Running a business isn’t the same as being great at the trade—and for many skilled technicians who launch plumbing, HVAC, or electrical companies, that reality hits hard. This was the case for one contractor whose hands-on skills were undeniable, but who felt lost when it came to managing scheduling, KPIs, pricing, and sales.

“I was a great tech but clueless about the office side,” he admitted. Like many business owners in the trades, he faced frustration and uncertainty when trying to grow beyond day-to-day operations.

The Challenge

Despite strong field expertise, the company owner lacked structure in key business areas—limiting growth, confidence, and profitability. There was no consistent method for performance tracking, pricing strategy, or goal setting. He needed tools and guidance to help him shift from reactive technician to proactive business leader.

The ThermoGrid Solution

By implementing ThermoGrid software and RISE Coaching, the company established strong foundations:

• Application Support: ThermoGrid automated scheduling, tracked KPIs, and standardized workflows across the business.
• Advisory Services: RISE Coaching delivered hands-on training in sales, pricing, goal setting, and leadership—bridging the gap between trade and business management.

Results Achieved



• Transformed from technician to confident leader
• Gained clarity in pricing, KPIs, and sales
• Improved profitability and day-to-day decision-making
• Built a more scalable, stable company

This business owner’s personal growth is just as impactful as the operational changes. He now understands the numbers, leads with confidence, and runs a stronger company because of it.