Category: HVAC

6 Tips for Growing Your Electrical Business

Do you feel like your business can be doing much better? According to IBIS World, there are about Two lakh ten thousand five hundred eleven (2,10,511) registered electrical businesses in the USA with a market size of 180 Billion dollars. Looking at the current trend, the number of electrical businesses is just gonna keep on increasing.

The current truth is that there are a lot of electrical service provider companies who are able to manage their workflow efficiently and generate quite a lot of revenue and on the other hand there are some companies who are not able to do so well, but the difference is not because of the quality of work, or the service charges. In fact, it’s because of the difference in their business plans.

For an electrical company, branding is the most important parameter, generating jobs is going to be an issue if people don’t know about you. It’s all about creating your presence in front of the customer. Once you have that you need to be able to make them trust you by providing them the best service and following basic marketing tips and once you are able to make them trust you, then you will see exponential growth in your business, they themself will work as a marketing engine and refer you to their friends and family. Following are 6 tips you need to follow to help you grow your business:

  • Business Plan: Running a successful electrical business requires a plan on how to reach and implement your vision. You need to be able to think through all the problems you are going to face and get through it all. If you don’t have a business plan then it’s high time you get one. It’s also important to constantly change your plans depending upon the circumstances. 

Like now, during this coronavirus epidemic, you need to take care of the safety of your technicians and get the job done as well. Now the question is how do you make a business plan? One of the best and simple ways of doing this is by creating a SWOT analysis (Strengths, weaknesses, opportunities, and threats). This will help you position your business properly and move forward accordingly.

  • Branding – It plays a major role in creating your presence in front of the world. Have you seen a lot of companies having their own t-shirts and caps? Well, there’s a reason for that, it helps them get exposure whenever they go for a job.  What about your website? Have you thought about it? If you don’t have a website then you need to make one right now, and if you have an old version of the website then get it modified. 

Presence on social media and web platforms like BBB, yelp is a must. People need to know about your company, they will call someone whom they have seen and can trust and that will only develop if they can search about you on the web platform, and read customer reviews. You need to present yourself as a brand in order to be one. 

  • Relationship with vendors: When it comes to commercial business, keeping a reputation with contractors, property dealers, architects & construction companies is very important. You need them to get information about any new project which might be coming up, and they need a person who they can trust and get the work done in quality time. But what if you don’t know anyone of them? Then you will never get notified of the new projects that are coming up, no matter how much you are ready to bid, you might just end up losing the job. 

These relationships are not only important in maintaining your business but they also help you in your personal life. Having a friend who not only does business with you but also goes out with you and looks out for you is something anyone would love, isn’t it? 

  • Marketing: This is where you can overtake your competitors. It’s not always about who does a better job will get more jobs, in fact, the one who is able to showcase what they do, gets the job. In order to start your marketing, first, you need to have a website, without it, you really can’t do anything. Once you have a website you need to start with content marketing. Hire a guy or write it yourself. Choose topics your customers would read like “How to save electricity”.  

Get your SEO boosted up with the help of content. Search for what are the short and long keywords people would search on google and use of those keywords in your blog. Just like we did to reach you. Make sure you are able to showcase the core values of your company with the help of social media. Keep posting regularly, be careful with the content which helps in creating a connect with your audience.

  • Use Technology: Almost everyday new software hits the market that enhances productivity and helps you generate more revenue. I know you feel like you are doing great without using any of these tools and software but that’s a very big misconception. A perfect field management software will help you in smoothing your workflow, cut extra work hours of manual data transfer, generate quick invoices, get fast payment transfer, generate upsell opportunity, generating work efficiency and so on. 

You just need to pick the right software for yourself, and you will see exponential growth in your revenue generation but a false one will only result in you losing your money. 

  • Fast Payments: One of the major problems faced by electrical companies is in managing their cash flow. This almost occurs with every electrical business owner during the month-end. A good solution to this will be generating the invoice right after the job and getting it signed and paid right then. In the case of commercial contracts, try to get a milestone payment contract, so that you have a source of revenue even when the job is going on. Use field service management software to generate invoices quickly and efficiently.

Managing an electrical business is tough, you need to plan for a lot of things, and prepare your business for the worst conditions, but if you use these 6 simple tips then you will be able to plan for your business and keep it running in during worse circumstances. Planning is very important for your business, and modifying it according to the situation is even more important.

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author March 27, 2020 0 Comments

Success Story of Farwest Climate Control

Farwest Climate Control specializes in sales and service of residential HVAC systems, with an emphasis on delivering these services with honesty and integrity. They have been serving in Central Washington for about 38 years now and have been one of the only American Standard Customer Care Dealer in that area to have a customer satisfaction rate of 95%. 

American Standard is rated as the most reliable brand among 14 leading manufacturers by Consumer Guide magazine and Farwest Climat Control has been a dealer of American Standard Brand equipment since 2002 and was awarded by the American Standard Customer Care Dealer status in 2006.

Farwest Climate Control was founded in 1982 by Bob Melton. They offer flat rate pricing on service and specialize in quality installations for existing residential and mobile homes, new construction and light commercial. They install and service electric, natural gas, oil and L.P. gas furnaces, water and air source heat pumps, boilers, air conditioners, unit heaters, space heaters, wall heaters, p-tac, and package units. They offer optional 10-year parts and labor extended warranty on all new equipment installed.

During the course of 38 years, Farwest Climat Control has grown rapidly with current member strength of 12 to 13 employee as their demand increased over this broad span of time but unlike other companies, instead of accepting more and more jobs daily, they restrict themself to a certain number so that they can deliver it with perfection which is the key to attain 95% customer satisfaction.

To talk about their journey Farwest Climat Control was not using accounting software up until 2006. With the release of QuickBooks online in 2004, many of the HVAC companies started shifting from pen and paper way of accounting to the digital versions. It was by that time when Quickbooks Online became really popular and Farwest also decided to move to the path of digitalization, they faced few problems initially while getting used to the accounting software but they adapted on there own which took time.

A similar scenario occurred after 2012 when field service management software came into the picture with the sole purpose of improving the process of generating and managing the work order and in 2015 Farwest Climat Control also started using a scheduling software but it did not work out as many of the times their technicians didn’t have access to their calls, there were problems with QuickBooks data sync and most importantly they were really hard to work with as they didn’t respond to there calls or emails. This is when Farwest Climat Control dropped the software and was unsure about using any scheduling software until they got to know about SmartServ.

One of the major features Farwest Climat Control needed was the ability for their technicians to use the application in offline mode so that they can have a proper record of the work they do and can store all the data irrespective of the place they are working at, as sometimes they work underground, where they don’t have internet connectivity. 

Secondly, they really needed someone who can understand the process of shifting from a pen and paper-based technique to digital format and help them in the process of this transition. 

Smartserv provided Farwest Climat Control exactly the same, with the help of the customer success team they were properly guided and trained about each and every feature of the software so that they knew what can they utilize and how a certain feature is going to help them in developing their business.

Farwest Climat Control has cemented its legacy as one of the best service provider company in the area of Central Washington majorly on the basis of referrals and that is the reason why a perfect scheduling software was very significant for them. Their ability to use the software for scheduling jobs help them manage their daily customer demand in the most efficient way which in return help them provide better customer service and satisfy their need which is the motto they live by “We’re Not Comfortable Until You Are”.

Farwest Climat Control has always asked for customer feedback after every job, which is essential for any business to improve and grow, in any field and these practices lead to the development of trust between the company and the customer and hence help them provide better services. Their goal is to make sure every one of our customers is completely satisfied with their service.


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author March 25, 2020 0 Comments

How Home Service Industries can Operate during Covid19

The corona pandemic has created a lot of fear in the minds of people, but the focus should be shifted from it and has to be more on how to progress the business in such times and provide people with the services which they need.

1)The gravity of the situation is quite understood but the following steps can be taken in the right manner only with the right mindset, the value of safety and hygiene needs to be understood.

Undoubtedly the first point which pops in the minds of business owners, technician, and customers is the safety issue. Let’s focus on what are the minimum requirements that need to be focused on –

Neat and Clean gloves – the gloves need to be sanitized after every job. After every visit to a location, it needs to be cleaned. Some businesses also can make use of disposable gloves.

The mask is a must, there is no doubt about it. If you are a home service business owner you need to ensure that every on-field worker is wearing it not just on the job, but throughout the travel to the location.

Hand wipes, sanitizer or alcohol-based hand wash to kill the germs, make sure every employee has it and knows how to use it.

Maintain 6 feet of distance with the customer, some of the installation and services don’t require the technicians to enter the home, the installation is done outside the home but if it requires the on-field worker to enter the home then the following 2 points need to be kept in mind

  1. Ask the customer if anyone in the house is ill, has any symptoms. ( this will be for the safety of the technicians )
  2. During the course of work inside the house, the worker needs to make sure that he does not touch too many things inside the house and ask the customer to keep the distance.

2) Many businesses have been shut down since the lockdown but some essential businesses still have not been put under lockdown as people require the services and the home service industry is one of them. Now many people are not aware of it, they don’t know if your business is running or has it been closed down for a brief period of time. 

Now you need to make people aware of it and this can be done by making use of every social media channel, your website, you can run ads too. If your company is quite big then you should make your marketing team focus on this aspect primarily. If you have a good number of repeat customers you can send out emails to them.

3) When the customers make a call for any kind of services, ensure that you are asking them about their health, try to ask questions on 

  1. The state of their health.
  2. Any recent travel history to other countries or even within the states.
  3. Anyone in the home having any kind of symptoms.

Ask them in a polite manner so that the customer realizes that you want to ensure the safety of everyone – the customer and the on-field workers.

4) Keep your on-field workers motivated because they are the vital cog in your business. They are the ones who are moving out in the field. They might have some kind of fear in their minds as they are out there in the field moving from one location to the other. 

So if any technician is going through too much anxiety and fear it would be better to give him leave rather than sending him forward for the job. 

Focus on providing them with all the sanitization requirements so that the tools and equipment are sanitized time to time.

5) Many small businesses might consider the option of cutting down the salaries of the employees ( back-office managers and on-field workers ) or laying off the workers. Let us address both the aspects 

  1. Cutting down the salary immediately is not the right step as that would set up a bad mindset for the workers, they would lose the trust in you and your business values.
  2. Laying off the employees is definitely not the solution to the problem until and unless the number of calls has drastically reduced and the revenue is plunging deep down.

            The reason why I am saying, it is not a primary solution is that summer is around the corner and there is going to be a surge in demand for the services. At that point of time, you would need your on-field workers to keep your business going. The best bet is to stay calm and wait for a few weeks until this passes and then the business operations will be back to normal.

Until then you can consider the option of giving unpaid leaves to some of them and make the staff understand the reason behind it which they would obviously understand in the present scenario and stand by your decision.

6) Focus on getting the emergency repair services done first and if there are businesses that are receiving a very small number of service calls then you can focus on maintenance contracts. In such a scenario you can reach out to customers who have maintenance contract with your business. This is one way how you could keep the business going if the service calls have seen a drastic impact.




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author March 25, 2020 0 Comments

Devising a plan to ramp up the SEO strategy for your Home Service Business

What is SEO? 

Search Engine Optimization is the varied process of deploying optimization and link-building tools to improve a website’s visibility in SERPs like Google, Bing, or Yahoo, etc. With this ease and accessibility of internet technologies growing so rapidly, customers are globally shopping or researching for products and services online. When someone searches for anything online, search engines return thousands of listings. However, one SERP usually has about 10 results; and 80% of internet users click on the first three links they see on the page that is the top-most links available on the search engine. A very small portion of these users may go to the second or third page but that’s just a very rare number and is almost negligible. 

Affordable Marketing For Your Home Service Business

In the past 20 years, the internet has clearly altered the landscape of the advertising and marketing world. Thus leading to the traditional advertising methods such as posting ads in the Yellow pages used to be a great way to grow your brand recognition and client base, but now digital marketing offers you the potentially the greatest return on your investment. If your home service business is struggling to stand out against your local competitors, then a cost-effective digital marketing campaign can help improve you form a unique brand that attracts more attention to your business.

In this digital age, most people are finding local businesses for home services online from various search engines. At the top of this, over 60% of the users of search engines click on one of the first 3 results, and less than 25% of users go away from the first page of results. So, how do you capture more of the thousands of potential customers that search for home services like yours every month? Using marketing strategies in Search Engine Optimization (SEO), you can move your website closer to the top of search results pages and potentially gain a massive boost in traffic, a higher rate of conversion, and more revenue generated from your home service website.  

If you’re a home service professional, you would probably rather spend time interacting with your clients or improving your business rather than on developing a marketing campaign. That’s why we’re here –  to help you achieve your goals in marketing at an affordable cost. 

Most of the home service websites that we have worked on in the past saw a >50% increase in organic traffic within 12 months of utilizing our affordable services.

Take Your Business to the Next Level: 

Web Crawling

What are web crawlers? Web crawlers go by many names, including spiders, robots, and bots, and these descriptive names sum up what they do — they crawl across the World Wide Web to index pages for search engines.

Search engines don’t just magically know what websites exist on the Internet like that. The programs have to crawl and index them before they can deliver the right pages for keywords and phrases, or the words people use to find a useful page. 

Yes! you read it right, keywords matter a lot. Your Keywords make it work! 

The Keywords are the phrases that occur on your website which helps Google determine the site’s relevance to someone’s search. For example, let’s say your company is an HVAC business in Seattle, WA. In this case, some of your main keywords should be:

Seattle HVAC

Seattle HVAC Services 

Seattle technicians 

HVAC Services in Seattle, WA 

HVAC Installation in Seattle, WA

HVAC installers in Seattle, WA

These keywords should be seen prominently in your website content (once or twice on every page of the website) and be often used in your H1 and H2 headings on the page. You might also want to experiment with less-traveled keywords, such as “Seattle HVAC Installer,” “HVAC Repairs in Seattle,” “Seattle HVAC installation,”. And also, to capitalize on searches where the person has a specific service in his mind.

Meta Tags

For your business website, it is very important that you know how meta tags can change how you’re being searched on the internet. In this article, I’ll walk you through the 8 most important meta tags that could help you increase your website performance: 

Title tag

Meta description

Canonical tag

Alternative text tag

Robots meta tag

Open graph meta tags and Twitter cards

Header tags

Responsive design meta tag

Business to Directories

Your website shouldn’t be the only place on the web where your business is visible. There are various business directories around the web that Google incorporates into determining a business’s authority in the marketplace. Yelp, Angie’s List, Google+, Local.com, Whitepages.com, Yellowpages.com and so forth- You should make sure that your business listings are correctly listed in these. It’s very important to position your business rightly in the field service market.

Content Strategy

Adding new content pages to a website can dramatically enhance its SEO health and Google tends to favor sites that are frequently updated and active. Adding content to your website can really enhance your business growth. Your website is the digital storefront for your business. SEO is the marketing strategy that can move your digital storefront to the busiest street in town. A great website is important to the success of a home service business. 

Additional Resources

Devise a strategy for your SEO

Know how you can get found online through these simple tactics: 

  1. GMB (Google My Business) Optimization
    1. Optimize GMB with Category Tags
    2. Optimize GMB with Hours of operation
    3. Optimize GMB with Pictures 
  2. Local Link Building 
  3. NAP
  4. Reviews 

WE can help you devise an SEO strategy for your company’s website. Smartserv is a field management software that will help in automating the end to end business workflow, to increase your productivity, revenue and also provide you a plan for your business marketing. Want to know how?

Schedule a Demo now and we will get in touch 





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author March 19, 2020 0 Comments

6 KPI’s for Your Home Service Business

If you own a smaller business, it can get really difficult to know how to measure success and to make sure you’re primed to grow. However, there are true-and-tried KPIs that can help you monitor the trajectory of your company and also, correct the course as and when you face new challenges. Having a small business can be intimidating and in a competitive market such as HVAC, electrical, and plumbing, all you need to know is how to keep the finger on the pulse of your operations. By reducing in on several key metrics, you can assess where your company is succeeding, where it could be doing more, and what can be done to ensure your business thrives.

According to the New York Times, the home service businesses are booming right now and will register a compound growth rate of 49% in 2021. But what does it mean for you? It means that with the coming year the number of home service businesses is going to increase even more, which will result in more competition and hence will make it hard for you to get your presence known to the world.

But you don’t need to worry about it, as long as you use and identify the right Key Performance Indicators (KPI’s) to run your business. KPI’s are the best way for any Home Service business to identify the right path which will lead to proper planning for future growth. But the question here is How to identify the right KPIs for your Business? The answer to that is not simple in fact the KPI of two businesses in the same vertical might be very different from each other. KPI  largely varies from business to business, it is influenced by regional factors, industry trends, company practices, and some more parameters.

Understanding what is a KPI with example in this video

This does make your job a bit harder, but it’s not impossible at all, because all the answers you are looking for are right in front of you. You know your business the most, you know where do you earn profit from, you know where do you spend it and if anyone can make that perfect KPI for your business then that’s definitely you. 

Now to talk about how will you make that perfect KPI for your business is by first identifying the different types of expenditures. You need to be able to differentiate between what will be a quarterly/yearly expense and what will be a monthly expense. There will be quarterly expenditures like when you order stock for your inventory and there will be monthly expenditures like fuel cost for your truck so you need to be very clear about what to include in determining your KPI’s depending upon the time period.

Choosing the right KPI’s is the most important part here, you have to identify what are the factors that affect your business the most. In the case of Home Service Business you should focus on the net profit margin, sales figure, expenditures. Here is a broad description of all the factors that can help you in discovering the right path for determining the KPI’s of your business.

  • Sales Revenue: You need to have a very clear idea about how much you are able to earn from your primary sales strategies. Sales revenue is nothing but the amount of money that is coming in from the sale of your products and services. This will account for how much you are able to earn and then decide how much you will be spending on all of your expenses. It’s also imperative to look for trends in your sales revenue and monitor them regularly. Have you noticed any seasonal trends in your business?
  • Profit Margin: The most important factor for a business to succeed is by having a significant profit margin. Now to calculate the profit margin you need to take into account how much sales you are able to make removed by all the expenses your company is making as a whole. It is crucial for you to have a very clear picture of the profit your business is making so that you can plan for what’s coming and invest accordingly. During hard times you need to be able to make decisions, and you will only survive if you would have planned for it. This is the truth, by keeping the exact profit margin into account you will be able to make the right decisions for your company at the right time.
  • Financial Reporting: I think you know how it gets when it comes to reporting if you have been in the business for even a year. You know it gets really hard while managing all the reports. The mistake here is that a lot of companies do not plan, they just start. As a result, they go into the reactive phase rather than a proactive one. Identifying the right report to use is the key here, you need to choose what kind of reports should you actually be focusing on. Whatever you choose should have a direct impact on your business. When it comes to the home service business the most significant impact on the growth of any business is made by Service Charges, Scheduling and employee charges. So maybe try focusing on these!

  • Employee Salary:  You need to be able to determine how much you can really pay your employees depending upon the position and industry standards. The key reason is you need to decide when your company is ready to expand and when you need to cut some ties. This is how business works. If you know that your company is doing good and now it’s time for you to increase your reach then that’s great! But make sure you have thought about it clearly and have a proper plan for expanding.
  • Customer Retention: Even if you have started the business recently you will have existing customers and these customers are the ones who create value for your company and they will continue if they are provided with the right service. You just need to keep these guys close. If you are able to increase your Customer Retention Rate then you will never go out of business because they will do referral marketing for you. Just keep in touch with them. Show them your care. One of the best ways to increase your customer retention rate is by asking them for feedback, this will help you build trust and improve your service.
  • ROI Analysis: DeterminingReturn on Investment is going to be really important for you in deciding your KPI’s. This is something which will help you in making decisions like where to invest & when to do it. Is it working out or not? If not then what should I do? Whenever you run a marketing campaign you need to do these ROI analyses in regular intervals to choose the right path for you and not just marketing campaigns. It helps you in making decisions about when to invest and expand your business.

To summarize it all-determining KPI for your home service business is very important, you can’t run your business without them, selecting the right KPI is what will keep your business going and to do that you need to look for all the factors that affect your business directly, prioritize them and use them to create a successful business.

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author March 18, 2020 0 Comments

How Coronavirus Is Affecting Home Service Industries and What Can Be Done

First of all, with the kind of business workflow that the Home-Service Industry has, traveling is an important part of it, without the travel, the work can’t be completed. The corona pandemic has impacted this aspect the most. 

The home service trade requires the technicians to move around in different zones. This emphasizes the fact that they come in contact with a lot of people during the day which puts them at a higher risk of coming in contact with the coronavirus. This is something that is of prime concern and has to be addressed. The technicians and the customers both have to be kept into consideration during the whole process of business operations.

It all boils down to 2 key aspects –

  1. Safety of your customers and your field service technicians.
  2. Keeping your business up and running even in extreme times like these.

So now comes the part where you sit down, analyze the situation and the problem at your hand and come out with the best solution

Understand the Coronavirus symptoms and the precautionary measures in detail and when you are working on this, please don’t trust any information which is being spread around. Go with the facts that are being put by Organizations like WHO ( World Health Organization )

Now it is important to understand how your workers can travel and take the utmost care of themselves, you can have a look at the video posted by WHO about “How to protect yourself when traveling during the coronavirus (COVID-2019) outbreak.” It will give you a better understanding of the steps that you need to take for the safety of your workers/employees. 

So please ensure that If any of your employees have started to show any kind of symptoms, get the health checkup right away.

Make your customers aware that you are taking every precautionary step that needs to be taken and has kept the safety of your customers and employees at the top priority and not hampering the process of offering valuable service to your customer.

What other issues are you worried about that are related to coronavirus and your business? Email us, and we’ll help find answers to it.  

Now the question of “how am I going to spread the message to my customers ?” might come to your mind, let’s get to that now- 

As a part of the home service industry, you probably have a digital presence on the website, Social media accounts. Now is the time to make the most use of it and start putting out content on the various critical steps that you have taken and reach out to your existing customers. Make them understand that you truly value them and want them to be safe and sound.

This not just portrays your Business culture but also helps in building trust and healthy relations.

Now In the home service industry when we particularly talk about HVAC services, this industry will have a new way of positioning themselves.

Let me shed some light on one particular aspect which is related to germs, bacteria, and viruses. This is something important that everyone needs to know especially the HVAC industry.

It is important to have good IAQ ( Indoor Air Quality ). In general, the air that is present inside the homes is circulated throughout the homes because of HVAC units. Not having a good IAQ can lead to health problems, rashes, eye irritation, and many more problems. This is something neglected by the customers, regular maintenance of the HVAC unit will ensure that your customers don’t face the issues related to poor IAQ. 

Now, this is something that can be pitched in front of your customers because right now people have actually understood the importance of maintaining good hygiene at homes, offices and other commercial complexes. When a person having a common cold, flu or cough is present in a room or a house with poor indoor air quality. A poor HVAC system can contribute to spreading these unwanted pathogens in the air and this increases the chances of other people in the house catching a cold, flu. 

A well-maintained HVAC system is a solution for this kind of problem and people will clearly realize it especially in times like these where people all over the world have realized how important it is going to be for them especially to keep up with the health standards in the coming few months.

If the HVAC industry takes every precautionary measure during its business operations and puts forward the message of having a good IAQ, then they can be true problem-solvers for the people and at the same time run their business. Even though most of the businesses might face economic slowdown for the next few months but every business needs to find out a way to not get bogged down completely and for the HVAC industry, this is one of the ways how they can continue providing the services.

But let’s say the government puts a complete lockdown then one of the strategies that you can apply is to tell your workers to go on unpaid leaves and stay at home. Just tell them to be safe, not to travel much and as soon as things get better you can get back to work. 

Simon Sinek – one of the Famous American authors and motivational speakers has commented on what business owners should be doing in times like these. 

“Just sit down with your employees and figure it out. Show and explain to them all the financial aspects of the business. Brainstorm with them on what can be done, take their feedbacks and critically analyze what can be done.”

– Simon Sinek

Authoritative Sources of information : 

World Health Organization

The Economic Times

Red Cross: Coronavirus safety and readiness tips

European Center for Disease Prevention and Control

Smartserv is a field enablement software which will help in automating the end to end business workflow, to increase your productivity and revenue. Want to know how?

Schedule a Demo now and we will get in touch 


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author March 17, 2020 0 Comments

How to Upsell Your HVAC Services

It’s pretty obvious that you would like to upsell or cross-sell your services and make the extra money. Upselling requires less effort and will give good results, all you need to know is how exactly to do it.

Let us look at what are the simple steps or changes that you need to make to upsell or cross-sell

First let’s have a look at some simple examples of how some e-commerce industry Amazon does it –

  1. “Frequently bought together” ( You might be deciding to buy a particular product but then you get to see some more related products put together and put under this tag)
  2. “Customers who viewed this item also viewed” 

At food chain Mcdonalds, they just ask a simple question

  1. “ Do you want a coke along with that ?”

The above examples are just to give you a basic level understanding of how other industries upsell, the fact is that they have been successful in using these simple strategies.

Timing and Body Language of the Technicians

The first important factor is to time your upsell, it can happen during the call from the customer, it can be done at the job location ( during the job ) or after the job is done, when your workforce/employee is having a conversation with the customer about the job.

 In the HVAC industry, the technicians will be the ones who will be always on the move and will be the ones who will be in direct contact with the customers. There are few things that are important not just for upselling but how people perceive your business

  1. The attire of the technician, are they dressed up neat and tidy.
  2. Communication skills – This includes both the body language and how your technician is communicating with the customer. 

You need to make sure they are polite and kind to the customers.

Most importantly – Are your technicians good listeners? 

What I mean to say is that the technicians need to empathize with the customer and understand their present problems and this could actually be the point where you can build a healthy relationship with the customer. 

This is the point where the customer will be able to build the trust upon your business and when you genuinely put forward some additional issues, the customers will trust your word and get that done. 

The technicians know their job well, but upselling requires the persuasion skills and knowing the right way to do it, he must not sound too pushy or salesy to the customer. 

Knowing the right price
  1. For any additional services that you are trying to offer, know the right amount at which you can sell the services. It should fall in a range where you are not compromising much on the profit margins and at the same time not asking a lot from the customer. It should be a win-win situation for both the customers and your company.

  Also, keep in mind the mood of the customers, let me take an example


  You are dealing with a very angry customer who has been facing a terrible issue with his HVAC system and he is ranting on about the various problems he has faced in the past, I am sure that in such case it would not at all be the right time to upsell.

Well, that was just one example but there are many different scenarios with different customers where you can probably need to keep the thought of upselling aside. basically in those situations, you got to put the primary task on top and stick to that.

Upselling is nothing but how you can add extra value to the customer -

A person might have needed a filter change in the HVAC unit but you find out that there are some issues with the vent which require immediate servicing, so this is one of those scenarios where you first make the customer understand the problem and make him realize the problem they might face in the near future.

You need to make sure that you explain this in a manner where are you are portraying yourself as a true value provider and not sound like a salesperson who is trying his best to churn out money from the customer.

When you come across a customer who has been facing an issue which many other customers have faced in the past, try to take out examples of those customers and explain it to them in detail on about what exactly was the situation and how the additional services helped them out and how it could do the same to you. 

The examples of other customers will always work out because people can easily relate and will consider your advice.

Making Notes for Future Cases

There will be cases when the job is done and the technician observes some other issues and tries to grab an upselling opportunity and pitch it to the customer, the customer replies that he is not in a position to get that done right away, in such cases, you can make a note of the customer, the servicing that is needed and more details. 

But doing this frequently on paper becomes difficult, well that’s when HVAC software can come in handy which will not just help in making notes of all the details but can also help in taking images and creating reminders so that you don’t lose upon revenue-generating opportunities and stay on track. 

This is just one of the benefits, but there is a lot more to it – You can learn more about it by click on this link

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author March 11, 2020 0 Comments

Make Your HVAC Website Standout From the Rest

First of all, let’s understand the importance of having a good HVAC website before getting into minute details of it. The primary reason is simple and obvious – people are looking out for each and everything online. People are buying things online, reading and learning things online ( like the way you are doing right now as you read through this blog ). Things have changed over the past 15 years and you need to move fast and keep up with the changes happening around or else you are going to be left around. Even in the HVAC industry, there are hundreds of companies that have realized this and have already made their move and are making good progress because of it.

Okay, let’s dive into the important details of a good HVAC website.

1) First Impression is the best impression

When a possible prospect comes across your website through search or through referral. The website is going to be the first point of contact even before that person gets to talk to the support staff or contacts through email/call and It is quite obvious that you want your first impression to be the best impression, so try making your website look professional and appealing, the design should be a great hook on, you might be really good with the services that you are providing but there are many HVAC services that offer the same services with not a major difference. 

In these cases, your website becomes the differentiating factor. If you are hiring someone to make your website, be clear about what kind of website you need. It should be easy to navigate through, the user experience on the mobile and the laptop should be great. The alignment of the content, images, font size each and every small aspect of it is going to matter. Many people use their mobiles for browsing nowadays, so it’s very critical to make sure that the website loading time and website layout is good on the phone.

2) The content 

The Business services that you are offering should be clearly mentioned out in a short and clear manner and it’s important to put the info like the contact number, address, email id on the website, where it is clearly visible and stands out from the website content. This is a bare minimum design requirement that needs to be taken care of while designing the website.

When you are trying to put up images on the websites, make sure to have images with people in them because we all know images draw attention and trigger emotion.

3) Customer reviews/certifications

When a prospect comes across your website and reads the testimonials of your customers, he will actually get to know the first-hand experience of your customers, this is how you help prospects understand your business through the reviews of HVAC business owners. If your company is certified, make sure to put that up on the website where it clearly stands out from the rest of the content. It will help in reinforcing the belief of the customers who are considering your services.

4) Blogs 

Blogs have become an integral part of a business website. It does not just make the website dynamic but the information through blogs is the value that you can offer to your customers apart from the actual service. You just need to be consistent with it, 1 blog a week or 2 weeks is also fine in the beginning stages, but consistency is the key.

If you have a list of loyal customers who are your repeat customers then try to email them the blog links on a regular basis. This way you can not just build a healthy customer relationship but also help the website ranking increase as more people are coming on to your website and spending time on the website. ( Session time increases )

5) Search engine optimization

HVAC business has cut-throat competition, with thousands of HVAC businesses around and with all the competitors competing online to come on top of the search engine results. It becomes important to work on the optimization of the website.

It becomes all the more important to rank on top of the organic search results for long-tail search keywords. For this, you got to hire an SEO expert who can take care of optimizing the site in the local area.

6) Links to Social media accounts.

Be strong not just on your website but also on social media accounts (Facebook, Twitter, Linkedin), especially for the HVAC industry. Facebook is going to be important for spreading the word about your business and also sharing any new update on your services. So if you are not on the social media accounts, get that on your to-do list right away as that is going to be really beneficial for your business. 

Now have these social media links on your website so that the visitors can get to know more about the company through social media posts and at the same time this is how you can be connected with your present customers.

7) Discounts/Offers 

When you are offering discounts on the services/installation or maintenance, make sure to update it on the website. People love discounts and that will surely pull out a large chunk of people on to your website when you start running ads about it and link that ad to your website

Roll out emails about the upcoming offers and include links to your website.


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author March 11, 2020 0 Comments
Technician inspecting heating system in boiler room

Bulletproof Team Structure For Winning Teams In The HVAC Industry

Just like how being proactive with all of the home services, finding the perfect HVAC company can save you money long term. Do your homework before you choose a technician or manager to work in your organization. 

The HVAC technicians are in a high demand to install, build, & maintain our constantly evolving systems. Experts have predicted that the demand for HVAC technicians will only rise through 2026. The Bureau of Labor Statistics especially predicted a growth of 21% in the field between 2012 and 2022, which will be increased in the coming time. 

Why is it that the HVAC technicians are so sought-after? 

The HVAC industry continues to speed along, never stagnating in its quest for smarter and advanced ways to operate and the answer lies in this- These days HVAC systems are much cheaper, more efficient, and more environment-friendly than ever before. At present, a lot of HVAC systems are connected to the IoT(Internet of Things), with computers that are handling tasks for automatic temperature control and air quality.

Although people in many other professions are sweating over the fear that they could be replaced by robots and automated processes, it seems that HVAC technicians don’t have much to be bothered about. Here are a few reasons as to why HVAC technicians are still – will continue to be – in high demand.

1. Nowadays Smart Systems Require Trained Specialists

As new HVAC technologies are becoming more and more sophisticated, the technicians have become much more valuable for their experience and specific training. Today’s complex HVAC systems and their components require technically sound technicians who can easily adapt to the changing landscape of the industry.

This is mainly because HVAC systems are increasingly integrated into the digital landscape through the IoT. Smart HVAC systems use technologies like sensors and timers to automate the temperature control for our homes and other commercial sites; setting them up and keeping them working properly longs the work of software specialists and tech-savvy technicians.

Smart and sophisticated systems are already popular and are expected to become common — experts predict that the smart home market will be valued at $80 billion by the year 2022. The ability to control indoor climate floor-by-floor (and even room-by-room) and the flexibility offered by modern systems appeal to modern businesses as well as homeowners. They can maximize the money spent on temperature control while minimizing their energy use and environmental footprint.

These days HVAC technicians need more than the tools in their literal toolbelt to deal with installation and maintenance — they need an education and understanding of the electronics and networks associated with modern systems.

2. Any New Tech Requires On-Site Installation

At the simplest level, the many developments in technology in the HVAC field mean new systems are continually replacing the outdated ones. Some of the developments in this industry are led by changing regulations; from banning freon to introducing incentives to homeowners for environmental up-gradation, necessity and advancements in scientific knowledge often drive the innovation in the HVAC business industry. 

Every time there’s an advancement in HVAC technology, someone needs to build the new system, and someone needs to help homeowners and businesses make the switch from their old systems — this requires the skill of an HVAC technician. Even the handiest person will need the help of an HVAC professional when installing a new system.

All HVAC systems (new and old) also require skilled workers to maintain them. With 95 percent of houses built since 2000 containing HVAC technology, there are plenty of systems to keep technicians busy with maintenance, repairs, and more.

The HVAC industry has been innovating independently for nearly a century and a half now, with no signs of slowing down. There will be better systems to come that will replace even the most efficient designs today; and when they do, you’ll call in an HVAC technician to make the switch.

 3.  Grads Like Green

It’s clear there will be jobs in the HVAC industry for years — if not decades — to come. While this is great news for those looking for stable, lucrative careers, it’s good news for HVAC employers, too. As a leader in green energy, the HVAC industry is primed to attract new graduates.

According to the U.S. Department of Energy, jobs that support energy-efficient developments are on the rise. The regulatory environment and rapidly growing popular demand for energy-efficient products make it one of the fastest-growing fields. New graduates want to be involved in green work, and the HVAC industry’s energy-efficient projects draw young talent.

The HVAC industry not only has an environmental draw but also appeals to young professionals drawn to high-tech jobs, as HVAC systems are becoming more technologically advanced. There is ample room for innovation in this space, creating a dynamic work environment that is both stimulating and rewarding — which, along with social impact and sustainability, is precisely what new grads are looking for in a job.

4. Is it still a cool thing? 

At the end of the day, Americans really like to be cool. There is a demand for comfortable workplaces and homes which aren’t going to disappear any time soon — ensuring a steady stream of opportunities for those who build, install, and maintain HVAC systems for the foreseeable future.

While digital advancements like machine learning and artificial intelligence (AI) may help HVAC technicians do their jobs more efficiently, but it’s unlikely to replace the need for a human technician entirely. HVAC technicians’ ability to assess the unique situations presented by each system — and determine the proper course of action — suggests they will continue to be in high demand.

HVAC Technicians Must Continue Learning

The best HVAC technicians are those who have changed with the times; bringing a solid understanding of HVAC mechanics to the table, while also pursuing training opportunities to stay up-to-date with the latest trends.

While current HVAC technicians aren’t in danger of being replaced by robots, they may be outpaced by more tech-savvy peers if they don’t pursue continued education. Above all, HVAC technicians must be flexible and willing to learn in order to keep up with the fast-paced industry. Those who can adapt to changing technology and hold an understanding of the physical hardware that makes these systems work are destined to succeed as the field continues to grow over the next decade.

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author March 6, 2020 0 Comments

Success Story of Andgar Mechanical LLC

Andy Mellema and Gary Van Loo, owners of Andgar Corporation have been in business for 44 years, serving the needs of the community. They both are friends from high school and started their journey with a commercial job where they spent day, night and over the weekend to get that done. 

Andgar Corporation designs and builds heating, ventilating, air conditioning, refrigeration, and plumbing systems for commercial, industrial, and residential markets. It offers residential heating and cooling services, such as emergency, repair, plumbing, rebates and tax credits, maintenance plans, duct cleaning, duct sealing, thermostat manuals, zoning, ductwork, and order filters; and various products, including radiant systems, geothermal systems, furnaces, and coils-heating systems, heat pumps, air conditioners-air conditioning systems, controls and thermostats, indoor air quality products, ductless mini-split systems, fireplaces, water heaters, and unit heaters. 

The company also provides commercial and industrial subcontracting services, which include design installation and service of heating ventilating air conditioning and refrigeration systems, commercial plumbing, metal fabrication and structural steel, and architectural sheet metal. In addition, it offers specialty general contracting services, such as anaerobic digester systems project design, fabrication, construction, project management, and maintenance. Further, the company designs manufactures, and implements food processing equipment, such as conveyors, adjustable height and curved bottom belt conveyors, color sorters, food-grade conveyors, conveyor belts, and bulk handling and dependable conveyors; and blueberry processing equipment and line design products, including air cleaning and stick removal, foreign material removal, electronic color sorting, destemming, sizing, blueberry sanitation, dewatering, and line flow metering hopper equipment. Andgar Corporation was founded in 1935 and is based in Ferndale, Washington.
Today, Andgar provides family-wage jobs for nearly 150 people, all who carry on Andy and Gary’s values of honesty, reliability, and professionalism for their customers. They may be from a small town, but they look forward to bringing customers into their growing family of satisfied clients in NW Washington and across the globe.

Andgar’s Goal:

Their goal is to provide their customers with the highest quality products and superior services at a fair cost. They seek to reach this goal through the application of biblical principles in their daily business activities.

Keeping their core values, they have completed 44 years in the market and here are their happy customers :

Erin G.

“A+ service team! I called Andgar this morning because my heat pump had stopped working. Cindy answered the phone and was amazing – super courteous, knowledgeable, and seemed genuinely concerned about my family having heat for these chilly evenings. She asked lots of questions, then said she’d speak with a technician and get back in touch soon.


True to her word, I received a prompt phone call informing me that the technician, John, would drive out to my house this same afternoon and inspect the heat pump. I didn’t even need to meet him out there since I was at work. Awesome!
In the afternoon, I used my phone app to check the house thermostat and saw the temperature was climbing. So I knew the heat pump was working again. A few minutes later, John called to confirm everything was copacetic.

Thank you Andgar, I really appreciate the fast service and excellent follow-up. You guys did a super job today!”

Michael H.

“We have been using them for years to install and maintain our residential HVAC system.  They are, in my opinion, the very best at what they do. Wouldn’t even think of calling anyone else.”

Kevin G.

“Great experience with Fred the rep from Andgar.  The repair was not simple and yet it didn’t cost a fortune.  They were extremely reasonable and effective. Excellent service and they will be by go to company for any issues in the future.”

J H.

“Thank you Andgar for your clear communication, professionalism, and all-around solid work!  Over the past seven years you have continued to provide us with courteous and honest service during annual HVAC inspections and new installations… most currently the addition of a heat pump.  Your project quotes are spot on, your technicians are knowledgeable and they clearly know their craft. It is obvious that Andgar values customer service! Thanks again, job well done!”

How did SmartServ help them in their day to day activity?

SmartServ has played a vital role in our lives. In short, it has made our lives easy by providing a platform which helps us in accessing all the details in one go. 

We are using SmartServ and the best part is that we are not worried of losing any data unlike in the case where we used to use pen and paper. We used to send paper files to our technician which was itself a time consuming process. The technician would then need to fill out the details on a piece of paper which at times used to not even look professional. There is always a risk of losing that vital piece of information if we have a copy of it on paper. On the other hand, having a software solution store all the information you need would obviously be the best choice.

Below are a few major benefits to talk about:

  • The SmartServ mobile app allows us to have the power and resources that a dispatcher has at the office. We can access and update customer information, job notes, inventory, invoices, and estimates from wherever on the field which gets updated in real-time. 
  • With SmartServ, all updates and notifications come straight to my Ipad as soon as the dispatcher enters it into the system. 
  • SmartServ allows us easy access to all customer records, job history, job ticket details and inventory from the Ipad. 
  • With SmartServ, we can generate the invoice and get it signed on the spot. No week-long back and forth with the office or delays in transactions due to signature processing. Get it all done right there. 
  • SmartServ allows us to look up job histories for all customers
Has SmartServ helped in your revenue?

Yes, SmartServ has helped us in our revenue. We don’t have to go through of having hassles with a pen and paper for record-keeping, no need to travel to assign a job to the technician, no need to spend on couriers or posts and so on. Our revenue has increased up to 10 to 15% approximately. It has also lowered the time taken for a job to be completed hence improving efficiency, in turn, increasing revenue

Which is the feature you like the most?

We love the SmartServ platform but the best feature we love is the simplicity of using the software on the iPad as well as the web platform. Being a technician is not an easy job. Most of the time, you are on the field completely unaware of things that are going on in the office and the most difficult part is that when you receive a new assignment, someone from the office staff has to call you to let you know about it. 

The day we started using SmartServ, we are not dependent on the office to call us for any information. Every time we receive a job, it starts reflecting onto the tab with all the relevant details in real-time. 

In short, this application has reduced recurring transportation costs, Pen and Paper, courier charges, etc.

What was the average time you used to take to make an invoice earlier and what is the current scenario? 

It used to take much time to make a single invoice as we were dependent on technicians to provide details of the line items, but currently, it’s less than 5 mins of work for creating an invoice.

How much time were you spending on closing a job before SmartServ?

It was completely a manual task wherein we used to call the techs to get the status of each job. Once, they approve it we used to send invoices (Hard Copy) to the customer via post or courier and later had to follow up for the payment. Trust me, it wasn’t easy to finish a single job. We used to spend weeks to get everything done after the completion of a ticket. SmarServ saves our time a lot in terms of job completion, invoicing, customers’ details, Job history and many more. 

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author March 6, 2020 0 Comments