Trades
STRATA for HVAC. The five operating gaps that cost independent HVAC contractors recoverable revenue every month.
Platforms at v1: ServiceTitan, Housecall Pro, Jobber
The operating gaps
Named in operator language. One paragraph each.
- 01
After-hours dispatch leakage
The Saturday-evening call goes to voicemail. Monday morning, the homeowner has already booked the competitor whose answering service picked up at 7:42 p.m. The leakage is measurable in the call log against the booking log; we calculate the conversion delta from your phone-system export.
- 02
Dormant customer database with no reactivation sequence
Twelve to thirty-six months of inactive accounts sit in ServiceTitan, Housecall Pro, or Jobber with no scheduled outreach. The maintenance revenue, the early-replacement revenue, and the seasonal tune-up revenue from that book is recoverable. The recovery rate from a properly sequenced reactivation campaign is calculable from your historical conversion data.
- 03
Slow speed-to-lead on inbound web requests
The lead-form fill at 2:14 p.m. and the first outbound call at 4:38 p.m. is a thirty-minute window of competitive exposure that closes the deal for whoever called first. Industry telemetry puts the inbound response decay against booking rate inside the first ten minutes; your specific decay curve runs against your CRM export.
- 04
Dispatch capacity blind spots
The dispatcher routes the next call to the next available tech without visibility into job complexity, drive time, parts availability, or revenue per stop. Two of seven techs over-utilized, three under-utilized, one running a sub-optimal route. The operational capacity layer surfaces this without ripping out the dispatch system.
- 05
Review velocity lagging visible local competitors
Reviews are an operational output, not a marketing tactic. The competitor with 412 Google reviews and a 4.8 rating outranks you on local pack searches because they ask every served customer at the right moment in the visit. The Follow-Up Automation layer installs the ask at the moment the tech closes the ticket.
The Revenue Audit
Know your specific number before you commit to anything.
The Revenue Audit for HVAC contractors is a fifteen-minute working session against a ServiceTitan, Housecall Pro, or Jobber export and a recent month of call-log data. The firm calculates recoverable revenue across the six systems: attraction, conversion, response speed, retention, operational capacity, and AI readiness. The retainer is sized against the figure. Each layer that lands adds operational depth and switching cost; the engagement compounds. If the figure does not justify the retainer, the firm says so on the call.
- A specific dollar figure of recoverable revenue, calculated against your own data.
- A vertical-specific gap diagnosis named in operator language, not marketing language.
- A reference conversation with an operator in your vertical or an adjacent one.
- A retainer sized against the figure, or an honest no on the call.
Stack recommendation for HVAC
Layered in the order that produces the visible ROI event first.
- Layer 1
Speed-to-Lead
After-hours dispatch and inbound web-request response time produce the visible booking lift inside the first thirty days.
- Layer 1
Revenue Recovery
The dormant slice of the customer database is recoverable revenue without a single new lead. Layer 1 with Speed-to-Lead.
- Layer 2
Document Processing
Equipment quotes, warranty registration, and post-install paperwork is where techs lose hours per week. Integration depth comes from closing this gap.
- Layer 3
Follow-Up Automation
Membership renewals, seasonal tune-up sequences, and post-service review asks install on top of existing CRM workflows.
- Layer 3
Internal Reporting
Production by tech, revenue by lead source, conversion by call type, dispatch utilization. One weekly view replacing the spreadsheet stitching.
Proof
Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.
STRATA is quiet about engagements in flight.
References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.
Operational questions
What operators ask before the audit call.
What CRM platforms does STRATA integrate with at v1?+
Does this work for a 3-truck shop, or do we need 10+ trucks?+
Will my dispatcher need to learn a new system?+
How fast does Revenue Recovery produce a visible booking?+
What does the prospect need to bring to the audit call?+
How the engagement is governed
Three structural promises. All on the record.
The Honest No
If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.
STRATA for HVAC
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your hvac data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.