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How To Scale a Service Based Business by Implementing a CRM System
Manage episode 520344669 series 2902088
In this episode, John Wilson sits down with Richard Dunbar of FieldPulse to dig into one of the most important — and often overlooked — levers for scaling a home service company: modernizing your operational platform. Whether you’re running HVAC, plumbing, electrical, restoration, or any specialty trade, the shift from legacy tools to a true field service management system (FSM) is one of the highest-ROI moves you can make. Richard and John break down how contractors are ditching whiteboards, Excel boards, paper invoices, and manual dispatching in favor of flat-rate pricing systems, centralized pricebooks, technician-friendly workflows, real-time visibility, and true operational clarity.
What You’ll Learn
- Why legacy systems cap your growth
- How flat-rate pricing really works
- Where the real ROI of FSM software comes from
- How to remove friction from the entire customer journey
- The #1 mistake contractors make when trying to scale revenue
🎙️ Hosts & Guest
Host
Guest
Richard Dunbar — FieldPulse
💼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.
🔗 Schedule a demo
💼 Shoutout to Quick Staffers LLC
Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.
🔥 Get $1,000 off your first placement here
📞 Sponsored by Quo — The Modern Business Phone for Service Pros
Missed calls mean missed business. Quo (formerly OpenPhone) is the AI-powered phone system that logs calls, creates summaries, and automates follow-ups — keeping your team connected and customers happy.?
🎁 Start your 7-day free trial and get 20% off your first six months HERE
More Ways To Connect with O&O
John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC
📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.
Chapters
1. How To Scale a Service Based Business by Implementing a CRM System (00:00:00)
2. Exploring Field Pulse's Impact (00:01:05)
3. Challenges and Solutions in the Industry (00:03:17)
4. Centralizing Business Operations (00:25:35)
5. The Importance of Standardization (00:30:10)
6. Unlocking Growth by Removing Friction (00:37:19)
312 episodes
How To Scale a Service Based Business by Implementing a CRM System
Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast
Manage episode 520344669 series 2902088
In this episode, John Wilson sits down with Richard Dunbar of FieldPulse to dig into one of the most important — and often overlooked — levers for scaling a home service company: modernizing your operational platform. Whether you’re running HVAC, plumbing, electrical, restoration, or any specialty trade, the shift from legacy tools to a true field service management system (FSM) is one of the highest-ROI moves you can make. Richard and John break down how contractors are ditching whiteboards, Excel boards, paper invoices, and manual dispatching in favor of flat-rate pricing systems, centralized pricebooks, technician-friendly workflows, real-time visibility, and true operational clarity.
What You’ll Learn
- Why legacy systems cap your growth
- How flat-rate pricing really works
- Where the real ROI of FSM software comes from
- How to remove friction from the entire customer journey
- The #1 mistake contractors make when trying to scale revenue
🎙️ Hosts & Guest
Host
Guest
Richard Dunbar — FieldPulse
💼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.
🔗 Schedule a demo
💼 Shoutout to Quick Staffers LLC
Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.
🔥 Get $1,000 off your first placement here
📞 Sponsored by Quo — The Modern Business Phone for Service Pros
Missed calls mean missed business. Quo (formerly OpenPhone) is the AI-powered phone system that logs calls, creates summaries, and automates follow-ups — keeping your team connected and customers happy.?
🎁 Start your 7-day free trial and get 20% off your first six months HERE
More Ways To Connect with O&O
John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC
📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.
Chapters
1. How To Scale a Service Based Business by Implementing a CRM System (00:00:00)
2. Exploring Field Pulse's Impact (00:01:05)
3. Challenges and Solutions in the Industry (00:03:17)
4. Centralizing Business Operations (00:25:35)
5. The Importance of Standardization (00:30:10)
6. Unlocking Growth by Removing Friction (00:37:19)
312 episodes
Alle episoder
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