Operations consulting for HVAC companies
Operations consulting for HVAC companies that live and die by July.
Two seasons of chaos, two seasons of quiet, and a maintenance-agreement list that is supposed to smooth it out. We look at how your shop runs across the whole year and find the money that leaks in both.
Where the money leaks
Six places a HVAC company loses money without noticing.
None of these show up on a P&L. They show up as a slow month nobody can explain.
Maintenance agreements that never get scheduled
You sold the plan. The spring tune-up is in a spreadsheet. The customer calls in August with a dead system and no memory of paying you.
Changeout quotes that go quiet
A $9,000 replacement quote goes out on a Friday and sits. Whoever follows up on Monday gets the job. Usually that is not you.
Summer overtime that eats the margin
Peak season looks great on revenue and terrible on profit if the schedule is built by panic instead of by zip code.
Equipment on the truck nobody counted
Capacitors, contactors, refrigerant. The truck stock is whatever the tech remembered to grab.
Off-season with nothing in the pipeline
February is quiet because nobody worked the list in November. The list existed. Nobody owned it.
Two systems for one job
The estimate in one app, the invoice in another, the customer's history in a third. Somebody retypes the address every time.
What the Blueprint looks at
The whole path of a job, not just the software.
- How maintenance agreements are sold, tracked, and actually scheduled
- What happens to a replacement quote after it goes out
- How peak-season calls are routed and who decides
- Truck stock and the parts runs it causes
- What the off-season pipeline looks like in November
- What the office types twice
The Operations Blueprint
$1,500
Fixed. Paid up front.
- You send a few things you already have
- about 90 minutes, a call or a visit
- A written report in 7 business days
- One findings meeting
- $750 back toward an implementation
Where we come from
We know the reminder problem better than most.
A septic company lives on a three-year pump-out clock the way an HVAC company lives on a twice-a-year tune-up clock. We built the reminder system that runs our founder's company because the paper version failed. The Blueprint looks at yours with that experience, and it does not assume the fix is software.
FAQ
Answered Before You Have to Ask
Tell us how your HVAC company runs.
Four minutes on the form. We will tell you straight whether we can help and what it would cost.
Start here