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How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Release Date: 04/16/2025

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: In this episode of the Service Business Mastery Podcast, we sat down for an insightful discussion with Justin Deese, host of the Freedom Blueprint podcast and creator of the Service Manager Academy. We talked about how to turn top technicians into effective service managers. Here’s what we cover in this episode: Common mistakes we see when promoting technicians to managers How to set boundaries with coworkers, friends, and...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today -   πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch talk with Darren Shaw. He is the founder of Whitespark, a company specializing in local SEO software and services, and a recognized local SEO educator with more than 45,000...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit:  __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett, Co-Founder & Chief Experience Officer at Trade Automation Pros, CEO of Service Emperor, Co-Host & Founder of Service Business Mastery Podcast, and Josh Crouch, Founder of Relentless Digital Marketing...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch talk with Crystal Williams at AHR Expo 2025. She is the Co-Founder of Lemon Seed Marketing, Marketing Strategist at McWilliams Heating, Cooling, and Plumbing & Co-Host of From The...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett & Josh Crouch chat with Danica Patrick, Race Car Driver, Host of the Pretty Intense Podcast, an Entrepreneur, and Motivational Speaker at Service World Expo. She shares how she transitioned from a successful racing career to building her own business ventures....

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Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today -   πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett & Josh Crouch talk with Jen McKee at Epic 2025 in Orlando Florida. Jen is the owner of Kee Hart Marketing, a social media agency focused on helping home service businesses grow. Jen shares her...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today -   πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett talks with Luke Peters, Founder & CEO of Apex CEO Business Turnarounds, Former CEO of Newair and Host of The 8-Figure Product CEO Podcast. He shares how he grew a home appliance brand from a...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - πŸš€ Get Your 14-Day Free Trial with CallRail! πŸ‘‰ Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch sit down with Scott Patterson, Founder & Operator at STUFF Junk Removal, Capital Markets & GTM Strategist at Commune, and Commercial Real Estate Broker at Max One Properties. Scott...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch sit down with Josh McCarter, CEO of EverPro and Board Member at Compass, live from Service World Expo 2025. Josh shares how his background in SaaS and leadership at Mindbody shaped his work in the home services space. He explains how AI,...

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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! πŸ‘‰ Enroll Today - __________________________________________   Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch are joined by Terry Frisenda, Executive Sales Manager at LG Electronics and Phillip Kriegbaum, Senior Business Development Manager at LG HVAC Solutions USA, to talk about how modern technology and systems are transforming the HVAC industry. They...

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Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! www.servicebusinessmastery.com

In this episode, recorded live at AHR 2025 in Orlando, hosts Tersh Blissett, Co-Founder and Chief Experience Officer at Trade Automation Pros, and Joshua Crouch the Founder of Relentless Digital Marketing Solutions, explore the use of AI and automation in the service industry. They discuss the complexities of integrating technology into traditional business models and maintaining core operational processes. Tersh and Josh share valuable insights on optimizing customer service and internal workflows, the importance of process optimization, and their personal experiences with digital marketing tools, offering practical advice on leadership and adapting to technological changes.

This discussion highlights key elements such as optimizing business processes using AI, maintaining core operational efficiencies during technological integration, and ensuring effective customer engagement and employee adaptation, essential for long-term business success.

In this episode, here's what you can expect to learn: 

  • Tech-Driven Growth: How service businesses use AI and automation to adapt and thrive.

  • Leadership in Transition: Managing change and communication in the era of technology.

  • Strategy Meets Emotion: Balancing automation with emotional intelligence for success.

  • Insights into Action: Leveraging digital expertise for strategic business planning.

  • Building Resilience: Sustaining business through core processes and customer engagement.

Timestamps ⏰
00:00 - Episode Introduction

04:03 - Background and Experience with AI in Service Industries

06:00 - Phone Tap: Using AI Call Analysis to Uncover Booking Gaps and Max Lead Conversion

08:14 - Optimizing, Automating, and Delegating: Transforming Processes for Efficiency

12:23 - Recording and Refining Processes: Ensuring Scalability and Flexibility for Any Situation

13:56 - Benefits of Automation in Customer Service and Marketing

17:15 - Embracing the Four-Hour Workweek Mindset: Balancing Automation and New Priorities

20:47 - Calculating Time Savings Through Automation: The Power of Task Efficiency

23:39 - When Not to Automate: Key Customer Journey Moments

29:53 - AI Note-Takers: Streamlining Service Calls and Detailed Recordings for Efficiency

33:42 - Simplifying SOPs with ChatGPT: Automating and Customization for Your Business

42:58 - Implementing SOPs with Your Team: Training, Buy-In, and Consistent Review

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