7 Tips to Meet Your HVAC Company’s Goals

A new year means new responsibilities. You may be wondering how to reach your goals and embrace the year ahead. Get your HVAC business on the right track by following these tips for meeting your company’s goals.

Intention

Taking the time to write out your intentions will help you to stay organized and give you specific data to track to ensure you’re staying on the right path. When developing your plan, consider the following areas for improvement:

  • Sales
  • Profit (Net/Gross)
  • Service Calls
  • Installations
  • Manpower
  • Repeat Business

Whatever your intentions are, having a clear idea of where you’d like to improve will help you to achieve that goal.

1. Analysis

You need to have a way to track your progress and use analytics data to pivot your strategy when necessary. Tracking things like your financial statements, ratios, and new service agreements will help you better understand your business. 3C Connect offers HVAC professionals a great way to manage scheduling, track inventory, and oversee their budgets all in one seamless software solution.

Read about the best HVAC software »

2. Marketing

Your business can’t grow if nobody knows about it. Having an effective marketing strategy is one of the best ways to grow your client base and access new service areas. If you have the budget, using a professional agency can dramatically increase conversions for your service. Marketing doesn’t always have to mean televised advertising: digital advertising, radio spots, and magazine and newspaper ads are all great ways to access new customers without breaking the bank.  

3. Social Media

Living in the digital age means you need to have a social media presence to stay relevant. By leveraging both paid and organic social content strategies, you can make sure your company is staying top-of-mind for your target audience with virtually no effort on your part. If you don’t have a social guru on your HVAC team, consider asking your marketing agency if they can offer this service as well.

4. Recruiting

As your business expands, you need to have the manpower to support the increased demand for your service. Be on the lookout for emerging talent in your area by attending job fairs and speaking to HVAC program students about their career potential after graduation.

5. Appreciation

Showing your customers some love will set you apart from the crowd. Consider offering discounted rates to new clients or running season specials to increase service appointments. And don’t forget about your team members either: Employee appreciation is one of the most important aspects of running a business. When you give your employees a workplace to love, you’re creating a legacy that will draw future employees to your business for years to come.

6. Participation

Being active in your community is a great way to show your customers that you’re more than just a company. You’re a member of their social network and an active supporter of the community in which you live. Find ways to participate in local events or engage in social outreach to show your neighbors that you care about more than just their heating and air conditioning needs.

7. Keep It Up!

With your strategy in-hand, this year is sure to be the best year yet for your HVAC company. Keep track of your progress seamlessly with 3C Connect’s software solutions built by HVAC professionals, for HVAC professionals. Use an app for easy scheduling; manage your parts inventory and never be out-of-stock; and track payments coming in and going out—all with one platform.

Make this year count by planning ahead and staying organized. Contact 3C Connect for a free demo today.

Want more tips? Read our post about must-have HVAC tools »

You may also like

Jobber Alternatives

If you’re looking for software for your field service business, then you’re bound to have come across Jobber. While Jobber is one of the most

Read »

Housecall Pro Alternatives

Looking for a Housecall Pro alternative? Then follow this guide for some of the best options available. When it comes to smarter field service business

Read »

ServiceTitan Alternatives

Optimizing your business is key when it comes to running a successful operation in the field management industry. The best way to achieve this is

Read »

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