Resources for Home-Service Owners

Last updated: October 6, 2026

This page holds the guides BGS Strategies publishes for independent HVAC and plumbing owners across the United States and Canada. Each one answers a single question owners actually ask Kerry Webb, in the order he answers it on a call. They are free to read, nothing is gated, and no form stands between you and any of them.

They are written for the owner who is already running a real company and does not need motivating. What to look at, in what order, and what the number is telling you. Every guide shows the date it was last updated, so you know how old the advice is before you act on it.

Live every Thursday, 11 AM to noon Central. Register and get the book free.

The Guides

All three launch guides went up on the same day.

A man pointing at a line chart on an easel while a colleague looks on

Which numbers should I be watching to sustain a healthy profit level?

Ten measures, most of them weekly, and the question each one is actually answering. Gross profit dollars and margin by department, operating profit margin, a breakeven plus 10 percent revenue target, booking and estimate acceptance rates, overhead as a percent of income, active maintenance agreements and renewal rate, a rolling 13 week cash forecast with overdue invoices, labor hours estimated against actual, callback rate and cost, and customer acquisition cost by source.

This is the longest guide on the page, and it covers the difference between running the company on a monthly profit and loss that arrives too late to act on and running it on a weekly scoreboard your leadership team can see.

Last updated: October 6, 2026. Read Which numbers should I be watching to sustain a healthy profit level?

An older man going over a sheet of notes with a younger worker in a workshop

How do I find, and keep, good technicians?

Six steps, and the order is deliberate. Make the job offer specific enough that a candidate can picture the work. Build several recruiting sources instead of one. Check ability the same way every time. Give a new hire a structured start with a mentor attached to it. Remove the daily frustrations that grind good people down. Tie advancement to demonstrated skill rather than to who has been there longest.

It also covers pay structure, which is where most owners start and where this guide deliberately does not. Recruiting harder does not fix a company people leave.

Last updated: October 6, 2026. Read How do I find, and keep, good technicians?

Two plumbers in work uniforms talking beside the pipework in a utility room

How do I get more consistent, profitable jobs?

Five steps for the owner whose phone rings enough but whose profit does not follow. Identify your best jobs from the last 90 days by gross profit rather than by ticket size. Build a recurring customer base through maintenance agreements. Fix the gaps between the first inquiry and the final payment. Measure marketing by profitable completed jobs instead of by calls or form fills. Price from your own costs and your own capacity.

The short version: you probably do not have a lead problem. You have a conversion problem and a pricing problem wearing a lead problem's coat.

Last updated: October 6, 2026. Read How do I get more consistent, profitable jobs?

How These Guides Are Written

Every question on this page came from an owner, not from a keyword tool. Kerry Webb wrote the answers, and the guides follow the same sequence he uses when somebody asks him the question on a Thursday morning.

Read moreShow less

Where a guide would normally quote a typical price, a typical wage or a typical timeline, it says instead what that number depends on in your market and how to work out your own, because a figure lifted from somebody else's company is worse than no figure at all.

They are revised when the advice changes rather than on a schedule, and the visible date at the top of each one tells you when that last happened.

Kerry Webb, head and shoulders, in a grey blazer and navy shirt
Kerry Webb

Who These Are For, and Where BGS Strategies Works

Independent HVAC and plumbing owners doing roughly $3 million to $20 million a year, along with the managers who report to them. If you are still the person every decision waits on, these were written for you.

BGS Strategies works with home-service owners across the United States and Canada, from its home base in Lantana, Texas. The guides are not region-specific, though a few of the underlying conditions are: labor markets vary, and what the Bureau of Labor Statistics publishes about the heating and air conditioning trade is worth reading beside your own local numbers. On the financial side, the Small Business Administration's own guidance on managing your finances covers the same ground from the outside.

Frequently Asked Questions

Who writes these guides?

Kerry Webb, the founder of BGS Strategies, who has been coaching and consulting home-service owners since 2008. The questions come from owners he works with, and the answers are the ones he gives on a call.

How often are the guides updated?

Each guide carries a visible last-updated date at the top, and that date changes only when the content actually changes. A guide gets revised when the advice behind it moves.

Do I have to buy anything to read them?

No. Every guide on this page is free, complete and open. Nothing is gated behind an email address, there is no members area, and no part of a guide is held back for a paid version. If a guide mentions a product, it is because that product does the job the guide describes.

Are these written for HVAC companies or plumbing companies?

Both. BGS Strategies leads with heating and air conditioning and plumbing, and the measures in these guides work the same in either trade: how calls get booked, what a technician produces in a day, gross margin by department, and what overhead is quietly taking off the bottom line.

Where should I start if I only read one?

Start with the numbers guide. Most owners who feel stuck are missing a measure rather than an idea, and once the scoreboard exists the other two guides tell you what to do about what it shows you. After that, read the one that matches whichever problem is loudest this month.

Next Step

If you want the short versions of these answers alongside questions about how BGS Strategies works, what it costs and where it works, they are on the questions home-service owners ask most. If you would rather have tools than reading, the playbooks, worksheets and calculators are built for that, and the 90-Day Plan is the engagement behind all of it.

Book the $100K Conversation and bring your numbers. Live every Thursday, 11 AM to noon Central.

Take the Business Assessment if you would rather find the leak first.

Call BGS Strategies on 940-441-3231, email support@bgsstrategies.com, or send BGS Strategies a message. Office hours are Monday to Friday, 7 AM to 4 PM Central, and calls before 10 AM usually reach voicemail because Kerry is coaching.

Not Ready to Talk Yet?

Join the free community of home-service owners on SKOOL.com. Weekly ideas, the tools we reference on calls, and other owners working on the same problems.

Join the Free Community

Two Ways to Start

Hours
Monday to Friday, 7 AM to 4 PM Central
Book the $100K ConversationBusiness Assessment