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How To Scale a Service Based Business by Implementing a CRM System

How To Scale a Service Based Business by Implementing a CRM System

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In this episode, John Wilson sits down with Richard Dunbar of FieldPulse to dig into one of the most important — and often overlooked — levers for scaling a home service company: modernizing your operational platform. Whether you’re running HVAC, plumbing, electrical, restoration, or any specialty trade, the shift from legacy tools to a true field service management system (FSM) is one of the highest-ROI moves you can make. Richard and John break down how contractors are ditching whiteboards, Excel boards, paper invoices, and manual dispatching in favor of flat-rate pricing systems, centralized pricebooks, technician-friendly workflows, real-time visibility, and true operational clarity.


What You’ll Learn

  • Why legacy systems cap your growth
  • How flat-rate pricing really works
  • Where the real ROI of FSM software comes from
  • How to remove friction from the entire customer journey
  • The #1 mistake contractors make when trying to scale revenue


🎙️ Hosts & Guest

Host

John Wilson

Guest
Richard Dunbar — FieldPulse

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John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

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