Today, though, we're highlighting features and updates that are available right now: Opportunity Management, a game-changer for managing sales pipelines and cash flow. Then, vehicle tracker assignments for enhanced fleet management. Finally, customizable digital forms, including two new templates for air conditioning services and F-Gas records available via our in-app marketplace. 

Stay tuned for more updates and don't miss out in the weeks and month to come!

From recent product updates that include an update to Shift Patterns, as well as SMS Templates, we're also highlighting our Asset Maintenance software. Altogether, these tools are designed to give your team back time, stay organised, and grant them access useful data that's ready to use in the palm of their hand!

Have a listen and for more information, explore our website or reach out to our team.

Explore more on our website: https://www.commusoft.co.uk/

In 2024, we hosted Connect & Preview, a special client event in the UK where we showcased the future of Commusoft. It was a brilliant opportunity to network with our clients and reveal a roadmap of incredible features for them to use.

As we prepare for Connect & Preview in 2025, we've looked back at the features we launched last year, including the Jobs Dashboard, Proposal Builder, advanced Fleet Management Software, and the Commusoft Academy.

We're super excited to reveal more about the 2025 event soon, so stay tuned for more updates, later this year.

• The importance of consistent design
• The impact of great design in the sales cycle
• Visual first impressions
• Why mobile content matters
• Simple, effective design strategies

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Apply to be a guest by filling this form!

Working with your community can take many forms and is a crucial part of growing your service business. For Jordan Dietsche, Marketer with BugTussel Wireless, community engagement is not just a task, but a way of life.

In this episode we'll cover:

• A/B testing social media strategies
• Enhancing your marketing strategy with both traditional and digital methods
• The Bears/Packers football rivalry
• Serving niche markets and communities
• Consultative, educational selling strategies

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Apply to be a guest by filling this form!

So how does this impact field service? Specifically, the heating and cooling industry?

This week, we’re thrilled to have Mark Nabong as our featured guest. Mark works in renewable energy and telecom infrastructure and will guide us through the complex issue of climate change and its impact on field service.

In this episode we’ll cover:

• Climate change: what it is, it’s impact on the environment and the field service industry
• How heating and cooling companies can stay competitive in a warming world and a changing industry
• Why keeping the environment top of mind is important for HVAC businesses
• How the Inflation Reduction Act will affect HVAC companies

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Resources 

Environmental Protection Agency

ACCA: Inflation Reduction Act

Congressional Summary: Inflation Reduction Act

Energy Star

IPCC Report on Climate Change

EPA: Clean Air Act Section 608

Department of Energy: Heating and Cooling

Apply to be a guest by filling this form!

The U.S. Department of Labor states that women make up almost half of the national workforce but represent only 13% of Registered Apprentices. Fortunately, change is coming to the trades. This week, we’re excited to host Shannon Tymosko, 3rd year electrical apprentice and motivational speaker who speaks on how women and young folks play a critical role in the field service industry.

In this episode, we’ll discuss:

• The importance of training new hires and knowledge transfer
• Using social media as a tool to recruit talent
• The value of gender bias training
• How to reach the younger generation
• The significance of representation

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Inflation has swept through the global economy. The causes of inflation are multifaceted, interconnected, and it affects us all. The outcome? Our purchasing power has decreased. 

In order to maintain a healthy, profitable business, it’s necessary to raise rates. This week, Wayne Bettess, business coach and founder of Off The Tools, illustrates how to raise rates and why it leads to a better business and happier customers.

In this episode we’ll discuss:

• Why and how to raise your rates responsibly
• The Three B’s (Body, Business, Balance)
• The importance of consistency
• Community building and passing on knowledge

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Resources:

Wayne's Guide on Raising Prices

Off The Tools Podcast

There’s a saying: “You become the people you surround yourself with.” 

When starting a trades business, this is especially true! In this episode of Take Stock, CEO of Service Emperor and host of the Service Business Mastery podcast Tersh Blissett joins us to share his thoughts on who to have in your inner circle when launching your field service business.

In this episode we’ll discuss:

• The five must-have relationships when starting a business
• “If it’s normal, do the exact opposite.”
• Challenges facing new field service businesses
• Why communication is key

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Resources:

Service Business Mastery Podcast

Service Emperor

The Great Debate. Is the customer always right? Some agree, some disagree.

Regardless of the answer, we do know the customer is important. Building an experience with a customer-centered approach is paramount to creating a successful business.  In this episode, Jason Morjaria, CEO of Commusoft, joins us to speak on his passion for creating excellent customer journeys.

We’ll touch on:

• How “Qualification is Key”
• Building a successful sales strategy
• Creating an excellent customer experience
• Tools for growing revenue and scaling your business
• How to qualify leads and sell to the right person

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

There’s a shift taking place in field service.  Trades companies are moving from quoting and estimating - to formal sales processes.  Ross van Dijk, Territory Account Manager at Fortinet joins us to discuss his tried and true sales techniques, his humble beginnings selling CDs at the Choir Olympics, and how to avoid “commission breath”.

In this episode we’ll cover:

• “Be brief, be brilliant, be gone.”
• Establishing trust and respect with potential customers that build last relationships.
• The benefits of “upselling” for the company and customer.
• The importance of repeatable processes.
• and much more!

Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!

Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.

Introducing - Take Stock! A new field service podcast presented by Commusoft.

Our first series, debuting Wednesday, June 29th, features our host, Charles Kay, and an all-star group of professionals from the trades and beyond.  Join us as we dig into the challenges and ideas shaping the modern field service industry.