Two Hats, One Platform: How a Commercial Contractor Runs Everything From $500 Service Calls to $1 Million Projects

Effective change management is the difference between a software rollout that empowers your team and one that creates friction. David Helms , Control Operations Manager at Edd Helms Air Conditioning and Electric and Gulfstream Controls , joins the show to discuss how he balances two distinct roles: overseeing building controls operations while serving as the ServiceTitan administrator for the entire Edd Helms Group. David shares the hard lessons learned from going all-in on a full-company software implementation during the middle of summer and explains why slowing down is often the fastest way to achieve long-term adoption. From managing internal communication gaps to bridging the divide between residential service and large-scale commercial projects, David offers a pragmatic look at how to modernize a family-owned trade business without leaving your technicians behind. Join us as we discuss: [3:11] Why change management is the bedrock for successful software implementation [12:18] Filtering new technology by which problems your business is trying to solve [19:51] Balancing workflows between multiple brands under one operational umbrella Check out these resources we mentioned during the podcast: Entrepreneurial Operating System (EOS) You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts , on Spotify , or here . Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.