For install and service shops — maintenance agreements that smooth the shoulder seasons, install pricing that holds, and a brand that wins the replacement call.
HVAC has the best recurring-revenue engine in the trades — and most shops leave it sitting in the truck.
Two brutal seasons pay for two quiet ones, techs get poached mid-July, and the install backlog either drowns you or disappears. Meanwhile the fix has been in the industry playbook for decades: maintenance agreements that turn one-time customers into twice-a-year visits, priority status, and first call on the replacement when the unit finally dies.
We build the agreement program properly — priced to be profitable on its own, sold by every tech on every call — and put real install economics underneath: equipment, labor, and commissioning priced to a margin floor, with a replacement sales process that does not depend on being the cheapest bid in a panic.
Sound familiar? It should — these are the patterns in nearly every hvac shop we talk to. None of them are craft problems. All of them are fixable.
April and October running on fumes while July’s overtime pays off January’s slow weeks.
A binder of maintenance plans from 2019, priced to lose money, that nobody sells.
The unit dies, the homeowner gets three bids in 48 hours, and the cheapest one wins.
Your best tech gets a signing bonus offer in July — peak season, worst possible timing.
Real artifacts installed in your business over a 90-day engagement — plus brand and marketing bolt-ons that can run on their own.
Priced to profit on its own, sold on every call, renewed automatically — the season-flattener.
Equipment, labor, and commissioning priced to a number that holds — even in bid season.
Options presented well, financing ready, follow-up that wins without being the cheapest.
Pay bands, agreement spiffs, and a path — so July poaching calls go to voicemail.
A brand that sells reliability and air quality, not just emergency repair.
GMB and a website that win “AC repair near me” before the private-equity rollup does.
Ten questions, two minutes, an honest grade — plus where to focus first. Free, no email required.
Book a 30-minute discovery call. We’ll talk through what’s working, what isn’t, and whether an engagement makes sense. No pitch deck. No pressure.
