There are six services on this site, and each one answers a single question an HVAC owner should be able to answer every month. Pick by the question that keeps you up at night. If you are not sure which one that is, start with the monthly owner dashboard, because it points at the weak spot for you.
All six share the same ground rules. We work from numbers your systems already produce, we show every calculation, and we stay out of bookkeeping and tax, which remain with your own CPA. We are also not an HVAC contractor: we never touch equipment or customers.
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Gross margin by job type
Split your margin into replacements, repairs, maintenance and add-ons so you can see which work actually carries the company.
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Revenue per technician-hour
Measure what each paid hour on the truck produces, and find the hours that leak between dispatch and invoice.
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Service-agreement economics
Work out what a plan member costs to serve, what they are worth over several years, and whether your plan price holds up.
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Marketing cost per booked job
One honest dashboard line that ties every marketing dollar to jobs that reached the schedule, by channel and by month.
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Cash-flow seasonality planning
Map the months when cash piles up and the months when it drains, so a slow spring never becomes a payroll problem.
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Monthly owner dashboard
A one-page checklist of the dozen numbers an HVAC owner should look at every month, reviewed with you line by line.
Gross margin by job type
Answers the question: which kinds of work actually make money? A blended margin can look healthy while installs quietly lose ground. We split revenue and direct costs into replacements, repairs, maintenance visits and add-ons, then track each line monthly.
Choose this first if your revenue grew last year but the bank balance did not. Details on the gross margin by job type page.
Revenue per technician-hour
Answers the question: what does a paid hour on the truck produce? We divide billed revenue by paid technician hours, not billable ones, so drive time, callbacks and waiting for parts all show up. Then we look at utilisation, first-time fix and average ticket to see where the hours leak.
Choose this first if your crew feels busy but revenue per head is flat. See revenue per technician-hour.
Service-agreement economics
Answers the question: is your maintenance plan an asset or a discount program? We cost a member visit honestly, track renewals and churn, and compare what members spend on repairs and replacements with non-members.
Choose this first if you have a few hundred plan members and no clear idea whether the plan price still covers the visits. See service-agreement economics.
Marketing cost per booked job
Answers the question: what does a job on the schedule cost to win? We bring ad spend, agency fees and tools into one figure, then divide it by jobs that were actually booked, by channel and by month.
Choose this first if you are spending on marketing and cannot say which channel pays. See marketing cost per booked job. If you would rather have the campaigns run against that number too, our sister site HVACProfit.ca focuses on profit-first marketing.
Cash-flow seasonality planning
Answers the question: will there be enough cash in April? Heating and cooling companies collect heavily in a few months and pay wages all year. We build a twelve-month cash map from your own history and set a cash floor for the slow weeks.
Choose this first if you have ever moved money around to make a spring payroll. See cash-flow seasonality planning.
Monthly owner dashboard
Answers the question: how did last month really go? A one-page checklist of about a dozen numbers, each with a target, reviewed with you by phone. It is the backbone of every engagement and the easiest place to start.
See the monthly owner dashboard page, or try the free dashboard checklist guide on your own first.
A quick way to choose
If you still cannot decide, answer these three questions with a yes or no:
- Did revenue grow last year while the bank balance stayed flat or fell? If yes, start with job-type margin.
- Have you ever delayed a supplier payment or moved money to cover a spring payroll? If yes, start with cash-flow seasonality.
- Can you say, today, what a booked job cost you in marketing last month? If no, start with cost per booked job.
Three noes usually mean the dashboard is the right first step, because nothing is obviously broken and you want to keep it that way.
How engagements are priced
KPI coaching is scoped to your company size, data quality and how often you want to meet, and the price is quoted in writing before anything starts. If you also want marketing run through the HVAC.Agency family, those plans have published prices on our pricing page. Questions? The FAQ covers contracts, data and what happens in the first month.
Frequently asked questions
Do I need all six services?
Rarely. Most owners begin with the dashboard plus one deeper piece of work, usually margin by job type or cash-flow seasonality. The others are added only if the dashboard shows a problem in that area.
Can you work with the software I already use?
Usually, yes. We work from exports and reports: invoices by job type, timesheets, agreement lists, ad account data and bank balances. We do not need logins to your accounting file, and we never post entries in it.
Is any of this tax or accounting advice?
No. We coach on operating KPIs and business decisions. Anything about tax, remittances, financial statements or how revenue should be recorded goes to your own CPA.
How long before I see a first read?
Once we have last month's exports, a first dashboard read is normally ready within a couple of weeks, depending on how clean the data is. The exact timeline is confirmed in writing before we start.