25 Years in the Field: Running a Service Business with Harold Case

Harold Case has spent more than 25 years running Sonlight Services, a family-owned septic pumping business serving its local community. Dense routes, recurring customers, long days, and work that has to be documented properly every single time. The kind of operation where a bad system costs you real hours and a good one quietly gives them back.

In this session, Harold sits down with FieldTask CMO Touhid Hasan to talk about what running this kind of business actually involves. How the day gets planned. What makes a route work or fall apart. What two and a half decades in the field have taught him about keeping customers for the long term.

Touhid will also walk through how FieldTask brings field service into HighLevel. HighLevel is one of the most powerful platforms out there for running a business: leads, booking, follow-up, and the whole CRM, all in one place. FieldTask takes that power all the way out to the field, so the same account that books the job also dispatches the crew, plans the route, captures proof on site, and sends the invoice.

What you’ll learn:

• What it takes to run a route-based service business well, from someone who has done it for over 25 years
• How a dense route gets planned, and what separates a profitable day from a wasted one
• Why recurring customers are the backbone of a service business, and how to keep them for decades
• What experienced operators actually look for in software, and what they ignore
• How FieldTask adds field service to HighLevel: dispatch, scheduling, route planning, job site photos, time clock, live GPS and invoicing, all native to the platform
• The complete job flow, live: from a booked appointment in HighLevel, to an optimized route, to a paid invoice, never leaving the platform

Who this is for:

• Home service business owners running their own operation in HighLevel
• Owners of septic, HVAC, plumbing, electrical, roofing, cleaning, landscaping and pest control businesses
• Anyone running route-based or recurring service work
• HighLevel agency owners who want to understand how their home service clients actually operate
• Operators considering moving the field side of their business into the platform they already use

Can't make it live? Register anyway. We'll send you the full replay within 24 hours of the session.

Speakers

Harold Case is CEO of Sonlight Services LLC, a family-owned septic pumping business with over 25 years serving its local community. He runs the kind of operation most field service software is sold to and rarely built for: real routes, real crews, and customers who have stayed with the business for decades.

Touhid Hasan is CMO of FieldTask, the one and only field service app built exclusively for HighLevel. He works with HighLevel users and agencies every day on extending the platform into the field: dispatch, routing, job proof and invoicing, all in one place.