The HVAC & Contractor Trades Fix Kit
Built for HVAC techs, plumbers and service contractors.
In this trade, getting asked for by name is what wins the work. This kit is about the other half: keeping the money from the work you already won. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
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The 12 leaks it covers
7 you can close it · 3 the other side owes it · 2 a pro decides
- Parts fitted but never billed, bought at retail, or discounted awayWhere to look first: Put every part on the job ticket before you leave. Snap a photo of the box or label.Keep it from coming back: No invoice goes out until every part on the ticket is on it. Match receipts to invoices weekly.You can close it
- Public-funded work bid or paid without reading the prevailing wage determinationWhere to look first: IF YOU BID PUBLIC WORK: Before you bid, get the wage determination for that exact job: the county, the construction type (building, residential, highway or heavy), your trade classification, and the current version.Keep it from coming back: Make 'which wage determination applies?' a required line on every estimate that has public money in it.You can close it
- Drive time, free quotes and parts runs never priced into the rateWhere to look first: For one month, count quotes you go out on and how many become jobs. Note the time each quote took, door to door.Keep it from coming back: Track quotes out vs jobs won every month. If the ratio slips, screen harder before you drive.You can close it
- Fixed costs run all year while income comes in a few busy monthsWhere to look first: From the last 12 to 24 months of deposits, write down what came in each month.Keep it from coming back: At the start of each busy season, set the set-aside amount and the account it goes into before the first big payment lands.You can close it
- Callbacks and warranty trips never counted or sorted by causeWhere to look first: Every time you go back to a finished job, log it: date, original job, time spent, parts used, and the cause - your workmanship, a failed part, something the customer did, or a new problem.Keep it from coming back: Write your workmanship warranty terms on every invoice, and log a cause on every return trip before you leave the driveway.You can close it
- Work-truck costs blended with personal spending, never totaledWhere to look first: Run all truck spending through one business card or account: payment, fuel, insurance, repairs, tires.Keep it from coming back: Keep truck spending on one card and log the odometer monthly so the number is always ready before you price the next job.You can close it
- Hourly rate set off the competition, not your cost per billable hourWhere to look first: For two normal weeks, write down every hour you work: jobs, driving, quoting, parts runs, paperwork, callbacks. Circle the hours that ended up on an invoice.Keep it from coming back: Re-run your cost per billable hour every time a big cost changes (truck, insurance, a new hire) and before you set prices for the next season.You can close it
- Card processing and financing fees taken before the deposit landsWhere to look first: Pull your last three monthly statements from your card processor.Keep it from coming back: Check your real card rate every quarter from the statement, and get any new rate or plan in writing before you sign.The other side owes it
- Finished work never invoiced, and invoices left unpaid and unchasedWhere to look first: Go through your calendar, texts and supply-house receipts for the last 90 days. Match every job to an invoice.Keep it from coming back: Invoice before you leave the driveway. Put the due date on every invoice, and the reminder date on your calendar the day you send it.The other side owes it
- Paying per lead without knowing cost per job actually wonWhere to look first: Pull the last three months of statements from every lead service you pay.Keep it from coming back: Every month, divide lead spend by jobs won for each lead service. Cut or cap any service whose cost per won job is above what the job earns you.The other side owes it
- Overlapping software and service subscriptions nobody reviewsWhere to look first: Pull three months of card and bank statements. List every recurring charge: field service app, invoicing, scheduling, estimating, parts lookup, diagnostics, answering service, phone, storage.Keep it from coming back: Before adding a new tool, check whether one you already pay for does it. Review the full list once a quarter.A pro decides
- Insurance, bonding and licenses renewed untouched year after yearWhere to look first: Put every renewal date on your calendar 60 days early: general liability, commercial auto, workers' comp, bond, contractor's license, continuing education.Keep it from coming back: Never let a policy auto-renew without one look at the declarations page and one competing quote.A pro decides
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 12 exactly as it appears in the kit, so you can see what you get before you buy.
Parts fitted but never billed, bought at retail, or discounted away
You can close it- Put every part on the job ticket before you leave. Snap a photo of the box or label.
- Once a week, match your supply-house receipts to your invoices. Any part with no invoice line on a recent job - send a corrected invoice.
- Open a contractor account at your supply house so you aren't paying counter prices.
- Keep the parts you use most stocked on the truck to cut emergency retail runs.
- Set your parts markup in writing. If you want to give a discount to close a job, decide whether it comes off labor instead.
- Put a 'valid until' date on every quote so a price rise between quote and job isn't yours to eat.
Your part: Snap the receipts, approve each invoice, and send it yourself.
NOTE WITH A CORRECTED INVOICE: Hi [CUSTOMER NAME], it's [YOUR NAME] with [COMPANY]. When I checked my records for the [WORK DONE] on [DATE], I found I left [PART NAME] off your invoice. I installed it during that visit. The corrected invoice [INVOICE #] is attached, showing the added [AMOUNT]. I'm sorry for the mix-up. Call me at [PHONE] if you have any questions.
No invoice goes out until every part on the ticket is on it. Match receipts to invoices weekly.
What this kit can't decide for you: Whether you can bill a customer after the fact depends on your own terms and the customer; letter is a request, not a demand.
That's 1 of 12. The other 11 come the same way in the kit: steps, words to send, a habit to keep each one closed.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
What people in this work look up
When HVAC techs and contractor-trade shop owners go looking for answers, they search things like “hvac business”, “plumber rates”, “hvac pricing” and “hvac service call rates”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 12 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
How should I set my HVAC or plumbing hourly rate?
From your cost per billable hour, not the competition. The kit walks you through it.
Are parts being given away?
Parts fitted but never billed, bought at retail or discounted away are the first leak in the kit.
What about drive time and free quotes?
Price them into the rate. The kit shows how.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
16-page PDF · instant download after payment · Code VYR-KIT-HVAC-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
Use Jobber or Housecall Pro? Run the free leak check — it reads your job export in your browser and shows the money leaks the software doesn't flag. Nothing is uploaded.