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Housecall Pro blog

Everything you need to succeed as a Home Services company in a digital world.


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How Reviews Help SEO For Your Small Business

February 14, 2019 • As a small business owner, you know as well as anyone that reputation is an invaluable asset to your business. What is said about your brand is important--especially when it comes to what is said on the world wide web. Plain and simple, the internet is the main tool a consumer uses today to help with their purchasing decisions. Research indicates that 88% of consumers trust online reviews as much as personal recommendations and 97% of consumers say that reviews influence their buying decision. We know that customers use reviews to influence their purchasing decisions. In order to use that information to your advantage, however, it's important to make sure that those reviews are seen by the customers so once they're ready to purchase. Let's take a look at the various strategies for utilizing your reviews to increase your SEO rankings and thus increase the overall success of your business. How do we know reviews matter? According to MOZ's 2018 Local Search Ranking Factors , "Review Signals" (Review quantity, review velocity, review diversity, etc.) ranked as the 3rd most important factor, accounting for 15.44% of how Google ranks a local business in its "Local Pack" search results. This is almost a 7% increase from 2015 when reviews were valued at only 8.4% for ranking a site in Google. What is Google’s local pack? The Local Pack is the box of local search and map results that appear at the top of relevant searches in Google. Needless to say, reviews are a key determinant in making sure your business ranks higher in localized Google search over your competitors. Now that we know reviews matter to SEO rankings. Let's dive into how reviews can help with your rankings and SEO strategy. SEO ranking factors You may be asking yourself at this point, "well I see that reviews are important when it comes to ranking higher with SEO, but why is that? Why is Google putting a considerable amount of emphasis on reviews and my ranking?" Well there are some pretty simple reasons behind why Google uses reviews to help with its rankings. With Google, it's all about "who you know" Well, sort of. When Google first started ranking pages back in the day, it was all about the "credible" links you had associated with your site and page. While this is still true today, there are also other auxiliary factors associated to your site--reviews being one of the main ones. Getting links from other sites is one of Google's ways of understanding how trustworthy your site is. The more links you have from other credible sites, the more Google will reward your site with increased visibility. Furthermore, reviews inform Google that your business really exists and how past customers have felt about their interactions. Google uses content to understand your business Google is the most proficient and powerful scanner in the world. It reads your site and every site on the planet in order to help it make sense of the internet. If it has more content to read about your brand, Google develops a better understanding of your site giving it the ability to determine when and how to rank it. Understanding this gives you a tremendous opportunity. By having more reviews on your business, you are inherently giving Google more content to consume around your business, which helps the search engine better understand your business. When Google understands your business more, it rewards this information with an SEO boost. Unpack a review for a moment. What are the contents of a review? Most likely, the review will talk about the following: How the customer felt during the experience Their interactions with your business The product or service that was purchased The reviewer is writing the review for other potential customers while simultaneously giving Google rich information to help further boost your SEO. Great reviews mean a higher star rating, which mean more clicks And of course more clicks means a better bottom-line for you in the end. Humans have always relied on one another for the growth of our species. This is clearly illustrated with reviews and referrals. Take for instance an individual making a purchasing decision between two electricians: one with a two-star average in reviews and another with a five-star average. The sensible and rational consumer will most likely go with the five-star review average and click-through to their site. It's common knowledge within the digital marketing community that a higher click-through-rates on a site result in an SEO boost. Research shows that if a high percentage of searchers choose your site from the search results , Google correlates higher click through with credibility and will reward your site with better rankings. Reviews, especially positive reviews, play a huge role with click through rates. When you attract more clicks with your positive reviews, you'll see a boost in ranking follow as a result. Crafting a review acquisition strategy Whether you're just starting out and looking to get your first online review for your small business or looking to enhance your overall review acquisition strategy, a lot of what is entailed remains pretty consistent. First and foremost, make sure you're asking your customers for a review. It seems almost too simple to be mentioned here but more often than not, this step is passed over. A customer will have no idea how important a review is to you unless you let them know. Make sure you're asking the right customers in order to get that positive review you deserve. All too often, small businesses send out mass email reminders to past customers prompting them for a review of their experience. If you send a reminder to the wrong customer, you may be presented with a negative review. Reputationbuilder.com suggests a negative experience is 3X more likely to leave a negative review than a positive. You don't want to shoot yourself in the foot here if you don't have to. Work to get reviews on all of the major review sites that help bolster SEO. If you have a review acquisition strategy, make sure you are using the right websites to get the right reviews. Google, Facebook, and Yelp are the top-dogs here. Acquiring Reviews Sound overwhelming? If all of this sounds overwhelming, rest assured it doesn't have to be. Thankfully, with tools like Review Booster from Housecall Pro, all of the work can be done for you. With Review Booster you can ask the right customers for the positive reviews you deserve. You can do all of this with the help of easy to use templates that are sent to your past customers and prompt them with writing reviews on all the top review sites. All in the name of increasing SEO. So take action now and be the first business your future customers see. If not, your competitors will.

Kindra K., Marketing Coordinator


The 13 Best HVAC Apps for Every HVAC Technician

February 13, 2019 • Thanks to smartphones, we have access to a wealth of information and tools right in the palm of our hand. Apps have completely revolutionized many industries, from ridesharing to academics to banking. The HVAC industry is no different. As an HVAC technician, it’s important to have your physical tools with you to diagnose and resolve issues. However, virtual tools are just as crucial and can help you enhance your business by allowing you to solve problems more efficiently in the field. Below you’ll find the 13 best HVAC apps that can help you learn HVAC concepts, troubleshoot problems you may face in the field, and calculate loads so you can make accurate choices about furnace or A/C unit size. These apps can help both amateurs and seasoned pros, so read on for an in-depth look at the HVAC apps that’ll help put your new HVAC business on the map. Our HVAC App Categories: HVAC Learning Apps HVAC Troubleshooting Apps HVAC Load Calculation Apps HVAC Business Apps HVAC Learning Apps If you’re new to the HVAC field, it’s important to be committed to becoming an expert and that means you need to absorb all you can about heating, ventilation, air conditioning, and refrigeration. HVAC software allows you to brush up on essential knowledge so you’re better able to handle and resolve issues out in the field. As an aspiring HVAC technician, you’ll need to have a wide breadth of knowledge and be able to answer questions such as: What is a sling psychrometer and what does it measure? What’s the difference between an air conditioner and a heat pump? What is one element you don’t have to consider when you’re completing an outdoor unit install? If you’re not sure what the answers are to those questions, have no fear. The apps below will cover those questions and many more. Even if you’re a professional who has been working for years, there’s always new technology and equipment to learn in the industry. Below are some of our favorite HVAC apps to keep you updated and knowledgeable. HVAC Flashcards by BH Inc – iOS — Cost: $4.99 Best for: “ Studying HVAC technology & theory” This app is a great tool for studying for the HVAC exam and may even make the process a little more fun. It’ll help you gain better understanding of HVAC technology , terms, and theory. HVAC Flashcards covers major areas of the HVAC exam including: Air distribution and balance Gas heat Heat pumps Refrigeration concepts Controls Electric heat Features: Access to over 1000 pre-made flashcards with essential terms, equipment, and concepts Statistics for cards and games you play plus a study-tracker Schedule for reviewing flashcards to help keep you accountable Customization of flashcard color and text color for a user-friendly interface Text-to-speech technology Offline download available for offline studying so you don’t need an internet connection to learn How to use: Choose between four modes: Study, Listening, Quiz, and Matching Study statistics to monitor how well you’re doing among different categories Simply follow the directions on the screen to flip between flashcards The Dictionary: Complete HVAC Dictionary Free — Android — Cost: Free Best for: “ Studying HVAC terms” This app serves as a quick reference guide for HVAC terms and concepts. Enjoy learning about more than three thousand terms with expert descriptions covering heating, ventilation, and air conditioning. This is great for both professionals and those just beginning their HVAC careers. Curious what parameters make a leak Class IV or Class V? Need to know the difference between an axial fan and a centrifugal fan? Done. With this HVAC app, you’ll have all of the definitions you could want in one convenient place. How to use: Type in your HVAC term right into the search bar Add bookmark to save the term for easy reference later HVAC Practice Test — iOS — Cost: Free Best for: “ Various study modes” Get ready to crush your HVAC exam. This HVAC app boasts thousands of up-to-date questions, tracks your progress for every single question, and optimizes your ability to memorize concepts and terms. You can even challenge your friends to see who has the most HVAC know-how. Instead of one mode where your brain gets bored, your mind is stimulated by multiple learning modes. How to use: Choose between different featured modes: Study, Slideshow, Matching, Memorize, and Quiz Based on your progress, the app will quiz you daily on categories that need more attention Flip between flashcards, test your knowledge with a timed, multiple-choice test, or review your overall knowledge progress Challenge friends to HVAC knowledge quizzes HVAC School – Android — Cost: Free Best for: “ Curated information from HVAC professionals” If you’re an Android user, this is one of the best HVAC learnings apps you can get. It will help current HVAC technicians keep their knowledge base current and assist those aspiring techs to learn all they can. Features: Tune in and listen to the HVAC School podcast, an informational podcast about changes in the heating, ventilation, air conditioning, and refrigeration systems you should know about. Read technical articles by professionals in the industry to bolster your understanding of concepts, equipment, and theory in the industry. Use the HVAC calculators integrated within the app to gain a broader comprehension of common HVAC mathematics concepts. How to use: Use the dashboard to search through different categories: Tech Tips, Podcast, Tools, and Search Look up HVAC terms, listen to an industry podcast for insider knowledge, read articles on HVAC theory, and utilize HVAC calculators HVAC Troubleshooting Apps As an HVAC technician, you have an incredibly important job: fix sometimes critical issues that affect customers’ enjoyment and comfort of their homes. Here are some common problems you might face on a typical service call, depending on your particular location: Common problems faced on an HVAC service call Heat pump won’t shut off The actual temperature doesn’t reflect the thermostat High electric bills Heat pump is blowing cold air Steam coming from outdoor unit Cold and hot spots within the home Overly noisy indoor unit Strange odors around unit Hot water runs out too quickly Those are just a few common HVAC issues but you never know what your day in the field will hold so it pays to be prepared for anything. Below are some of the best HVAC troubleshooting apps you can confidently diagnose and fix a problem. iManifold – iOS and Android — Cost: Free Best for: “ Calculating HVAC/R system performance” The iManifold App is a convenient troubleshooting tool that calculates HVAC/R system processes as well as performance. Using user input and dynamic, live system data, you’ll be able to easily hone in on any issues. With over 40 selectable refrigerant options and equipment options, the iManifold app can be customized for your specific HVAC/R needs. For advanced options, you can upgrade to iManifold Report Pro, Charge & Airflow Report, and Mechanical Inspection to take your HVAC business to the next level. How to use: Calculate HVAC/R system performance by inputting variables directly into the blank fields Look up equipment information, system profiles, and troubleshooting guides HyTools – iOS and Android — Cost: Free Best for: “ Hydronic calculations” HyTools by IMI Hydronic Engineering delivers a handy, intuitive hydronic calculator app for HVAC pros. This isn’t just any app, it was built by industry leaders in hydronic distribution systems and temperature control, IMI Hydronic Engineering International SA. More than 100,000 projects all over the world and years of experience helped to build this app so you know you’re getting the best, most accurate information. Need to make a unit conversion? Confused about pipe sizing? Find all the answers you need with this app designed with the HVAC professional in mind. Features: Pipe sizing Unit conversion Hydronic calculator (input two values and get the answer) Power – flow – temperature difference Flow – valve setting – pressure drop Flow – Kv/Cv – pressure drop Dirt and air separator pressure drop calculation Valve sizing and presetting Radiator power estimation (panel as well as column) Run-time selection of localization and run-time selection of language How to use: Input values into the empty fields to find common HVAC calculations Use answers to guide any necessary corrective actions or to determine replacement needs Refrigerant Slider – iOS and Android — Cost: Free Best for: “ Pressure-to-temperature refrigerant conversions” This app comes from the engineering experts at Danfoss who specialize in refrigeration, air conditioning, heating, motor control, and machinery. If you’re looking for an app that acts as a quick, efficient pressure-to-temperature refrigerant converter, this is your app. The Refrigerant Slider covers 69 different types of refrigerants including natural ones. You’ll be able to dive into a world of refrigerant knowledge thanks to this app’s in-depth description of different refrigerant types. Features: View Global Warming Potential (GWP) and Ozone Depleting Potential (ODP) of refrigerant materials Ability to switch between AR4 and AR5 values according to European F-Gas regulations App built according to NIST Refrigerant Properties and uses Antoine equations for conversion See both dew and bubble point for refrigerants Switch between Metric and Imperial units How to use: Using the left side of the screen, a slider will help you determine the pressure or temperature reference Using the right side of the screen, you’ll see the pressure and temperature in exact measurements Type in a specific pressure or temperature reading and the slider will give you instantaneous answer corresponding to your input Test and Balance/Commissioning Calculator – iOS and Android — Cost: $9.99 Best for: “ Pressure-to-temperature refrigerant conversions” If you’re an HVAC technician out in the field, you will want to be prepared with the right knowledge. And with HVAC issues, that means you must have various formulas and mathematic equations close at hand at all times. The Test and Balancing/Commissioning Calculator has common calculations you may need when you’re out trying to fix different HVAC issues. How to use: Find Cooling MBH Calculation: By using inputs of altitude, CFM, entering and leaving dry bulb and wet bulb temperatures, this calculator determines the work performed by the cooling coil in total, sensible, latent MBH, tons of cooling and condensate gallons per hour. Find Water MBH: By using the known GPM and entering and leaving water temperature, the calculator will tell you how much heat is transferred into water. Find Sheave Change: Helps you determine the necessary sheaves and belts to either add or subtract to the fan RPM to get to the correct CFM. It also determines the required BHP for change, the length of the belt, and delivers both motor pitch and fan pitch diameter. Find Heating MBH Calculation: Utilizing the known altitude, CFM, and entering and leaving dry bulb, the calculator will deliver the sensible heating load data. Find Humidification: Using the known altitude, CFM, and entering and leaving dry bulb and wet bulb temperatures, the calculator will tell you the work being reintroduced into the air stream. For example, “steam pounds per hour,” “total MBH,” and “gallons per hour”. Find Traverse Points: By inputting the duct size and whether or not there is an internal liner, this calculator will give you location points to perform traverse in ducts, both rounded and rectangular. Find Psychrometric Properties: Delivers all psychrometric property data from any dry bulb and wet bulb temperature of air at any given altitude. Find GPM: Determine the GPM based on one of the combinations below: Known Cv & ΔP (PSI) Known design ΔP of fixed Orifice, Design GPM, Actual ΔP (PSI) Known design ΔP of fixed Orifice, Design GPM, Actual ΔP (Ft) This is one of the pricier apps on the list, however, it’s also one of the most comprehensive pieces of HVAC software. HVAC Load Calculation Apps The load calculation is how you determine the right size furnace and/or air conditioning unit for a client’s home that properly balances heating and cooling needs. When the HVAC industry was in its infancy, technicians would make an educated guess to ascertain the heating gains and losses for a given property. Usually this number was derived from the actual size in square feet of the home and it wasn’t necessarily an accurate number. Because HVAC companies needed to make sure the unit would be big enough for the house, they usually erred on the side of caution and installed a bigger-than-needed unit. A too-small unit in a house that doesn’t properly balance cooling and heating losses means that the unit won’t effectively cool or heat the house. A unit that’s too large for a space or property, however, isn’t great either. A too-large unit results in hot and cold spots throughout the house. The HVAC industry changed radically when the Air Conditioning Contractors of America was formed. The organization came up with standardized ways to calculate a home’s heating and cooling losses involving complex mathematical equations. Unfortunately, doing those calculations by hand meant a lot of time and effort was expended. In the modern HVAC world, apps and software do the mathematical heavy lifting. Here are some of the best HVAC load calculation apps to make sure your service responds to your clients needs. HVAC Load Plus — iOS — Cost: $24.99 Best for: “ Sizing cooling and heating units” HVAC Load Plus is the perfect companion when you’re out in the field. It’ll allow you to size cooling and heating units, show those results to the client, and email the data to your home office to analyze the information further for more insight. Plus, you’ll save time by inputting data in the field and returning to your office for a more thorough analysis. Features: Weather for more than 1000 cities in database Data for hundreds of construction types for ceilings, windows, doors, floors, roofs, and more Additional input variations such as number of people, number of bedrooms, ventilation airflow, and more Ability to download a full HTML report of all data including a spreadsheet attachment Easily transition from Imperial to Metric units Equipment location services Bonus module: HVAC Quick Load – will allow you to perform rule-of-thumb heating and cooling load calcs based building type, square footage, and the number of people How to use: Create and store an unlimited number of projects – plus, you can copy existing projects to new projects for simple recycling of data Use calculator and report feature to see a full breakdown of the cooling and heating load report which includes further breakdown by opaque load, window load, skylight load, ventilation load, infiltration load, and internal load contributions Duct Calc Elite – iOS and Android — Cost: $6.99 Best for: “ Calculating ductwork sizing” Duct Calc Elite helps you make the most of a customer’s HVAC system. Duct sizes that are too small means that the entire system has to work more to keep the property heated and cooled to comfortable temperatures. Conversely, if the duct size is too big, the velocity is compromised so you might not be able to feel it at all through the vents. To calculate ductwork sizing, you’ll need to know the following: Square footage of the home Square footage of each individual room Cubic feet per minute Duct’s sizing friction loss rate Or, you can simply rely on the Duct Calc Elite which does all the work for you. This useful HVAC app boasts an intuitive, user-friendly interface so you can enter values for each calculation with total confidence. Features: Duct Size by Airflow mode Duct Size by Dimension mode Pressure Drop mode How to use: Use the included calculator to find the following: Duct dimensional units: inches, centimeters, or millimeters Airflow units: cubic feet per minute, cubic feet per second, cubic meters per second, or liters per second Velocity units: Feet per second, feet per minute, or meters per second Pressure loss unit: inches of water per 100 feet or Pascals per meter Duct material type: aluminum, concrete, fibrous glass duct liner, flexible duct-metallic, galvanized steel, PVC plastic pipe, smooth liner, spiral steel, or uncoated carbon steel Air temperature: Fahrenheit, Celsius, or Kelvin Elevation: feet or meters HVAC Check and Charge – iOS and Android — Cost: Free Best for: “ Refrigerant charge calculations” HVAC Check and Charge from Emerson Climate Technologies delivers on-site refrigerant charge calculations for air conditioning applications. Features: For use with R-22, R-410A, R-32, R-407C and R-134a Airflow calculator Superheat calculator (non TXV) Subcooling calculator (TXV) How to use: Technician chooses subcooling, superheat, or airflow setting Enter the specific system temperature with latent and sensible environmental loads Resulting calculation is the proper system charge Final value tells you whether or not the charge amount should be altered HVAC Duct Sizer – iOS and Android — Cost: $5.99 Best for: “ Ductwork sizing” This is another highly-rated duct-sizing app for both Android and iOS users. Essentially, it’s a virtual version of a traditional duct sizing measurement tool. How to use: Find Size by Airflow: Choose the total airflow in CFM (or L/S), the aspect ratio and either velocity of air or the friction loss per 100 feet (or 30 meters). The resulting calculation delivers both exact and rounded estimations of height, width, and diameter dimensions, the equivalent diameter (for rectangular and oval ducts) and the calculated velocity and friction loss. Find Size by Dimensions: You can examine an existing duct system by punching in the present duct dimensions and either the airflow or velocity numbers to arrive at the calculated duct friction loss. Add in custom parameters: Duct shape: rectangular, oval, round Duct material type Duct roughness Air temperature Air pressure HVAC Business Apps If you own your own HVAC business, you know how important it is to stay organized. With clients, multiple technicians, ongoing projects, emergency calls – HVAC businesses are known for being dynamic, busy organizations. So, it’s important to ensure that you have all your bases covered with regard to scheduling, clients, and project progress. For example, you can make it easier for potential customers to go about hiring an HVAC technician to fix a heating, cooling, or refrigeration issue by allowing online booking through social media and review sites. You may also want to consider a business app to help you digitize all the important information you’re dealing with day to day like client information, messages, projects, schedules, employee messages, and more. For all of your HVAC business needs , HouseCall Pro is the app that’ll help streamline your workflow and build your company. Housecall Pro – iOS and Android — Cost: Free Trial Best for: “ Managing your HVAC business” If you’d like an app that does it all, look no further than the Housecall Pro app. This app will serve as your business hub where all of your business-critical matters are in one convenient location. Message clients when you’re on your way, dispatch technicians based on proximity to clients, allow customers to pay with their credit cards for instant payment, send out automated emails without marketing services – there’s truly no other app like it. Don’t waste your time half-heartedly trying to market, let us handle that for you while you focus on higher-value tasks that are important to your business. How to use: Use the intuitive dashboard to navigate to each category and section to carry out your essential HVAC business tasks: Online Booking Schedule and dispatch Custom invoicing and estimating Payment Instapay Live map Service agreements QuickBooks Online Automated marketing Messages to clients Pay by credit card, cash, checks Send jobs to employee calendars Set recurring jobs Send notes and photos while on a job Send invoices via text Sync data to secure cloud Set employee permissions Export customer data and job information at any time HVAC Apps for every project HVAC apps aren’t the only way to get a job done right the first time, but they’re a helpful tool to make the most of your time, knowledge, and skillset. As an HVAC technician, you’re tasked with the important job of making sure people’s homes are comfortable. Using apps like Housecall Pro helps make your business more efficient and responsive. Tackle each HVAC job with the confidence that comes from knowing you have all the information you need right in your pocket.

Kindra K., Marketing Coordinator

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Housecall Pro announces January 2019 Superpros

February 6, 2019 • SAN DIEGO, February 6, 2019 - Housecall Pro, the #1 rated app for home service companies, has announced the January cohort of Superpros.  This program is dedicated to defining excellence and identifying the highest quality local home service companies. The Superpro community includes the best Pros in each industry across the country, allowing for a unique opportunity to connect with equal caliber service professionals. Every month, we award this status to Housecall Pros dedicated to providing their customers with a transparent, modern, and online experience from day one, establishing a strong relationship for years to come. At this time, only 5% of Housecall Pro users are awarded with Superpro status. The Superpro Program was relaunched in the beginning of this year with a new application and stricter eligibility requirements. These requirements include offering a seamless online booking experience for customers on both website and Facebook pages, detailed and personable pictures and descriptions for all services to further facilitate an easy and customer-friendly booking experience, an average of 4.5 star reviews across all platforms, and high-account usage. We do a detailed audit of the Pro’s account to ensure they have met all requirements. Once they have been approved for Superpro status, we require the Pro to sign the Superpro Code of Ethics. This Superpro Codes of Ethics is signed by the company promising elite professionalism, quick response times to both customers and other Pros, and overall responsibilities as a Superpro in the home service community. Together, Superpros are dedicated to bringing trust and value back into the trades. Service professionals who have earned this award will have unique badges displayed on their websites and company profiles to distinguish them as 2019 Superpros. This award is earned every year and the status is valid for a year after acceptance. At that time, the Superpro will be reevaluated to ensure that they still meet all of the eligibility requirements.

Alexa Greenberg

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What Is Field Service Management Software?

February 5, 2019 • If you work in a home-services industry — and especially if you manage a team of professionals who make house calls — there’s a good chance you’ve heard about field service management software. But exactly what does this term refer to, and is field service management software applicable in your specific line of work? To help you gain a clearer understanding of what field service management software is and how your business might use it, here’s an overview of everything you need to know about this revolutionary way to streamline your workflow. What Is Field Service Management Software? For businesses that make house calls, field service management, often abbreviated as FSM, simply refers to the allocation of off-site resources required to serve customers. FSM comes in many different forms and can include everything from scheduling appointments to dispatching workers to determining the locations of your vehicles. Over the years, FSM has evolved from a rudimentary pencil-and-paper process into a sophisticated set of computer-based tools that leverage the latest technology. These computer programs are collectively known as field service management software . Computer-based FSM has existed for decades in the form of industry-specific programs, such as HVAC software designed especially for specialists in that field. Today, however, the leading FSM platforms are feature-rich, web-based tools that can be customized to suit any type of home-service business. And because these tools live in the cloud and are accessible from any internet-connected device, they make running a home-service business easier than ever before. What Type of Businesses Use FSM Software? A growing number of home-service businesses use FSM software, including workers in traditional trades such as electricians and carpet cleaners, as well as providers of more-emergent services like solar panel installation and home automation. Here’s a quick — but far from complete — list of professions that stand to benefit from FSM software: Housekeepers Electricians Window Cleaners Landscapers Pressure Washers HVAC Specialists Plumbers Garage Door Installers How Does Field Service Management Software Work? Different FSM solutions work in different ways, but today’s most popular tools largely revolve around online dashboards and mobile apps. The online dashboards provide business administrators with a bird’s-eye view of a company’s entire operation at any given time. They also allow easy access to nearly every facet of the business within just a couple of clicks. Mobile apps, on the other hand, are generally optimized for workers in the field and provide them all of the information they need about upcoming appointments. These mobile apps also facilitate communication with customers and team members back at the office. The beauty of today’s FSM tools is that they allow everyone in an organization to instantly and effortlessly access the information they need from wherever they happen to be. But the best field service management software offers far more benefits Top 10 Benefits of Field Service Management Software If you’re curious about how field service management software can streamline your operations, here’s a rundown of 10 of the many benefits a modern FSM solution can bring to your home-service business. Simpler Management: Manage your workforce in the field more effectively — and more effortlessly — than ever before. An Up-to-Date Dashboard: Access a bird’s-eye view of your entire business anytime and from anywhere. Speedier Payments: Issue invoices at the touch of a button or instantly collect payment for completed projects. Simplified Scheduling: Give customers the freedom to schedule appointments online based on your team’s current availability. Enhanced Appearance: A sleek customer interface lets you appear every bit as professional as the biggest names in your industry. Empowered Employees: Allow your workers to deliver better service by giving them instant access to customer information. Improved Customer Communications: Increase customers’ peace of mind by providing them with real-time updates about appointments and ETAs. Automated Operations: Remove repetitive tasks from your to-do list by automating time-consuming processes. Reduced Confusion: One central location to view all day-to-day operations ensures every member of your team is always on the same page. Integrated Information: Import customers, calendars, and accounting information by integrating with other tools you’re already using. Try Housecall Pro Today! The advent of field service management software has revolutionized the way businesses that make house calls operate. But not all FSM software was created equal, and not all platforms will be right for your business. If you’re searching for field service management software to bring your company into the 21st century, Housecall Pro could be exactly what you’re looking for. We offer three tiers of tools and services built specifically with businesses like yours in mind. Our comprehensive packages make it easy — and affordable — for companies in a growing number of industries to operate more efficiently and profitably, than ever before. If you’re ready to experience the difference Housecall Pro can make for your home-service business, book your free demo today.

Kindra K., Marketing Coordinator

What is field service management software (FSM)

Let's Talk Money: A Guide to HVAC Profits, Salaries, and Revenue

February 4, 2019 • The HVAC industry is growing faster than ever. By 2023 , the HVAC system market is expected to reach a value of $251.6 billion. So, what can you do to maximize your piece of this size-able pie? If you’re an HVAC business owner, you should start by developing a clear understanding of how to calculate profit margins and optimize your income. By taking steps to increase your profit margins now, you’re setting your business up for success as the market expands. This article looks at average HVAC profit margins, salaries, and expenses to help you decide how to set your prices and pay your technicians. We’ll also talk about simple changes you can make to optimize your profit margins. How Much Should You Charge for HVAC Services? This can be tricky to answer. People get squeamish when you bring up money. But the bottom line is, you’re running a business – and a business needs to be profitable to survive. That means you’ll need to think strategically about how much to markup materials and how much to charge per hour or per job. Start by Determining Your Break-Even Point Before you can turn a profit, you need to charge enough to cover basic materials and labor costs. So, start by figuring out your break-even point. That is, what’s the absolute minimum amount you need to charge to cover your expenses? Once you have this baseline figure, you can use it to help set your rates and optimize your margins. Here’s how to calculate your break-even point for any HVAC job. Step 1: First, add up all of your monthly costs for running the business, including bills, rent, licensing, and equipment. Then, divide the total by the average number of jobs you do per month. Step 2: Next, estimate how many hours each job requires and multiply it by the hourly cost of your technicians and other staff members. This should include hourly wages as well as any additional benefits you offer, like health insurance. Step 3: Calculate the costs of all materials and equipment required to complete the job. Step 4: Add these numbers together to calculate your break-even point. If you were to charge a customer that exact amount, you’d recover all your expenses – but wouldn’t make a cent of profit. Now that you know your break-even point, you need to factor in your desired profit margin and markup costs accordingly. Setting HVAC Costs: How to Markup Materials and Labor Many HVAC business owners treat profit margins and markup as the same thing, but these are two different numbers – and to make a healthy profit, you need to understand both. Markup is the difference between your break-even point (i.e. what you pay for parts and labor) vs. what you charge the customer. You need to know how much a part costs you before you decide how much to charge for it. Keep tabs on fluctuations in market prices to avoid short-changing yourself if costs go up. Standard markup on parts is 100% for non-retail items, which means you can bill the customer for twice what the part cost you. Labor markup ensures you’re making a profit off the time your technician spends completing a job, rather than just enough to pay their wages. Your profit margin is the percentage of sales that represent profit. That is, how much you’re earning back in relation to the total amount invoiced for. You can set your prices by using your desired profit margin or markup on individual costs. To determine how much you should charge for a 40% profit margin, for example, you would divide your total costs by 1.60. So, if your overhead costs are $500 for a job and you want a 40% profit margin, your calculation would look like this: $500 / 1.60 = $800 Education is the #1 Factor that Impacts HVAC Technician Salary If you’re wondering how much to pay an HVAC technician, there are several factors to consider. According to a 2018 survey , the most critical factor that affects an HVAC professional’s salary is their level of education. While the median income for all non-owner HVAC professionals is $55K, techs with certifications and degrees can command a higher salary. This makes sense, since the more a technician is able to specialize within your field, the more potential value they can bring to your company. Here’s how education can impact average earnings: Almost two-thirds (61%) of HVAC professionals have some form of industry-related education. Four out of five (80%) people surveyed have an EPA Section 608 certificate. Those with an undergraduate degree in HVAC-R make an average of 32% more than someone with just a Section 608. How Much Do HVAC Owners Make? Of the HVAC professionals surveyed , 12% were business owners. While technicians often assume their boss is taking home the majority of company profits, this is far from the truth. Here’s what the survey uncovered about HVAC business owner income: HVAC business owners have a much larger income range than their employees. Average owner income is $598K per year, but the median income for owners is only $76K. One owner surveyed claims to take home a hefty $20MM per year. These numbers suggest that a very small portion of HVAC business owners are making serious bank, but the median income for owners is only 21K higher than that of employees. 6 Ways to Increase Your Average HVAC Profit Margin 1. Minimize the Cost of Acquiring New Customers Customer acquisition cost is the amount you have to spend on advertising and sales to get one new paying customer – and it’s often a significant cost that can eat into your profit margins. In fact, one report found that acquiring a single new customer costs HVAC professionals between $200 and $300. If you can minimize your acquisition costs, your profit margins will go up. Experiment with direct mail, email marketing, and social media marketing to get noticed by your target audience. Ask new customers how they found out about your business. When you find a type of advertising that works more effectively than others, shift more of your marketing budget towards those efforts. 2. Keep in Touch with Existing Customers Even if you can cut down your cost per lead, it’s much more cost-effective to retain an existing customer than to acquire a new one. So, if you can sell more services to your established customer base, you’re automatically increasing your profit margins. One way to increase sales from current customers is to offer maintenance agreements that bring in recurring monthly revenue. You can also use direct mail and email marketing to keep your company top-of-mind for existing customers during slow months. This is effective because it not only fills up your schedule during the off-season, but it also frees you up to service new customers who are more likely to contact you during the busy season. 3. Add Value Instead of Offering Discounts There’s a time and a place for providing discounted services – for instance, during a serious lull in the off-season or to reward customers who give you referrals . However, most of the time, you should try to avoid lowering your rates – especially if you’re looking to boost your average HVAC profit margin. If you want to attract new customers without cutting into your profits, add more value to your existing offer. So, rather than promoting a 10% discount for first-time customers, focus on communicating added value instead. That could mean throwing in an added bonus that won’t cost you anything, like beefing up their warranty or priority service in the case of an emergency. 4. Invest in Your Team Members Putting together an amazing team doesn’t mean only hiring seasoned pros. You can and should invest in fresh talent who can learn from your more experienced techs. Not only do junior technicians have lower salary requirements, but they’re also easier to mold into the perfect employee and are often eager to learn more about the industry. Your techs are the lifeblood of your company, so it’s worth investing in developing their skills. By encouraging team members to specialize and earn new certifications, you can inspire them to build a long-term career with your company. If you invest in your team today, you’re strengthening your business and setting yourself up for a more secure financial future. 5. Track All Your Data in One Place The first key to maximizing profits is to know exactly how much money you have coming in, how much is being spent, and how your costs break down. Using a home service business managing tool like Housecall Pro makes it easy to keep tabs on your cash flow, customers, invoices, and profit margins. Plus, you can accept credit card payments with our mobile app, which means you get paid before even leaving the job site. That means no more overdue invoices or time spent chasing customers for payment – which is great for your bottom line.

Stephen Altrogge, Author

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Angie’s List vs. Homeadvisor: The Ultimate Lead Gen Service Comparison for Home Service Businesses

January 31, 2019 • Online home service directories seem to be everywhere these days. Porch. Thumbtack. Bark. Houzz. And yes, even Google Home Services. Those are just five of the creatively named (one maybe less so) home service marketplaces where contractors and service providers can connect with the homeowners who are seeking them out. Amongst the crowd though, two directories rise above all others - Angie’s List and HomeAdvisor. For a service provider, these websites are both a blessing and a burden. Each provides the promise of connecting you with new clients. But is the time and effort to monitor your presence (and the peer review systems of each site) worth it to grow your business. Or could those resources be better spent elsewhere? Let’s take a closer look at the industry leader Angie’s List, and its primary competitor, HomeAdvisor, to see if either is a fit for your company. The Fine Print Before we get started on the Angie’s List versus HomeAdvisor comparison, there is one disclosure that should be made known - both websites share the same owner. New York City-based InterActiveCorp or IAC oversees ANGI Homeservices, which is the parent company of both Angie’s List and HomeAdvisor. Then current owner of HomeAdvisor, IAC, acquired a stake in Angie’s List in May 2017, thus creating the ANGI Homeservices brand. It’s not an uncommon pairing considering the current climate of corporate mergers and holdings. It is, however, an important distinction since the following comparison is really about the services each one offers. Yes, these are still both lead-generation tools for your business. While each maintains separate operations and run independently of one another, understand that any monetary investment you might make with either service ultimately ends up in the same spot. The Histories Recent acquisition notwithstanding, both Angie’s List and HomeAdvisor have long histories and are the clear 1A and 1B of localized service provider directories. Each has relatively humble roots, but their principal missions have remained consistent throughout their history: provide peer-based recommendations and reviews for homeowners and lead generation for contractors. Angie’s List As the oldest of the service provider directories, Angie’s List has weathered all competitors to remain atop the field for over 20 years. As a startup in Columbus, Ohio, Angie Hicks went door to door to sign up consumers for the Columbus Neighbors service that reviewed home and lawn services. Once the service reached 1,000 members, it acquired Unified Neighbors and moved its headquarters to Indianapolis. Since that time, the organization expanded to include contractors, home repair and general maintenance, as well as automotive service and health care providers. At the time of its 2017 acquisition, Angie’s List was valued at over $500 million with over 5 million members and more than 50,000 professionals as part of its platform. The site has also exceeded 10 million reviews. HomeAdvisor Originally founded in 1998, HomeAdvisor started its run as ServiceMagic, a service similar to Angie’s List with a few clear distinctions. First, it offered members estimating tools to help determine the costs of home improvement projects or repairs. It also provided free membership whereas Angie’s List required paid subscriptions. In 2004, IAC acquired the brand and a little over ten years later they had $300 million in revenue, with a total user base of 30 million. The site also claimed 3 million reviews and a network close to 100,000 service professionals. The Fees For contractors, finding viable leads and connecting with future customers is a challenge. It's made even more so when the promise of future business comes with a fee structure that is unclear. While both services offer relatively straightforward membership options to the consumer - Angie's List is a freemium service, HomeAdvisor is completely free - the provider investment is less simple. It's not overly complicated, but with both sites, you could end up paying more than you planned. Angie’s List Between each service, Angie’s List provider fee structure is the murkier of the two. A company listing on the site is free (but is owned by Angie’s List), and if you hope to achieve any level of visibility, there are a few necessary requirements. Similar to Google Ads, if you hope to rise above the organic search, you’ll have to pay for it. The benefit is that more of your company info is visible to potential clients, but the per click ad rate is market driven and can run anywhere from $4 to $8. This cost can quickly increase. The other consideration to posting on Angie’s List is discounts - the discounts you offer to a possible new customer. These are a big player on the site due to it being one of the perks of paid membership by a homeowner (paid subscribers get access to specials, free users don’t). Again, nothing earth-shattering, but it can drive up your costs. Beyond that basic structure, there is a catch to your listing that we'll cover in the pros and cons section below. HomeAdvisor With HomeAdvisor, the pricing is more straightforward, if a bit more costly. To list your company, there is a $350 annual fee. However, as a lead-generation site, if you want to connect to possible clients directly, it can start anywhere from a $15 to $20 per lead on up to $50 or more. In some markets, the number can get as high as $80 to $100 per lead. There are instances where you are granted a refund of the lead fees if they do not result in actual work, but you might have to chase those down. The Pros and The Cons It’s hard to avoid the fact that both of these websites are very much alike. Together they are the behemoths in the home service marketplace. Their extensive history and solid financial backing do not hurt either. Its little surprise they remain the preferred choice for the majority of homeowners. Both sites require a background check on their providers and offer some level of customer service when you are listed - even if the service itself leaves something to be desired (a common complaint amongst service providers). In addition, each service is well established within Google's’ organic search, which means if you type “HVAC repair near me” in Google, both Angie’s List and HomeAdvisor are at the top of the results. There are differences, however, and though each service has redemptive qualities, there are notable drawbacks worth considering before aligning with either service. Angie’s List Angie’s List is by far the most widely known marketplace, and it's "from the ground up" backstory endears it to plenty of homeowners looking for maintenance or repair services. It is free to sign up, and that does provide you with a reasonable listing from which to build your site presence. However, that is where things can turn sour for a provider hoping to raise their status to "preferred." As we alluded to in the pricing section, the big gotcha with your listing is that for it to advance in the rankings, you’ll need customer reviews. Lots of them. And they all better speak highly of your services. Your visibility can rise and fall with the reviews and ratings you receive, which it should be noted you have zero control over. Of course, if you are stuck down at the bottom of the rankings, you can overcome the placement by purchasing ads. For all its popularity with homeowners, Angie’s List, from a provider standpoint, best serves Angie’s List legacy companies - those who’ve invested time and money over many years in the marketplace to strengthen their rankings, acquire a ton of positive reviews, and spend money when necessary to ensure consistent visibility. HomeAdvisor It may not have equal billing or the notoriety of its competitor, but HomeAdvisor does have a loyal base of homeowners who swear by the service. The site also presents itself as a better fit toward larger scale projects like home remodels, which means those specific contractors can more easily find a ready and willing base of new clients. Overall, the site also presents a fairer field of competition versus the Angie’s List pay to play in the big leagues model. However, the lead-bid approach can unknowingly drive up costs without any promise of actual work coming from your efforts. That bidding also means a lot of competition amongst service providers for a less than comparable volume of work. With its skew to larger projects, HomeAdvisor is not always the best site to cultivate repeat customers. Plus, as a completely free site for the homeowner, there are plenty of window shoppers with hands in their pockets and only simple estimates on their mind. The Verdict With Angie’s List, you can create a free listing, have a few established clients post some positive reviews, and see what happens without spending a dime. For small startups, it could prove beneficial long term. If your business is well established without having used Angie’s List in the past, you’ll gain minimal benefit from it. Of course, if you throw tons of cash at it, you can develop a strong presence in the marketplace and do so in fairly short order. In HomeAdvisor, you get a level playing field. However, plenty of competition and an at times passive user base means you could be spending a lot of dollars and a lot of time for just a few actionable jobs. But if you're a large scale contractor or company with a few dollars and time to spare, leads can be found. So, will your business find success with either Angie’s List or HomeAdvisor? The answer is a resounding, maybe. Just don't put all of your marketing resources behind either service. Each marketplace - including the new upstarts we mentioned in the opening - should be viewed as a small part in your company’s broader marketing plan. Robust advertising that targets your specific client base, a healthy referral network and a reliable website that promotes customer engagement will do more to grow your business than anything else. That said, if you’re struggling to find new clients or want to try a new marketing avenue, each service is worth a shot as long as you read the fine print, understand their policies, and go into with reasonable expectations.

Stephen Altrogge, Author

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Technician Scheduling: How to Tame the Beast (Once and For All)

January 31, 2019 • When you decided to start your own home service business, it probably wasn’t because you love to make schedules. In fact, the logistics of scheduling likely weren’t on your mind much at all until you made your first few hires. By now you’ve probably realized that technician scheduling is one of the most important tasks you handle on a regular basis. After all, an organized, well-thought-out schedule allows you to maximize bookings and service more customers. As your team expands further, your ability to make smart scheduling decisions will continue to play a huge factor in your success as a business owner. So, how can you do it better? Let’s take a look! What Are the Biggest Challenges of Technician Scheduling? Good question. In theory, technician scheduling should be quick and easy to take care of – but that’s rarely the case. Here are some of the most common problems home service business owners face with technician scheduling. Unproductive Gaps in Your Schedule: This is more than a case of simply under-booking. If your schedule isn’t optimized to fit in as many appointment slots as possible, you’ll have awkward gaps that are too short to squeeze in a maintenance call but long enough to hurt your revenue. Having unproductive gaps in your schedule means you’re not billing as many hours as you could be – which eats into your potential earnings. In fact, according to studies by Bain Consulting , poor scheduling decisions can cost you up to 50-60% of your revenue. Scheduling Conflicts: On the other end of the spectrum, you can also run into problems if your schedule is too tightly packed. This type of overbooking can result in issues like technicians showing up late to appointments, accidentally sending two technicians to complete the same job, or expecting a technician to get across town faster than possible during high traffic times. Lost Business and Revenue: Disorganized or short-sighted technician scheduling can cost you revenue as well as potential customers. As a small business, you can’t afford for your technicians to waste time driving back and forth across town in between appointments. Or to have gaps in your schedule, no-show customers, or techs who show up late to appointments – especially because 64% of customers won’t rehire a service company that’s an hour late to an appointment. 6 Tips HSB Owners Can Use to Simplify Technician Scheduling If you want to make technician scheduling as easy and efficient as possible, you need to think about your priorities and plan accordingly. For instance, do you want to schedule by location to save on gas and minimize travel time? Or would you rather assign specific jobs to specific technicians based on their skills? Let’s take a look at how you can simplify your technician scheduling practices to maximize revenue, boost customer satisfaction, and keep your techs happy, too. 1. Schedule Technicians by Skill Set One simple way to make scheduling decisions is by assigning technicians to specific jobs based on their experience level and skill set. This works best if you’ve got a larger team or technicians with varied skills and expertise. For instance, if any of your technicians specialize in one area of your field, it makes sense to ‘save’ their skills for jobs that require their expertise. Otherwise, you’ll lose out on that business if your experts are all booked up with routine maintenance – something that could be handled by a generalist or more junior tech. 2. Book Appointments by Location If it doesn’t make sense for your industry or team to schedule by skill set, a good alternative is technician scheduling based on location. Scheduling jobs based on location is more efficient than booking work all over town to fill your schedule. That is, it’s better to cater to one region or zone on a given day than to have your technicians driving all over the place, wasting gas and time in between jobs. For example, on Mondays, Wednesdays, and Fridays, you might only book jobs in service zones one and two. On Tuesdays, Thursdays, and Saturdays, you might focus on servicing zones three and four. 3. Expand Your Availability If your availability doesn’t line up with your customers’ expectations, you’ll have a hard time filling your schedule even if customers want to book appointments. For example, if you limit your technician scheduling to 9-5 on weekdays, you’re cutting yourself off from a huge range of potential customers who have to be at work during that time. Considering extending your business hours to accommodate customers who work during the day and can’t take time off to let you into their home for their service appointment. By offering a more flexible schedule that includes early mornings, evenings, and weekends, you’re making it easier for customers to find appointment times that fit into their busy lives. 4. Take Advantage of Home Services Software You can streamline your scheduling process further with the help of home service management software. Technician scheduling software allows you to easily manage your call schedule, maximize bookings, and avoid scheduling conflicts. Home service business software like Housecall Pro streamlines internal communication, which prevents problems like sending two techs to the same job site and ensures your techs are always on time for appointments. Plus, a real-time dispatch system allows your technicians to receive alerts about upcoming jobs, update their availability, and mark work completed right from the job site. 5. Automate Service Reminders Your home service management software can also help you avoid last minute cancellations and no-shows by sending automated service reminders to customers with upcoming appointments. If you schedule out maintenance or seasonal work in advance, there’s a good chance some of your customers will forget by the time their appointment date rolls around. So, rather than dispatching technicians to job sites only to find that no one is home, use your technician scheduling software to send out automated service reminders in the days leading up to an appointment. 6. Offer More Convenient Booking for Customers Encourage more customers to book with you by making it easy to view your calendar and book a time slot online. A digital booking system that displays your availability allows customers to choose a time that’s most convenient for them. It’s also a good idea to ask for customer feedback about your scheduling practices. For instance, do your customers feel that it’s easy to book an appointment that fits into their schedule? You can use customer input to improve how you handle technician scheduling going forward. The Right Technician Scheduling Software Can Help As a business owner, there are plenty of things you could be spending time on besides technician scheduling. But hey, it comes with the territory – if you want to run a profitable home services business, you need an efficient scheduling strategy. The key is to find the right process and tools that make managing your technician scheduling as fast and simple as possible. Home service business management software like Housecall Pro makes it easier than ever to book more appointments and maximize productivity. Want an easier way to manage your home service business and technician scheduling? Book your live demo today to find out how Housecall Pro can make your scheduling more efficient, so your business can be more profitable.

Stephen Altrogge, Author

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Feature Focus: Segments

January 28, 2019 • This weeks Feature Focus is about setting up segments for return jobs or jobs that require you to take a deductible, deposit, or bill an insurance company. We're going to go over the three keys to setting up your segments correctly. 1) Name your segment What’s the reason you’re segmenting the job? Is it because you need to take a deposit? Is it part two of the first job, or an extra repair? One of the reasons it’s important to name your segments is so you can look back and know what happened that day at a glance. Keep in mind this segment name will also appear on your customer’s invoice, so make sure it's professional.  2) Double check your lines items You want to go through and make sure you have all the correct information on your invoice. When creating your line items, you have a couple of options. You can copy them from the previous day or add new ones, if the work is going to be different. 3) Make sure you schedule it A lot of our Pros don’t realize that when you add a segment, the schedule doesn’t copy over. So just make sure you’re going in and scheduling the job for the correct date and time. So remember - when you’re using segments - name it, update your line items, and add it to your schedule. Now that you have your checklist, go through a segment you’ve already created and make sure these three steps are completed so that you’re ready the next time you add one. To learn more about segments check out this help article.

Kindra K., Marketing Coordinator

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Reaping the Rewards of Referrals: How A Simple Referral Program Can Increase Your Customer Base

January 22, 2019 • As a home service business, one of the most critical aspects of continued success is acquiring new customers. But even with a professional, well-trained team, top-notch customer care and expertise that rivals any of your competitors, generating new business is challenging. Of course, advertising can get costly, and much of the ROI from your ad dollars is less than stellar. There is however a marketing approach that will plug you into an untapped customer base while also making the most of your marketing time and money. We are talking about referral marketing. What is Referral Marketing? Referral marketing is the promotion of your company through word of mouth, typically from existing customers. No major ad buys, no direct emailing or mass mailers, no major marketing team - just the influence from others who’ve used your service and liked what they received. Certainly, this marketing approach makes sense. Think about all the recommendations you get from friends, family, and even just acquaintances for all manner of things. Restaurants, movies, tv shows, trips and hotels and things to do. And yes, home services. While the concept is relatively simple, plenty of businesses ignore this fundamental aspect of customer growth. Why? For most, it’s the misconception that referral marketing takes a lot of time and effort, which is untrue. Sure, it’s slightly more involved than merely purchasing advertising space and AdWords, but only slightly. The critical difference is that static advertising is, well, static. Not to mention the returns could take weeks or even months before gaining any benefit. With referral marketing, you are actively engaging with current customers to help generate new business. The payoff can be both immediate and immense. Why Referral Marketing? Before touching on a few key strategies to get your referral marketing off the ground, it's important to understand why it's so effective. It comes down to two basic tenets and a straightforward equation: excellent service plus trust equals referrals. You provide a customer with a high-quality and valuable service. Your work generates trust with that customer. Since they trust what you’ve provided to them, they, in turn, recommend your services to people that trust and know them. Great Service This is the number one catalyst for all customer referrals and falls squarely within the control of the business - your business. For any referral program to be successful, you first must provide quality services. It may seem obvious, but to truly generate a reliable stream of referral business you have to give your current customer base a reason to refer you. Even if your services are the least expensive in your area of expertise or come with extras and add-ons, few consumers will recommend you if the actual product is subpar. This means being responsive to their needs, consistent with your services, and engaging in your interactions. If you are in the early stages of developing your business, devote plenty of resources to ensuring quality, accuracy, and professionalism. If you’re already at that high-quality level, do everything you can to maintain it, and find new ways to enhance the client experience. Don’t be afraid to tout the many satisfied customers you have. If you’ve experienced tough times and your business’ satisfaction ratings are less than stellar, don’t get discouraged. Focus on core values and the basics of your business, and you can reverse past negative experiences. Redemptive referrals are quite powerful in their own right. Regardless of where you find yourself in the evolution of your business, a focus on quality is the foundation of a strong referral network. Trust If excellent service is what puts a referral in motion, then trust is ultimately what compels the customer - more specifically, the satisfied customer - to spread the word about your company. If it seems that confidence is hard to come by these days, it’s because it is . When a consumer finds a brand or service they believe in, they tend to hold tight to their loyalty. The benefit for an organization is that consumers often want to share their great find with others. According to a 2015 report from Nielsen, this peer to peer to recommendation far outweighs other forms of advertising. So with that evidence in hand, how then does your business take advantage of a happy client base ready to spread the word? Crafting a Successful Referral Plan There are many ways to build a referral marketing program, but the most direct and effective manner is through engagement. Your established client base provides you with a built-in advertising platform. As you provided the service they loved and instilled the trust they were wanting, all that is left for you to do is engage them in sharing it with others. Here are three critical strategies for engaging them directly (and one that goes beyond your current clients) and raising your referral marketing to the next level. Incentivize and Reward If yours is like most businesses, when you first started, building your initial customer base was challenging. As you grow, these early fans turn into your legacy customers - you are on their list of go-tos whenever the need arises. So why not incentive and reward them for helping bring in like-minded people? Whether it's through service discounts, loyalty rewards, or similar promotions, tee up your early adopters with specials designed with them in mind. The “look what I got” crowd will no doubt tell everyone what they got. Then reward them again with referral incentives that further thanks them for their commitment. Of course, your referral incentives should be open to all customers that bring you new business and tiered offerings will help appeal to those that have a knack for drumming up those new clients. But don’t hesitate to spotlight your long term patrons. They are after all some of your biggest influencers, so make sure they stay that way. Get Social The power of social networking is undeniable. Just as you use Facebook as an individual to keep in touch with those important to you, leverage it for your business as well. Not only does social media widen your firm’s reach, but also helps you create a narrative about who your company is, what it can do, and how it can help new consumers. Perhaps most importantly, social media platforms promote sharing, i.e., referrals. To capitalize on these efforts, set up your website to promote easy sharing with social media buttons and special incentives or rewards and encourage others to find you online. Make sure also to employ current customers to build up your online presence. Don’t be afraid to ask current clients for reviews and recommendations and to put their kudos on your Facebook page and your website. Move Beyond Your Customers Referrals from current clients will undoubtedly prove a top source, but that doesn’t mean it's the only one. As an active part of the community that your company calls home (or has an operational presence in) you will put your brand and services in front of potential consumers you may not have otherwise touched. Non-profits, churches, community festivals or related volunteer or sponsorship opportunities offer countless promotional opportunities that can drive your referral business. We should mention that with several of these outreaches, some costs may be involved. The buy-in (or time or resources) however is typically very low and is more than worth the large number of people you’ll connect with. And, of course, those individuals know other individuals, thereby organically growing your referral base beyond the initial investment. Make It Permanent Although it may sound like a method to achieve a bump in new clientele, referral marketing is much more than a temporary effort. Incorporating referrals as a key part of your marketing and advertising efforts are vital to maximizing all potential new client sources. Even as other advertising sources ebb and flow, a referral program provides you with a consistently low cost, high-value marketing channel that never turns off. Each new client is a new referral opportunity. Now that doesn’t mean it can be left alone to manage itself - far from it. But with regular reviews of the data points your efforts create and minor tweaks as necessary, your referral program will far outlive any advertising campaigns. Final Thoughts Consumers are always looking for companies in which they can believe. Whether it's a product or service, they almost always find those brands through recommendations from peers they trust. Taking advantage of this mindset should be a core focus of your marketing efforts. Remember, create a positive customer experience, then engage those happy clients in promoting the benefits to others.  Doing so will ensure your success on two fronts - a satisfied client base already full of praise and a new set of clients ready to sing the same tune.

Stephen Altrogge, Author

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The Value of HVAC Maintenance Contracts: How to Generate More Revenue from Your Existing Customers

January 11, 2019 • What’s the best way to guarantee you’ll have more revenue down the road? Get your current customers to agree to future work today. Finding new customers is one of the hardest things about running a home service business. Not to mention the cost of marketing and bringing in new leads. In fact, it’s anywhere between 5 to 25% cheaper to retain an existing customer than to land a brand new one. The key to a sustainable HVAC business is recurring revenue, both from customers you already have and new ones who hire you in the future. So, how can you ensure your current customers keep coming back to you consistently – while also providing great value as thanks for their loyalty? With HVAC maintenance agreements . What is an HVAC Maintenance Contract? An HVAC maintenance contract is an agreement between your business and a customer who agrees to pay a set monthly fee for ongoing maintenance and preventative care. Your typical HVAC maintenance contract includes bi-annual checkups at the start of winter and summer. Some contracts also provide discounted rates for other services, free parts for anything that needs to be replaced, and priority treatment that allows the customer to get faster service in the case of an emergency. When Should You Use One? The most obvious time to suggest a maintenance contract is when you install a new unit. By offering maintenance agreements to customers during installation, you can lock in your business as the customer’s go-to choice for everything HVAC. You should also offer service agreements to any existing customers who want to protect themselves from unexpected repairs or breakdowns on an older unit. The Benefits of HVAC Maintenance Agreements for Your Business Let’s take a look at the importance of using HVAC maintenance contracts, including the benefits for your business and for your customers. Recurring Revenue and Guaranteed Future Income Arguably the biggest benefit for your business is that HVAC maintenance contracts secure future income. By signing customers on for a long-term contract, you can rest assured that you’ll have recurring revenue for the duration of the contract. Recurring revenue is safer and more reliable than the project revenue model. The more customers who opt for an HVAC maintenance agreement, the more guaranteed income you’ll have coming in. Higher Customer Lifetime Value If your typical customer only calls you when they need repairs, you’re not making money off of them most the time. This means even if you retain customers long-term, you’re still not maximizing your customer lifetime value (CLV). And HVAC businesses with a low CLV are forced to rely on incoming leads to generate more revenue – and their margins are thinner as a result. HVAC maintenance contracts allow you to inspire customer loyalty, ensure you’re the first person they call with HVAC concerns, and increase your CLV with recurring payments. The Work is Straightforward Performing routine maintenance checks for long-term customers is generally an easier gig than trying to figure out a new customer’s system for the first time. With an HVAC maintenance contract, you get to know what to expect at each checkup or service call. So, not only are your technicians receiving more work on a regular basis, but the jobs are actually easier. The work is more predictable, requires less troubleshooting, and is an all-around better experience for your team members. HVAC Maintenance Contracts Are Great for Your Customers, Too HVAC maintenance agreements aren’t just a great deal for your business and your technicians – they’re also beneficial to your customers. Here’s why. More Affordable HVAC Service These agreements typically provide bi-annual intensive maintenance checkups as well as a reduced rate for any other service needs that pop up. Though fees vary based on your business, location, and services provided, most HVAC contracts are typically less expensive than scheduling two service calls per year. Customers can also save money long-term. There’s less likelihood that they’ll have to spend a ton at once to repair or replace a damaged unit, because they’re paying you a smaller, steady fee for ongoing maintenance. Preventative Care Keeps Their Unit Up and Running A HVAC maintenance agreement allows homeowner to ensure their HVAC system is kept in good condition. They’re less likely to experience a breakdown that leaves them without air conditioning in the summer or heat in the winter, because their units are checked at the start of each season. Their Warranty Remains Intact Many warranties on HVAC units are only considered valid if the unit receives regular maintenance and care. By entering into a service agreement, your customers are able to keep their warranty intact. 5 Bonus Tips for Maximizing Customer Lifetime Value Here are a few other things you can do to boost revenue and provide more value to your loyal customers. 1. Keep Track of Your Customers The first step to better customer relationship management is gathering intel. The more you know about your customers, their service history, and their HVAC needs, the better you can connect with them and inspire loyalty. It helps to create a database or use a CRM platform to organize information about your leads and customers. Start with the basics: their contact information. It’s important that you can easily find a customer’s phone number, address, and email address all in one place. The more details you include about the customer (like the size of their home, unit type and age, as well as service history with your company), the easier it will be to manage your customer list and offer appropriate services and estimates in the future. 2. Build Stronger Relationships The nature of the job is that you spend more time ‘getting to know’ your customers’ HVAC systems than actually interacting with your customers. That said, a personal touch can go a long way in any type of home service industry. Personalized emails, thank you cards, and even phone calls to check in throughout the year are easy, low-effort ways to build stronger customer relationships. 3. Send Out Personalized Offers You can also strengthen your customer relationships by offering custom promotions to thank customers for their loyalty. Since you already have your customers’ emails, you can break your list of contacts into groups based on different factors. Look at things like the types of services they typically need, their location, and how long they’ve been a customer. Then, you can send out emails tailored to each group. Remember to further personalize each email with the customer’s name. 4. Create a Loyalty Program It can be tricky to encourage loyalty in customers you only see a few times per year. So, you need to give them a good reason to hire you again, rather than some other local HVAC business. In addition to the tips above on how to build stronger relationships, you can incentivize customers to hire you again with a loyalty rewards program. Even a simple points-based rewards program shows your customers that you value their loyalty. For instance, your customers could earn points for every maintenance checkup they schedule or gain points based on how long they stick with you on a service contract. 5. Keep an Eye Out for Cross-Selling Opportunities Cross-selling is another way to increase profits and provide more value to your customers. If some of your customers aren’t taking advantage of all your services, you might have an opportunity to increase the amount of value you provide for them – while also increasing your revenue. Lock in Future Revenue Today HVAC maintenance contracts might just be the key to increasing your revenue and keeping your schedule full all year round. To make transactions and payments even smoother for your customers, it’s a good idea to automate payments and scheduling. Find out how you can start automating your HVAC maintenance contracts with Housecall Pro.

Emily Bauer

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