20 Smart Ways to Improve Your Plumbing or HVAC Business

  • Use job checklists for every service call: This helps techs stay organized and makes sure nothing gets missed. You can print them or use a phone app.
  • Group your service calls by location: Save time and fuel by planning routes that keep techs in the same area.
  • Keep your tools and inventory organized: Label bins and shelves in your truck and shop. You'll save time and avoid double-buying parts.
  • Track your busiest seasons: Use a spreadsheet or software to record which months are the most active. This helps you plan staff and inventory better.
  • Review one process each month: Look at how you do estimates, billing, or scheduling—then ask: 'Can this be easier or faster?'
  • Ask your techs for ideas: Your team knows where time is wasted. Ask them what tools, training, or systems would help.
  • Offer a small referral bonus for new hires: Good workers usually know other good workers. Give $100 or more if they refer someone you hire.
  • Record short training videos: Save time on onboarding by recording how-tos like 'How to fill out the job form' or 'How to clock in.'
  • Cross-train techs: If one person knows both plumbing and HVAC basics, your schedule becomes more flexible.
  • Celebrate small wins: Give shout-outs for things like great reviews or fixing a tough problem fast. It boosts morale.
  • Follow up after every job: Call or text to ask how things went. A quick message shows you care and can bring in repeat business.
  • Offer simple service plans: Monthly or yearly plans for maintenance help keep customers coming back—and help your cash flow.
  • Leave a fridge magnet or sticker: Make sure customers know how to reach you next time by leaving something with your name and number.
  • Reply fast to online reviews: Thank happy customers, and respond calmly to negative ones. It shows people you’re professional.
  • Use before-and-after photos: Show off your work on social media or your website—it builds trust with new customers.
  • Use a digital calendar for scheduling: Apps like Jobber, Housecall Pro, or Google Calendar help you stay organized and avoid overbooking.
  • Add live chat or a contact form to your website: Make it easy for customers to reach out—some people prefer typing over calling.
  • Track estimates and conversions: Keep a record of every estimate you give and whether it turned into a job. This shows you what works.
  • Automate reminders for appointments: Use texts or emails to remind customers 24 hours before a job. Fewer no-shows, happier techs.
  • Learn one new tool every month: Try a new app, pricing calculator, or sales method. Even small changes can save you time and money.