Customer, Employee, and Environmental Care | Podcast Ep. 147 | Toolbox for the Trades

8 Nov 2023 · 33 min
33:28

Transcript of a live Toolbox for the Trades podcast (Pantheon) featuring Michael and David Katz, co-owners of Trio Heating and Air. They describe immigrating to the U.S., entering HVAC with their first job in July 2021 and growing Trio to roughly $10M revenue through intense drive, rapid implementation of industry best practices (ServiceTitan), focused problem-solving, delegation, one-on-ones and 100-day plans. They explain a rebrand from Pacific Air to Trio, company values (customers, employees, environment — one tree planted per job), share practical growth advice (shop tours, raising prices to pay talent, ROI on investing in systems), and note planned ServiceTitan product rollouts (Phones Pro, Marketing Pro, Schedule Engine, Dispatch).

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