HVAC Contractors
Your trucks are rolling. Your margin isn't.
HVAC is competitive. Most contractors compete on price. We build operations that actually make money.
The HVAC Reality
Summer's hot. Winter's cold. Everything else is chaos.
HVAC contractors have some of the highest revenue potential in the trades—and some of the most common profit leaks. The seasonality alone creates chaos most owners never fully solve.
You're slammed in July and December. You're scrambling to keep good techs when it slows down. Emergency calls destroy your schedule. And you're competing against everyone from mom-and-pop shops to national franchises.
We've helped HVAC contractors across the country build systems that turn this chaos into predictable profit.
Sound Familiar?
The problems every HVAC contractor knows
Feast and famine
Peak seasons crush you. Off-seasons starve you. No system for smoothing demand or keeping techs busy year-round.
Replacement close rate
Techs are leaving money on the table. They diagnose equipment that needs replacing but don't present the option properly.
Maintenance agreement flat
You know agreements are gold. But nobody's selling them consistently and renewals are slipping.
Callback cycle
Same problems, same techs. No system for tracking first-time-fix rate or identifying training gaps.
Tech turnover
Your best techs leave for more money. You're constantly training and losing institutional knowledge.
Install chaos
Service is profitable. Install is a question mark. Job costing is inconsistent, crews are inefficient.
How We Help
HVAC-specific systems that work
We don't give you generic advice. We've built these systems inside HVAC operations and know exactly what works.
- Dispatch optimization — Zone-based routing, call prioritization, and capacity management.
- Tech sales training — Comfort advisor programs, option presentation, objection handling.
- Maintenance program overhaul — Pricing, renewals, and tech incentives that drive growth.
- Install department efficiency — Job costing, crew scheduling, and quality control.
- Seasonal demand planning — Marketing, staffing, and capacity strategies for peak seasons.
HVAC Benchmarks
Know what "good" looks like
The metrics that matter for HVAC contractors—service margins, dispatch efficiency, and tech utilization.
Average Ticket (Service)
$350-$500
Replacement Close Rate
35-45%
Maintenance Agreement Penetration
20-30%
First-Time Fix Rate
85%+
Service GP Margin
55-65%
Install GP Margin
35-45%
Questions
What HVAC contractors ask
Do you work with residential or commercial HVAC contractors?
Primarily residential service, but we've helped plenty of contractors who do both. The operational principles are similar—the scale and sales cycles differ. About 80% of our HVAC clients are residential service-focused.
How do you help with the HVAC off-season?
Maintenance tune-ups, IAQ products (air purifiers, humidifiers, UV lights), ductwork cleaning, and proactive outreach to agreement customers. We help you build systems to keep techs busy year-round and smooth out the feast-or-famine cycle.
What FSM software do you work with for HVAC?
ServiceTitan, Housecall Pro, FieldEdge, Jobber, Service Fusion—we've worked with all of them. We optimize what you have, not sell you new software. Our systems work regardless of your platform.
Can you help us go from service to install?
Yes. Building an install department (or improving an existing one) is one of our core competencies. Hiring, training, pricing, job costing—the whole thing. We've helped HVAC companies add $500K-$2M in install revenue.
How do you improve HVAC maintenance agreement sales?
We train techs on how to present agreements naturally during service calls, build pricing that actually makes sense, create renewal systems, and implement incentive programs. Average improvement is 8-15 percentage points in penetration.
What's a realistic HVAC replacement close rate?
Top performers close 45-55% of replacement opportunities. Most contractors are at 15-25%. We help you hit 35-45% through proper option presentation, trust building, and follow-up systems. That's hundreds of thousands in found revenue.
Do you help with HVAC technician recruiting and retention?
Yes. Turnover kills HVAC companies. We help you build pay plans that attract and keep talent, career paths that give techs something to work toward, and training programs that develop your bench. Our clients see 30-50% reduction in turnover.
How do you help with HVAC dispatch during peak season?
Capacity-based scheduling, zone optimization, call prioritization protocols, and emergency routing rules. We build systems that maximize billable hours while maintaining service quality—even when the phones are ringing off the hook.
Ready to build a better HVAC operation?
Let's talk about where your business is stuck and how to fix it.