Best practices
Fifteen problems every AC, plumbing and electrical company runs into, and the habits the best shops use to fix them.
Start with the problem you feel most. Each one has what good looks like, the habits that get you there, guides and tools to do it yourself, and the signs that it's time to get help.
Calls ring out at lunch, after 5 and on the first hot or cold day, and most of those callers don't call back.
Web forms, ad leads and quote requests wait hours for a call back, and by then the homeowner has booked someone else.
Thousands of past customers sit in your software. Their equipment ages, their plans lapse, and nobody calls them.
Techs give good options, the homeowner wants to think about it, and the estimate is never mentioned again.
The board is full in peak season and thin in spring and fall, while payroll and trucks cost the same every month.
The truck shows up and nobody is home, or the visit is cancelled the morning of.
Members sign up once, the renewal date passes quietly, and the plan is gone.
The visit happens, but the homeowner doesn't hear options they can understand, and the work goes to someone else later.
One person answers the phones, runs the board, calms customers and chases techs. Something always slips.
Good techs are hard to find and easy to lose, and every departure costs months of production.
Happy customers rarely leave a review, and one bad experience can cost you a customer for life.
Revenue looks fine, but margins are thin and nobody is sure which jobs, techs or lead sources make money.
The schedule, customers and estimates live in spreadsheets, notebooks and people's heads. It works until you grow.
Calling and texting customers comes with rules on consent, timing and opt-outs, and the rules change.
Everything runs through the owner, so growth stops when the owner's day is full, and the business is hard to sell.
The PACE Brief: the number, the play and the rule changes for your trade, plus a free Scorecard that shows your three biggest leaks. Free, and one click to leave.