Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

In this episode CEO of Moss Heating and Cooling Kelly Roberts, shares her journey from college dropout to C-Suite member in a fast-growing HVAC company.

Kelly talks about the challenges of shifting to high-end residential new construction, navigating financial setbacks, and scaling from $7 million to $15 million in just one year. 

This episode is packed with real-world insights on leadership and growth you won’t want to miss.

Special Thanks to Modernize

We’ve been using Modernize them for our water quality leads, and it’s been smooth sailing from day one.  

If you’re serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcast

Shoutout to Quick Staffers LLC

Quick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.

Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewform

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Episode Guest:
Kelly Roberts on Linked In: https://www.linkedin.com/in/kelly-roberts-911a19b0/

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John sits down with Tim Geisenheimer from Hatch to break down what it takes to build a winning sales process.

With his background in leading software sales teams, Tim shares how to create successful B2B sales functions and draws on the power of data for targeting the right customers and how technology is changing the game for business operations.

SPECIAL THANKS TO HATCH

Book more leads with the power of Hatch.

Hatch has been an incredible partner in our outbound journey. Since starting with them, we’ve ramped up with powerful automations that keep every lead engaged and every invoice followed up. Hatch’s AI Agents, ready to handle follow-ups, reminders, email blasts, have saved us hours.

Learn More Here

SHOUT OUT TO AVOCA

Looking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. If you want to skyrocket your team this year, you need to check these guys out.
 
Schedule a Demo Today 

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Episode Guest:
Tim Geisenheimer @tgeisenheimer on X

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, Jake Cronin, CEO of Siro, delves into the intricacies of modern sales coaching utilizing advanced AI technologies. From his transformative experiences on the sales floor to building Siro, Cronin shares invaluable insights on leveraging data to enhance sales performance and process adherence. 

Jake highlights the pivotal role of AI in capturing and analyzing in-person sales interactions, offering a comprehensive look at Siro’s evolution, upcoming innovations, and the profound impact on sales training. This episode is packed with insights you won’t get anywhere else.

Special Thanks to Service Scalers

Service Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.

Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can't recommend them enough. Check out Service Scalers

Shoutout to Quick Staffers LLC

Quick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.

Don't miss out. Get $1000 off your first placement here.

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Episode Guest:
Jake Cronin on LinkedIn

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, Jack and John sit down with Andrew Morrell, who took his HVAC business from zero to $6 million—without a massive budget or a big head start. They dive into his journey, what worked (and what didn’t), and how smart marketing helped him scale fast.

SPECIAL THANKS TO SERVICE SCALERS

In a year where many in the industry faced challenges, we’re thrilled to have hit the low 20s, outperforming expectations and driving serious growth. A huge part of that success is thanks to Service Scalers.

The team have been invaluable partners, helping us achieve awesome results with out SEO, PPC, LSA and GMB marketing.

If you’re in the trades and ready to level up your marketing, do yourself a favor and check out ServiceScalers.com. Sam and his team are killing it right now.

SPECIAL THANKS TO AVOCA

Looking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish.
 
Click here to schedule a demo

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, Jack and John break down how businesses are cutting costs and boosting efficiency by leveraging overseas teams for call centers, accounting, and recruitment.

We also dive into the biggest challenges of managing remote teams, setting up effective communication, and streamlining operations to scale smarter.

Special Thanks to Avoca

Looking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish.
 
Click here to schedule a demo

Shout Out to FieldPulse

FieldPulse is a really awesome Field Service Management platform that helps you save hours every week and keep operations running smoothly. With features like scheduling, dispatching, invoicing, and reporting, it takes the headache out of managing the day-to-day.

If you're looking to streamline your ops, stay ahead of the competition, and focus on what really matters, FieldPulse is a game-changer.

👉 Book a Demo with FieldPulse to get 15% off the annual plan when you mention Owned and Operated

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

Most techs aren’t salespeople—but they should be closing more jobs. In this episode, Jack and John break down the sales tactics that get homeowners saying yes more often. 

We're talking about the difference between soft and hard selling, how full system evaluations can boost your close rate, and why most techs miss the real root cause of a homeowner’s problem. Plus, we cover the must-know steps for handling calls like a pro. If you want to turn more estimates into booked jobs, this one’s for you.

SPECIAL THANKS TO SERVICE SCALERS

In a year where many in the industry faced challenges, we’re thrilled to have hit the low 20s, outperforming expectations and driving serious growth. A huge part of that success is thanks to Service Scalers.

The team have been invaluable partners, helping us achieve awesome results with out SEO, PPC, LSA and GMB marketing.

If you’re in the trades and ready to level up your marketing, do yourself a favor and check out ServiceScalers.com. Sam and his team are killing it right now.

SHOUT OUT TO HATCH

Turn communication into conversion with Hatch and its AI Agents, ready to handle follow-ups, reminders, email blasts, and more for your home service business. Save employee hours and book more leads with the power of Hatch.
Learn More About Hatch

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

AI is coming for everything—except FieldPulse, according to CEO Gabe Pinchev. In this episode, we chat about how FieldPulse is changing the game for home service businesses with an all-in-one CRM that actually understands what tradesmen need. We talk invoicing, scheduling, QuickBooks sync, dispatch tools, and why custom workflows make all the difference.

Plus, Gabe shares insights on his company’s Series B funding, why AI won’t be replacing SaaS (but will make it better), and what’s next for FieldPulse.

If you're running an HVAC, plumbing, electrical, or any other home service business and still juggling paper invoices, whiteboards, or excel spreadsheets, this episode is a must-listen.

HUGE THANK YOU TO FIELD PULSE

FieldPulse is a really awesome Field Service Management platform that helps you save hours every week and keep operations running smoothly. With features like scheduling, dispatching, invoicing, and reporting, it takes the headache out of managing the day-to-day.

If you're looking to streamline your ops, stay ahead of the competition, and focus on what really matters, FieldPulse is a game-changer.

👉 Book a Demo with FieldPulse to get 15% off the annual plan when you mention Owned and Operated.

SHOUT OUT TO SUPPLY HOUSE

Big shoutout to SupplyHouse.com for helping us meet our fast turnaround times. With 250,000+ SKUs across plumbing, HVAC, and electrical, they get us what we need—fast. 

Their Trademaster program offers free shipping, returns, and discounts, all with no membership fee. Check them out at www.supplyhouse.com!

Episode Hosts: 🎤
John Wilson: @WilsonCompanies on X
Jack Carr: @TheHVACJack on X

Episode Guest:
Gabe Pinchev: On LinkedIn
Learn More About Field Pulse

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, we’re diving straight into what really matters in 2025—your brand. If your branding isn’t sharp and your marketing isn’t hitting hard, you’re already behind. John and Jack talk about why it’s non-negotiable to nail your brand this year and how it ties directly to dominating your market.

We walk you through how to set smart revenue goals and hit your targets. We also break down the benchmarks every HVAC, electric, and plumbing business needs to aim for, and why quarterly reviews are your key to staying on track.

We’ll also get into the real stuff: beating your competition, owning your zip codes, and why GMB and LSAs are still the power plays you need to leverage in 2025.

Key Highlights: 

• Budgeting and revenue goals for 2025
• Benchmarking for HVAC, electric and plumbing
• Dominating zip codes
• Branding and marketing in 2025

Special Thanks to Service Scalers

Service Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.
Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can't recommend them enough. Check out Service Scalers

Shoutout to Quick Staffers LLC

Quick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.

Don't miss out. Get $1000 off your first placement here.

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, we get real about how to master your service truck inventory and purchasing. We’ll cover how to cut costs for your business, avoid common mistakes, and streamline your operations with a solid PO system, VMI (Vendor Managed Inventory), and stronger vendor relationships.

Oh, and don’t miss our tips on using mobile truck setups to streamline operations. Plus, get practical advice on negotiating with vendors and keeping your inventory in check to save you big bucks.

Shoutout to Quick Staffers LLC

Quick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.

Don’t miss out—Get $1000 off your first placement here

Special Thanks to Avoca

Looking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish.
 
Click here to schedule your demo today.

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, we’re breaking down what it takes to plan for serious growth—both short and long term. 

Jack and John swap stories and hard-won lessons on budget planning, sharpening your SWOT analysis, setting revenue targets, and getting your team firing on all cylinders. They dig into why strong accounting practices are a growth superpower and share practical steps to scale your business effectively.

Key highlights: 

• Tactical planning and goal setting
• Why every department matters in hitting goals
• The importance of data reviews to keep you ahead of the curve.

Shout out to our sponsors!

Modernize
We’ve been using Modernize them for our water quality leads, and it’s been smooth sailing from day one. Onboarding was quick and now every lead goes straight into our call center. If you’re serious about boosting your leads, definitely check them out.

Service Scalers

Service Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.
Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can’t recommend them enough.

Check out Service Scalers

Send Us Mail!

More Ways To Connect with OAO

• Start Here
• Owned and Operated Newsletter 
• Bonus Videos From John

Leave a Review

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

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.