Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes

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Apr 16, 2025
Discover how AI is reshaping the HVAC industry by automating tasks and enhancing efficiency. Learn about innovative tools that streamline customer interactions and optimize lead conversion. The hosts discuss the significance of adapting traditional business models to incorporate technology. Explore practical strategies for improving internal processes and communication. Plus, hear how documenting workflows and SOPs can lead to consistent service quality. Join a community focused on leveraging AI for growth and success in the skilled trades.
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INSIGHT

HVAC Booking Rates Revealed

  • HVAC industry average booking rate is around 53.4%, much lower than commonly believed.
  • Businesses often miss revenue opportunities by not analyzing call booking data effectively.
ADVICE

Optimize, Automate, Delegate Process

  • Optimize your processes first, then automate or delegate them to save your own time.
  • Avoid the hero complex by not doing everything yourself as it costs money and slows growth.
ADVICE

Record and Test Processes

  • Record processes using video and have someone unfamiliar test them to identify flaws.
  • Store clear, itemized SOPs to improve company flow and enable easy task replacement.
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