Start with the problem that costs you the most money this season. For most furnace-led companies that is margin, because a company that underprices its replacements can't fix anything else by getting busier. The five services below are the parts of the furnace business model we work on, and the questions on this page should tell you which one to open with.
Every service is business and marketing consulting for the company itself. None of it touches equipment selection, sizing, venting or code questions, which belong to your licensed people.
-
Replacement margin review
Find out what a furnace replacement really earns after labour, callbacks, warranty and overhead, and reset prices you can defend.
-
Repair-or-replace sales process
A consistent, honest way for techs and comfort advisers to present repair, replace and dual-fuel options so close rates stop depending on who showed up.
-
Service-plan base design
Design a furnace care plan that pays for itself, fills shoulder months and feeds the replacement pipeline years ahead.
-
Fall and winter capacity planning
Plan crews, install slots, inventory and cash so the first cold week fills the schedule instead of breaking it.
-
Fuel-shift and dual-fuel positioning
Decide how a furnace company should sell gas, dual-fuel and heat-pump systems in your province, using fuel shares and current programs.
A three-question way to choose
Answer these in order and stop at the first "no".
- Do you know, job by job, what your last 20 replacements earned after every cost? If not, start with the replacement margin review.
- Do your techs and advisers present repair-or-replace options the same way on every call? If not, the repair-or-replace sales process is next.
- Does at least a fifth of your customer list pay you every year for a care plan? If not, look at service-plan base design.
If all three are "yes", your constraint is probably either the calendar or the fuel mix. That points to capacity planning or fuel-shift positioning.
Replacement margin review
This is for owners who are busy every winter but don't see the cash in spring. We rebuild the real cost of a sample of jobs, including callbacks and owner quoting time, and compare it with what you charged. You end up with a margin by equipment tier and job type, plus a pricing change you can make before the next cold month.
Repair-or-replace sales process
This is for companies whose close rate swings wildly depending on which tech went out. We design an option sheet and a short decision conversation that covers repair, like-for-like replacement, high-efficiency gas and, where it suits the house, dual-fuel or a heat pump. The goal is a customer who chooses, rather than a tech who pushes.
Service-plan base design
This is for owners whose care plan is a line on the invoice that nobody explains. We work out what a plan visit costs you to deliver, what to include, how to price it and how renewals get asked for. A healthy plan base gives you shoulder-season work and a list of older furnaces you already know about.
Fall and winter capacity planning
This is for companies that turn away installs in January and sit idle in May. We plan install slots, crew hours, overtime limits, equipment stock and the cash you need to carry them, so a cold week fills the board in an order you chose.
Fuel-shift and dual-fuel positioning
This is for owners asking what a furnace company should look like in five years. Using Statistics Canada heating-fuel shares and the programs active in your province, we decide how prominently to sell gas, dual-fuel and heat-pump systems, and how to say it on your website and in your proposals. Each province page shows the starting picture.
What none of the services include
None of the five services involves technical work. We don't specify equipment, check installations, advise on permits or train staff in safety procedures. That boundary keeps the advice clean: everything we recommend is a business decision your company can test and measure.
How the services fit together
The order matters. Margin numbers tell you which jobs are worth selling. The sales process decides how many of those jobs you win. The care plan feeds the next round of replacements. Capacity planning makes sure you can deliver them, and positioning keeps the whole model relevant as fuel policy moves. You can stop after any step. When you want the work carried into campaigns, our pricing page lists the HVAC.Agency marketing plans, and the guides show the methods in detail.
Frequently asked questions
Can we buy just one service?
Yes. Each service is scoped on its own and quoted in writing. Many owners start with the margin review and decide afterwards whether anything else is worth doing.
Do the services include running our ads?
Consulting services are advice, plans and tools. If you want campaigns and a website run for you, that is a marketing plan through HVAC.Agency, priced on our pricing page.
Which service is most urgent before winter?
If it is already September or later, capacity planning usually comes first, because a broken schedule in a cold snap costs more than any pricing error. Margin work can follow in January.
Will you train our technicians?
We build the repair-or-replace process, the option sheet and the talk track, and walk your team through them in person or by video call. We do not do technical or safety training of any kind.