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CSTG 173: Streamlining Field and Home Service Software with David Zhao

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Manage episode 425517612 series 3133411
Content provided by Chad Peterman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chad Peterman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

David Zhao, Co-Founder of Pika, envisions a better front office experience for contractors. An advocate for single platforms like SurfaceTime for field work and Pika for home use, David sits down with host Chad Peterman to explore the transformative role of technology in the residential services industry. Throughout the conversation, Chad and David highlight the importance of efficient software, the challenges of sales presentations, and the need for proactive engagement with customers. Get an introduction to Pika's innovative features, such as a sales presentation tool for customized in-home visits, end-to-end white glove rebate management, and automated note-taking. Together, they discuss the significance of seamless integration with existing systems like ServiceTitan, the impact of data in sales and customer presentations, and the increasing costs of online leads in the HVAC industry. Tune in to learn more about leveraging technology for growth. Additional Resources

Chad on LinkedIn David Zhao LinkedIn Pika Peterman Brothers Website More on PeopleForward Network Follow PeopleForward Network on LinkedIn

  continue reading

194 episodes

Artwork
iconShare
 
Manage episode 425517612 series 3133411
Content provided by Chad Peterman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chad Peterman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

David Zhao, Co-Founder of Pika, envisions a better front office experience for contractors. An advocate for single platforms like SurfaceTime for field work and Pika for home use, David sits down with host Chad Peterman to explore the transformative role of technology in the residential services industry. Throughout the conversation, Chad and David highlight the importance of efficient software, the challenges of sales presentations, and the need for proactive engagement with customers. Get an introduction to Pika's innovative features, such as a sales presentation tool for customized in-home visits, end-to-end white glove rebate management, and automated note-taking. Together, they discuss the significance of seamless integration with existing systems like ServiceTitan, the impact of data in sales and customer presentations, and the increasing costs of online leads in the HVAC industry. Tune in to learn more about leveraging technology for growth. Additional Resources

Chad on LinkedIn David Zhao LinkedIn Pika Peterman Brothers Website More on PeopleForward Network Follow PeopleForward Network on LinkedIn

  continue reading

194 episodes

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