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

#179 HVAC, Plumbing & Electrical SOPs: Multi-Touchpoint Strategies for Business

15 snips
Mar 20, 2025
Discover how to streamline operations in HVAC, plumbing, and electrical businesses with effective SOPs. Learn the importance of accountability and structured communication to manage multi-department processes. Gain insights on optimizing technician efficiency and improving customer service through automation. Explore the financial implications of collections and the necessity of regular audits. Unlock the keys to mitigating legal risks and enhancing overall business health for sustainable growth.
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ANECDOTE

Payroll Tax Trouble

  • John Wilson's friend, running a $60 million business, faced legal trouble for not paying payroll taxes.
  • This highlights the risk of neglecting financial processes, even in large companies.
ADVICE

Track and Collect Payments

  • Implement financial processes to track and collect payments, especially for jobs with multiple phases.
  • Regularly run reports to identify uncollected payments and address any gaps in your process.
ADVICE

Checks and Balances

  • Implement a multi-step process for tracking job completion and payment collection.
  • Assign accountability to different departments to ensure checks and balances.
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