Leadership

The Best First 5 Hires for HVAC and Plumbing Companies | Hiring Guide

date posted

06/02/25

read time

6 Mins

Five tradespeople in work attire and tool belts stand confidently together in front of a white van, each with a tablet or clipboard—demonstrating teamwork and professionalism. This image captures the reliable workforce ideal for leading plumbing companies or featured in an HVAC hiring guide.

Starting a home service business is no joke.

At first, it’s just you, taking the calls, running the jobs, doing the billing, and somehow remembering to eat lunch.

But eventually, the question hits: Who do I hire first?

We asked real contractors and trades pros to weigh in on the best order to build your team, and they didn’t hold back. Some shared their step-by-step plan, others reflected on mistakes and burnout, and a few even offered bold takes on what not to do.

In this post, you’ll get:

✅ Real-world hiring sequences from HVAC and plumbing business owners

🛠 Tips for balancing admin, sales, and fulfillment without breaking the bank

🚨 Red flags that signal it’s time to hire or risk burning out

Let’s dig into the most common (and smartest) first 5 hires.

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The Most Common Starting Point: Admin & Support Roles

Before you scale big, you need someone to help keep the wheels from falling off.

For many business owners, the very first hire isn’t in the field, it’s someone behind the scenes keeping things organized. Think assistant, CSR (Customer Service Rep), or dispatcher.

On Hook Agency’s website: Chris Lee shared a concise hiring guide for plumbing businesses in a recent Facebook comment (2 likes, 1 heart): 1. Hire an Assistant 2. Bring on a Partner 3. Add Sales Staff 4. Build out Fulfillment/Ops Team 5. Appoint a Manager Use this step-by-step approach to structure your next hires and scale efficiently!.

“1- Assistant” – Chris Lee
“1. CSR/ Dispatcher” – Sean Glen Kraemer

These roles may not directly bring in revenue, but they buy back your time so you can focus on the jobs that do. A great admin or CSR:

  • Answers phones and handles scheduling, so you’re not juggling calls between job sites.
  • Manages customer communication, keeping homeowners happy and informed.
  • Helps you look more professional and responsive without you burning out.

If you’re constantly buried in busywork or missing leads because you’re on the roof or in a crawl space, this is the hire that gives you room to breathe.

2. Strengthen the Core: Sales and Operations

Once you’ve got someone answering the phones and keeping your schedule straight, it’s time to build out the engine of your business: sales and fulfillment.

Matthew Gurney highlights six essential roles for plumbing companies: 1. CPA/Accounting/CFO 2. Production Manager/Operations 3. Office Administrator 4. Sales Manager 5. Sales Team Member 6. Attorney Use this list as a practical hiring guide when building a successful plumbing business team.

“2- Partner → Sales → Fulfillment/Ops” – Chris Lee
“2. Production Manager/Ops” – Matthew Gurney
“Lead install & service techs” – Sean Glen Kraemer

Some contractors bring on a trusted partner or salesperson first to drum up more work. Others focus on install or service techs to handle the jobs already rolling in. It really depends on what’s bottlenecking your business:

  • If leads are flowing in but you’re losing them because you can’t close, hire for sales.
  • If you’re closing jobs but can’t keep up with the work, hire for operations.

The key is balance. Selling too much without the bandwidth to fulfill creates stress for you and your customers. On the flip side, stacking techs with no steady sales flow puts you in panic mode trying to keep the schedule full.

At this stage, you’re not just hiring to survive the day, you’re building a system that can handle consistent growth.

3. Scaling with Specialized Leadership

Once the day-to-day is humming and jobs are getting done, your next challenge is stepping out of the center of everything. That’s where leadership hires come in.

“#5 – Manager” – Chris Lee
“Sales Manager, Attorney, CFO” – Matthew Gurney
“CFO” – Sean Glen Kraemer

These roles aren’t just about taking work off your plate, they’re about making smarter decisions and protecting what you’ve built. Bringing on a:

  • Sales Manager can help scale your revenue by training and overseeing your team.
  • CFO or bookkeeper can bring clarity to your numbers, help with cash flow, and plan for long-term profitability.
  • Attorney can keep you from stepping into legal landmines with contracts, HR, or compliance.

Not sure if it’s time? Here are a few signs:

  • You’re making hiring, sales, and financial decisions based on gut feelings alone.
  • You’re too busy putting out fires to think strategically.
  • Your team is growing, but there’s no one leading them day to day but you.

Scaling isn’t just about hiring more hands, it’s about hiring brains that help the business run without your constant input.

4. When Burnout Hits: Knowing When to Pause or Pivot

Not every business owner grows in a straight line. Sometimes, the stress piles up, the hours get longer, and instead of scaling, you snap.

Jennifer Clements shares her story of overcoming burnout and pivoting careers—having explored opportunities in industries like plumbing and HVAC before discovering her true passion. She is now pursuing her calling as a physician assistant student.

It’s a powerful reminder that growth at all costs isn’t sustainable. Hiring the wrong people or waiting too long to hire anyone can leave you overworked, overwhelmed, and questioning whether it’s worth it at all.

In some cases, owners walk away entirely. They hit restart, find a new path, or move into a different career. And that’s okay. But before it gets to that point, it’s worth asking:

  • Are you trying to do too much alone?
  • Have you delayed key hires out of fear or budget?
  • Is your current team structure actually supporting you, or draining you?

If you’re feeling stuck, take it as a signal. Not to quit, necessarily but to pause, reassess, and make the next hire with intention. Burnout doesn’t have to be the end of the story. Sometimes, it’s just the point where you finally start building it right.

5. Is It All Overhead or a Strategic Investment?

As you add roles, especially ones that don’t directly generate revenue, it’s natural to worry about overhead.

A recent Facebook comment thread featured Matthew Gurney listing six essential business roles. In response, Claudio Vilas recommended a "build it and sell it" approach, while David Dickerson highlighted the importance of managing overhead costs in plumbing companies. At Hook Agency, we recognize the value of clearly defined business roles, strategic planning for growth or exit, and diligent cost management. These are key principles our team leverages to help your company succeed.

“So to this point you only have overhead.” – David Dickerson

It’s a fair concern. Hiring an admin, a dispatcher, or even a CFO doesn’t instantly show up on your profit line. But here’s the thing: not all return on investment is immediate or even directly measurable.

What is measurable:

  • A salesperson who closes more deals than you have time to
  • A tech who frees you up to focus on growth, not just day-to-day tasks
  • An admin who helps you stop missing calls (and leads)

These roles may not feel like profit centers at first, but they create the space and structure you need to scale sustainably.

The goal is to build a team where each person either makes you money, saves you money, or buys back your time to do higher-value work. When you think of hiring as investment, not just expense, it changes everything.

Build It to Scale, Not Just to Survive

At the end of the day, your business shouldn’t depend on you doing everything forever. The goal isn’t just to survive, it’s to build something that runs smoothly, grows consistently, and maybe even becomes sellable someday.

That kind of business doesn’t happen by accident. It takes:

  • Intentional hiring bringing on the right people at the right time
  • Letting go of control so others can lead and thrive
  • Thinking long-term even when the day-to-day gets overwhelming

Whether you’re just hiring your first assistant or debating when to bring on a manager or CFO, remember: every smart hire gets you closer to freedom and sustainability.

Need help figuring out your next move—on the marketing or hiring side?
Let’s talk about how to grow your business with strategy, not just hustle.

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