Sample Heating & Cooling Co.
Owner-run HVAC contractor, 6 staff
- Revenue
- $81,000+9.0% vs $74,300 last Oct
- True net
- $16,050−5.0% vs $16,900 last Oct
- Net margin
- 19.8%Was 22.7% last October
Busier than last year, but kept less.
| Line | Revenue | True net | Margin |
|---|---|---|---|
| Installs | $48,200 | $7,950 | 16.5% |
| Service calls | $21,600 | $6,900 | 31.9% |
| Maintenance plans | $6,400 | $1,790 | 28.0% |
| Duct cleaning | $4,800 | −$590 | −12.3% |
True net means revenue after cost of goods, processing fees, freight, and returns.
Where the money is leaking, and how to fix it
Equipment costs rose faster than install prices.
Equipment ran 56.8% of install revenue, up from 52.1%.
FixQuote the same units from a second distributor.
About $2,300 a month
Card and financing fees crept up.
Fees took 3.0% of revenue, up from 2.3%.
FixMove to a cheaper flat-rate card processor.
About $570 a month
Two scheduling apps doing the same job.
$480 a month between them.
FixKeep one. Same features, for less.
About $240 a month
Duct cleaning loses money on every job.
About 14 jobs at $343. Each one costs about $385 to do.
FixRaise it to $395 or more, or fold it into maintenance plans.
Stops a $590 monthly loss
Act on all four
About $3,700 more kept each month,
roughly $44,000 a year. Same work, same quality.