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Competition in the trades is more intense than ever. That means what has always worked in the past may not work now. In fact, In the home service trades, business owners hear a lot of outdated marketing advice. That’s why we’re here to bust three of the most common myths about marketing and share the truth about growing your business.

This workbook is designed to complement part one of Sera’s “Understanding Your Financial Statements” workshop series, which covers one of the most crucial financial documents for any business: the Profit and Loss Statement (P&L). The P&L statement is more than just a collection of numbers; it's a regular health check for your business. By understanding the parts of the P&L and learning how to analyze them effectively, you can make informed decisions to help you unlock business growth. In this workbook, we'll break down the basics of the P&L, explore key metrics, and document the next steps for your business. You can use the workbook to follow along as you listen to the P&L workshop, or you can use it to refresh your memory on what you learned. Either way, it will help you take the next step in understanding your business on a deeper level.

Use this worksheet to get a big-picture understanding of your home service business and start planning your goals. Later, you can use it to measure your success!

Has the past year (or several years) been a whirlwind of supporting technicians, managing customer service issues, and tackling one crisis after another? As we ring in the new year, there’s no better time for office managers in home service businesses to take back clarity and control. While it may seem like you’re too busy putting out fires to fix anything for good, you really can get organized and create new processes — and you can do it in three easy steps. It’s time to put out the last of your fires and start anew. Download our short guide today and learn how you can transform your work life in 2024.

Are you paying attention to the KPIs that make the biggest difference in your business? Whether you're a seasoned contractor or brand new to the role, you'll want to print this cheat sheet and keep it handy. Find out the 4 metrics you should evaluate every month to get a full picture of your HVAC business performance.

If you're an HVAC business owner, you probably want 3 things: more money, more technicians, and more service calls. But the more you grow, the more chaotic things get. Sera’s here to help. Our experts have developed a guide to help you move through the 4 phases of HVAC business growth that will give you: a preview of the pitfalls at each phase steps to take to reach the next phase staffing additions to make; and how Sera helps cut down the daily chaos so you can focus on your highest-value work Don’t wait to get growing. Download this short guide today!