How a Commercial Contractor Runs Everything From $500 Service Calls to $1 Million Projects

20 Oct 2026 · 29 min
28:31

In this live Toolbox for the Trades episode recorded at Pantheon in Orlando, host Jackie Aubel interviews David Helms, Control Operations Manager at Ed Helms Air Conditioning & Electric and Gulfstream Controls. David shares his journey from a computer‑science graduate to joining the family‑owned trade business, explaining how the company operates under multiple brands (Ed Helms, Gulfstream Controls) and balances residential, commercial, and large‑scale construction projects. He details the decision to adopt ServiceTitan in 2020, the three‑year rollout that went live in 2023, and the extensive change‑management effort required to get technicians and office staff on board. David describes his dual role as ServiceTitan admin and controls operations lead, outlining weekly manager meetings, feature‑prioritization using ROI and “what’s in it for me” (WIFM) thinking, and the use of tools such as the new Field Mobile app, flexible time‑keeping, budget codes, and the Automation Hub to replace email‑heavy internal communication. He discusses the challenges of internal communication, the need for automation, and the importance of relationship‑driven growth through reputation and subcontracting. The conversation also covers the nuances of building‑controls work versus mechanical contracts, the value of cross‑trade technician expertise, and how the company leverages community networks (Torch, Spark, Ember) to influence product development. David ends with practical advice for contractors considering ServiceTitan: start with a clear inventory of business areas, phase the rollout, stay actively involved with ServiceTitan’s community, and continuously tighten processes using frameworks like EOS.

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