Start the shop right, or pay for it later!
Who This Is For
Brand‑new HVAC owners
Techs leaving another shop to start their own
Side‑hustle operators ready to go legit
Owners with the tools, license, and skill—but no business system
Goal
Get the business open, legal, priced right, and functioning on Day 1 without costly rookie mistakes.
What Launch Delivers
Business Foundation
Entity setup guidance (LLC, S‑Corp readiness)
Licensing, insurance, bonding checklist
Banking & accounting structure
Chart of accounts built for HVAC, not generic small business
Payroll & labor burden setup
Financial Setup (Day‑1 Ready)
Break‑even calculation (real numbers, not guesses)
Initial pricing model (service + installs)
Labor burden & truck cost model
First 90‑day cash forecast
Owner pay strategy (not starving, not stupid)
Operations Setup
Service workflow: call → dispatch → job → invoice
Install workflow (basic but tight)
Simple flat‑rate or T&M system
Callback prevention basics
Maintenance agreement foundation
Tools & Systems
Software selection guidance (ServiceTitan, Housecall Pro, etc.)
CRM setup basics
Invoicing & payment flow
KPI definitions from Day 1
Launch Outcome
✅ Open with confidence
✅ Know your numbers before your first invoice
✅ Charge enough to survive
✅ Look legitimate to customers from Day 1
Duration: 30–90 days
Start the shop right, or pay for it later!
Who This Is For
Brand‑new HVAC owners
Techs leaving another shop to start their own
Side‑hustle operators ready to go legit
Owners with the tools, license, and skill—but no business system
Goal
Get the business open, legal, priced right, and functioning on Day 1 without costly rookie mistakes.
What Launch Delivers
Business Foundation
Entity setup guidance (LLC, S‑Corp readiness)
Licensing, insurance, bonding checklist
Banking & accounting structure
Chart of accounts built for HVAC, not generic small business
Payroll & labor burden setup
Financial Setup (Day‑1 Ready)
Break‑even calculation (real numbers, not guesses)
Initial pricing model (service + installs)
Labor burden & truck cost model
First 90‑day cash forecast
Owner pay strategy (not starving, not stupid)
Operations Setup
Service workflow: call → dispatch → job → invoice
Install workflow (basic but tight)
Simple flat‑rate or T&M system
Callback prevention basics
Maintenance agreement foundation
Tools & Systems
Software selection guidance (ServiceTitan, Housecall Pro, etc.)
CRM setup basics
Invoicing & payment flow
KPI definitions from Day 1
Launch Outcome
✅ Open with confidence
✅ Know your numbers before your first invoice
✅ Charge enough to survive
✅ Look legitimate to customers from Day 1
Duration: 30–90 days