Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

In this episode CEO of Moss Heating and Cooling Kelly Roberts, shares her journey from college dropout to C-Suite member in a fast-growing HVAC company. Kelly talks about the challenges of shifting to high-end residential new construction, navigating financial setbacks, and scaling from $7 million to $15 million in just one year.  This episode is packed with real-world insights on leadership and g...

In this episode, John sits down with Tim Geisenheimer from Hatch to break down what it takes to build a winning sales process. With his background in leading software sales teams, Tim shares how to create successful B2B sales functions and draws on the power of data for targeting the right customers and how technology is changing the game for business operations. SPECIAL THANKS TO HATCH Book more...

In this episode, Jake Cronin, CEO of Siro, delves into the intricacies of modern sales coaching utilizing advanced AI technologies. From his transformative experiences on the sales floor to building Siro, Cronin shares invaluable insights on leveraging data to enhance sales performance and process adherence.  Jake highlights the pivotal role of AI in capturing and analyzing in-person sales interac...

In this episode, Jack and John sit down with Andrew Morrell , who took his HVAC business from zero to $6 million —without a massive budget or a big head start. They dive into his journey, what worked (and what didn’t), and how smart marketing helped him scale fast. SPECIAL THANKS TO SERVICE SCALERS In a year where many in the industry faced challenges, we’re thrilled to have hit the low 20s, outpe...

In this episode, Jack and John break down how businesses are cutting costs and boosting efficiency by leveraging overseas teams for call centers, accounting, and recruitment. We also dive into the biggest challenges of managing remote teams, setting up effective communication, and streamlining operations to scale smarter. Special Thanks to Avoca Looking to train your call center and improve techni...

Most techs aren’t salespeople—but they should be closing more jobs. In this episode, Jack and John break down the sales tactics that get homeowners saying yes more often.  We're talking about the difference between soft and hard selling, how full system evaluations can boost your close rate, and why most techs miss the real root cause of a homeowner’s problem. Plus, we cover the must-know ste...

AI is coming for everything—except FieldPulse, according to CEO Gabe Pinchev. In this episode, we chat about how FieldPulse is changing the game for home service businesses with an all-in-one CRM that actually understands what tradesmen need. We talk invoicing, scheduling, QuickBooks sync, dispatch tools, and why custom workflows make all the difference. Plus, Gabe shares insights on his company’s...

In this episode, we’re diving straight into what really matters in 2025—your brand. If your branding isn’t sharp and your marketing isn’t hitting hard, you’re already behind. John and Jack talk about why it’s non-negotiable to nail your brand this year and how it ties directly to dominating your market. We walk you through how to set smart revenue goals and hit your targets. We also break down the...

In this episode, we get real about how to master your service truck inventory and purchasing. We’ll cover how to cut costs for your business, avoid common mistakes, and streamline your operations with a solid PO system, VMI (Vendor Managed Inventory), and stronger vendor relationships. Oh, and don’t miss our tips on using mobile truck setups to streamline operations. Plus, get practical advice on...

In this episode, we’re breaking down what it takes to plan for serious growth—both short and long term.  Jack and John swap stories and hard-won lessons on budget planning, sharpening your SWOT analysis, setting revenue targets, and getting your team firing on all cylinders. They dig into why strong accounting practices are a growth superpower and share practical steps to scale your business effec...

In a world where customer expectations are higher than ever, the success of your HVAC or plumbing business hinges on one thing: a well-trained team. Jack and John are here to show you how to make it happen. Drawing on their experience and dynamic insights, they reveal the secrets to creating training programs that don’t just do the job — but transform how you do business. From onboarding new hires...

In this episode, Jack & John sit down together to discuss the strategies and significance of finding the right partners for growth in the home service sector.  The conversation touches on the pros and cons of minority vs. majority ownership, the challenges of trust, and the potential benefits of co-investment partnerships vs private equity. We also explore real-world examples and share insight...

In this episode, John and Jack discuss how they redefined their business over the past year, sharing the big wins and game-changing shifts that took them to the next level. From revamping call centers and rethinking compensation to building a powerhouse inside sales team and unlocking the hidden potential of weekend shifts, they’ll show you how you can turn everyday decisions into massive growth o...

How do you boost your business with AI? In this episode, we chat with Sebastian from Rilla about how AI is shaking up the home improvement industry. Rilla's virtual ride-along software helps sales and service teams get better by recording and analyzing conversations using AI.  Sebastian shares tips on how to best use Rilla in your business, including success stories and practical advice for g...

Join John and Jack as they break down the do’s and don’ts of strategic pricing and why gross profit matters more than gross margin. They’ll also chat about handling discounts, boosting inside sales, and training your team to hit those numbers. Plus, hear about their crazy year-over-year growth and their open book management style. Tune in for some real talk on making your service business thrive!...

In this live Q&A session, we dive into some of the most pressing topics for home service business owners. From crafting competitive compensation packages and building impactful training programs to exploring how AI can transform call center operations. We also discuss strategies for managing seasoned teams, creating scalable HVAC business models, and attracting top talent with strong benefits....

This week on the Owned and Operated Legends series we sit down with the unstoppable powerhouse of HVAC Ismael Valdez, founder of Nexgen. From starting in the trades at 18 to building an empire in just four years, Ismael shares his journey to revolutionizing the contracting industry. Special Thanks to Avoca AI Coaching and Training Looking to train your call center and technicians back on their cal...

In this episode of "Owned and Operated," hosts John Wilson and Jack Carr are joined by guest Nathan Lenahan, co-owner of Bart's Heating and Air. Nathan shares his journey of rapidly scaling his HVAC business through strategic home service acquisitions, growing from a $1 million revenue company to over $10 million. He discusses the challenges and considerations involved in merging co...

In this episode of Owned and Operated , John Wilson welcomes Luke Weiden from Deljo Heating and Cooling . They discuss the importance of profitability in business sustainability and strategies for operating more efficiently. Luke shares his experience in partnering with Heartland Home Services, his approach to cost management, and the significance of leadership development. They’ll talk about fiel...

Join John Wilson in this special episode of Owned and Operated, with guest Chris Bache, CEO of Hatch , sharing insights on how Hatch software has transformed AI in customer service and the power of the SMS campaign. He explains how AI can streamline customer follow-ups and improve response rates by automating initial contacts. Chris also discusses the evolution of Hatch, starting as a small compan...

In this episode of 'Owned and Operated,' host Jack welcomes John and Justin from LEAP Partners to talk about what goes into the world of private equity home service business roll-ups. The two share a useful look into the importance of understanding your business's financials, the role of culture in acquisitions, and the unique approach of LEAP Partners in supporting business growth....

He’s back! John is joined by Sam Preston, the dynamic CEO of Service Scalers, a marketing powerhouse specializing in helping home service businesses scale fast, for a recent livestream Q&A for the Owned and Operated Facebook Group. If you’re looking to grow your business and dominate your local market, this is an episode you won’t want to miss. Learn more about Service Scalers, get your own ho...

Owned and Operated continues its new Legends series, focusing on the stories of the home service industry’s most successful entrepreneurs, this time joined by Aaron Gaynor. The founder of Eco Plumbers, Aaron shares his incredible journey from losing everything to building a $75 million service business. He discusses the importance of setting a bold vision, focusing on one trade in one location, an...

A new episode of 'Owned and Operated' is here, with the incomparable Ellen Rohr joining Jack and John as they talk about her expensive journey through the world of plumbing, what leadership means, and why open book management leads to success. They talk about Ellen’s journey from plumbing to business success, strategic approaches to overcoming debt through proper pricing, and the persona...

In this episode of Owned and Operated, John and Jack are joined by Sagan’s Jon Matzner to talk about the use of global talent and hiring overseas to enhance business operations, beyond just saving costs. What is the importance of systemization and automation in building a high-leverage business model? Jon also goes through the evolution of the Sagan system, which starts with global talent as an en...