StretchLearn Course

Build an HVAC business that prints profit in every season

Pricing, maintenance agreements, inventory, and technician systems that real contractors use

Beginner9 hrSelf PacedRegistered

Course Overview

What this course is designed to develop

This course teaches the business side of running a residential and light-commercial HVAC company. You will learn flat-rate pricing built on a true loaded labor rate, recurring maintenance-agreement programs, seasonal demand and cash planning, van and warehouse inventory control, and technician scorecards that lift average ticket without sacrificing trust. Every module uses real numbers, named software, and worked examples you can copy.

Learning Outcomes

What the learner should be able to understand, build, or execute.

01

Calculate a true loaded labor rate and build flat-rate pricing that hits a target net margin

02

Design and sell a recurring maintenance-agreement program that smooths seasonal revenue

03

Forecast seasonal demand and staff overtime, on-call, and subcontractors against it

04

Control van and warehouse parts inventory using min/max levels and truck-stock kits

05

Build technician scorecards and a compensation plan that reward productivity and callbacks-free work

06

Read a monthly HVAC P&L and act on gross-margin, overhead, and net-profit targets

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: Pricing and Profit Fundamentals

Move from hourly guesswork to flat-rate pricing built on a real loaded labor rate and a target net margin. Learn the numbers every owner must know cold.

3 lessons
The Loaded Labor Rate: What an Hour Really CostsContent · 45 min
Preview Enabled
Flat-Rate Pricing That Customers TrustContent · 45 min
LMS Access
Material Markup and Margin MathContent · 45 min
LMS Access
Module 2

Module 2: Service Agreements and Recurring Revenue

Design, price, and sell maintenance agreements that smooth seasonal cash flow and create a captive customer base for repairs and replacements.

3 lessons
Why Maintenance Agreements Are the BackboneContent · 45 min
LMS Access
Pricing and Structuring Your Agreement TiersContent · 45 min
LMS Access
Selling and Renewing Agreements in the FieldContent · 45 min
LMS Access
Module 3

Module 3: Seasonal Demand, Scheduling, and Cash Flow

Plan for the brutal seasonality of HVAC: forecast demand, staff the peaks and valleys, and manage cash so summer profits survive the slow months.

3 lessons
Forecasting the HVAC Seasonal CurveContent · 45 min
LMS Access
Staffing the Peaks and Surviving the ValleysContent · 45 min
LMS Access
Cash Flow Through the SeasonsContent · 45 min
LMS Access
Module 4

Module 4: Inventory, Technicians, and the Numbers That Run the Shop

Tie it together with parts inventory control, technician scorecards and pay, and a monthly P&L you actually use to run the business.

3 lessons
Van and Warehouse Inventory ControlContent · 45 min
LMS Access
Technician Scorecards and CompensationContent · 45 min
LMS Access
Reading Your Monthly P&L and Setting TargetsContent · 45 min
LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

HVAC contractingflat-rate pricingmaintenance agreementsfield service managementtechnician performanceparts inventoryseasonal demandsmall business operations