Enjoy SEC26 in style at the Welcome Cocktail Reception—sip complimentary drinks, enjoy chef-curated bites, and mix with fellow attendees, industry partners, and our leadership team.
Kick off SEC26 with a welcome, key announcements, and a look at what’s ahead. Hear directly from Tom Beidle, CEO of FieldEdge and Service Autopilot as he highlights what matters most for our members, and outlines the insights, sessions, and opportunities you won’t want to miss at SEC!
Most entrepreneurs don’t fail because they lack talent. They fail because they postpone what matters most—health, family, presence, and peace—while chasing success. In this powerful keynote, entrepreneur and father T. Shane Johnson delivers a heartfelt message about the hidden trap behind ambition: the belief that life will slow down later. Through real-world entrepreneurial insight and a deeply personal story about fatherhood, this session challenges high-performers to stop delaying the things that create a meaningful life—and start building success that is sustainable, fulfilling, and worth living. This keynote will inspire you to redefine discipline, reclaim balance, and walk away with a renewed mindset that prioritizes purpose alongside profit.
Because the truth is simple: Later often becomes never.
Your financials already tell the story of your business—you just have to know how to read them. In this session, Mike Callahan breaks down key financial reports, job costing signals, and industry trends to help owners understand where profit is being made or lost. Learn how to spot red flags, make smarter decisions, and protect margins as the market continues to shift.
Your drivers are the backbone of your operation! They're also your greatest source of risk and cost. In this session, we’ll explore how modern fleet technology helps organizations protect their drivers while reducing insurance premiums, lowering accident frequency, and improving day-to-day operational efficiency. Attendees will learn how data from video, telematics, and driver behavior insights can be transformed into proactive coaching, safer driving habits, and defensible claims outcomes.
We’ll walk through real-world use cases showing how fleets are moving from reactive incident response to proactive risk prevention by using technology to identify risky behaviors early, coach drivers effectively, streamline operations, and create a culture of safety that benefits both drivers and the bottom line. Perfect for fleet, safety, operations, and risk leaders looking to do more with less, while keeping their most valuable assets safe on the road.
The real story isn’t about what the AI does. It’s about what it frees up, what it reveals, and what it quietly reshapes behind the scenes. This session explains how having an AI Voice CSR is a the three-layer system—call flow (booking, rescheduling, or connecting with a tech), knowledge base (instantly draws info from your CRM), & behavior panel (tone & escalation control)—and shows leaders how to design intentional, brand-consistent experiences. Attendees will learn about the hidden impact and why it matters now.
With today’s smarter fleet tech, your fleet is no longer just a cost to contain. The right tools can lower your insurance costs, prevent breakdowns, optimize routing, and decrease manual admin work. In this session, we'll break down how to make sure your fleet tools work together so that your fleet doesn’t just get cheaper—it becomes a driver of productivity and revenue.
Most businesses say referrals are their best leads, yet very few have a system for generating them consistently. Instead, they rely on luck, timing, and the occasional “tell a friend.” In this session, we’ll break down how modern service businesses are building repeatable referral engines that generate new customers every month. You’ll learn why traditional referral programs fail, what actually motivates people to refer, and how to create a simple framework that drives steady word-of-mouth growth without adding more work to your team.
Service Autopilot Reporting lets you track performance metrics at-a-glance with instant KPI’s. This means owners & managers can track data like field staff efficiency, client property & revenue trends without having to sift through piles of paper, making it not only efficient but also surprisingly fun to see your business progress in real time.
Traditional banks rely heavily on collateral-based lending, which puts many contractors at a disadvantage. In the home services industry, businesses often generate strong cash flow but don’t always have enough hard assets—like real estate or heavy equipment—to satisfy a bank’s lending requirements. The result: solid contracting companies get declined even when their financial performance is strong.
This session breaks down why conventional lenders place so much emphasis on collateral, how that impacts contractors seeking capital, and why the SBA 7(a) program can be a more practical solution. You’ll learn how SBA loans allow lenders to focus on the overall health of your business—not just the assets on your balance sheet—making it easier to secure funding for growth, acquisitions, working capital, or succession plans.
Tickets are how businesses can track non-billable tasks in Service Autopilot. From following up on sales leads and estimates to dealing with damage cases and billing issues, we will guide you through how to efficiently track calls, emails, notes, events, and more with Tickets.
Wrap up the day with The Final Edge—a fast-paced closeout packed with key takeaways, final insights, and raffle giveaways you can’t win if you’re not in the room. Stick around to see who scores the prizes from our social contest and end the day on a high note!
Enjoy SEC26 in style at the Welcome Cocktail Reception—sip complimentary drinks, enjoy chef-curated bites, and mix with fellow attendees, industry partners, and our leadership team.
Based on the bestseller, The Great Game of Business is time-tested approach to running a
company based on a simple, time-tested principle: "When employees think, act and feel like
owners… everybody wins." In its simplest form, The Great Game of Business gets everyone focused on the company's success. It teaches all employees the "critical numbers" of the company and how they can make
a difference. Give people a chance to win early and win often, and you’ll capture their interest,
keep them engaged and drive the success of your business. For over 40 years, it’s the proven
way to educate, empower and engage any team.
Get a firsthand look at what’s ahead for Service Autopilot. In this session, Tara Ventura outlines the strategic direction of the 2026 product roadmap, highlighting upcoming areas of investment, key themes, and the innovations shaping the platform’s future, designed to help service businesses run smarter, faster, and more profitably. You’ll gain insight into where the product is headed, why these advancements matter, and how to begin preparing your business to take advantage of what’s coming next.
Seasonal slowdowns don’t have to mean stalled revenue. In this session, Matt Green breaks down how lawn care and field service companies are adding Christmas and holiday lighting as a high-margin, seasonal revenue stream. Learn how to get started, price jobs, staff efficiently, and turn downtime into serious profit—without overcomplicating your core business.
Every missed call is a missed opportunity. In this session, Nikki and John DeCausmaker of CallBoss reveal how service businesses lose revenue through unanswered and mishandled calls—and what to do about it. Learn how better call handling, after-hours coverage, and smarter systems can increase booked jobs, improve customer experience, and turn your phone into a true profit center.
How Owners Plan to Scale in 2026
The SA Team app has some new features, including the new ability to add a One-Time or Waiting List Job. In this session, we will go over this new feature, as well as give you an overview of how to clock in and out of jobs and manage your team with the SA Team App.
Wrap up the day with The Final Edge—a fast-paced closeout packed with key takeaways, final insights, and raffle giveaways you can’t win if you’re not in the room. Stick around to see who scores the prizes from our social contest and end the day on a high note!
Kick off SEC26 with a welcome, key announcements, and a look at what’s ahead. Hear directly from Tom Beidle, CEO of FieldEdge and Service Autopilot as he highlights what matters most for our members, and outlines the insights, sessions, and opportunities you won’t want to miss at SEC!
Most entrepreneurs don’t fail because they lack talent. They fail because they postpone what matters most—health, family, presence, and peace—while chasing success. In this powerful keynote, entrepreneur and father T. Shane Johnson delivers a heartfelt message about the hidden trap behind ambition: the belief that life will slow down later. Through real-world entrepreneurial insight and a deeply personal story about fatherhood, this session challenges high-performers to stop delaying the things that create a meaningful life—and start building success that is sustainable, fulfilling, and worth living. This keynote will inspire you to redefine discipline, reclaim balance, and walk away with a renewed mindset that prioritizes purpose alongside profit.
Because the truth is simple: Later often becomes never.
What’s really happening in the HVAC and plumbing industry—and what does it mean for your business? In this session, Jessie Barrack breaks down the latest industry data to reveal key trends shaping pricing, demand, labor, and profitability. Walk away with a clearer picture of where the market is headed and how smart owners are using data to make better decisions in 2026 and beyond.
Your drivers are the backbone of your operation! They're also your greatest source of risk and cost. In this session, we’ll explore how modern fleet technology helps organizations protect their drivers while reducing insurance premiums, lowering accident frequency, and improving day-to-day operational efficiency. Attendees will learn how data from video, telematics, and driver behavior insights can be transformed into proactive coaching, safer driving habits, and defensible claims outcomes.
We’ll walk through real-world use cases showing how fleets are moving from reactive incident response to proactive risk prevention by using technology to identify risky behaviors early, coach drivers effectively, streamline operations, and create a culture of safety that benefits both drivers and the bottom line. Perfect for fleet, safety, operations, and risk leaders looking to do more with less, while keeping their most valuable assets safe on the road.
Traditional banks rely heavily on collateral-based lending, which puts many contractors at a disadvantage. In the home services industry, businesses often generate strong cash flow but don’t always have enough hard assets—like real estate or heavy equipment—to satisfy a bank’s lending requirements. The result: solid contracting companies get declined even when their financial performance is strong.
This session breaks down why conventional lenders place so much emphasis on collateral, how that impacts contractors seeking capital, and why the SBA 7(a) program can be a more practical solution. You’ll learn how SBA loans allow lenders to focus on the overall health of your business—not just the assets on your balance sheet—making it easier to secure funding for growth, acquisitions, working capital, or succession plans.
A look at new customer record enhancements, including updated iconography and collapsible data views that make navigating customer history faster and more intuitive.
How real-time, two-way texting improves communication with customers, including appointment reminders, feedback requests, and day-of coordination.
Every missed call is a missed opportunity. In this session, Nikki and John DeCausmaker of CallBoss reveal how service businesses lose revenue through unanswered and mishandled calls—and what to do about it. Learn how better call handling, after-hours coverage, and smarter systems can increase booked jobs, improve customer experience, and turn your phone into a true profit center.
Wrap up the day with The Final Edge—a fast-paced closeout packed with key takeaways, final insights, and raffle giveaways you can’t win if you’re not in the room. Stick around to see who scores the prizes from our social contest and end the day on a high note!
Enjoy SEC26 in style at the Welcome Cocktail Reception—sip complimentary drinks, enjoy chef-curated bites, and mix with fellow attendees, industry partners, and our leadership team.
Based on the bestseller, The Great Game of Business is time-tested approach to running a
company based on a simple, time-tested principle: "When employees think, act and feel like
owners… everybody wins." In its simplest form, The Great Game of Business gets everyone focused on the company's success. It teaches all employees the "critical numbers" of the company and how they can make
a difference. Give people a chance to win early and win often, and you’ll capture their interest,
keep them engaged and drive the success of your business. For over 40 years, it’s the proven
way to educate, empower and engage any team.
See what’s ahead for FieldEdge in 2026. In this session, Peter Toohey breaks down upcoming features, system enhancements, and key improvements designed to help field service businesses operate more efficiently and profitably. Get clarity on what’s changing, why it matters, and how to prepare your team to take full advantage of the next generation of FieldEdge.
Your financials already tell the story of your business—you just have to know how to read them. In this session, Mike Callahan breaks down key financial reports, job costing signals, and industry trends to help owners understand where profit is being made or lost. Learn how to spot red flags, make smarter decisions, and protect margins as the market continues to shift.
Online Booking: An overview of FieldEdge Online Booking, showing how customers can schedule appointments online while your team captures the right information to dispatch and prepare jobs efficiently.
Mobile 2.0: A walkthrough of the redesigned FieldEdge Mobile experience, built with technicians in mind—highlighting faster access to job details, customer information, and the tools techs use most in the field.
Most contractors lose money on materials without realizing it. In this talk, Darion Miller breaks down why inventory is so hard to manage, how to get past the hurdle of starting, and what “good” inventory control actually looks like. He’ll close with a quick look at how Ply helps make it stick.
With today’s smarter fleet tech, your fleet is no longer just a cost to contain. The right tools can lower your insurance costs, prevent breakdowns, optimize routing, and decrease manual admin work. In this session, we'll break down how to make sure your fleet tools work together so that your fleet doesn’t just get cheaper—it becomes a driver of productivity and revenue.
The real story isn’t about what the AI does. It’s about what it frees up, what it reveals, and what it quietly reshapes behind the scenes. This session explains how having an AI Voice CSR is a the three-layer system—call flow (booking, rescheduling, or connecting with a tech), knowledge base (instantly draws info from your CRM), & behavior panel (tone & escalation control)—and shows leaders how to design intentional, brand-consistent experiences. Attendees will learn about the hidden impact and why it matters now.
Most businesses say referrals are their best leads, yet very few have a system for generating them consistently. Instead, they rely on luck, timing, and the occasional “tell a friend.” In this session, we’ll break down how modern service businesses are building repeatable referral engines that generate new customers every month. You’ll learn why traditional referral programs fail, what actually motivates people to refer, and how to create a simple framework that drives steady word-of-mouth growth without adding more work to your team.
Wrap up the day with The Final Edge—a fast-paced closeout packed with key takeaways, final insights, and raffle giveaways you can’t win if you’re not in the room. Stick around to see who scores the prizes from our social contest and end the day on a high note!