Getting more customers · Playbook
How do HVAC, plumbing and electrical companies get jobs without buying shared leads?
The short answer
Start with the sources nobody else is sold: your past customers, your Google Business Profile and reviews, referrals from realtors, builders and property managers, and your trucks and yard signs. Then make sure every call gets answered and booked. A shop that thinks it needs more leads may really be losing the calls it already gets.
If you've paid for a lead and then watched other trucks race you to the same house, you already know the problem. A shared lead is one homeowner's request sold to more than one company. Angi, for example, says it matches each project request with no more than five pros.
Before you look for a replacement, work out which of two problems you actually have:
- Not enough of the right calls. The homeowner with no heat, a backed-up drain or a breaker that keeps tripping isn't finding you, or isn't thinking of you first.
- Calls that don't become jobs. The phone rings, but calls go to voicemail, callbacks happen the next morning, or the board is full the week the calls come in.
The second kind may be more common than you'd expect. John Wilson, co-host of the Owned & Operated podcast, said it bluntly: "Nine out of 10 times, you do not have a leads problem." That's his view from running shops, not a survey. But it's cheap to test, and the test is further down this page.
So the order of this playbook is: stop losing the calls you get, then grow the calls nobody else is sold.
What are low-cost ways for a small HVAC company to get more service calls?
Start with the people who already have your sticker on their furnace.
A struggling third-year HVAC company once asked Tommy Mello, host of The Home Service Expert Podcast, what to do. His answer, in an April 2024 episode, was not "buy more leads". He called a $29 tune-up "one of the best lead sources we've got", and suggested mailers to existing customers and building relationships with realtors and builders.
John Wilson gives the same order for the shoulder season, the slow weeks between heating and cooling. His list of who to call first is past customers due for maintenance, homeowners with aging equipment, customers who declined recommended work, and estimates that never booked. He says to start about a month before the board empties, not after.
Here's what that looks like for a small HVAC shop:
- A tune-up or maintenance offer sent to every past customer before the season turns.
- A call list of aging systems. If your techs note equipment age on each visit, those homeowners are your replacement jobs next year.
- Last season's unsold estimates. The homeowner who said "not right now" in March may be ready in September.
- Realtors and builders. A realtor often wants a system checked before closing. A builder needs a sub who shows up.
Our view: your customer list is the one lead source nobody else can buy. A shared lead goes to several companies. A reminder to your own customer goes only to them.
Everyone says to avoid shared leads. What should I do instead?
Replace them with sources you own, one at a time. Here's how the common options compare:
| Source | Who else gets this customer? | Does it keep working when you stop paying? | What it costs you |
|---|---|---|---|
| Shared lead marketplace | Other companies get the same request; Angi says up to five | No | A fee per lead. Angi says you're charged once you and the homeowner both show interest, whether or not you then respond |
| Google Local Services Ads | The customer may contact other advertisers too | No | A fee per valid lead. Google says it prices message leads partly on whether the customer has contacted other advertisers |
| Google Business Profile and reviews | You compete for position, but the profile is yours | Yes | Time. Google says you can't pay for a better local ranking |
| Past customers | Only you | Yes | Time, postage or texts |
| Referrals from realtors, builders, property managers and home inspectors | Usually only you | Yes, while you look after the relationship | Time and good work |
| Trucks, yard signs and door hangers | Only you | Yes | Paid once |
Pay-per-lead isn't all the same. Google's Local Services Ads charge per valid lead, and prices vary by location, job type and lead type. If you run them, Tommy Mello's advice in a 2023 interview is simple: "The biggest factor for not losing quality on LSA is answering the phone right away."
For your Google Business Profile, Google's own rules for service-area businesses are worth checking line by line. Google says to remove your address if customers don't come to you, that you can set up to 20 service areas, and that your whole area shouldn't be more than about 2 hours' drive from your base. Google also says complete, accurate information and more positive reviews can help your local ranking.
I need more plumbing jobs fast. What works quickly without wasting money?
The fastest jobs come from people who already know you. Here's a one-week plan:
- Text or call past customers. Start with anyone whose water heater you flagged as old, and anyone with a drain that keeps coming back.
- Call five realtors, property managers or home inspectors. Inspectors often find plumbing problems before a sale. Property managers need someone who picks up. UpFlip's first-100-clients playbook names real estate agents and property managers as partners who send referrals.
- Fix your Google Business Profile. Check your service areas, your categories and your hours, including whether you take emergency calls.
- Use the free local channels. The Owned & Operated hosts recommend Facebook groups, Nextdoor and knocking on doors before paying for ads.
- Answer every call this week. If you can't answer while you're under a sink, have someone who can, or call back within minutes.
Don't forget the truck. Back in 2008, a long-time HVAC and plumbing contractor on the Heating Help forum told a new plumber who was thinking about direct mail that his truck was already a billboard people see every day. That's still true, and it costs nothing more once it's lettered.
If you truly need work this week and have nothing else, a paid lead source can bridge the gap. The last section covers when that makes sense.
I just started my own electrical company. How do I get the first steady jobs?
You're not alone. An owner of a new electrical company on Reddit wrote: "But haven't had much success drawing leads from these. What do yall do for marketing to get leads?"
One electrician's story is worth studying. Joel Walsman told UpFlip that "Word-of-mouth referrals are the best because you pretty much have the job." His process had three steps:
- Ask for a referral when each job is finished.
- Contact that referral the same day.
- Have a real conversation about their needs within 48 hours.
He started advertising only once he knew who his customers were. He also began as a generalist and later narrowed to solar work.
What we'd take from that for a new electrical company:
- Ask every customer for one name and one review. A new profile with no reviews is the hardest to choose.
- Get to know builders and general contractors. They need an electrician who shows up and passes inspection.
- Pick the work you want more of. Panel upgrades, EV chargers and generators are different customers from service calls. Say clearly on your profile and website which ones you do.
- Make each job visible. UpFlip's playbook suggests door hangers to the 20 closest homes after a job the neighbors can see.
I'm a solo electrician. Should my marketing look different from a shop with ten techs?
Yes. The right next step depends on who answers the phone and who's in the truck. Software sold to electricians is already pitched this way, with different tools for solo electricians and for small crews of 1–15 techs. We think the marketing advice should be split the same way.
Alia's framework: what to focus on at each size. This is our reading of the creator advice and research cited on this page. It is not a set of client results.
| Size | Focus on first | Hold off on |
|---|---|---|
| Solo (you're in the truck) | Google Business Profile, reviews from every job, referrals from builders, realtors and past customers, truck lettering, calling back within minutes | Paid ads before you have reviews and a way to answer while you're working |
| 1–15 techs | Someone whose job is answering and booking calls, maintenance or service agreements, calling past customers in slow weeks, tracking where each job came from | Adding new lead sources before you know which current ones pay |
| Multi-location | One accurate profile per location, a short list of priority ZIP codes, booking measured by location | Spreading spend across every town at once |
For the multi-location row, Jack Carr of Owned & Operated suggests choosing 3–5 priority ZIP codes by job volume, ticket size and gross profit, and building density before you expand. On the same podcast, Jack Carr suggested building 50–100 reviews before paying for Local Services Ads or pay-per-click ads. That's his rule of thumb, not Google's.
Tommy Mello puts referral programs later than many owners expect. He said to get your Google presence right and improve how many current calls you book first. Asking a happy customer for a name is different, and it's free at any size.
Are my calls turning into booked jobs?
This is the test from the start of the page. John Wilson suggests tracing 30 to 50 leads from each source before you spend more. For each one, write down how fast you responded, whether you reached them, whether they booked, and what the job made.
Then do this sum with your own numbers. Ours are only an example:
- Calls last month: 60.
- Calls that became booked jobs: 36. That's 36 ÷ 60 = 60% booked.
- Average ticket: $400.
- If you booked 6 more of those same 60 calls, that's 6 × $400 = $2,400 more work in a month, without buying a single lead.
Now compare a shared lead. If a lead costs you $L and you win one job for every N leads, each job costs you L × N in leads alone. At $50 a lead and one job in five, that's $250 a job before you've driven anywhere.
Speed matters here. A lighting and electrical owner on Alignable wrote in 2020: "I always will try to respond to someone within a 4-hour window." He saw that as rare, and said customer service is what's missing in the market. If your competitors take a day, answering within the hour can help you get chosen.
What should I do this month?
- Count last month's calls and booked jobs. Work out your booked share.
- Listen to five calls, or ask how they were handled. Were any missed or called back late?
- Send a tune-up, maintenance or check-up offer to past customers.
- Call last season's unsold estimates.
- Check your Google Business Profile: service areas, categories, hours, photos.
- Ask every customer this month for a review.
- Call three realtors, builders, property managers or inspectors.
- Track where every new job came from, by source.
An HVAC contractor on Heating Help wrote in 2013 that "95% of our leads come from referrals, but we'd really like to increase our random-caller percentage." Referrals are a good problem to have. The steps above add a second source you own, without trading referral work for shared leads.
When is buying shared leads the right call?
Sometimes. In our own research on pay-per-lead services, a minority of owners were happy, and they had a lot in common. They replied fast, were often new and still building referrals, used paid leads as one source among several, did standard jobs, and switched leads on and off as the board filled.
If that's you, shared leads can bridge the gap while you build the sources on this page. Judge them by what each job costs you, using the sum above, not by the price of a lead.
Shared leads are a poor fit if you can't reply within minutes, if your jobs are small next to the lead price, or if they'd be your only source of work.
We checked every page cited below on October 3, 2026. Creator advice is the creator's own view, and the figures in it are theirs, not ours.
Sources
- Opportunities and Leads: Frequently Asked Questions. Angi Help Center. Published April 20, 2026. Checked October 3, 2026.
- How leads work. Google Local Services Help. Checked October 3, 2026.
- Tips to improve your local ranking on Google. Google Business Profile Help. Checked October 3, 2026.
- Manage your service areas for service-area & hybrid businesses. Google Business Profile Help. Checked October 3, 2026.
- Owned and Operated #136: Getting Home Service Business Leads When the Season Changes. John Wilson and Jack Carr, Owned & Operated. Checked October 3, 2026.
- The Shoulder-Season Marketing Strategy. John Wilson, Owned & Operated. Published September 2, 2026. Checked October 3, 2026.
- Build the System Before You Add the Spend. John Wilson, Owned & Operated. Published September 30, 2026. Checked October 3, 2026.
- Turn Your Service Area Into a Moat. Jack Carr, Owned & Operated. Published August 26, 2026. Checked October 3, 2026.
- Q&A with Tommy: Strategic Methods For Expanding A Business Sustainably. Tommy Mello, The Home Service Expert Podcast (Podscripts transcript). Published April 19, 2024. Checked October 3, 2026.
- How To Grow A Home Services Business & Get More Leads: An Interview with Tommy Mello. Sterling Sky. Published June 20, 2023. Checked October 3, 2026.
- How to Start an Electrical Business (and Make $500K/Monthly). UpFlip. Published October 9, 2024. Checked October 3, 2026.
- Zero to 100: Your battle-tested plan to get your first 100 local service clients. UpFlip Newsletter. Published December 5, 2023. Checked October 3, 2026.
- HVAC contractor, Heating Help forum (August 2013). Alia VoC dataset. Checked October 3, 2026. Internal Alia research record.
- HVAC and plumbing contractor, Heating Help forum (July 2008). Alia VoC dataset. Checked October 3, 2026. Internal Alia research record.
- New plumbing contractor, Heating Help forum (July 2008). Alia VoC dataset. Checked October 3, 2026. Internal Alia research record.
- Lighting and electrical business owner, Alignable forum (February 2020). Alia VoC dataset. Checked October 3, 2026. Internal Alia research record.
- Phase 2 Reddit validation, Ai.Alia.Asia/customer-intelligence/raw/p2-reddit-validation.md, table row 17 ('Marketing for new electrical company', r/electricians, title and snippet). Alia Growth customer research. Checked October 3, 2026. Internal Alia research record.
- Phase 2 search-behavior research, Ai.Alia.Asia/customer-intelligence/search-intent/p2-search-behavior-competitor-alternatives.md, 'Electricians' subsection (size segmentation of electrician CRM listicles). Alia Growth customer research. Checked October 3, 2026. Internal Alia research record.
- Phase 2 adversarial validation, Ai.Alia.Asia/customer-intelligence/analysis/p2-challenge-payperlead-finding.md, §3 'The happy-customer profile'. Alia Growth customer research. Checked October 3, 2026. Internal Alia research record.
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