Book cover: The Housecall Pro Playbook, by Robert Earl

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.

The fifteen stops from the book, across Getting Found, Reply/Follow Up, Operations and Word of Mouth

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

A page from the book: Introduction: The Job You Never Knew You Lost
Introduction: The Job You Never Knew You Lost
A page from the book: GROW: the four jobs every customer travels through
GROW: the four jobs every customer travels through
A page from the book: The 33 lead sources, in their groups
The 33 lead sources, in their groups
Robert Earl

About the author

Robert Earl has spent his working life on one question: how do you turn calls and inquiries into business that lasts? He ran a dial-up internet company in 1997, spent more than twenty years in real estate, was part owner of three Keller Williams offices, and has worked with every kind of home service company as a client and a business partner. Today he and his wife and co-founder, Stacy Earl, run Home Service Guild. He is also the author of When You Care Enough About Service, You Build a System.

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

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