Operations Support for HVAC Companies

June through August generates 50-60% of annual revenue for most Texas HVAC companies. When it's 105° in Dallas, everyone's AC is dying. You need enough techs to capture demand, but you also need them employed the other nine months. Managing seasonal capacity is the fundamental HVAC business challenge.

We help you build staffing models that balance summer surge capture with year-round retention. This includes seasonal hiring strategies, cross-training programs, and financial forecasting that accounts for the feast-or-famine reality of Texas HVAC.

Every HVAC consultant pushes maintenance agreements as recurring revenue. But most contractors don't actually know if their maintenance program is profitable. The math changes based on how you price tune-ups, whether agreements include parts, and how aggressively you sell replacements. Without real data, you're guessing.

We analyze your maintenance program economics: true cost per visit, conversion rates to repairs and replacements, customer retention impact, and overall profitability. Many owners discover they need to reprice, restructure, or strategically grow their agreement base.

Carrier, Trane, Lennox—they all publish MSRP and dealer pricing. Homeowners Google pricing before you even show up. The days of 50% equipment markups are over. Smart HVAC companies are shifting margin to labor, accessories, and financing—but that requires different sales training and pricing models.

We help you restructure pricing to capture margin where customers are less price-sensitive: installation quality, accessories, air quality products, and financing options. Your total ticket can stay the same while moving profit to defensible areas.

NATE certification, EPA 608, manufacturer-specific training for warranty work—keeping techs certified is a constant investment. But which certifications actually drive revenue? Most HVAC owners can't answer that because they don't track job profitability by tech certification level.

We build tracking systems that connect certifications to revenue outcomes. You'll see which training investments pay off, which techs should be prioritized for advancement, and how to build certification requirements into your hiring and retention strategy.

Manufacturer warranties should protect your margin, but the reimbursement process is painful. Labor allowances don't cover actual costs, claim documentation takes forever, and denied claims eat into profit. Without a system, warranty work becomes a money pit.

We implement warranty tracking processes that capture claims at the point of service, ensure documentation requirements are met, and monitor reimbursement rates. You'll know exactly how much warranty work costs you—and can adjust pricing accordingly.

When it's 98° at 2 AM and a customer's AC is dead, they'll pay premium rates. But managing on-call rotations, pricing emergency work appropriately, and preventing tech burnout requires real systems—not just whoever answers their phone.

We help you build after-hours programs that are profitable and sustainable: clear rotation schedules, appropriate premium pricing, response time tracking, and workload balancing that keeps your best techs from burning out during peak season.