FieldPulse Academy

Handling No-Shows and Cancellations

Creating Policies for No-Shows and Cancellations

No-shows. Last-minute cancellations. Blow-offs. Whether you’re an electrical contractor, a roofer, a handyman, or an HVAC specialist, everyone’s been there and it hurts. That’s time you’re not getting back. Not to mention the hard work of winning the sale potentially gone. That’s why you need a killer no-show strategy, solid contractor or electrical software to...

The Software and Tools Techs Need

HVAC Certification, Software & Tools Techs Need

“Who needs certifications when on-the-job experience will do?” goes the lament of many a young person entering the HVAC field. But money spent on HVAC certification is money well invested. It can lead to higher pay and better employment opportunities down the line. The real question is: which certifications do you get? And, given that...

5 Business Metrics You Should Know – and How to Track Them in FieldPulse

We recently published this article on metrics, and we wanted to show how it’s done in FieldPulse. These are 5 important business metrics you should be tracking in your service business. We’ll tell you what they are, why they matter and how to calculate them using FieldPulse. You can use these metrics to get a...

How Contractors Can Use Google Analytics for their Business.

  For many contractors, thinking about website analytics is pretty far from the literal nuts and bolts of their business. After all, so much traditional business comes from peer networking, traditional flyering and cold-calling, past business, and referrals, your web presence could seem like an afterthought. On the other hand, if you’re using a piece...

Two Sales Metrics Every Contractor Should Track

Guest Post by Michael J. Goater of Success4Others There are dozens of KPI’s and Data Points we can look to in our contracting business to help get our fingers on the “sales pulse”. What we look at typically depends on our current CRM (customer relationship management) platform, the existing knowledge we already possess and the...