#179 HVAC, Plumbing & Electrical SOPs: Multi-Touchpoint Strategies for Business
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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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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.
volunteer_activism 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.
volunteer_activism 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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Looking to streamline operations for your HVAC, plumbing, or electrical business? In this video, we break down multi-touchpoint SOPs to help you improve efficiency, enhance customer service, and boost profitability. Whether you're managing service calls, optimizing workflows, or improving team coordination, having solid standard operating procedures (SOPs) is key to scaling your business.
🌟 In This Episode We Cover How to 🔹 Improve technician efficiency 🔹 Enhance customer communication 🔹 Automate and standardize processes
💼 Shoutout to Avoca AI! Looking to train your call center and improve technician performance? Avoca AI helps teams identify issues, improve call quality, and drive results from start to finish.
Shout Out to FieldPulse 🚀 FieldPulse is an incredible Field Service Management platform that helps you save hours each week while keeping your operations running smoothly. If you're looking to streamline your processes, stay competitive, and focus on what truly matters, FieldPulse is a game-changer!
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