Toolbox for the Trades

Dan Lizette , Director of Process Improvement at Mattioni Plumbing, Heating & Cooling in Downington, PA, joins us to share his strategies for scaling businesses in the trades. From rebuilding a call center team from scratch to implementing robust documentation and training systems, Dan offers actionable insights for business owners looking to optimize their operations. Learn how process improv...

Gilbert Ayala, President, and Victor Ayala, GM, of Five or Free Electrical Services in Sacramento, CA, join us to share their inspirational journey of transformation and perseverance. With roots in chimney sweeping and window cleaning, the Ayala brothers built a thriving electrical business dedicated to helping others. They discuss the challenges of overcoming a tumultuous upbringing, their entrep...

HVAC techs, how many times have you serviced an outdated unit with no manual to be found — anywhere? Bluon is changing that. Peter Capuciati , CEO of Bluon, shares how his company built the world’s largest HVAC database to provide technicians with the technical data and support they need. From wiring diagrams to troubleshooting tips, Bluon’s platform saves time, reduces frustration, and empowers t...

Ring in the New Year with a crossover from one of our other fantastic shows, Pest in Class. Hosted by Amanda Salvatore, even if your day to day doesn't involve squashing bugs, there's tons to be learned about running a service business from these interview. We'll be back next week with brand new chats for 2025 with business owners from across the industry, and thanks for spending a great 2024 with...

Happy Holidays from all of us at the ServiceTitan Podcast Network. We've been planning quite a 2025 for you, dear listener, and as part of that we want to make sure you know about the other great resources and shows we have for your service business. This episode is hand selected to make for a great learning experience, especially if you work with commercial accounts. Originally aired 11/21/2024 a...

Paul Olsen , CEO, and Kyle Sattler , COO, of Koala Cooling (Round Rock, TX), share how their complementary leadership styles have driven their HVAC and plumbing business to impressive growth.  From overhauling operational efficiencies to executing a strategic marketing approach with just a 3% spend, the duo has propelled Koala Cooling to exceed $3.3 million in annual revenue. Paul discusses the im...

It’s possible that your company is performing well and is profitable, but a ceiling is preventing it from taking the next step. The evolution from a healthy business to one that’s thriving, bringing in eight figures in yearly revenue, can meet a lot of invisible barriers.  Justin White joins us to discuss how to take the next step with your company. Since becoming CEO of K&D Landscaping in 201...

Lincoln Walpole , Chief Business Officer at Any Hour Group , joins us to unpack the importance of KPI tracking in scaling operations and boosting profitability. He recounts his journey from helping run a $10 million service business to overseeing over 2,000 employees as part of a private equity group spanning 30 locations. Lincoln shares the key metrics that drive his business, from lead funnel ef...

Earlier this fall, we recorded a ton of great conversations at Pantheon 2024, and we’re back with a pair of industry experts to extend another piece of the community present at Pantheon to our listeners. Aizik Zimerman , the CEO and owner of J. Blanton Plumbing , tells his story of how he bought a plumbing company with no experience in the industry and tripled the size of his business by cultivati...

Lacey Coleman truly has a talent for moving past negative experiences and turning adversities into opportunities. Beginning her career in the trades at an early age, she had to prove herself to her customers and colleagues. Now the CEO at Coastal Comfort Heating and Air Conditioning in Salisbury, MD, Lacey joined us to discuss her professional and entrepreneurial journey, how she defied gender ste...

Alan O'Neill truly has what many would say is “the luck of the Irish.”  Alan started his career in Dublin as an apprentice plumber and worked his way up in the trades. He then moved to America with his family and founded a plumbing service company with his mentor, which he later sold to private equity. He truly believes in building solid relationships and taking care of his team and that the trade...

Did you know the ServiceTitan Podcast network has other shows that can really help you not only grow your business but learn more about and use ServiceTitan even better? We've come out with additional shows to help folks all over your organization get the most out of your time working with us and our platforms. Today we have a guest episode from our sister show "Mastering ServiceTitan", designed t...

David and Natascha Manley , co-owners of ProLift Garage Doors in Amarillo, Texas, share their inspiring journey from retail careers to franchise ownership and how they have built philanthropy into the core of their business.  Through their small business, the Manleys have made a substantial impact on their community by supporting organizations like Fill with Hope, which addresses food insecurity i...

Marcia Barnes feels the way companies have been buying marketing and the way agencies sell marketing is broken. She identified an opportunity to reorient this challenge by getting customers to look at the math before investing in marketing. With a solid data-driven foundation, people can see the results, know they’re growing profitably, and have the power of their marketing dollar back. The CEO an...

Phillip Filaski believes leading by example is the key to being successful in sales. You need to be good at listening to prospects, ask the right questions, provide a consultative approach, and know how to handle objections professionally. He also believes in working hard, having a disciplined lifestyle, and having the right mindset that prepares you for success and enables you to bounce back from...

Join us as we chat with some of the “Titans of the Trades” at Pantheon 2024! For companies in the trades to be successful and grow, it’s important to have good leadership in place that leads the charge. They need to lead by example, push themselves out of their comfort zones, and do things that are scary in order to scale their business. It starts by having the right mindset, having the right peop...

Hunter Ballew , the founder of Roofing.com , RoofCon , and the Revolt Mastermind Group , joins us to share his incredible journey from firefighter and US Marine to building a multi-million dollar business empire in the roofing industry. Hunter breaks down his 8-Figure Checklist , a step-by-step process for growing a successful company, and why leadership and culture are crucial for scaling any bus...

Jeff Plant has built a successful career across different facets of the trades while working his way up to key managerial positions. It was here where he realized an untapped potential and opportunity to equip leaders and their teams with the necessary skills needed to grow. Identifying this opportunity motivated Jeff to get into coaching to help businesses implement procedures to build empowered...

Nathan Shafer reached a point in his professional journey years ago where he knew that change was needed in order to grow. This change had to come through implementing new systems and processes and building up a team to help scale the business effectively. He also had to get out of the business to work on it, and this motivated him to go down the business coaching path. The owner of Shafer Heating...

When it comes to building a legacy brand in the trades, Tucker Yarbrough truly believes that success comes through steady and consistent growth. This growth is achieved through the trust and collaboration between team members and the community built around the business. In his role, he endeavors to take the family business to new levels of growth, to experiment with new ways of building awareness...

Zack Kays has a wealth of technical knowledge that enabled him to improve internal systems and processes within his organization. He also has extensive customer service experience, which allowed him to excel in his other role as an emergency call dispatcher. In this role, he must ensure that the relationship between the client and the technicians is seamless and that everything is treated with a s...

Lydia Brewster works in her family business, but she’ll also be the first one to tell you that they don’t operate as a family, but rather as a team. This mindset has served her well and motivated her to come up with some unconventional yet extremely effective strategies for hiring and retaining some of the top technicians in the country. Her success lies in her very pragmatic and “no nonsense” app...

Customer satisfaction is typically a top priority for inbound service calls, but what about after the technician has left the premises? Chelle Allen , the owner of iconnectu , joins us to discuss the concept of “happy calls” — customer experience follow-ups made after a service is performed. Chelle explains how these calls not only offer gratitude but also collect valuable feedback to improve serv...

CSRs are the frontline employees of most home service businesses. That’s why Ralph Johnson , VP of Client Solutions at CallPoint , believes that owner-operators should make a concerted effort to give them the tools they need to succeed. You’re already spending marketing dollars to bring in calls — shouldn’t you equip and train your people to handle them? Tune in as Ralph shares his thoughts on mus...

In this episode of Toolbox for the Trades , we speak with Darrell Whiteaker and Lindsay Ramsey, the dynamic founders of Inception Plumbing in Kansas City, Missouri. Together, the couple explore the transformative journey of shifting from a reactive to a proactive business strategy and the power of crafting a "Vivid Vision" for their company’s future. Tune in to discover valuable insights on organi...