The Trusted Technician

Codie from Daniell Heat & Air in Arkansas shares how 17 years in the trade taught him that slowing down is the key to serving customers better and achieving top performance. From asking better questions to digging deeper into the “why” behind every issue, Codie explains how consistent training, communication, and self-reflection helped him become a million-dollar technician. Key Takeaways: The...

Eddie from All-Temp in Tennessee to talk about his journey from skeptical technician to fully buying into the process. They unpack the mindset shift that happens when you stop seeing maintenance as “just a tune-up to get through” and start seeing it as the foundation for trust, better customer experiences, fewer callbacks, higher close rates, and more equipment opportunities. Eddie also shares the...

Philip from Incredible HVAC in Virginia talks about his journey from installer to service technician to million-dollar producer. Philip shares how following the process, owning his numbers, slowing down on calls, and staying coachable helped him go from $53,000 in revenue to over $1.1 million in just two years. Key Takeaways Follow the process.  Philip’s growth took off when he stopped just fixing...

Mackenzie from Snyder's Heating and Cooling in Missouri joins the podcast to share about how training has impacted how she runs her visits. This includes how to get the most out of training, how to do a really good call ahead, and why she is able to sell so many maintenance agreements. Learn more about SBE at sbeodyssey.com Follow us on Facebook | Instagram

If you're running estimates for new HVAC systems, this episode is for you. Josh from East Coast Heating and Air joins the podcast to discuss his path from installation technician to comfort consultant, and how your process and how you present solutions can play a larger role in helping customers say “yes.” Josh breaks down what he wished he had done differently back when he was a tech and shar...

In this episode of The Trusted Technician Podcast , Derek sits down with Carlos, Residential Sales Manager at Aqua Plumbing and Air in Florida. Carlos shares how he went from a lost young Marine to a high-performing HVAC technician—and ultimately a leader shaping the next generation of techs. He opens up about the mindset shifts that fueled his success, the challenges of transitioning into managem...

Joey from Horne Heating and Air Conditioning in North Carolina has worked through installing, running service and maintenance calls, and now has a full-time focus on what he enjoys most...selling HVAC systems. He believes your success comes down to your process, trust, and relationships, and not to your prices. Key Takeaways: Selling HVAC systems in the off-season What does it mean to have a proce...

Julie from Anderson Heating & Cooling in North Carolina shares her experience from nearly two decades as a maintenance technician and why she loves running Maintenance Agreement calls. She strongly believes in building trust and taking care of people and their homes. Key Takeaways: Why maintenance calls are her favorite calls. Why her customers trust her so much. How she sells so many systems...

DJ from Geerts Plumbing & Heating in Iowa joins this episode to share about how he’s off to a great start after the first quarter of the year. He’s learned to ask some great questions and then let the customer think about it and answer. Listen in to hear some of his questions he asks! Key takeaways: It’s not about what you say, it’s about what the customer says, so let them talk. What he’s lea...

Chad from HVAC Comfort in Michigan shares how fully committing to following a process as an HVAC technician has led to big improvements in his calls.   Key Takeaways: Changing his mindset about the opportunities that exist and what homeowners are expecting. Understanding the homeowner's goals and concerns. Getting motivated by seeing what was possible. Ongoing conversations throughout the call...

Austin from Universal Heating & Cooling in Tennessee joins to share how he enjoys helping his HVAC customers but makes sure to ask questions first before jumping into any type of education mode. Key takeaways: Make sure your customers are up to date on industry trends and changes. Stay consistent by having a way to reset yourself in between calls. Be self-aware about the process you want to fo...

Josiah from Daniell Heating & Air in Arkansas shares the huge lightbulb moment that changed everything for him when it comes to HVAC indoor air quality products and his customers. Key Takeaways: Learn how Josiah has an incredibly high close rate on IAQ products. What it was that changed his thinking and his conversations with customers. How to run thorough maintenance visits that uncover pain...

Franco from Cowboys Air Conditioning & Heating in San Antonio, Texas, is the #1 ranked technician in the SBE 2024 HVAC technician rankings. He shares how getting employed as a technician has changed his life and the tips he has found that led him to his success.   Key Takeaways: How important training is to him and what he has accomplished. Improvement through actually practicing the training....

Gavin from Wally Falke's Heating & Air Conditioning in California joins to share how, over 4 years, he went from being completely brand new to HVAC to becoming a million-dollar revenue producer.  He shares how he: Had good progress every single year. How he broke through to become a successful technician. Why his first year was very important in deciding what kind of technician he wanted to be...

Ty from Patrick Riley in Arizona joins to share how he helps HVAC Technicians and plumbers find success through showing their customers how much they care.   Key takeaways  Time you spend with customers shows how much you care. How to do a million in revenue as a technician/plumber. His most successful technicians/plumbers run the fewest calls. Take pride in your work, and don't be afraid to show...

John from George Brazil in Arizona shares how it is not about educating your customers. You should actually be letting your customers educate you.   Key Takeaways Get to know every customer and how they want to be helped best. Listen and actually think about what your customers are saying or trying to say. Be patient and let your customers feel seen. Trust happens when your customers feel it is OK...

Bryan from George Brazil in Arizona joins to share how, if you don't 100% trust and buy into your process and fully believe in it, it won't ever get you the results you are wanting.    Key Takeaways: He is going to do more revenue this year than double the number of calls the year prior. The machine is the least important part of your call. - Don't be the 15-minute HVAC Demand Call Technician. Wha...

Thomas from McCoy's Heating & Air in Tennessee shares how he coaches HVAC technicians to become more aware of what they do that is both working and not working. He also shares tips for using riding-alongs as a great way to coach.   Key Takeaways: Actions create the motivation, not the other way around. What he learned as an HVAC technician and how that helps him now coach and train other techn...

Austin from Harris Air Services in Texas shares how having meaningful goals is very important for an HVAC technician to stay consistent and on their process.    Key takeaways:     To build trust with a customer, you need to enjoy what you do. You can't have accountability without having a process. Coaching works best when there are meaningful goals.   Learn more about SBE at   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jason from Andersen Heating & Cooling in North Carolina joins and shares how his mental state and goals affect his motivation and performance as an HVAC technician.   Key Takeaways: Every technician is motivated differently. Goal setting and its importance to know your goals and your progress towards your goals. How his revenue last year ended differently than it started, and what he did to ch...

In this special episode of the podcast, SBE Trainers Zak and Louis join to share their perspectives from their time in the field running HVAC calls. This perspective helps them understand how to get the most out of training. Key Takeaways: Things they know now as trainers they wish they knew when in the field. Why companies struggle with training and being consistent with results from training. Ho...

Hunter from D&R Heating & Cooling in West Virginia shares how learning a process to follow on his HVAC service calls helped him create guardrails to stay on track, have better conversations, and better help his customers. Key Takeaways: Guard Rails keep you from going off the cliff by going in the wrong direction with customers. How to separate Mechanical Problems from People Problems. Why...

Will Calhoun from NWA Cooling & Heating in Arkansas joins the podcast again to share tips for making it through the busy summer HVAC season in the most productive and efficient way possible. Key Takeaways: Not every customer needs the same amount of time. With so many calls coming in during demand rush, you have to have a way to manage your time. Good questions help qualify customers. By quali...

Cori, a Maintenance Technician from George Brazil Air Conditioning & Heating in Phoenix, AZ, shares his strategy for running high-level maintenance visits. Key Takeaways: Learning HVAC - Both the mechanical skills and the people skills. Keeping customers engaged and involved in the maintenance visit. What the homeowner wants from their HVAC maintenance visits. How to make your visits more enga...

Phillip from George Brazil in Phoenix, AZ is a Maintenance Technician and shares his strategy for running high level maintenance visits. Key Takeaways: The right mindset to have while running HVAC Maintenance Visits. What homeowners want from their maintenance visits. What it means to slow down and how long a maintenance visit should take. How to better communicate and help homeowners understand w...