Table of contents:
Overview
- Topic: Building Excellence in HVAC Firms with Dashboards
- Problem: Home service firms often struggle with inconsistent team culture, lack of technician motivation, and "invisible" performance metrics that make management difficult.
- Solution: A three-pillar framework for operational excellence using Gamification, Transparency, and Accountability.
- The 3 Pillars of Excellence:
- Gamification: Turning routine service calls into engaging contests with instant notifications and achievement badges.
- Transparency: Providing a "single source of truth" where every tech can see exactly how they compare to their peers in real-time.
- Accountability: Using live dashboards to mirror professional results, making continuous oversight unnecessary while driving self-improvement.
- Outcome: Transformed business dynamics, increased revenue per service call (moving from a "fixed" to a "help" mindset), and a highly energized warehouse culture.
Boost HVAC Team Performance: 3 Ways Plecto Dashboards Drive Excellence
Why Is Team Culture So Important? ⚒️
Everyone can agree that team culture in a home service firm—especially small ones, where everyone knows each other—is essential for doing your job well. But what exactly does having a strong team culture mean?
A strong team is….
- Defined by encouragement and motivation.
- Marked by dignity, respect, fairness, and friendliness.
- Where everyone’s performance positively contributes to the success of the whole.
- Where management and employees have confidence and trust in each other.
- Where excellence is the norm, not the exception.
Creating a culture like this doesn’t just happen. A positive team environment requires dedicated practice—and dedicated tools—to succeed.
This is where Plecto comes in. Plecto is a data dashboard software solution that allows you to track your metrics in real time, and use gamification activities to boost your team’s motivation.
In this article, we’ll do a walkthrough of some of Plecto’s key features to show you how it can be the ideal tool to build an ideal team. We’ll break down how Plecto can facilitate teambuilding through three of its main components: gamification, transparency, accountability.
Gamification 🧩
Home service jobs and gamification are two things you might not think go together. But gamification—or using games to influence work or ordinary behavior—is actually the perfect complement to home service jobs.
Using Plecto’s gamification features such as contests, notifications, and achievement badges, you can bring your team cohesion and motivation to new highs. Harnessing the power of friendly competition, you can get your team members’ adrenaline pumping even while they complete ordinary, everyday tasks.
Creating a contest leaderboard for most jobs completed in a month? Check. ✅
Announcing the employee with the highest recent CSAT score with a funny video that appears throughout the office? Check. ✅
Awarding your sales team with a prize for boosting your MRR? Check. ✅
Plecto’s gamification features allow you to do all of these, and more. Energizing your team through gamification will boost your morale like nothing else!
Transparency 🪟
If Plecto could be described in a single word, it would probably be transparency.
Because Plecto’s dashboards make metrics visible for everyone, they help promote a culture of openness and collaboration across your workplace.
With Plecto, relevant metrics don’t have to be confined to the C-suite’s eyes alone. Rather, they can be displayed for the whole team to see. When the whole team is cued in on relevant metrics, this pushes your team to match their performance with the goal at hand.
Openly displaying relevant metrics also creates a sense of trust between team members and management. Displaying relevant company information on dashboards is a powerful indicator that the management can trust the team with potentially sensitive information. The team can use this knowledge to take their performance into their own hands, rather than continually being told what to do.
Accountability 🫡
This brings us to our final point, accountability—where people take responsibility for their actions and own what they do. This is a particularly important value in home service, an industry that relies on strong bonds of trust between customers and technicians.
Real-time data dashboards are the perfect means to create a sense of accountability among your employees. Like a reflection in a mirror, they show exactly what your employees have accomplished. There can’t be any question about performance or work ethic when the results of your technicians’ work is reflected on what the dashboards say.
When your employees are accountable to customers, to management, and to themselves, continual oversight becomes unnecessary. Using data dashboards, your employees will be able to easily track their performance, and make professional progress more easily.
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Customer Testimonials 📣
Don’t just take our word for it: our customers have a lot to say about what Plecto has done for them—how it’s boosted their team culture, increased productivity, and created a culture of accountability and growth.
Arnold & Sons, a family-owned American plumbing firm, needed a solution to their outdated data, delayed coaching, and employee cohesion. That’s where Plecto stepped in. Read Arnold & Sons’ story here.
"One hundred percent, I think (our employees) are more on their game. They see how others are doing, and it motivates them to do better. Each time we implement a new dashboard, our minds are blown."
Jen Johnson
Administrative Manager, Arnold & Sons
Robert Boyles, Training Manager at Electrika, an electrical and HVAC provider based in Montreal, wanted to invest in a tool that would help the company pursue unsold estimates. Even more crucially, he wanted to invest in his employees to build up a positive team culture. Implementing Plecto was how he accomplished all of these objectives. Read Electrika's story here.
"(Technicians) would generally have three service calls a day per tech. If they’re on a different time schedule, they will do four. Now, they're still doing the same amount of calls. However, it's the revenue that they're making on each of the calls which is improving, because now they're not just going in with a fixed mindset. They're coming in with the help mindset."
Robert Boyles
Training Manager, Electrika
"If you’re a manager, sit back in your shop and just look at everybody coming into that warehouse. And just feel the vibe. You know what a good vibe is. You know what energy feels like. Right? And if you haven’t got that energy, if you don’t feel that, take a ride on Plecto. I swear to God, it will change the whole dynamic of your whole business."
Robert Boyles
Training Manager, Electrika
Building a Culture of Excellence 🏆
If you’re a manager in a home service firm, it’s a given that you want to create a culture of excellence, not mediocrity, in your company. Third-rate technicians can stay home!
Building a strong team culture requires strong tools. Plecto is such a tool—one that provides gamification features, a transparent and open ethos, and promotes a culture of self-growth and accountability.
In short, Plecto might just be exactly what your home service team needs, so you can spend less time on data collection and more time doing the work—and building the culture—you actually care about. Check out Plecto for free with a two-week trial today.
JAMES NIILER
Content Specialist
An in-house content writer and specialist at Plecto, James brings an academic touch and journalistic flair to his marketing copy. Having worked and studied on both sides of the Atlantic, James is a great believer in the importance of communicating across cultures and industries. Catch his work here on the Plecto blog, or as a guest contributor on other B2B websites.
