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How other shops solved it

Published stories from the trade press, matched to the problems on our Best practices page.

Real contractors, written up by the trade press. Each one is summarized in our own words, with a link to the original story. We add new ones as they are published.

Missed calls

Case study published by its software provider · April 10, 2025

Bonney Plumbing

multi-brand plumbing, HVAC and electrical company

What they did: Merged five brands' customer service teams into one team that can answer for any brand, stretched coverage to seven days without adding staff, and coaches with call transcripts and role-play.

What happened: Booking rate rose from 35% to 41%, missed calls fell from 10% to 4%, and abandoned calls fell from 12% to 4%.

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The best practices for missed calls

Customers who never hear from you again

ACHR News · October 31, 2025

A contractor described by ACHR News columnists

name not published

What they did: Skipped ads and reached out personally to its own past customers.

What happened: $135,000 in booked work in five days from about 250 contacts.

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Contracting Business · February 3, 2025

An HVAC contractor cited by Contracting Business

name not published

What they did: Narrowed its reactivation list to customers served in the last three years instead of mailing everyone.

What happened: A 35% higher response rate on its campaigns.

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The best practices for customers who never hear from you again

Empty slots and the shoulder season

ACHR News · July 2003

Welsch Heating & Cooling

St. Louis, Missouri

What they did: Books maintenance agreement visits into the spring and fall windows, leaving room for two or three emergency calls a day.

What happened: The slow in-between seasons are planned work instead of empty slots.

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The best practices for empty slots and the shoulder season

Maintenance plans that lapse

ACHR News · July 2003

Welsch Heating & Cooling

St. Louis, Missouri

What they did: Treats maintenance agreements as the work that fills spring and fall, at four or five maintenance visits per tech per day.

What happened: About 250 agreements keep one technician busy for the slow 22 weeks of the year.

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The best practices for maintenance plans that lapse

Hiring and keeping good techs

Contracting Business · July 15, 2026

Barron Heating AC Electrical & Plumbing

Ferndale, Washington

What they did: Built its own 15-week technician school with classroom, lab and field time, and takes six students per class.

What happened: Nearly 40 graduates, retention above 90%, every graduate passing the NATE and EPA exams, and warranty callbacks reportedly cut in half.

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Contracting Business · July 31, 2026

Southern Home Services

multi-state home services company

What they did: Pays helpers from day one while it trains HVAC helpers into installers and plumbing helpers into plumbers, with on-the-job assignments.

What happened: People who went through its longest-running program leave at a rate 2.5 times lower than techs who didn't.

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ACHR News · November 23, 2025

Stanfield Air Systems

Madison County, Georgia

What they did: Partnered with the local high school's construction teacher in 2019, hires students as paid trainees and pairs them with senior techs as mentors.

What happened: The average tech age fell to 26, and a student hired at 17 is now, at 24, the company's top technician.

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The best practices for hiring and keeping good techs

The owner is the bottleneck

Contracting Business · August 17, 2026

Rogers Heating, Cooling, Electrical

Lynchburg and South Boston, Virginia

What they did: Spent a year hiring, training and building processes, and put a trusted leader over the call center.

What happened: The company's vice president took a July 4th weekend off in peak season and the calls were handled without her. She notes it took more than one false start with hiring to get there.

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ACHR News · August 2, 2026

Pennergy Solutions

Philadelphia area

What they did: After about 25 years, the owner sold to a private equity-backed buyer, but first decided what he would not give up: his sales team and the commission plan they had worked under for two decades.

What happened: The deal closed in July 2024. He still runs the company, and says the culture held. His advice: talk to owners the buyer already acquired before you sign.

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The best practices for the owner is the bottleneck

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