Marketing and operations moves for HVAC businesses
Three moves we’d start with in a small HVAC business: text every customer your review link once heat or cooling is back, price jobs from a real hourly rate instead of a guess, and pick software that handles maintenance agreements if they’re part of your income.
Get customers
- Text every customer a review request within an hour of the job. In our view, a no-heat or no-AC call fixed the same day is the best moment to ask.
- Get your official Google review link and turn it into a ready-to-send text.
- Know the FTC fake review rule before you ask for reviews.
Win the job
- Use a quote template with a one-step yes. On replacements, list the equipment and labor separately so the customer can see where the money goes.
Keep customers
- Price a maintenance agreement from your visits, time, parts and hourly rate, as a yearly and a monthly price.
- Put the plan in writing with a plain-English agreement template.
- Software that runs the plans for you is covered in HVAC software.
Run the business
- Work out your hourly rate and price a job from your costs, paid hours and target margin.
- Check a job’s margin before you quote.
- HVAC software: what fits, what it costs, from a free invoicing app to ServiceTitan and FieldEdge.