Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

How To Scale a Service Based Business by Implementing an FSM

Nov 20, 2025
In this enlightening discussion, Richard Dunbar from FieldPulse, a field service management software expert, shares his insights on scaling service-based businesses. He emphasizes the importance of modernizing operations by ditching outdated tools for streamlined systems. Richard explains how flat-rate pricing benefits both technicians and customers while simplifying the sales process. They also highlight the necessity of operational clarity and real-time visibility, revealing that eliminating friction in the customer journey is crucial for growth.
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INSIGHT

Flat-Rate Pricing Simplifies Sales

  • Flat-rate pricing simplifies decisions for technicians and homeowners and increases close rates.
  • Real-time pricebook and material availability give contractors confidence to adopt flat rates.
ADVICE

Build A Real-Time Centralized Pricebook

  • Build a centralized pricebook fed by real-time supplier and inventory data to avoid surprise costs and delays.
  • Use that pricebook daily so technicians and dispatch price jobs consistently and confidently.
INSIGHT

Visibility Beats Legacy Processes

  • Replacing legacy tools (whiteboards, Excel) unlocks visibility into jobs, visits, and customer history.
  • That visibility converts into better follow-up, repeat business, and managerial clarity.
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