customer base.
- ARS / Rescue Rooter (American Residential Services): Large national residential services company offering HVAC, plumbing, and sewer services across many US markets. Comparable service categories but operates at significantly larger scale and broader geographic footprint than CSI Mechanical.
- Trane Technologies: Major HVAC equipment manufacturer whose products CSI Mechanical installs and services as a dedicated dealer. Relevant as the brand-and-equipment partner whose product portfolio and dealer program shape CSI's go-to-market.
Others
- Mr. Sparky Electric: National electrical services franchise operating in the same home services channel alongside residential HVAC contractors. Adjacent trade with shared customers and similar local-service business model, but not directly competitive on HVAC.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
CSI Mechanical social profiles
Digital presenceCSI Mechanical financial estimates
Financial estimateRevenue estimate
Valuation estimate
CSI Mechanical leadership team
Management profileNumber of profiles
CSI Mechanical funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CSI Mechanical M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CSI Mechanical
What does CSI Mechanical do?
CSI Mechanical is a family-owned HVAC contractor that sells, installs, and services heating, air conditioning, commercial refrigeration, and backup generator equipment for residential and commercial customers. As a dedicated Trane dealer and authorized Generac dealer, the company installs and services Trane HVAC systems (air conditioners, heat pumps, furnaces, air handlers, ductless units, geothermal systems, thermostats, and indoor air quality products), Generac standby and portable generators, Noritz tankless water heaters, Hoshizaki commercial ice machines, and Everpure water filtration systems. The company also offers annual preventive maintenance service agreements with priority dispatch and discounts, extended warranties, and financing through Wells Fargo and Hearth for customers in Shelby, NC and surrounding Cleveland County communities.
Is CSI Mechanical a public or private company?
CSI Mechanical is a private company. It is classified as family owned and is currently operating.
When was CSI Mechanical founded?
CSI Mechanical was founded in 2010. It employs 1 to 10 people.
Where is CSI Mechanical based?
CSI Mechanical is headquartered in Shelby, United States, in the North America region.
How does CSI Mechanical make money?
Six revenue lines are on record. HVAC Services are the primary driver. The others are commercial Refrigeration, generator Sales & Service, service Agreements, financing Services and water Filtration.
Who are CSI Mechanical's main competitors?
Direct peers on record are Goettl Air Conditioning & Plumbing, One Hour Heating & Air Conditioning, Coolray Heating & Cooling and Horizon Services. Broad incumbents are Carrier Corporation, ARS / Rescue Rooter (American Residential Services) and Trane Technologies. Mr. Sparky Electric is listed as an others.
Does CSI Mechanical have an API?
No public API is recorded for CSI Mechanical.
What industry is CSI Mechanical in?
CSI Mechanical's product category is HVAC Services. Its primary akta.pro industry code is IMAIABAA, HVAC Installation, Service & Repair, with a secondary code of HSAOAHAB, HVAC Diagnostics, Troubleshooting & Repair. Its NAICS code is 23822.