Where is your HVAC company losing money?

Answer 10 quick questions. You’ll get your score and your top 3 profit leaks, plus a free 15-minute review of what to fix first.

Built for HVAC owners doing $1M+.

Scoring: 🟢 = 2 points, 🟡 = 1 point, 🔴 = 0 points

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Q1. Do you know your gross margin on installs vs. service calls, separately? (Job margin)

🟢 Yes, I review it monthly

🟡 Roughly, it’s a gut feel

🔴 No, I only see overall profit

Q2. How often do you update your equipment pricing when supplier costs change? (Pricing)

🟢 Every time costs move

🟡 Once or twice a year

🔴 Rarely, or when I remember

Q3. Could you name which of your last 10 installs made the most profit, after labor, equipment, callbacks, and financing fees? (Job costing)

🟢 Yes, with real numbers

🟡 I could guess one or two

🔴 No idea

Q4. Do you track revenue per technician and idle truck time? (Tech productivity)

🟢 Yes, weekly

🟡 Sometimes, when I get to it

🔴 No

Q5. How do you handle maintenance agreements? (Recurring revenue)

🟢 I track renewals and forecast the revenue

🟡 I have them but don’t track them closely

🔴 I don’t have a formal program

Q6. Do you know what customer financing dealer fees cost you last year? (Financing fees)

🟢 Yes, the exact number

🟡 Roughly

🔴 No, or I don’t offer financing

Q7. Do you have a cash forecast for your slow months (spring and fall)? (Seasonal cash)

🟢 Yes, a rolling 13-week forecast

🟡 A rough idea in my head

🔴 No, I find out when the slow season hits

Q8. How long does it take to collect on completed installs and commercial jobs? (Receivables)

🟢 Under 30 days, with a follow-up system

🟡 30 to 60 days

🔴 Over 60 days, or no real system

Q9. When did you last receive an accurate profit and loss statement? (Visibility)

🟢 Within the last 30 days

🟡 Within the last quarter

🔴 Only at tax time

Q10. Have you had a mid-year tax planning conversation this year? (Taxes)

🟢 Yes, with projections

🟡 It’s on my list

🔴 No, I find out in April

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