Own an HVAC Business? Avoid These Critical Mistakes

You probably started your HVAC business because you know a great deal about heating, ventilation, and air conditioning. Unfortunately, this expertise won’t help you track expenses, calculate pricing, generate invoices, and do all the other things required of small business owners. If you launched your company recently, learn the critical mistakes HVAC business owners make so you can avoid them.

Not Having a Set Process for Everything

You have probably noticed how franchises all operate the same way, no matter which location you visit. This is only possible because the businesses are process-centric, not people-centric. There’s a set method for everything. Instructions are written down and passed on each time a new hire joins the team or an existing employee gets promoted.  

When you have a set process, you avoid mistakes and slowdowns when the person in charge leaves and someone else takes over. Therefore, transitions are smoother, and you don’t have to re-invent the wheel. HVAC software can help you do this because it has advanced, built-in processes that are easy to learn and implement.

Failing to Organize Finances

It’s common for new HVAC businesses to operate instinctively, but if you’re not careful, this could lead to low profitability and even bankruptcy. You should keep meticulous records for each department that quantify your sales, gross profit/margin percentages, overhead expenses, and net profit.   You can hire an outside professional to help with your accounting and taxes, but if your business isn’t large enough to justify the expense, QuickBooks is a helpful solution you can turn to. Many business owners use QuickBooks paired with HVAC software to maximize efficiency and convenience.

Pursuing Unresponsive Leads 

Does your sales team scratch their heads at the end of the month when looking over how many hours they spent pursuing prospects that didn’t pan out? To save time, your first conversation with new leads should address their needs, budget, and whether your company is the right fit for them. Be willing to let leads go if they don’t seem like the right match. This way, you can focus on more qualified prospects.   You can also use HVAC software to keep track of leads and marketing opportunities. Simply tag customers who express interest in certain products throughout the year and generate a no-cost marketing list in the process. 

Lacking a Service Agreement Program 

HVAC companies thrive on loyal clients, and encouraging customers to sign a service agreement is a proven way to lock in their business for years to come. If you ignore this customer retention program, you’re missing out on a huge opportunity. HVAC software can even track service agreements automatically so you know which customers to approach about signing up. 

Forgetting to Invest 

Small business owners must learn this important lesson: You must spend money to make money. If you don’t invest in training, marketing, new vehicles and tools, and benefits for your employees, you will start down a path toward bankruptcy that’s difficult to recover from.  

Fortunately, you can cover overhead costs and still leave room for profit if you learn to price accordingly. HVAC software with built-in flat-rate pricing can simplify this process. And while you might think software is just another overhead cost, you can compensate for this with your pricing methods as well.

Not Using HVAC Software

You have a few options for managing your business, but they’re not all equally effective. If you’re looking for an affordable, reliable solution, give HVAC software a try.   3C Connect offers an advanced solution for HVAC business owners. It’s a technician scheduling app, billing and invoicing software, and inventory management tool all rolled into one. 3C Connect creates a set process for everything, syncs with QuickBooks for effortless accounting, improves your marketing accuracy and sales performance, tracks service agreements, and much more.   Our HVAC software even features Cost Recovery Plus, which allows you to utilize these great benefits at no cost to you. A small increase is automatically added to each invoice you generate, passing all membership and set up costs to your clients. In this way, 3C Connect pays for itself!

To learn more about the capabilities of our HVAC software, please contact us and request a free demo today.

Trusted By HVAC Contractors All Over The USA
5/5

Kaisha S

Office Manager

3C Connect has been a beneficial resource for us to grow our business
5/5

Sharon K

Kohler Heating & A/C

Owner / GM

The customer service they provide is top notch. I would highly recommend 3CConnect!
5/5

All Weather Mechanical Inc

CSR / SLC

There is not a better, reasonably priced software product available with a more qualified customer service department.
5/5

West Sound Comfort System

3C Connect can easily make what might be an office staff of 6+ manageable for 3 staff members..I will no longer work for companies that do not use 3C Connect.
5/5

Scott S

Airloc

Owner / GM

The program has taken our business to the next level
5/5

Steve F

Feller Heating & AC

Owner / GM

The product and support have been fantastic.
5/5

Ernie B

Owner / GM

A must for any HVAC Contractor
5/5

Sharissa M

Office Manager

My favorite thing about this product is how easy it is to train my staff how to use it.
5/5

Jane S

Owner / Office Manager

3C Connect makes running our HVAC business easier!

Still Undecided?

Book a free no obligation demo now to discover how 3C Connect can help you streamline operations, increase profitability and grow your HVAC business.
5.0
5/5
5.0
5/5