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Service Nation Roundtable

by Service Nation

An accessible, foundation-building network offering recurring core business discussions, operational templates, and best practice assessments.

Highlights

Media

About This Product

Premium peer advisory for HVAC contractors with $3M+ revenue. Quarterly meetings with non-competing peers, confidential financial benchmarking, and one-on-one coaching. The highest tier of Service Nation's contractor development ecosystem.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Training Details

Format
In Person
Credential
None
Audience
Business Owner
Region
National

FSH Score Breakdown

Ease of Use
5.0
Features
9.0
Support
5.0
Value
5.0
Integrations
5.0
AI Capabilities
1.5

Customer Reviews

Features

51 features confirmed across 9categories· Showing confirmed capabilities only

CRM & Sales14features

Marketing ToolsMarketing & Advertising ToolsAdvisory BoardsEvent & Expo Partner AccessGroup PurchasingIndustry AwardsMarketing ToolkitNewsfeed AccessPartner Discounts
Show 6 more
Partner ProgramPeer Advice from Leading ContractorsReferral Reward ManagementBusiness ProceduresMarketing Tool LibraryMembership Tiers

Training & Education12features

Self-Paced Online LearningOn-Demand LearningSelf-Paced LearningOn-Demand LearningPeer Support & Student CommunityMonthly Networking CallCore TrainingRegional Training1:1 Expert CoachingBusiness Design TrainingCSR, Dispatcher, and Technician Manuals
Show 4 more
Four Day Boot CampWeekly Coaching ContentBusiness Management & OperationsAdvanced Strategic Planning SessionsInstructor & Mentor AccessAdvisory Board Access

Reporting & Analytics6features

AnalyticsPerformance DashboardReportingBusiness EvaluatorProfitability CalculatorsBenchmarking ReportsBest Practice AssessmentsAutomated Dashboards and System Status ReportsKPI Dashboards

Technician Management6features

Technician CoachingOn-Site CoachingTraining CoursesTraining & Workshops AccessRecruiting & StaffingHR and Recruiting ToolsEmployee Rewards & RecognitionApplicant Tracking SystemAdvisory Board AccessChecklistsBest Practice Assessments

Invoicing & Payments4features

AHRI Rebate TrackingCustomer Financing SolutionsRebate Accelerator WorksheetStackable Vendor Incentives

Platform & Customization4features

Custom TemplatesOperational TemplatesDownload CenterLink SharingOperational Tools

Customer Communication2features

Community ForumCommunity ForumDirect Member To Partner Messaging

Accounting Integration2features

Cash Flow ForecastingFinancial ForecastingFractional Cfo Support

Scheduling & Dispatch1feature

Classes and Workshops Management

Pricing

Model
Subscription
Starting at
$99/mo
Notes
$99/mo with an annual commitment, or $119/mo with no commitment. Prices exclude tax.

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