Best ERP Software for HVAC, Plumbing, Field Service Businesses

What Does It Take to Become a Successful HVAC Contractor?

Engineer and contractor shaking hands success of the project work together
Print Friendly, PDF & Email

The competition for HVAC contractors is very stiff. If you browse the internet or look in the yellow pages, you have a good chance of finding many other contractors who offer the same services as you. Success won’t come easy unless you take your business up a notch.

To be a step ahead of the competition, ensure you possess the following key qualities.

Proper Certification

Whether you specialize in residential or commercial refrigeration systems, it pays to be certified. If you’re in the US, you need to have a North American Technician Excellence (NATE) certification. Technicians who hold this are known for being highly proficient and professional.

A Good Reputation

Potential clients visit third party websites that provide ratings and reviews for contractors across various fields. To attract their attention, you must have good reviews.  Of course, the only way to ensure that you will receive consistent favourable reviews is to do your best in all your projects.

Always Provide A Reasonable Estimate

The prices you offer should not be too low or too high. If the cost of your services seems too good to be true, potential clients might assume that you are not insured or licensed. If it is unreasonably expensive, you might not be approached by clients who are on a tight budget.

Keep in mind that some potential clients are more interested in contractors who survey the area before coming up with an estimate. Always ask to visit the home or business establishment first, instead of providing a definite estimate via email or over the phone.

Be Part of a Renowned Association

Your chances of attracting clients can significantly increase if you become a member of a reputable professional association. In the US, the Air Conditioning Contractors of America (ACCA) is the premier organization for HVAC contractors. Visit their website if you are interested in becoming a part of them and receiving quality assurance.

Offer Informative and Useful Advice

You need to be well-versed in every important aspect of HVAC. Whether you are hired to repair, maintain or install, you must be able to offer sound advice to your client.

Keep abreast with the latest HVAC technology, including the latest updates and forthcoming trends in the HVAC industry by reading the news and attending workshops and seminars. This will allow you to provide your clients with suggestions that suit their budget and preferences.

If you sell products, make sure that they are ENERGY STAR rated. And when you suggest a product or service to your client, tell them about its pros and cons as well as how it will affect their monthly or annual energy bills so they can make an informed decision.

Establish a Shop or Office

Having a brick-and-mortar shop clients can visit gives you a positive image. Clients will find it reassuring that you have an office they can go to whenever they are in need of your products and services.

Whether you are newcomer or a seasoned contractor with years of experience, you can’t be renowned, sought-after and successful without these essential qualities.



Table of Contents

On Key

Related Posts

Image of office worker and employee.

Enterprise Resource Planning (ERP) Software versus Field Service Management (FSM) Software versus Customer Relationship Management (CRM) Software

Print Friendly, PDF & Email

If you are in the HVAC, plumbing, electrical industry, or another contracting business, you have likely heard terms like “FSM software”, “ERP software” and “CRM software” used to describe software programs you might have heard about. Have you ever wondered what these terms are used for and what they mean? In this article from James R. Leichter, we will unravel the mystery of these terms and tell you what they all mean.

Deferred Revenue Used in Contracting Business Accounting.

Understanding Deferred Revenue in Contracting Business Accounting

Print Friendly, PDF & Email

Deferred revenue, also known as unearned revenue, is a crucial concept for HVAC and plumbing companies that often receive payments in advance for services. It represents money received for goods or services yet to be delivered, making it a liability on your balance sheet. Understanding and managing deferred revenue ensures accurate financial reporting. This guide will walk you through the definition, accounting treatment, and importance of deferred revenue, complete with an example journal entry. By the end, you’ll be equipped to confidently handle deferred revenue, ensuring your business remains financially sound and trustworthy.

Your Cart Is Empty

Check out our shop to see what's available

Scroll to Top

Request a Personalized Demo

Fill out the form below, and we will be in touch shortly.
Demo Form 121422
Please enable JavaScript in your browser to complete this form.

What number is equal to 7 plus 4?

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.

/* */