Podcasts about hvac contractors

In this episode of the HVAC Know It All Podcast, host Gary McCreadie talks with Tom Lorenz the Director of Product Management at Copeland and Emerson, Randy Ruiz, the chief engineer at Emersion, and Ben Reed who is the principal of Teal Maker and Technical Marketing Specialist at HVAC Know it All and measureQuick, about the latest Sensi thermostat and AIM module by Copeland. They cover how it's easy to install, works wirelessly, and connects with top IAQ monitors. The guests explain how the system uses temperature and humidity to make smart choices and how they tested it in extreme weather. They also discuss why the product is reliable, how it saves time, and why contractors find it simple to use in real jobs. Tom Lorenz and Randy Ruiz explain how the Sensi thermostat uses sensors and smart tech to control air systems better. They talk about how it works with IAQ monitors, handles tough weather, and is easy for techs to install. They also share how strong wireless signals and simple setup make jobs faster and less stressful for HVAC pros. Throughout this episode, Tom and Randy share how the Sensi thermostat and AIM module make HVAC work easier. They explain how it uses sensors, connects wirelessly, and works with other air quality tools. They highlight how strong testing and a simple setup help techs do better, faster installs in the field. Expect to Learn: How the Sensi thermostat uses smart sensors to control air systems. Why wireless setup saves time for HVAC techs. How it connects with different indoor air monitors. Why testing in extreme weather makes it reliable. How easy setup and clean installs help contractors in the field. Episode Highlights: [00:00] – Introduction to Tom, Randy, and Ben in the Second Part [01:06] – How the Thermostat Uses Temp and Humidity [02:44] – Working with IAQ Monitors and Smart Features [04:42] – Making Setup Simple for HVAC Contractors [06:36] – Built-In Sensors and Their Benefits for Installs [07:51] – Testing in Harsh Weather for Accuracy [09:17] – Quality Checks in Thermal Testing Chambers [13:46] – Why Wireless Setup Saves Time and Hassle [15:48] – How the Wireless Tech Was Tested and Improve [18:52] – No Mesh Yet, but Reliable Signals Matter This Episode is Kindly Sponsored by: Master: https://www.master.ca/ Cintas: https://www.cintas.com/ Supply House: https://www.supplyhouse.com/ Cool Air Products: https://www.coolairproducts.net/ Follow the Guests, Tom Lorenz, Randy Ruiz, and Ben Reed, on: Tom Lorenz: https://www.linkedin.com/in/tom-lorenz-4632338/ Copeland: https://www.linkedin.com/company/copeland/ Emerson: https://www.linkedin.com/company/emerson/ Randy Ruiz: https://www.linkedin.com/in/randy-ruiz-3b3a3ba7/ Emerson: https://www.linkedin.com/company/emerson/ Ben Reed: https://www.linkedin.com/in/ben-reed-/ Teal Maker: https://www.linkedin.com/company/tealmaker/ HVAC Know it All: https://www.linkedin.com/company/hvac-know-it-all-inc/ measureQuick: https://www.linkedin.com/company/measurequick-application/ Follow the Host: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/

In this episode of HVAC Know It All Podcast, host Gary McCreadie continues his conversation with Dr. Mark Modera, The Inventor of Aeroseal, Professor at the University of California, Davis, Visiting Faculty at Berkeley Lab and Former Vice President at Carrier HVAC. In this Part 02 they discuss how HVAC contractors can integrate Aeroseal into their services, the process of becoming an Aeroseal dealer, and why this technology is a valuable addition for residential and commercial applications. Dr. Mark Modera explains the science behind Aeroseal, The Invention of him. how the sealant particles work to close duct leaks, and the limits of what size leaks can be sealed. They also cover how the building science community views duct sealing, the impact on HVAC Performance improvement, and why reducing duct leakage is essential for system performance and energy savings. This discussion provides valuable insights for HVAC professionals looking to expand their services and improve system performance with modern sealing techniques.Dr. Mark Modera discusses the challenges HVAC contractors face with duct leaks and why traditional sealing methods fall short compared to modern solutions like Aeroseal. He highlights the importance of measuring and verifying duct leakage, the need for continuous education in building science, and how technology is making duct sealing more accurate and accessible. They also explore how HVAC contractors can become Aeroseal dealers, the business opportunities it presents, and how proper diagnostics and sealing techniques can smooth system performance while reducing energy waste.This episode is filled with practical HVAC insights, business opportunities, and advanced sealing techniques, helping technicians understand duct leaks, enhance system performance.Expect to Learn:How duct leaks affect HVAC performance and energy performance.Why traditional duct sealing methods fall short compared to Aeroseal.The importance of measuring and verifying duct leakage for better results. Common myths about duct sealing and their impact on system performance.How HVAC contractors can integrate Aeroseal into their services for greater success.Episode Highlights:[00:33] – Introduction to the Second Part of the Episode with Dr. Mark Modera[02:13] – How HVAC Contractors Can Offer Aeroseal: Training, Dealer Opportunities & Service Integration[05:06] – How Aeroseal Works, Seals Leaks & Expands for Faster, More Accessible Applications[07:34] – What Size Leaks Can Aeroseal Handle? Practical & Physical Limits[08:55] – Where to Install the Aeroseal Machine & How It's Applied in Different Systems[09:49] – Protecting Coils & Heat Exchangers During the Sealing Process[11:08] – The Role of the Building Science Community in Duct Sealing Advancements[13:03] – How Aeroseal is Helping Large Commercial Projects & Specialized Applications[14:45] – How Much Leakage Remains After Using Aeroseal? This Episode is Kindly Sponsored by:Master: https://www.master.ca/ Cintas: https://www.cintas.com/ Supply House: https://www.supplyhouse.com/ Cool Air Products: https://www.coolairproducts.net/Lambert Insurance Services: https://www.lambert-ins.com/ Follow the Guest Dr. Mark Modera on: LinkedIn: https://www.linkedin.com/in/mark-modera-94432212/ Aeroseal: https://www.linkedin.com/company/aeroseal-llc/about/ University of California: https://www.linkedin.com/school/uc-davis/ Berkeley Lab: https://www.linkedin.com/company/lawrence-berkeley-national-laboratory/ Carrier HVAC: https://www.linkedin.com/company/carrierhvac/ Website: Aeroseal: https://aeroseal.com/ Carrier HVAC: https://www.carrier.com/carrier/en/worldwide/   Follow the Host:LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/ 

Rancho Mesa's Alyssa Burley and Account Executive Matt Gorham discuss ways that Plumbers and HVAC contractors can control their auto insurance costs. Show Notes: ⁠⁠⁠Subscribe to Rancho Mesa's Newsletter⁠⁠⁠Director/Host: ⁠⁠⁠⁠Alyssa Burley⁠⁠Guest: ⁠⁠⁠Matt Gorham⁠⁠Producer/Editor: Jadyn BrandtMusic: "Home" by JHS Pedals, “News Room News” by Spence© Copyright 2025. Rancho Mesa Insurance Services, Inc. All rights reserved.

There's never a good time for your furnace to fail, but mid-December is catastrophic. Don't worry, AccuTemp Cooling and Heating's HVAC contractors won't let your home freeze! Call 318-861-2255 to book heating repairs and maintenance in Shreveport, Bossier City, Benton, Haughton, or Stonewall. Info: https://accutemp.biz/services-provided/heating-repair-maintenance/ AccuTemp Cooling and Heating City: Shreveport Address: 8540 Box Rd Website: https://accutemp.biz Phone: +1-318-861-2255

In this episode of the HVAC Know It All Podcast, host Gary McCreadie continues his conversation with Brent Lammert, who leads the Thermal Imaging Business Unit at Testo Instruments - North America. In part two of this insightful discussion, Brent dives deeper into the transformative applications of thermal imaging for HVAC professionals, showcasing its practical uses in diagnosing and resolving real-world challenges with speed and precision. Gary and Brent explore specific scenarios where thermal cameras excel, such as identifying refrigerant restrictions, pinpointing hydronic system issues, and inspecting steam humidification systems. Brent also explains the role of thermal imaging during blower door tests to detect building envelope leaks and highlights the cost-saving potential for HVAC businesses using this technology. From troubleshooting complex systems to improving customer satisfaction through faster, more accurate diagnostics, this episode offers practical advice and inspiring insights for HVAC technicians. If you're looking to expand your toolkit and provide next-level service, thermal imaging might just be the “best-kept secret” you need to unlock. Expect to Learn: Thermal Imaging in Action: How HVAC professionals can use thermal cameras to identify refrigerant restrictions, ductwork inefficiencies, and equipment faults quickly and accurately. Diagnosing Building Envelope Issues: Using thermal imaging during blower door tests to pinpoint air leaks and improve energy efficiency in homes and buildings. Hydronic and Steam Systems: Practical applications of thermal cameras for troubleshooting issues in hydronic heating systems and steam humidification setups. Refrigerant Leak Insights: Understanding how thermal cameras can identify refrigerant leaks by detecting temperature anomalies in unexpected areas. Business Benefits of Thermal Tools: How thermal imaging can enhance service quality, save time, and open up new revenue opportunities for HVAC contractors. Episode Highlights: [00:33] – Podcast Introduction & Recap of Part 1 [02:24] – Thermal Imaging for HVAC Technicians: Identifying Building vs. System Issues [05:27] – Using Thermal Cameras to Troubleshoot Refrigeration Systems and Filter Dryers [06:56] – Hydronic Systems: Pinpointing Zone Control Issues with Thermal Imaging [10:07] – Can Thermal Cameras Detect Refrigerant Leaks? Brent Explains the Process [18:29] – Thermal Imaging and Blower Door Tests: A Powerful Combination [20:26] – Testo's Vision: Affordable Thermal Imaging Tools for Field Technicians [22:25] – Future Educational Campaign: Tips and Tricks for Using Thermal Cameras [24:40] – Conclusion: Key Takeaways on the Value of Thermal Imaging and Its Impact on HVAC Workflows This Episode is Kindly Sponsored by: Cool Air Products Master Cintas Supply House Follow the Guest Brent Lammert on:  LinkedIn: www.linkedin.com/in/brentlammert/ Testo Instruments - North America: www.linkedin.com/company/testo-usa/  Follow the Host: LinkedIn: www.linkedin.com/in/gary-mccreadie-38217a77/  Website: www.hvacknowitall.com  Facebook: www.facebook.com/hvacknowitall/   Instagram: www.instagram.com/hvacknowitall1/  

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, host Tersh Blissett is joined by Terry McIver, seasoned editor at Contracting Business, to explore the latest shifts in the HVAC industry and the power of community among trade professionals.

From HVAC to electrical and plumbing, Amy's Bookkeeping offers specialist support to contractors in and around Denton, Texas, so you can focus on doing what you do best. Go here for more information. Amy's Bookkeeping LLC City: Krum Address: PO Box 552 Website: https://amysbookkeepingllc.com

It's almost winter in Phoenix, so you're likely not thinking about your home's cooling system - but you should be! Call Clark Heating and Cooling at 602-793-2477 or click https://www.clarkheatandcool.com/ to find out if you need an AC replacement service before the summer starts! Clark Heating and Cooling City: Peoria Address: 14050 N 83rd Ave Website: https://clarkheatandcool.com Phone: +1-602-793-2477 Email: service@clarkheatandcool.com

The HVAC industry is going through a transformation. The old guard of tradespeople are on the cusp of retiring while private equity firms are consolidating the industry. Airship is building a software solution for HVAC's next chapter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jessie Barrack from FieldEdge joins the podcast to talk about how HVAC contractors can own the home.

Social media can be overwhelming for HVAC contractors. How can they stay on top of all the platforms – Linked-In, Facebook, Instagram, TikTok, and others?

Have you tried SEO but failed to get the results you wanted? Try a different approach with Excel Performance Media and targeted content marketing! Find out more at: https://excelperformancemedia.org/ Excel Performance Media City: Sotogrande Address: Edificio D2C Website: https://excelperformancemedia.org

Andrew Koukis of Big Ass Fans discusses the HVLS market, IAQ, and more while The NEWS visited their facility in Lexington Kentucky.

Are you dealing with a busted AC or looking to tune up your unit? AccuTemp Cooling and Heating (318-861-2255) knows how to deliver exactly what you need. With their highly-rated customer-centric approach and top-of-the-line expertise, you'll 100% be glad you did! Visit https://accutemp.biz for details. AccuTemp Cooling and Heating City: Shreveport Address: 8540 Box Rd Website https://accutemp.biz Phone +1-318-861-2255 Email ssanches@accutemp.biz

Daffy Ducts president Justin Tarr discusses Daffy Ducts' policy on charging fees to assess equipment, and the success he's seen. Read the article.

We had a fantastic time at the Service World Expo, talking with industry veteran and current president of Service Nation, Tom Peregrino. From his early days as a sales rep to owning Daffron Mechanical and now leading one of the most innovative service-providing organizations, Tom shares in-depth insights from his journey in the HVAC industry. Quick takeaways from our enlightening conversation:1. Adapting to Changes: Transitioning from an entrepreneurial role in a mechanical business to a corporate environment demands a mindset shift. It's about embracing new systems and terminology and often being the least informed person in the room. All of this contributes to personal and professional growth.2. Focus on HR Practices: For any business, hiring is crucial. Having a proper hiring and recruiting model can yield massive benefits. Tom reminds us of the importance of behavioral assessing potential employees, such as using DISC assessment and even including spouses in the hiring process to assess compatibility.3. Explore Exit Strategies: From the perspective of a business owner, Tom talks about exploring exit strategies. While private equity could be a good exit strategy, understanding it is paramount. It's important to preserve company culture and prioritize customer service over profit.If you're a contractor or just someone with a vested interest in the world of HVAC services, this episode is a must-listen!Find Tom:On The Web: https://servicenation.com/Facebook: https://www.facebook.com/ServiceNationInc Join Our Group: https://www.facebook.com/groups/hvacrevealedPresented By On Purpose Media: https://www.onpurposemedia.ca/For HVAC Internet Marketing reach out to us at info@onpurposemedia.ca or 888-428-0662Sponsored By: Chiirp: https://chiirp.com/hssr Real-Time Marketing: https://realtime360.io/

Ben LeDonni from www.creativemms.com explains when an HVAC contractor should redesign their website and what needs to be included.

Contractors need to have a good relationship with their bank. Harry Gunsallus of Owners Bank tells us how to do that.

AI is revolutionizing how businesses and consumers interact - if you struggle with lead generation or looking for a more efficient way to improve your online visibility, Profit Growth Builder's WebBoost AI may just be what you need. Visit https://www.profitgrowthbuilders.com/webboost-ai for more details. Profit Growth Builders 28738 Bryce Drive, Lake Arrowhead, CA 92352, United States Website https://ProfitGrowthBuilders.com/ Email prc.pressagency@gmail.com

This week, we have Ryan Redding on the show! Ryan is the owner and CEO of Levergy, a digital marketing company based in Tulsa, OK. They are committed to helping HVAC, plumbing, and home service companies grow and succeed! He is also the host of the Blue Collar CEO podcast, a podcast that helps you build a better, more profitable, and more sustainable home service company.In this episode, we will talk about Ryan's journey to the trades, how he started Levergy, why he pursued digital marketing services to HVAC companies, his experiences hosting his own podcast, and the one question he wishes people would ask him more but don't!Let's end March on a high note with an episode that is surely filled with nuggets and fun! Get your favorite drinks and join the conversation!What are some of the changes you see around the home services space that made you shift your marketing strategies and how you work with your customers?How can home service companies and marketing companies be forward-thinking with these sorts of tech changes and how consumers are looking for companies?What is it I need to do now in order to grow my business at a rate that allows me to establish a brand that allows me to remain dominant in my market?Find Ryan :Buy The Book On Digital Marketing: For Plumbing & HVAC Contractors: http://a.co/d/hPvuu5oOn The Web: https://www.levergy.io/On The Web: https://www.bluecollar.ceo/Facebook: https://www.facebook.com/Levergy.IO/Facebook: https://www.facebook.com/wyanweddingFacebook: https://www.facebook.com/bluecollar.ceoYouTube: https://www.youtube.com/@Levergy_IOLinkedin: https://www.linkedin.com/in/ryan-redding-1256b73/Join Our Group: https://www.facebook.com/groups/hvacrevealedPresented By On Purpose Media: https://www.onpurposemedia.caFor HVAC Internet Marketing reach out to us at info@onpurposemedia.ca or 888-428-0662Sponsored By: Sera Systems: https://sales.sera.tech/hvac-revealed Chiirp: https://chiirp.com/hssr/Profit Rocket: https://callprofitrocket.com

Geothermal heating and cooling systems are no longer new in the market. Contractors and homeowners are recognizing that cash and tax incentives reduce both upfront investments and monthly operating costs - while creating quiet, sustainable and & more comfortable indoor air environments.   Truth be told, some geothermal systems have a price tag that at first appears to be a lot more than a conventional system. But with a 30% federal tax credit, additional local tax credits and utility rebates, that number can make a geothermal HVAC system cost only slightly more than a conventional system to install - with 70% savings in monthly heating, cooling and hot water expenses for the homeowners, and larger profit margins for HVAC contractors.   To top that, geothermal systems also benefit the environment because of the reduced emissions from fossil fuels into the air!   Truly, geothermal heating and cooling systems are the most efficient system available in the market - not only for the immediate and long run financial savings, but also for the reduced maintenance costs and hassles.   Join us today as we discuss why both homeowners' and contractors should make the switch from traditional HVAC to geothermal systems.    Emily Ostrander is Climate Master's Northeastern regional sales manager. Climate Master has been in the geothermal heating and cooling industry since the 1950s, and for more than 50 years, they have been continually developing and producing the industry's most innovative and energy efficient heating and cooling systems. Presently, they are operating a 510,000 square foot cutting-edge plant in Oklahoma City that sustains over 600 American jobs and supports more than 1,200 independent dealers.   “Geothermal heat pumps are the most efficient on the market…what that does for you is it first off eliminates your heating fuel source and instead runs on electricity. So, you might have some higher amounts of electrical costs where you didn't before, but it offsets the cost of the fuel by far. It makes it more efficient, reduces operating costs, gives you a great system that is more consistent and comfortable - and also reduces the carbon footprint.” – Emily Ostrander Key Takeaways:    “Geothermal systems use the ground temperature underneath to heat and cool your home. So, how this makes it the most efficient system out there is the fact that – and let's just say for winter, you are trying to heat your home, and we're able to use that constant temperature of around 55 degrees to heat the home versus an air source.” – Emily Ostrander   “Geothermal systems, yes, they do require a little bit more time to install, but not as much time as everybody thinks it's going to be.” – Emily Ostrander   “HVAC Contractors - TheTrilogy System is $48,000 because that's what you're invoicing to the customer. That's not what the customer pays due to all the rebates and tax incentives, but that's what is being invoiced. And you can make a higher profit margin on a geothermal system than traditional systems. So, what does that do? For spending an extra day on a jobsite, you could walk away with $14 to $15,000. In my mind, I think an extra ten grand in your pocket is something that every contractor would love to see for a day's work.” – Emily Ostrander     Connect: Website: https://www.climatemaster.com LinkedIn: https://www.linkedin.com/company/climatemaster-inc-/ Email: eostrander@climatemaster.com Phone: 330-414-5444   Resources Mentioned: Climate Master: https://www.climatemaster.com/ NY Well Drillers: https://www.nywelldriller.org/ Topics Covered:   04:58 – Introducing this episode's guest, Emily Ostrander 05:19 – What geothermal heating and cooling system is about and how it works 07:37 – The types of loops you can choose from depending on the type of your property 09:56 – The benefits of geothermal heating and cooling system compared to the traditional fossil fuel, oil, propane, and natural gas systems 11:55 – Why geothermal heating and cooling system is the most efficient in the market 13:40 – The things you need to do and look at if you want to be a contractor of geothermal systems 18:35 – Discussion about Climate Master's Trilogy System 22:42 - Discussion about Climate Master's GeoDesigner, a software that compares operating cost differences between different systems 25:34 – How and where homeowners could find drillers 27:08 – The incentives that help reduce upfront costs for the installation of geothermal systems 31:27 – The approximate out-of-pocket costs and net costs of installing Climate Master's Trilogy System 33:23 – Why geothermal system is more cost-efficient than other heating and cooling systems in the long run 36:17 – Why you'd want to get into geothermal systems, as a contractor 39:41 – Geothermal systems benefit the homeowners, the contractors, and the environment as well 40:39 – Connect with Climate Master and Emily   Sign up for a free webclass to discover how easy it is to get ultra-efficient geothermal heating and cooling installed in your home – without the pain of emptying your savings account.   In “The Power of Earth with Comfort” From Climate Master webclass, you'll discover the answers every homeowner needs to know, including:   How geothermal heating and cooling can draw energy from the ground beneath our feet (for pennies) Why homeowners everywhere are making the switch The secrets to securing utility incentives and tax credits to pay for a large portion of your new geothermal system and much more…   If you are tired of rising energy costs and want to save up to 70% on your energy bills, go to www.AWESomeEarthKind.com and register now for this FREE special event that will show you exactly how to get geothermal heating and cooling installed in your home.  

Should HVAC contractors be selling products online? Paul Redman of Contractor Commerce things it is vitally important to do.

Should HVAC contractors be selling products online? Paul Redman of Contractor Commerce things it is vitally important to do.

Matt DiBara, owner of the Undercover Contractor and co-founder of The Contractor Consultants, joins the podcast to discuss how he helps homeowners and HVAC contractors alike find, vet, hire, and retain workers.

Matt DiBara, owner of the Undercover Contractor and co-founder of The Contractor Consultants, joins the podcast to discuss how he helps homeowners and HVAC contractors alike find, vet, hire, and retain workers.

In this episode of The New Flat Rate podcast, Danielle talks to Ben Middleton, the national sales training manager for Daikin Comfort Technologies, about preparing for upcoming government regulations and changes within the service industry.

If you weren't aware up to now, I am very passionate about Home Performance.    So passionate, that I volunteer my time as a board member of, and now, Treasurer of the Building Performance Association or BPA.   Among many other things, BPA runs a series of excellent trade shows call Home Performance Conferences (HPCs) (formerly called the Affordable Comfort Conference that started in the late 1980s).   It was at a recent HPC that I heard several people remark that they were not clear on what exactly BPA was.   To overcome this lack of clarity, I will be running an intermittent series to discuss BPA and its activities, as, frankly, more people ought to know about them and tap into their resources, especially HVAC Contractors.    In today's episode I interview Steve Skodak, the CEO of BPA.   Steve shares with us his history as a leader of non-profits, the history and activities of BPA, including helping to set policy, state and industry outreach, apprenticeship models, as well as the paid and free membership benefits for those interested in better understanding or doing work in the field of building performance.   Listen closely and you will hear of the tie in between Steve's career and expanding foam. Website: www.building-performance.org   Membership www.building-performance.org/membership   Email: sskodak@building-performance.org This episode was recorded in July 2022.

What is SEO for HVAC Contractors?Just because we add HVAC to the beginning of “SEO”, doesn't mean it changes the process of SEO any differently than other normal SEO functions. SEO is the process of increasing website traffic through improvements in visibility on a search engine results page. Every SEO campaign has different factors depending on the niche, audience, competition, or website. However, all SEO campaigns have the same goal in mind to raise awareness and rise higher in SERPs. When it comes to SEO for HVAC contractors, it simply focuses on different onsite and offsite recommendations to help improve HVAC companies rank against their competitors on SERPs. When HVAC companies utilize SEO through different SEO company services, the visibility of the site improves in organic search and traffic.Support the show

Tools can be an HVAC contractor's best friend. Michael Kane, president of UEi Test Instruments, help us take a look at this market.

On today's WUL, I sit down for a talk with Craig & Mary-two former HVAC contractors who left their career of 25 years behind to become full time digital marketers. Today they share what the start of their journey with Legendary was like, how they stay focused and don't fall into shiny object syndrome, Mary's advice for supporting your partner as they get started in this business, and a lot more. Follow Craig & Mary on Tiktok | Facebook

This Podcast Is Episode Number 462, And It's About How To Win Your Clients Back And The Secrets To Getting The Best Projects   Construction company owners - predominantly service-based businesses with monthly or yearly client subscriptions, likely deal with some level of customer churn, especially given the COVID-19 pandemic. Even customers who love your business and services may have lapsed for various reasons.    Whatever their reasons for leaving, it's still a great idea to win them back. Why? This is mainly because winning back a lost client still has a higher success rate than converting a prospect into a customer. After all, they've already hired your service once, so you don't have to convince them of the need. And you don't need to build brand awareness; they already know you exist.    Even if you can't win everyone back, those you can bring back to your business will affect your bottom line–and will do so at less expensive overall.   Here are some strategies to win back clients who have left: 1. Ask why they left You can learn a lot from customers simply by asking the right questions. The information you get may enable you to make some adjustments or start a conversation to win them back. For example, you may learn that your service is missing a vital feature that your competitors offer. Based on that, you may want to adjust your product or service.  Consider sending a survey to your customers to find out not only why they left, but why they chose you in the first place, and what you could do to win them back. These surveys can be sent when someone cancels their membership or goes a long time without hiring your company.  Ask questions like: Why did you decide to become our customer? What did you like most about our product/service? What circumstances caused you to leave our company? If you switched to a competitor, what made you choose them?  What could we do to earn back your business? 2. Identify people who are more likely to come back to you You won't win over every lapsed customer, but some are more likely to return to you. Those include people who left because of pricing rather than service issues, those who went without voicing any complaints, and those who referred you to others. Additionally, the clients who purchased the most from you were also likely delighted with you at some point and probably easier to sell to again.  This step is more straightforward if you have customer relationship management (CRM) software and follow your clients through their lifecycle.  3. Offer the right solutions Determine what you're willing to do to win them back and develop solutions that could address their reasons for leaving. For example, if you're ready to lower your price slightly or offer a special discount for returning customers, you can show that to lapsed clients. Consider that solution if you don't want to drop the price but can offer a premium service at no additional cost.  If customers say your service didn't have enough features, let them know you're upgrading your packages and invite their feedback on the changes you make. This allows them to know you heard their concerns and gets them invested in the final offer.  4. Know your churn rate Your churn rate is the percentage of people who stop using your service in a period. You determine the time (say, a week, a month, a quarter, or a year). Take the number of customers you lost in a time and divide by the number of customers you had at the start of that same period. Then, multiply that number by 100 to get the percentage.  If you have 500 customers at the start of the month and lose 10, you have a churn rate of 2%.  A lower churn rate indicates you have happy customers who love your brand and service. The Secret To Winning Bids And Getting The Best Projects  Not everyone seems to realize that in construction, money is not made in the field by working and pushing boundaries of tactical efforts - working harder and faster. Money is made in the office developing and implementing strategy.  For example, a backhoe takes longer and more skill to mobilize and demobilize on and off a job site than a shovel. Tactics mean using a shovel for all earth-moving projects. Strategy means knowing when to use a backhoe and a shovel. QuickBooks has over a hundred reports that can be viewed regularly. You could spend all of your time seeing a report in QuickBooks and trying to find a way to populate numbers in the report. Many reports are designed for specific things. Take, for example, the view of the Home Page. The feature on the Home Page in QuickBooks does not mean it is helpful for every contractor. It is not practical or recommended for the Small Contractor or Handyman to track inventory. For most contractors, the material goes from the supplier directly to the job, which is not the definition of inventory. Inventory is what goes into the warehouse and stays, and stays and stays.  Most contractors do not have the money to invest in inventory. Your supplier is just down the street. They have an on-demand list – what you need when you need it.  Plumbers, Electricians, and HVAC Contractors tend to have a certain amount of inventory, and it is better to do a physical inventory a couple of times a year (end of the year and maybe mid-point of the year and enter as bulk numbers). There are special programs that add to QuickBooks for those larger companies who need to track inventory. Most inventory programs only work with QuickBooks Enterprise. Trying to keep track of each item can be overwhelming and not practical for smaller jobs. If it is a Cost+ or Time and Material job, then be sure you only purchase what you need and assign that receipt to that specific job. Without a proper QuickBooks set up for your construction company, you: underbid projects earn little money often deal with unforeseen cash flow issues have no idea if your QuickBooks reports are reliable When QuickBooks is set up right for your contracting business, you can now oversee what you have tracked. What gets measured gets managed. One excellent way to do this is through contractors' Five Key Performance Indicators (KPIs). These reports are useful regardless of your company size. KPI is a benchmark to measure how your construction company is performing. The five reports you review at 5 PM for five minutes is the best approach and accounting practice you could do each day.  Final thoughts You can learn a lot from the customers who have left your business, both in terms of how you can win them back and how you can win over new clients. Take the time to survey them to find out why they left and what you could have done differently and make adjustments you feel are necessary.  Clean, easy-to-understand, reliable reports will streamline your accounting processes. Start identifying quality prospects and profitable projects and repeat the quality performances of your construction company. About The Author: Sharie DeHart, QPA is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on how to manage the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com      

Dr. Finance Live Podcast Episode 39 - Michael E. Gerber Interview - Author of The EMyth BookThis is Episode 39 of the Dr. Finance® Live Podcast hosted by Dr. Anthony M. Criniti IV (aka “Dr. Finance®”). Dr. Criniti interviewed Michael E. Gerber, a New York Times best selling author of the legendary international best-selling book The EMyth. Inc. Magazine calls Michael E. Gerber “the World's #1 Small Business Guru” — the entrepreneurial and small business thought leader who has impacted the lives of millions of small business owners and hundreds of thousands of companies worldwide for over 40 years. Michael E. Gerber is the author of the NY Times mega-bestseller, for two consecutive decades, "The E-Myth Revisited" and nine other worldwide best-selling E-Myth books concerning small business entrepreneurship, leadership, and management. Additionally, Michael E. Gerber has written 19 industry-specific E-Myth Vertical books co-authored by industry experts, for Attorneys; Accountants; Optometrists; Chiropractors; Landscape Contractors; Financial Advisers; Architects; Real Estate Brokers; Insurance Agents; Dentists; Nutritionists; Bookkeepers; Veterinarians; Real Estate Investors; Real Estate Agents; Chief Financial Officers; and soon to be, HVAC Contractors and Plumbers. Michael E. Gerber's mission is "to transform the state of small business worldwide™." Dr. Anthony M. Criniti IV (aka “Dr. Finance®”) is the world's leading financial scientist and survivalist. A fifth generation native of Philadelphia, Dr. Criniti is a former finance professor at several universities, a former financial planner, an active investor in diverse marketplaces, an explorer, an international keynote speaker, and has traveled around the world studying various aspects of finance. He is an award winning author of three #1 international best-selling finance books: The Necessity of Finance (2013), The Most Important Lessons in Economics and Finance (2014), and The Survival of the Richest (2016). As a prolific writer, he also frequently contributes articles to Entrepreneur, Medium, and Thrive Global. Dr. Criniti has started a grassroots movement that is changing the way that we think about economics and finance. For more information about Doctor Finance, please visit https://DrFinance.Info​​​​​ Disclaimer: This Podcast is for informational purposes only. It is presented with the understanding that the author(s) and the publisher(s) are not engaged in providing financial, legal, or other professional services. If financial, legal, or any other form of advice is needed, please consult a financial advisor, an attorney, or another professional advice-giving entity. Also, the opinions and views expressed by any guests on this Podcast do not necessarily represent the opinions and views of Dr. Finance® or its affiliates. Copyright © 2021 to Present by Dr. Anthony M. Criniti IV - All Rights Reserved.

Mini-split heat pump systems are an ideal choice for both people and the planet. But how does this advanced technology benefit HVAC contractors? Today's guests: Mike Smith (right), Senior Manager Marketing Communications, Mitsubishi Electric Trane HVAC US (METUS) and Dana Fischer (left), Manager of Utilities and Electrification, Mitsubishi Electric Trane HVAC US (METUS) stop by the podcast to discuss. Sponsored by Mitsubishi Electric Trane HVAC US.

Today I interview Jim Bartolotta  SYNERGY SOLUTION GROUP.If you an HVAC contractor or service technician, this PCA masterclass episode will be worth your time. This wide information-packed interview with Jim provides some amazing detail on what leading HVAC contractors of many different business sizes and backgrounds all work together to grow their businesses and find and retain technical talent. Jim also shares some insights into what leading HVAC service contractors are looking for in their new hires for those technicians out there. If you happen to be an HVAC business owner, there could be some significant benefits to joining an owners group like Synergy. Synergy Solutions Group contact information:Click Here for the websiteCall: 888-628-4713Some of the topics discussed in this Masterclass:How those crossroad decisions in life can really pay off. A career in trades like HVAC / Refrigeration can be an excellent alternate path to a traditional college. The HVACR services trade came through the 2020 / 2021 covid pandemic much stronger than expected.  Many of the Synergy members set 2020 business volume records. The importance of having a diverse client mix. Key benefits of having a mindset of collaboration with running an HVACR business. Benefits of setting up a collaborative group that are all in the same business yet not directly competing with each other. Trending with Synergy members is that recruiting is a bigger factor than finding new business these days. How are the refrigeration equipment manufacturers doing at supporting the needs of their industries. Quality contractor training remains a challenge to get in the HVACR industry. Advice for HVACR technicians on how to speed their growth. What are employers looking for. Understanding the people side of the business. What sets groups like Synergy apart from some of the larger associations like RSES, ACCA or ASHRAE.Expected expansion going on in the areas HVACR specialty areas such as process chillers or building automation controls. As an HVACR contractor who focuses on specialty HVACR markets, such as process chillers, helps with technician retention and generally higher profit margins. What types of HVACR contractors are a good fit for groups like Synergy. Great story about one of their members. How collaboration can help HVACR business owners avoid the reality distortion field.How does accountability come into play when business owners commit to a collaboration mindset.