HVAC
HVAC Maintenance Plan Profit Calculator
See what a maintenance plan returns once the visits, the travel, the admin and the member discount are all costed.
Result
Churn is not modelled. If you lose a meaningful share of members each year, the acquisition cost of replacing them has to come out of this profit.
See review automationWhat moves the number
- Visits promised against visits delivered, since the obligation exists either way.
- The member discount on repairs, which is revenue given up.
- Pull-through work found during visits, which is where the real return usually sits.
Where this one goes wrong
Counting a plan as profitable because members did not book their visits. The obligation persists, it tends to arrive eventually, and a member who received nothing will not renew.
Questions
About this calculator
Where does maintenance plan profit actually come from?
Usually from the work found during visits rather than from the plan fee. The fee buys access and predictability; the repairs and replacements found are where the margin is.
Should the member discount count as a cost?
Yes. It is revenue you have agreed to forgo, and plans that look profitable on fees alone frequently are not once the discount on repair work is counted against them.
Are unused visits a saving?
No. They are a liability that has not been called in yet, and they are the reason renewal rates fall. Delivering the visits is what makes the plan worth renewing.
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How to use this calculator
- Plan members (members). Enter your own figure; the page starts at 300 members.
- Monthly membership fee ($). Enter your own figure; the page starts at $19.
- Visits per member per year (visits). Enter your own figure; the page starts at 2 visits.
- Cost per visit ($). Burdened tech time plus travel and filters.
- Admin cost per member per year ($). Scheduling, billing, reminders, churn handling.
- Extra repair revenue per member per year ($). Work found during maintenance visits that members approve.
The result updates as you type, so you can try a figure, see what it does to annual profit from the plan, and change it back. Nothing you enter is sent anywhere or saved.
A worked example
These are the figures the calculator opens with. Every number in the results column below is produced by the same calculation the page runs, so you can follow it through before putting your own figures in.
What goes in
| Input | Value |
|---|---|
| Plan members | 300 members |
| Monthly membership fee | $19 |
| Visits per member per year | 2 visits |
| Cost per visit | $95 |
| Admin cost per member per year | $25 |
| Extra repair revenue per member per year | $140 |
| Margin on that repair work | 50% |
What comes out
| Result | Value |
|---|---|
| Annual profit from the plan main result | $24,900 |
| Profit per member per year | $83 |
| Profit per member, fees only | $13 |
| Margin on plan revenue | 5.7% |
Each member is worth $83 a year, so 300 members contribute $24,900 annually.
How sensitive the answer is
Holding everything else steady and changing only monthly membership fee, this is what happens to annual profit from the plan. It is worth knowing which of your inputs the answer actually hinges on, and which barely move it.
| Monthly membership fee ($) | Annual profit from the plan |
|---|---|
| $10 | -$7,500 |
| $14 | $6,900 |
| $19 example above | $24,900 |
| $29 | $60,900 |
| $38 | $93,300 |
Every other input is held at the example value while this one changes, which is not how a real job behaves. Treat it as a guide to which number matters most, not as five separate quotes.
What each figure means
- Plan members (members)
- Measured in members, starting at 300 members.
- Monthly membership fee ($)
- A money amount, starting at $19.
- Visits per member per year (visits)
- Measured in visits, between 0 and 12, starting at 2 visits.
- Cost per visit ($)
- Burdened tech time plus travel and filters.
- Admin cost per member per year ($)
- Scheduling, billing, reminders, churn handling.
- Extra repair revenue per member per year ($)
- Work found during maintenance visits that members approve.
- Margin on that repair work (%)
- A percentage, between 0 and 100, starting at 50%.
What the results tell you
| Result | What it is |
|---|---|
| Annual profit from the plan | The headline result. A money figure. |
| Profit per member per year | A money figure. |
| Profit per member, fees only | A money figure. |
| Margin on plan revenue | A percentage. |
Before you rely on this number
Sizing, capacity and load figures here are planning estimates. A real installation depends on the manufacturer's data for the specific equipment, the duct system it is going into, and a proper load calculation for the building. Use this to sanity-check a number or price a job, not to select equipment.
Keep going
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