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Notes on running a better service business

Written for owners. Every post exists to answer a question someone actually asked us.

Should You Use a Separate Business Account?
Guide 10 min

Should You Use a Separate Business Account?

A practical guide to should you use a separate business account, with clear steps, checks, and operating advice for home service owners.

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How to Read a Balance Sheet as a Contractor
Guide 10 min

How to Read a Balance Sheet as a Contractor

A practical guide to how to read a balance sheet as a contractor, with clear steps, checks, and operating advice for home service owners.

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Tax Deductions Contractors Commonly Miss
Guide 10 min

Tax Deductions Contractors Commonly Miss

A practical guide to tax deductions contractors commonly miss, with clear steps, checks, and operating advice for home service owners.

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What Customer Information Should You Actually Store?
Guide 11 min

What Customer Information Should You Actually Store?

A practical guide to what customer information should you actually store, with clear steps, checks, and operating advice for home service office managers.

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How to Organise Customer Records Without a Complicated System
Guide 11 min

How to Organise Customer Records Without a Complicated System

A practical guide to how to organise customer records without a complicated system, with clear steps, checks, and operating advice for home service owners.

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Equipment History: Why It Is Worth Recording
Guide 10 min

Equipment History: Why It Is Worth Recording

A practical guide to equipment history, with clear steps, checks, and operating advice for home service service managers.

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How to Find the Replacement Opportunities Already in Your Customer List
Guide 11 min

How to Find the Replacement Opportunities Already in Your Customer List

Practical guide to how to find the replacement opportunities already in your customer list, with clear steps, checks, and examples for a home-service business.

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What to Do With Customers Who Have Not Called in Two Years
Guide 12 min

What to Do With Customers Who Have Not Called in Two Years

A practical guide to what to do with customers who have not called in two years, with clear steps, checks, and operating advice for home service owners.

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What Should a Service Agreement Include?
Guide 9 min

What Should a Service Agreement Include?

A practical guide to what should a service agreement include, with clear steps, checks, and operating advice for home service owners.

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How to Price a Maintenance Plan So It Actually Makes Money
Guide 10 min

How to Price a Maintenance Plan So It Actually Makes Money

A practical guide to how to price a maintenance plan so it actually makes money, with clear steps, checks, and operating advice for home service owners.

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Why Maintenance Plan Customers Are Worth More
Guide 9 min

Why Maintenance Plan Customers Are Worth More

A practical guide to why maintenance plan customers are worth more, with clear steps, checks, and operating advice for home service owners.

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How to Handle a Plan Customer Who Wants to Cancel
Guide 11 min

How to Handle a Plan Customer Who Wants to Cancel

A practical guide to how to handle a plan customer who wants to cancel, with clear steps, checks, and operating advice for home service office managers.

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Find out what your phone is costing you

A free audit reviews your call handling, forms and follow-up, then reports where enquiries are being lost.