Two Hats, One Platform: How a Commercial Contractor Runs Everything From $500 Service Calls to $1 Million Projects

Effective change management is the difference between a software rollout that empowers your team and one that creates friction. David Helms, Control Operations Manager at Edd Helms Air Conditioning and Electric and Gulfstream Controls, joins the show to discuss how he balances two distinct roles: overseeing building controls operations while serving as the ServiceTitan administrator for the entire Edd Helms Group. David shares the hard lessons learned from going all-in on a full-company software implementation during the middle of summer and explains why slowing down is often the fastest way to achieve long-term adoption. From managing internal communication gaps to bridging the divide between residential service and large-scale commercial projects, David offers a pragmatic look at how to modernize a family-owned trade business without leaving your technicians behind.

Join us as we discuss: 

• [3:11] Why change management is the bedrock for successful software implementation

• [12:18] Filtering new technology by which problems your business is trying to solve

• [19:51] Balancing workflows between multiple brands under one operational umbrella

Check out these resources we mentioned during the podcast:

• Entrepreneurial Operating System (EOS)

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

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