HVAC

Turn your customer list into a Comfort Club.

HVAC is one of the most actively acquired trades in the country. Buyers pay the most for companies with a large base of maintenance agreements.

Take the Scorecard
An HVAC technician at work

What buyers look for in HVAC.

  • 1

    Maintenance agreements.

    Maintenance agreement count and renewal rate.

  • 2

    Revenue through the shoulder seasons.

    Revenue that holds through mild seasons.

  • 3

    A service manager who runs the board.

    A service manager who runs the board without the owner.

Found money

Where the money hides.

The first thing the Found Money Report looks for in your records.

  • Systems past 12 years old due for replacement
  • Agreement members who did not renew
  • Tune-up customers not seen in 18 months
  • Replacement estimates never followed up

Your membership program

The Comfort Club Builder.

Two tune-ups a year, priority service, and a member discount, billed monthly and signed electronically.

What we cut.

  • Answering service and after-hours call handling
  • Texting and review request apps
  • Email marketing
  • Online booking and scheduling
  • E-signature
  • Invoicing, payment links, and payment reminders
  • Expense tracking, receipts, and bill pay

What stays.

  • Your field service and dispatch software stays. We work alongside it.
  • Your bookkeeper or CPA stays. We make their job easier.
  • Your broker stays. We make their listing stronger.

Found Money Guarantee.

  • Found Money Guarantee.

    If the report does not find at least $100,000 in recoverable revenue in your own records, you pay nothing for it.

Find out what a buyer will see.

Twelve questions. Five minutes. You get your score and what each missing item is costing you.

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