The twelve numbers that tell you whether your HVAC company is healthy

What a monthly KPI read looks like

A KPI read is a one-page summary of about a dozen numbers, each with last month, the same month last year and a target you agreed to. It takes about twenty minutes to review, and it replaces the guesswork of "it felt like a good month".

Here is a slice of what a read can show, using example figures you can check yourself:

None of those numbers needs new software. They come from invoices, timesheets, the agreement list, ad accounts and the bank. The owner dashboard service explains how we assemble them, and the free dashboard checklist guide lets you build a first version yourself.

Why job-type numbers beat company-wide averages

A single company-wide margin hides the work that is losing money. A shop running 45% blended gross margin can be earning 60% on repairs and 30% on installs, and the right decision is completely different depending on which half of the business is growing.

Suppose replacements make up 55% of revenue at 30% margin and repairs make up 45% at 60%. Blended margin is 43.5%. If next year's growth comes mostly from installs, blended margin falls even while revenue climbs, and the owner wonders why the bank balance did not follow. Our gross margin by job type work splits the numbers so that kind of drift shows up in the month it starts.

Six areas we coach on

Each area has its own page, and the services overview explains where most owners start.

• Gross margin by job type: replacements, repairs, maintenance and add-ons, each measured on its own.
• Revenue per technician-hour: billed revenue divided by paid hours, not just the hours someone remembered to bill.
• Service-agreement economics: cost to serve, renewal rate and what a member is worth over several seasons.
• Marketing cost per booked job: spend tied to jobs that reached the schedule, by channel.
• Cash-flow seasonality planning: the twelve-month cash pattern of a heating and cooling business.
• Monthly owner dashboard: the single page that pulls everything together.

What we are, and what we are not

We are a KPI and profit-coaching service that sits next to your CPA, not in place of one. We do not keep books, prepare tax filings, issue financial statements or give tax advice. When a question touches tax, payroll remittances or how revenue should be recorded, we say so and send it back to your own CPA.

We are also not an HVAC contractor. We do not install, repair or service equipment, and we will never compete with you for a customer. Our work is your numbers and, if you want it, your marketing through the HVAC.Agency family.

Proof from our HVAC marketing work

Our published results come from marketing HVAC and heating companies, and each one is a measured number rather than a feeling. HVACDeal.ca produced 500+ leads at a 12:1 ROI. CombiBoiler.ca reached 300% ROI with 300+ monthly leads. BCWide.ca tripled its leads in 90 days. The results page explains which KPI each one illustrates and what an owner elsewhere can reasonably take from it.

Every province and territory

Seasonality, fuel mix and rebate programs change the shape of your numbers from one region to the next. A Saskatchewan furnace shop has a sharper winter peak than a Vancouver heat-pump company, and a Newfoundland installer paid through a utility program waits on a different cash cycle. The areas hub has a page for each region, with programs and regulators as of October 2026.

Who is behind HVAC.Accountant

HVAC.Accountant is part of the Sedighi.ca and SAZ.ca group of companies, a Canadian business headquartered in Vancouver, British Columbia. It is led by Ali Sedighi, MBA in Technology Management, who has 17+ years in digital marketing since 2007 and has built 150+ live HVAC websites. Read more about how we work, see pricing, or call, text or email with last month's numbers. Rough figures are a perfectly good place to start.