The idea of sending holiday cards to customers is mixed when you research it — this article from Small Business Trends, for example, is careful to tell you what NOT to do when sending holiday cards to clients. Between mobile,...
If you run any type of business, your focus tends to be more on product/process/service than people. This isn’t true of all organizational leaders, but it is true of many. Product and service ultimately drive revenue, and people do come...
We talk about dozens of different field service topics on this blog, ranging from wearable devices to marketing approaches to having more cash flow on hand. All are noble (if we do say so ourselves) and all have a place...
HVAC usually has two up seasons (summer for cooling needs and winter for heating) and two corresponding down seasons (logically, fall and spring). Good news: You’re about to enter into a strong revenue season and you're no longer worried about...
We talk a lot about marketing within business. How do you market yourself? How do you position yourself? What will differentiate you? Marketing a service business can be a challenge. There are many answers to these questions, and the scope...
One of the bigger challenges of being a small business field service shop is marketing yourself. Most (not all) small businesses tend to operate within a specific region, and there may be “major players” (i.e. big or enterprise-level businesses) within...
Let’s start with a quick, basic definition of cash flow: generally this is the amount of money being transferred into and out of a business, especially with regard to liquidity. It’s important to remember that “cash flow” statements conceptually are...
If you’re a small business field service operation, let’s be honest: Many decisions are made on cost, and money, plus the opportunity for profit, is important. You want to deliver great service and get referrals and positive customer feedback but,...
In field service businesses, work order software is typically used as a way to track appointments, revenue, and customer information. Some even use the metric of completed jobs vs. invoiced jobs, which can speak to how effective your billing processes...
At the end of 2015, MIT’s Sloan School of Management did some research on organizational priorities. The research covers 11,000 senior executives at 400+ companies, including many service businesses. One of the most astounding facts was that 67 percent --...
Boosting Sales in the Slow Season for HVAC Companies A high-quality customer experience is vital to your field service organization’s reputation and bottom line. Oftentimes, field service businesses fall short of meeting customers’ expectations when it comes to arriving on...
At a trade show recently, we met a small business field service owner. We ended up having a great conversation, and one aspect stood out. He told us that he searches the Internet all the time for solutions for small...