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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

SAN DIEGO · OCTOBER 1, 2026

GROWING

TOGETHER.

A small crew. A large team. One platform that scaled with us.

JOHN BOTTALA

CEO, Western Rooter & Plumbing

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

WELCOME TO TRADES THURSDAY 2026

THANK YOU GUYS FOR MAKING IT TODAY.

Here’s why today’s a BIG day for the trades…

01

THANKS FOR MAKING IT DOWN TO SAN DIEGO.

02

ENTREPRENEURS READY TO SHARE.

03

NETWORK, LEARN, & MAKE CONNECTIONS.

Thank you guys for taking the time out of your schedules to make it down here for Trades Thursday.

This room is full of trades entrepreneurs of all sizes and backgrounds. Take advantage of it.

Today’s an opportunity to network, learn from one-another, and make connections.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 3:15��One thing I’ve valued is the working relationship with people inside Housecall Pro. I’ve worked closely with several people there, including Janelle. She has introduced me to many people on the product development team.��That gives us a way to share what a real operation needs and to learn more about how the platform can support us. I’m not saying every request becomes a feature or that there’s a perfect piece of software. I’m saying it helps to stay engaged with the people building the tools you use every day.��Our job is to understand our own processes and communicate clearly. Their product knowledge helps us see possibilities we might otherwise miss. We keep learning as the business changes.��Transition: Here’s the practical side of that — what a busy day looks like inside HCP.��Visual source: Western Rooter team photo from Marlon’s supplied deck. This is a company photo, not a photo of Janelle or the HCP product team.

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ABOUT THE SPEAKER

WHO AM I?

John Bottala, CEO of Western Rooter & Plumbing

WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

SCALED WESTERN ROOTER FROM $2.5M TO $23M

I became CEO of Western Rooter & Plumbing when it was still a small-time operation.

EXPANDED FAMILY OPERATION FROM 8 TO 91 EMPLOYEES

Invested heavily into leadership, team growth, employee culture, and technology.

HOUSECALL PRO MAX PLAN USER

Customer and supporter of Housecall Pro, specifically the MAX plan.

JOHN BOTTALA PRESENTATION�Target: 1:30 | cumulative 2:15��Our story isn’t a jump from small to large overnight. It was a small team that grew, and grew again. At first, you can carry a lot of the operation in your own head. You know who is going where, what happened on the last job, and who needs a call back.��As the business grows, you need the team to share that picture. More technicians mean more scheduling decisions. A larger office needs a consistent way to see the work. Managers need to know where attention is needed without asking every person for an update.��The way we used Housecall Pro changed as we grew. The platform remained useful; we got more deliberate about the processes around it. That’s the important part of this story. We didn’t need every advanced workflow on day one. We built on the foundation as the operation asked more of us.��[Pause on the three stages. Keep the story general; no specific headcount or revenue figures are needed.]��The same principle applies whether you have a small crew or several teams: make the next stage easier to manage by making the work visible.��Transition: Another part of our experience has been the relationship with the people behind the platform.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

OUR STORY

FROM ONE SMALL CREW TO A 8-FIGURE OPERATION.

Same HCP-native system. Bigger company. Clearer process.

~2018

SMALL CREW

Small team of <12 techs.

2018-2021

MULTIPLE TEAMS

More people. More moving parts.

2025+

LARGE-SCALE OPERATION

70+ Current users in HCP.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:30 | cumulative 2:15��Our story isn’t a jump from small to large overnight. It was a small team that grew, and grew again. At first, you can carry a lot of the operation in your own head. You know who is going where, what happened on the last job, and who needs a call back.��As the business grows, you need the team to share that picture. More technicians mean more scheduling decisions. A larger office needs a consistent way to see the work. Managers need to know where attention is needed without asking every person for an update.��The way we used Housecall Pro changed as we grew. The platform remained useful; we got more deliberate about the processes around it. That’s the important part of this story. We didn’t need every advanced workflow on day one. We built on the foundation as the operation asked more of us.��[Pause on the three stages. Keep the story general; no specific headcount or revenue figures are needed.]��The same principle applies whether you have a small crew or several teams: make the next stage easier to manage by making the work visible.��Transition: Another part of our experience has been the relationship with the people behind the platform.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

WESTERN ROOTER TEAM

WHO’S WITH ME TODAY?

Here are the key team members here with John today:

JOHN BOTTALA

CEO

LARRY BOTTALA

President

CJ MARIN

COO

ANDREW PALACIOS

CMO

STEVE CARRILLO

Visual Content Producer

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 3:15��One thing I’ve valued is the working relationship with people inside Housecall Pro. I’ve worked closely with several people there, including Janelle. She has introduced me to many people on the product development team.��That gives us a way to share what a real operation needs and to learn more about how the platform can support us. I’m not saying every request becomes a feature or that there’s a perfect piece of software. I’m saying it helps to stay engaged with the people building the tools you use every day.��Our job is to understand our own processes and communicate clearly. Their product knowledge helps us see possibilities we might otherwise miss. We keep learning as the business changes.��Transition: Here’s the practical side of that — what a busy day looks like inside HCP.��Visual source: Western Rooter team photo from Marlon’s supplied deck. This is a company photo, not a photo of Janelle or the HCP product team.

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ABOUT THE SPEAKER

MY FUNDAMENTALS FOR GROWTH

WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

Don’t be a follower. Run your own business.

Make the decision that is best for your team, customers, and company. There are many ways to run a business, but you must be profitable.

Understand what business ownership requires.

Do not start a business because you think it means more free time, daily lunch dates, and nonstop fun. No. You will work harder, carry more responsibility, and make difficult decisions.

Hire for character first.

Integrity, honesty, and loyalty matter. Skills can be taught, but character is much harder to teach.

Protect your reputation.

Be present, take pride in your work, and show up every day.

It is okay to say no.

Say no to friends, family, employees, customers, and opportunities when necessary. Protect your standards and your focus.

Know your numbers.

Understand your growth, budget, profit and loss, and whether you are actually making money.

JOHN BOTTALA PRESENTATION�Target: 1:30 | cumulative 2:15��Our story isn’t a jump from small to large overnight. It was a small team that grew, and grew again. At first, you can carry a lot of the operation in your own head. You know who is going where, what happened on the last job, and who needs a call back.��As the business grows, you need the team to share that picture. More technicians mean more scheduling decisions. A larger office needs a consistent way to see the work. Managers need to know where attention is needed without asking every person for an update.��The way we used Housecall Pro changed as we grew. The platform remained useful; we got more deliberate about the processes around it. That’s the important part of this story. We didn’t need every advanced workflow on day one. We built on the foundation as the operation asked more of us.��[Pause on the three stages. Keep the story general; no specific headcount or revenue figures are needed.]��The same principle applies whether you have a small crew or several teams: make the next stage easier to manage by making the work visible.��Transition: Another part of our experience has been the relationship with the people behind the platform.

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ABOUT THE SPEAKER

MY FUNDAMENTALS FOR GROWTH

WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

Take ownership.

Learn from bad reviews, mistakes, and missed opportunities. Ask where the team dropped the ball and turn it into an educational opportunity.

Measure success through your people.

Success is watching team members buy homes, support their families, enjoy coming to work, and grow without a ceiling.

Run your own race.

Social media is a great marketing tool, but cancel out the noise. Do not compare your business to someone else’s highlight reel. Let’s compare profit-and-loss statements instead.

Give back before asking, “What’s next?”

Support your community, help people in need, and make sure your success creates an impact beyond the business.

JOHN BOTTALA PRESENTATION�Target: 1:30 | cumulative 2:15��Our story isn’t a jump from small to large overnight. It was a small team that grew, and grew again. At first, you can carry a lot of the operation in your own head. You know who is going where, what happened on the last job, and who needs a call back.��As the business grows, you need the team to share that picture. More technicians mean more scheduling decisions. A larger office needs a consistent way to see the work. Managers need to know where attention is needed without asking every person for an update.��The way we used Housecall Pro changed as we grew. The platform remained useful; we got more deliberate about the processes around it. That’s the important part of this story. We didn’t need every advanced workflow on day one. We built on the foundation as the operation asked more of us.��[Pause on the three stages. Keep the story general; no specific headcount or revenue figures are needed.]��The same principle applies whether you have a small crew or several teams: make the next stage easier to manage by making the work visible.��Transition: Another part of our experience has been the relationship with the people behind the platform.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

WHY DID I CHOOSE HOUSECALL PRO

WHY DID I CHOOSE HOUSECALL PRO… AND STICK AROUND?

There are 4 core reasons I landed on HCP, and have remained a customer:

SIMPLE TO USE

Our team could actually use it and keep using it.

01

BUILT FOR THE TRADES

It matched how our field and office teams work.

02

IT SCALED WITH US

From a small crew to 70+ users.

03

WE COULD BUILD ON IT

MAX, API access, and automation gave us room to keep evolving.

04

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:30 | cumulative 2:15��Our story isn’t a jump from small to large overnight. It was a small team that grew, and grew again. At first, you can carry a lot of the operation in your own head. You know who is going where, what happened on the last job, and who needs a call back.��As the business grows, you need the team to share that picture. More technicians mean more scheduling decisions. A larger office needs a consistent way to see the work. Managers need to know where attention is needed without asking every person for an update.��The way we used Housecall Pro changed as we grew. The platform remained useful; we got more deliberate about the processes around it. That’s the important part of this story. We didn’t need every advanced workflow on day one. We built on the foundation as the operation asked more of us.��[Pause on the three stages. Keep the story general; no specific headcount or revenue figures are needed.]��The same principle applies whether you have a small crew or several teams: make the next stage easier to manage by making the work visible.��Transition: Another part of our experience has been the relationship with the people behind the platform.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

WORKING WITH HCP

MORE THAN SOFTWARE.

A WORKING RELATIONSHIP.

HCP to us is more than just a CRM.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 3:15��One thing I’ve valued is the working relationship with people inside Housecall Pro. I’ve worked closely with several people there, including Janelle. She has introduced me to many people on the product development team.��That gives us a way to share what a real operation needs and to learn more about how the platform can support us. I’m not saying every request becomes a feature or that there’s a perfect piece of software. I’m saying it helps to stay engaged with the people building the tools you use every day.��Our job is to understand our own processes and communicate clearly. Their product knowledge helps us see possibilities we might otherwise miss. We keep learning as the business changes.��Transition: Here’s the practical side of that — what a busy day looks like inside HCP.��Visual source: Western Rooter team photo from Marlon’s supplied deck. This is a company photo, not a photo of Janelle or the HCP product team.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

OUR FAVORITE FEATURES

9 HCP FEATURES OUR

TEAM CAN’T LIVE WITHOUT:

Here are the top 9 features inside of Housecall Pro MAX that our team simply can’t live without…

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 3:15��One thing I’ve valued is the working relationship with people inside Housecall Pro. I’ve worked closely with several people there, including Janelle. She has introduced me to many people on the product development team.��That gives us a way to share what a real operation needs and to learn more about how the platform can support us. I’m not saying every request becomes a feature or that there’s a perfect piece of software. I’m saying it helps to stay engaged with the people building the tools you use every day.��Our job is to understand our own processes and communicate clearly. Their product knowledge helps us see possibilities we might otherwise miss. We keep learning as the business changes.��Transition: Here’s the practical side of that — what a busy day looks like inside HCP.��Visual source: Western Rooter team photo from Marlon’s supplied deck. This is a company photo, not a photo of Janelle or the HCP product team.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

TRACK ESTIMATES ACROSS STAGES

TEAM

ACCOUNTABILITY

HIGH LEVEL OVERVIEW

1. PIPELINES HELP US STAY ORGANIZED.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

2. ESTIMATES & TEMPLATES HELP US WORK FASTER.

REPEATABLE TEMPLATE

EASY TO

USE

CUSTOMIZABLE

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

3. JOB PHOTOS HELP US STAY ORGANIZED COORDINATED.

JOB

TRANSPARENCY

TECH

ACCOUNTABILITY

IDENTIFY PROBLEMS

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

4. ANNOTATION HELPS TEAM STAY ON THE SAME PAGE.

REPEATABLE TEMPLATE

EASY TO

USE

CUSTOMIZABLE

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

5. TEXTING PHOTOS IS EASY WITH HCP’S COMPANY CAM.

CUSTOMER

VISIBILITY

SIMPLE ACCESS SHARING

EMAIL OR TEXT OPTIONS

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

6. ON MY WAY & FINISH BUTTON CUSTOMER ALERTS.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

SHARED

VISIBILITY

COORDINATED

TEAMS

WORK KEEPS MOVING

7. SCHEDULE: WHAT A BUSY DAY LOOKS LIKE.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

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INSIDE HOUSECALL PRO

8. CALLS HOLDING DASHBOARD.

OPEN

DEMAND

WHO’S

FREE?

WHAT CAN’T�WAIT?

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

INSIDE HOUSECALL PRO

9. CALLS COMPLETED DASHBOARD.

CLOSED

TODAY

WHO FINISHED

WHAT

READY FOR

FOLLOW-UP?

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 5:00��This is a real Housecall Pro dispatch-board screenshot from our operation. We’ve removed private customer and employee details, but kept the scheduling layout so you can see the kind of shared picture our office works from.��[Point to the columns and the blocks, rather than trying to read individual appointments.]��When there are many people and jobs moving at once, the value is not that every person memorizes the whole board. It’s that the team has one place to coordinate the work. The office can see how the day is taking shape. Dispatch can work with the team around that picture.��The software doesn’t remove the need for good dispatchers or good communication. It supports them. The people still make the decisions. But shared visibility makes those conversations more useful: what needs attention, who needs an update, and how to keep work moving.��A small team needs that too. The need becomes more obvious as you grow, but the principle is the same. Get the work into a system your team can actually use.��[Pause to let the audience take in the board. Do not narrate the masked job details or infer performance from this screenshot.]��This is the native HCP part of the story. Next are examples of how a business event in HCP can start the next step in a broader process.��Transition: A completed job is a useful example.

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WESTERN ROOTER / HOUSECALL PRO

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AUTOMATIONS & API ACCESS

AUTOMATIONS THAT KEEP OUR BUSINESS MOVING:

Thanks to Housecall Pro’s MAX plan and API documentation, we’ve built out several key automations and AI agents that help our business operate smoothly.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 3:15��One thing I’ve valued is the working relationship with people inside Housecall Pro. I’ve worked closely with several people there, including Janelle. She has introduced me to many people on the product development team.��That gives us a way to share what a real operation needs and to learn more about how the platform can support us. I’m not saying every request becomes a feature or that there’s a perfect piece of software. I’m saying it helps to stay engaged with the people building the tools you use every day.��Our job is to understand our own processes and communicate clearly. Their product knowledge helps us see possibilities we might otherwise miss. We keep learning as the business changes.��Transition: Here’s the practical side of that — what a busy day looks like inside HCP.��Visual source: Western Rooter team photo from Marlon’s supplied deck. This is a company photo, not a photo of Janelle or the HCP product team.

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WESTERN ROOTER / HOUSECALL PRO

TRADES THURSDAY · SAN DIEGO

POST-JOB AUTOMATION

Housecall Pro Automated Marketing

JOB COMPLETED

in Housecall Pro

POST-JOB MAILER

Triggered from HCP

CUSTOMER RECEIVES MAIL

Same quality touch, every job

EACH COMPLETED JOB STARTS THE NEXT STEP.

Completion in HCP triggers the next customer touch.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:15 | cumulative 6:15��After a job is completed, we use an automation to send a mailer. The important part is the connection between the event in our operating system and the next customer touchpoint.��[Walk left to right.]��The job is completed in Housecall Pro. That starts our mailer workflow. The customer receives mail from Western Rooter. We don’t have to rely on someone remembering that next step for every completed job.��This is a simple example, but it shows why consistent job status matters. The information in the platform is useful for running today’s work, and it can also be useful for what happens after the work is finished.��I’m not attaching a revenue result to this slide. The practical point is consistency: a repeatable touchpoint connected to a real event in the business.��The mailer shown here is an illustration, not a reproduction of our production creative. The diagram is intentionally vendor-neutral; the supplied context confirms the post-completion workflow, not the mailing vendor or whether every part runs natively inside HCP.��Transition: That leads to the broader picture of our connected setup.

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OUR CONNECTED SETUP

NOTE: HCP MAX PLAN REQUIRED FOR API ACCESS.

HOUSECALL PRO

CONNECTED WORKFLOW

Jobs • schedules • estimates

API CONNECTION

AI AGENT “ROOTER”

MICROSOFT TEAMS

API = “Application Programming Interface,” a connection that lets business tools share information.

HCP IS THE BRAIN OF OUR OPERATION.

AI AND API LAYERS EXTEND WHAT HCP ALREADY RUNS.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:30 | cumulative 7:45��This is our setup at a high level. Housecall Pro stays at the center of the operating picture. We use its job, schedule, and estimate information, and we connect the parts that help our team work.��An API is simply a connection that lets business tools share information. It is not a magic business process by itself. You still need to decide what information you want, what should happen, and who is responsible for the result.��Western Rooter uses the MAX plan. Housecall Pro’s published API overview says API access is available on MAX. The documentation is public; the plan is what provides the access needed to build these integrations. Attendees should confirm current plan eligibility and integration requirements with HCP for their own account.��On the right is our custom connected workflow. An AI agent helps turn HCP information into useful summaries, and Microsoft Teams is where our people can see and discuss them. This is not a claim that the AI agent or these Teams reports are built-in HCP features. HCP supplies the operating data; we’ve connected tools around it.��We’re keeping this high-level today. No code or configuration is needed to understand the idea. The value comes from giving a useful piece of information a clear destination and an owner.��Transition: Here is one practical example.��Reference: https://help.housecallpro.com/en/articles/8505035-api-overview ; public documentation: https://docs.housecallpro.com/ .

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CUSTOM CONNECTED WORKFLOW

JOB DETAILS FROM HCP

AI FLAGS GAPS

MS TEAMS SUMMARIES

HUMAN TEAM REVIEW

Write-ups, photos, exceptions

AI agent catches what our team missed

DAILY REVIEW

Write-up missing

Photos needed

Review required

People handle

the follow-through

HCP TURNS JOB DETAILS INTO DAILY ACTIONS.

Yesterday’s data informs business and operational decisions for tomorrow.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:30 | cumulative 9:15��One connected workflow focuses on the quality and completeness of job information. A job write-up and photos are useful to the next person who needs to understand what happened.��We use HCP job information to support automated checks and management summaries. If a write-up is missing, photos are needed, or something deserves review, that exception can be brought to the team’s attention in Microsoft Teams.��The card here is an illustration of the kinds of labels a summary might contain. It is not a customer record or a live report. We are deliberately not showing names, addresses, job totals, or internal setup details.��The distinction I want to make is between flagging and fixing. Automation can surface a gap. The team still reviews the context and handles the follow-through. It should help the right person find the issue, not replace their judgment.��For a larger company, that can give management a more organized way to look at exceptions instead of treating every job as a separate search. For a smaller company, the same idea can start much more simply: agree on what a complete job record looks like and review the exceptions consistently.��[Point from the job information to the team on the far right. Pause on the human review step.]��Transition: We also think about how the same information gets organized for different people.

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CUSTOM CONNECTED REPORTING

HCP job data

WORKLOAD

What’s on

the board?

PERFORMANCE

How the team

is doing

FOLLOW-THROUGH

What needs

attention right now?

EACH TEAM GETS A CLEAR DAILY PICTURE AND SUMMARY.

End-of-day teams summaries with real data from Housecall Pro.

The right information. The right people responsible. A clear next step based on real performance data.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:15 | cumulative 10:30��The next idea is organization. A large company doesn’t need every person to receive every detail. It needs the right information to reach the people responsible for acting on it.��We use connected reporting to give the team a daily picture of workload, performance, and follow-through. These are different views of the operation, built from the information in HCP and delivered in a form people can use.��Workload helps frame the day. Performance gives people a way to review how the work is going. Follow-through keeps attention on the items that still need someone to act.��We are not showing revenue totals, individual rankings, or a set of claimed results here. The point is the workflow: organize the data, make the summary useful, and put it in front of the right audience.��For us, Microsoft Teams is part of where those conversations happen. Your company might use a different destination. The useful question is not, “Can I produce another report?” It is, “Who needs this, and what will they do with it?”��Transition: The same way of thinking can be applied to estimate follow-up.��Visual source: redacted crop of Marlon’s Calls Holding screenshot. The three cards are conceptual reporting categories, not native HCP screens.

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WHAT YOU CAN BUILD

OPEN ESTIMATE

HOW OLD IS IT?

FOLLOW-UP TIME?

STILL OPEN

REMINDER OR APPROVED TOUCHPOINT

RESPONDED / CLOSED

STOP AUTOMATIONS AND UPDATE TEAM

Right timing. Clear ownership. Fewer missed estimates.

ESTIMATE FOLLOW-UP AUTOMATION

A simple loop so open estimates don’t get lost.

WORKFLOW TEMPLATE (API REQUIRED)

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:45 | cumulative 12:15��Here is a workflow you can build around estimates. This is a blueprint for the opportunity, not a claim that our full follow-up automation is already running.��[Walk the diagram from left to right.]��Start with an open estimate in HCP. Check how long it has been open. Decide when follow-up is due. Then confirm the current status before taking the next step. If it is still open and appropriate to contact the customer, the workflow could create a reminder for a person or prepare an approved outreach step.��If the customer has responded, or the estimate has closed, the process needs to stop or change. That stop condition matters just as much as the reminder. You do not want a customer continuing to receive generic follow-up after the conversation has moved on.��The timing should fit the type of estimate and your business. We are not prescribing an exact number of days on this slide. You also need a clear owner, approved customer communication, and a way to keep the status current.��This is where connected workflows become interesting. You can combine information already in your operating system with a consistent process: identify what is due, bring it to the right person, and track what happens next.��The first version might be a simple aging report and a daily reminder. You can build from there once the people and process are working. There is no need to begin with a fully automated outreach sequence.��[Pause at the two outcomes on the right.]��Transition: Across all of these examples, the lesson is the same.

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THE TAKEAWAY

01

FIND ONE HIGH-VALUE, TIME-HEAVY TASK

02

BUILD A REPEATABLE PROCESS

03

CONNECT HCP TO THE TOOLS YOU ALREADY USE

BUILD AROUND THE WAY YOUR TEAM WORKS:

There’s no single “correct” HCP setup. Extend what you already do: with process first, API and AI when it will really help your workflows.

JOHN BOTTALA — SOLO PRESENTATION�Target: 1:00 | cumulative 13:15��There isn’t one perfect or right way to use software. What works for our team may not be exactly what works for yours.��My recommendation is to begin with a repeated task. Find something that matters and happens often. Then make the process repeatable: agree on what starts it, who owns it, and what a good result looks like. Only then decide what technology helps.��Sometimes the answer is a native Housecall Pro feature you already have. Sometimes it is a clearer procedure for the team. Sometimes a connected workflow makes sense. You don’t need to add complexity just because it is possible.��For us, HCP has been useful through each stage. As we grew, we kept learning how to use it and how to build around the way our people work.��Transition: Let’s make the next conversation about your operation and your questions.��Delivery note: Allow roughly 45 seconds of flexible pause/discussion across the talk and transition. The approved slide timings total 14 minutes; with those pauses and the workshop handoff, plan for about 15 minutes.

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JOHN

Leadership & Momentum

CJ

Operations & Templates

LARRY

Business Questions

ANDREW

Marketing Automation & AI

NOW, LET’S PICK A CORNER AND GET STARTED WITH GROUP WORKSHOPS.

Come with the questions that matter most to your business.

JOHN BOTTALA — SOLO PRESENTATION�Target: 0:45 | cumulative 14:00 plus transitions ≈ 15:00��Thank you to Housecall Pro for having us, and thank you all for being here.��We’re moving into the workshop portion now. We have four corners with John, CJ, Larry, and Andrew. Pick your first corner and bring the questions that matter to your business.��We’ll spend about 15 to 30 minutes on the workshops, and then move into networking. You don’t need to know the technical answer before you ask the question — bring the process you’re trying to improve or the problem you’re trying to solve.��[Pause. Indicate the actual corners and the workshop leaders in the room. Do not announce topics or a station rotation schedule that has not been confirmed.]��Thank you. Let’s keep the conversation going.��Handoff: John remains the only presenter for this deck. Workshop topics were intentionally left unspecified.��Brand asset sources: Western Rooter logo and imagery from westernrooter.com; Housecall Pro wordmarks from the supplied HCP 2026 presentation template; official Trades Thursday badge isolated from Housecall Pro’s public event-announcement graphic (https://www.housecallpro.com/wp-content/uploads/2026/09/trades-thursday-blog.webp). The supplied HCP template contains a Champion the Trades mark, which is different from the Trades Thursday badge.