When

Tuesday, August 25, 2026
9:00 AM CST - 4:30 PM CST

 

Where
ONLINE

Aaron Ruddick

After wandering into the HVAC industry right out of high school, I found an industry I loved. Having spent over 30 years in the industry and over 20 years owning a company that was acquired by Heartland Home Services successfully in 2021, there is not any one position in a company that I have not spent time learning, understanding, and improving. My passions are Financial Management, Process, and Business development. Having received countless manufacturer and business awards, including Inc 5000 fastest growing (3 times), Carrier Presidents Award (3 times), and Daikin Fit top 20 dealer. I strive to build success within any organization I am involved in. I love to solve big, complex problems and help implement massive changes in an organization that provides the opportunity to gain freedom of time or exit successfully and profitably.

For questions about this event, contact:


Service Nation, Inc. 
sntraining@servicenation.com
or call 469-293-8820

Basics of Process Management for Trades Companies

This one-day class is designed specifically for HVAC, plumbing, electrical, and garage door businesses that want more consistency without losing speed or culture. The training focuses on practical, real-world processes that reduce mistakes, callbacks, and frustration while improving communication between the office and the field. Participants learn how to identify their most critical workflows, document them simply, assign clear ownership, and improve them over time, without excessive paperwork or micromanagement. This class is ideal for owners, managers, and lead technicians who want scalable systems that protect quality, profitability, and customer experience as the company grows.
Key Takeaways

  • A clear understanding of which processes matter most in a trades business and where to start
  • At least one documented, ready-to-use process and one field checklist
  • A simple method for creating processes that technicians will actually follow
  • Tools to reduce callbacks, rework, and miscommunication between the office and the field
  • A practical 30-day action plan to implement and improve processes immediately

 
Who should attend this course?
While anyone interested may attend this course, the target audience is: 
  • Owner/CEO/President
  • General Manager

Cancellation Policies:

Service Nation Alliance and Premier Workshops/Tours

Service Nation Alliance members may attend standard Alliance training courses at no charge. Premier classes, however, have a cover fee for all participants, including members and non-members. If you are unable to attend a training course, please notify us at least 7 days prior to the event. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.

Members & Non-Members

If you have paid to attend a training course, please notify us at least 7 days prior to an event if you are unable to attend for a 100% refund of your registration fee. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.

No Show

Service Nation Alliance

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

Members & Non-Members

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

To Cancel Attendance

To cancel attendance for any training event, call 469-293-8820 or send an email to sntraining@servicenation.com including the course title, start date, and the registrant's first and last name.

Online Course Registration Policy

Registration fees for online courses are non-refundable.

Class Cancellation Policy

On occasion, due to unforeseen circumstances or circumstances beyond our control, a class may have to be canceled. We will avoid these cancellations if at all possible.

One of the causes of a canceled class may be low enrollment. If a class does not meet the minimum enrollment (which can differ by class and circumstance) by two weeks prior to the start date, Service Nation, Inc. reserves the right to cancel or reschedule the class. You can help prevent this situation by enrolling in classes early.

In the event of a cancellation, you will be notified, and any funds paid will be refunded.

Notice of Photographic and Media Recording

Service Nation, Inc. may take photos and videos during this event. Please let us know if you do not consent.