Can you show me service and install profit separately?

Yes. Service, replacement and commercial work each get their own income and cost lines, so your monthly numbers show the gross margin on each.

We run ServiceTitan. Can you work with it?

Yes. We connect ServiceTitan, Housecall Pro or Jobber and match what your field software records to what lands in QuickBooks. That's how your average ticket and closing rate get into your coaching.

How do you handle maintenance agreements sold up front?

We book prepaid agreements as unearned revenue and move them to income as the visits happen, so your spring numbers match the work you did.

Can you tell me if I can afford another tech?

That's the kind of question we coach on. Your specialist looks at revenue per tech, your margin and the cash you'll have going into the slow months, then walks you through what the numbers say.

HVAC bookkeeping and coaching

Keep more of every heat wave.

We do the books, taxes and payroll for HVAC shops, then coach you on the service rate, tech pay and agreements so July's money is still there in October.

Book a profit call 623-299-7142

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Calls by month

Sample HVAC shop

Free · 30 minutes

Book your profit call

Thirty minutes on how the business runs. You'll leave knowing what your books need and what it costs.

On the call, we'll cover:

How the business runs today: trucks, crews, software
What your numbers are telling you, and what they aren't
Which plan fits, with the price before you decide

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The problem

A record July can leave October short.

Heat waves and cold snaps fill the board. Then spring and fall go quiet, and that's when you find out what the busy months left you.

Agreements counted before they're earned
A two-visit plan sold in March is earned when the visits happen. Booked as income up front, it makes spring look better than it was.
Service and installs on one set of numbers
A repair call and a full changeout run on different math, from the equipment cost to the lender's cut on a financed install.
Tech pay that changes every pay period
Commissions, spiffs, on-call pay and overtime make HVAC payroll messy, and the mess lands in your margin.

HVAC technician with gauges at an outdoor AC unit — HVAC

The big questions

Where did July's money go?
Can we carry the crew to fall?
Do the agreements pay?
Installs or service calls?
Can I afford one more tech?

Coaching

Your service rate is the first thing we check.

Labor and equipment take the first cut of every HVAC dollar, so your specialist starts there and works down to overhead. Each call ends with homework.

Pricing: Your service rate and price book, checked against what a call costs you today.
Labor: Tech pay, spiffs and overtime against what each tech brings in.
Materials: Equipment and parts on the right job, with the markup you meant to charge.
Marketing: What each call costs to get, from Google Ads to the agreement list.
Overhead: Trucks, dispatch and software, compared with other HVAC shops.

Software we work in: ServiceTitan · Housecall Pro · Jobber · QuickBooks Online · Gusto

Cost of goods

HVAC

Take these out of revenue and what's left is your gross margin.

Equipment
Parts and materials
Field labor
Permits
Subcontractors
Customer financing fees

Numbers to watch

Gross margin by job type: Shows whether installs or service calls carry the year.
Active maintenance agreements: Visits that keep techs busy in the slow months.
Revenue per tech: Tells you when the next hire pays for itself.
Cash going into spring and fall: Decides whether the quiet months hurt.

Text Yeti

Ask Yeti what fall looks like.

One photo answers Yeti's text about a charge, and a person checks what Yeti files. Ask about cash or agreements at 8 p.m., and your specialist takes anything Yeti can't answer.

Sample texts

Today 7:52 AM

Yeti here. $1,286.40 at Johnstone Supply 8 minutes ago. What was this for?

Fan motor and caps for the Maple Ave call

Filed under materials on Maple Ave. Snap the receipt when you're back in the truck.

Today 8:40 PM

Can we carry the crew through October?

Cash is $142,300 today. Last fall, costs ran about $58,900 a month.

Your 212 agreements bring in $9,600 a month, so cash covers about 12 weeks if the phone goes quiet.

I sent this to your specialist for Thursday's call.

Good. Thanks

Delivered

How it starts

3 steps to more profit per truck.

30 minutes · Free
Book a profit call
Tell us how the business runs and what you want to know. You'll leave knowing what your books need and what it costs.
About 2 weeks
We clean up and connect
We catch up your books and connect your bank, payroll, field software and marketing numbers. Your six-week course starts in your inbox.
Ongoing
Get your coaching
Your specialist walks you through the numbers and tells you what to change. Your first action plan lands inside 30 days.