Blog
Notes on running a better service business
Written for owners. Every post exists to answer a question someone actually asked us.
How to Follow Up on Unpaid HVAC Invoices
A follow-up sequence from due date to escalation, with the wording for each step, an aging framework and the point at which automation should stop.
HVAC Estimate vs Invoice: What's the Difference?
An estimate proposes a price; an invoice requests payment for work done. What changes between them, what must not, and how the conversion should work.
HVAC Invoicing Software vs Spreadsheet: Which Is Better?
Where a spreadsheet is genuinely the right answer for HVAC invoicing, where it stops working, and the specific signals that mark the transition.
HVAC Maintenance Agreement Software: Manage Plans, Visits and Renewals
What maintenance agreement software should manage, how to price a plan so it is actually profitable, and how to stop agreements lapsing. With a working demo.
HVAC Maintenance Agreement vs Service Agreement: What's the Difference?
The two terms are used interchangeably and mean different things to different contractors. What actually distinguishes them is what the document says.
How to Create an HVAC Maintenance Agreement
The twelve sections a maintenance agreement needs, what each one prevents, and a complete worked example you can adapt.
How Much Should an HVAC Maintenance Agreement Cost?
There is no industry price. Here is the method for costing a plan properly and setting a price from the margin you want, with a calculator.
How to Sell HVAC Maintenance Agreements Without Being Pushy
Where maintenance agreements are actually sold, what to say, and why the pushy version costs more than it earns.
How to Increase HVAC Maintenance Agreement Renewal Rates
Most lapsed agreements were never declined. They ran out. A renewal cadence, the checks that matter, and a calculator for what the rate is worth.
HVAC Maintenance Agreement Checklist for Contractors
A working checklist for building the plan, selling it, delivering the visits, documenting the work and renewing, the whole agreement lifecycle.
How to Track HVAC Maintenance Agreements in a Spreadsheet
A four-tab spreadsheet structure for tracking agreements, visits and renewals, with the formulas that surface what is overdue, and where it stops working.
HVAC Maintenance Agreement Software vs Spreadsheet: Which Is Better?
An honest feature-by-feature comparison, the point at which a spreadsheet genuinely stops working, and why 'it depends on your size' is the real answer.
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A free audit reviews your call handling, forms and follow-up, then reports where enquiries are being lost.