
The new book
The Housecall Pro Playbook
The Customer Journey That Grows Plumbing, HVAC and Electrical Companies, by Robert Earl
Setting up Housecall Pro is more than filling in the settings
Not understanding the customer journey, and how it relates to the tool that is Housecall Pro, can cost a plumber, an HVAC company or an electrician tens of thousands of dollars, if not hundreds of thousands.
Most home service owners bought Housecall Pro hoping it would end the chaos. Then the leads still sat, the estimates still went cold, and reviews still depended on who remembered to ask. The software was doing its job. Nobody had decided who runs each stop.
Robert Earl walks the customer's whole trip, fifteen stops from the first call to the referral. At each stop he shows what has to happen, who owns it and how you'll know it got done.
In this book you'll find
- The fifteen stops every customer travels across Getting Found, Reply/Follow Up, Operations and Word of Mouth
- Why a like isn't a lead, and the 33 lead sources that show where your work really comes from
- Five morning lists that keep follow-up from slipping
- Why the review is part of the job
- Eight worksheets you fill in with a pencil, no settings required
A look inside



Home Service Guild is an independent company. This book is not written, sponsored or endorsed by Housecall Pro.