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In this episode of From the Yellow Chair, Crystal sits down with Gary Woodruff of Boxed for the Trades to discuss why so many maintenance programs fail before they ever have a chance to become profitable and how contractors can build a membership strategy that actually supports recurring revenue.

From CRM setup mistakes and missed billing to overdue maintenance visits, monthly versus yearly renewals, and the importance of clean customer data, Crystal and Gary break down the operational side of maintenance clubs that many home service companies overlook. They share real world insights on how contractors can use their CRM, especially ServiceTitan, to better manage memberships, prevent revenue leaks, and turn maintenance programs into true customer retention tools.

Whether your maintenance club feels messy, your data is hard to trust, or your team is struggling to understand how memberships should be sold, scheduled, and renewed, this episode offers practical strategies to help you clean up the process and create a more profitable program.

In this episode, you'll learn:

Why maintenance clubs need clear goals before setup
How poor CRM setup can create hidden revenue leaks
Why missed billing and overdue visits can hurt profitability
The difference between monthly and yearly membership billing
How clean equipment data can help your team make smarter decisions
Why CSRs, dispatchers, and technicians need to understand the strategy behind the program
How automation can reduce office workload and improve customer follow up
Why maintenance programs should support recurring revenue, customer retention, and long term growth

If you're an HVAC contractor, plumber, electrician, roofer, or home service business owner looking to improve your maintenance program, strengthen recurring revenue, and get more from your existing customer base, this episode is packed with actionable insights.

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