ServiceTitan Blog

Making Sure Your Home Service Business Is Ready to Weather the Down Season—and Beyond

As the operator of an HVAC shop, you know that you don't regularly have homeowners coming into your location to browse your offerings. Pedestrians aren't pausing at your storefront to get a peek at the latest condensers or maintenance contract deals.

Every HVAC company knows the struggle of trying to generate new business leads. In a service industry like this one, you always need more customers. After you repair one homeowner’s air-conditioning unit, you need another client to serve. After a deluge of furnace repairs on a cold winter week, you may be super slow the next. That’s why it’s vital to continually bring in new clients — but how?

Not having the right tools to get the job done can be frustrating at best and can ruin a job at worst. When you're entering the HVAC workforce, having the tools you need to do your job well quickly becomes a requirement. Some tools HVAC technicians are expected to have in hand when coming into a job, but others are larger ticket items that employers need to provide to their team. We've compiled a master list of the HVAC tools you need to enter any job with confidence to get the job done right, quickly and effectively. Your customers will be pleased by your preparedness and professional range of equipment.

Wherever you work, you need the right tools. That includes HVAC apps. After all, tools go way beyond just the equipment you take to the job site; you also need the right information, resources and immediate references in order to perform in the field. So we've compiled a list of the best HVAC apps for technicians on the go.

If you own an HVAC business, you already know that there's a lot to navigate in this industry. Emerging new technologies. Growing environmental consciousness. Changing expectations from a whole new generation of homeowners.

Your company is on the radar in your area. Your inflow of new business is steady, but marketing efforts seem scattered. How do you know you’re using everything you have in your toolbox to get the right customers interested in your services? How can you streamline your funnel of efforts and use your resources better to market for your company?

This isn't the first time you've spent the afternoon double checking customer invoices with the accounting team due to a lack of payment paperwork collected from techs in the field. Your technicians are top notch at the work they do, but their first priority is doing a good job for their customers and sometimes they might forget the importance of keeping up with collecting payment paperwork.

You know that feeling of being a 'regular' customer?

It’s the feeling you get when you walk into your favorite coffee shop, bar, or hardware store and it’s not a stranger behind the counter — it’s your friend. They get your favorite drink, know how you take your coffee, or ask about that project you’ve been working on. Maybe you chat about your day, or how the weekend was. You leave having had a positive experience in your day, and I’m sure you’ll be back soon.