HVAC Scale-Readiness Assessment

Answer the questions below. You will receive a personalized report showing whether your financial infrastructure is built for the scale you are targeting AND exactly what needs to be built before it is.

Takes about 5 minutes.

First Name

Last Name

Business Email

What is your current annual revenue?

A

Under $500K

B

$500K to $800K

C

$800K to $1.5M

D

$1.5M to $3M

E

Over $3M

How many service trucks are you currently operating?

How many service technicians are currently on your team?

Which software does your business currently use? (Select all that apply)

How many trucks or technicians are you planning to add in the next 12 months?

A

Not adding capacity right now. Focused on the current operation

B

1 truck or technician

C

2 to 3 trucks or technicians

D

4 or more trucks or technicians

What is your primary goal for the next 2 to 3 years?

A

Scale revenue to $5M or more by adding capacity

B

Scale revenue to $10M or more

C

Maximize profitability on my current scale before adding more

D

Position the business for a sale or exit

E

Still working out the plan

Do you track revenue and margin broken down by individual truck?

A

Yes: I can see per-truck revenue and margin at any time

B

Roughly: I have some visibility but it is not precise

C

No: I track total revenue only

When pricing jobs, do you use a calculated labor burden rate? (wages plus payroll taxes, benefits, and overhead allocation)

A

Yes: I have a calculated burden rate that feeds my pricing

B

Roughly: I estimate it but have not formally modeled it

C

No: I price based on wages or a standard markup

Do you have a structured KPI dashboard tracking your core operating metrics?

A

Yes: I track KPIs weekly or monthly in a structured format

B

Partially: I track some metrics but not in a unified view

C

No: I do not have a KPI tracking system in place

Do you model your cash position forward before making major decisions like adding a truck, hiring, or buying equipment?

A

Yes: I use a rolling cash forecast

B

Informally: I monitor cash but do not model it forward

C

No: I manage cash reactively