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643. How Sera Is Disrupting The CRM Market of HVAC Plumbing & Electrical Home Services

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

Release Date: 03/23/2022

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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! 👉 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, host Josh Crouch talks with Clay Neumeyer, President of Service Loop Electrical, and Joseph Lucanie, Electrician and Senior Sales Representative at Jones Services, are also the hosts of the Million Dollar Electrician Podcast. They discuss how they help service business owners grow...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 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, host Josh Crouch talks with Eric McGrath, leadership coach, EOS Implementer, and Chief Excellence Officer at Driven Leadership. They talk about how Eric helps business owners grow by building better leaders and teams. Eric shares how the EOS system improves structure, goal setting,...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 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, host Tersh Blissett talks with Michael Caito, CEO of Map Consulting, an Active Member of EO and YPO and Former Co-Founder of Restaurants on the Run. They discuss Michael’s journey from entrepreneur to CEO and how he grew his business by focusing on disciplined leadership and goal...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 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, hosts Tersh Blissett and Josh Crouch chat with Jacob Gee, Chief Financial Officer at Gee Heating and Air, and Wil Kinsey, Director of Sales at Conduit WC. They discuss how HVAC businesses can boost profits through extended warranties and reinsurance. Jacob and Wil explain how...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of Service Business Mastery, hosts Tersh Blissett and Josh Crouch sit down with Justin Riley, President of UpFrog. They explore how UpFrog helps HVAC businesses grow through online pricing tools and smart ad strategies. Justin explains how tracking customer buying habits, improving follow-up, and simplifying installs can...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - --------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this Service Business Mastery podcast episode, hosts Tersh Blissett and Josh Crouch chat with Dr. Adam Boender, the strategic implementor at QA, Regen Consultants,  and Paul Bakhtiar, the business strategist at Helios Consultants, about how business owners can feel better and live healthier. They talk about how hormone and peptide...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of service business master podcast, host Josh Crouch sits down with Nick Jascomb, Sales Manager at CallRail. They discuss how CallRail’s tools help businesses track calls, measure marketing performance, and improve lead follow-up. Nick shares how AI-powered insights quickly identify valuable leads and boost customer...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at EPIC 2025 in Orlando, hosts Tersh Blissett and Josh Crouch chat with Jen McKee, owner of Kee Hart Marketing and host of The Kee to Growth podcast. They explore how Jen’s early success with a plumbing client on TikTok led her to start her agency. She shares why simple videos and real storytelling help...

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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Josh Crouch chat with Kristen Deese, who is the Chief Financial Officer at The Virtual CFO for the Trades, Paradise Home Services, and AGS Installations, INC. Kristen shares how running home service businesses with her husband led her to help other owners understand their numbers. She explains...

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Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at Rilla Masters 2025 in Las Vegas, hosts Tersh Blissett and Josh  Crouch chat with Dustin Van Orman, Marketing Manager and President of Business Development and M&A at Any Hour Services - Electrical, Plumbing, Heating & Air.They explore how Dustin’s early love for fixing things led him to...

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More Episodes

Join Tersh Blissett as he interviews Billy Stevens (CEO of Sera), Chris Folmar (CMO of Sera), and Everett Lippel (Consultant for Sera), world-renowned business leaders and authors who share valuable insights about management, marketing, pricing, human resources, and more. Let their nuggets of wisdom goals guide you in owning a thriving, profitable, and ever-growing business.

 

Billy Stevens is the founder of Sera, who started his first Plumbing, HVAC, and Electrical business with only one truck. When he was bought out, he was among the most profitable in the industry. Sera experienced an unheard of 24% sustained cash flow in an industry that only averages 6-8%.

Billy’s new plumbing and HVAC company, billyGO Plumbing, Heating, and Air, was built using Sera. In only three years of business, billyGO has grossed more than $15 million dollars in revenue with a 20+ percent positive cash flow!

Are you looking for valuable business advice to reach that seven-figure revenue mark? Or if you want actionable tips to properly navigate through every business challenge, you encounter along the way? Then this SHOW IS DEFINITELY FOR YOU. 

This podcast focuses on service business owners, managers, and technicians who consider becoming business owners themselves.

So, if you're a service business owner, manager, or technician thinking about becoming a business owner yourself, come along for the adventure!

Sera: Why should you know about it?

  • Sera reduces time-wasting touchpoints by utilizing automation. Technicians can create quotes quickly and efficiently. It is a relatively new system designed to help run your field service management. Sera is a little different than other systems because it is really designed to work in the business so that your team can be focused solely on the most important thing, which is how do you drive revenue or profitability?
  • Also, it's got several patents pending that are on the way.
  • Sera, essentially, handles a lot of the redundant back-end processes so that humans don't have to touch them.

Important Links:

Service Business Mastery Podcast www.servicebusinessmastery.com

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