The Owner's
Resource Library

Pricing books, tech utilization, callback cost, and AR aging — the operating lens for HVAC owners running one shop or several.

Bid hit rate, journeyman utilization, project margin variance, and EV charger attach — consolidated for owner-operators.

Emergency SLA tradeoffs, parts-margin discipline, and water-heater attach — for plumbing owners running one business or several.

How 2-to-5-business owners unify their P&L, set per-business goals, and keep their books clean across entities — without a CFO.

Enter tech count, calls dispatched, avg revenue, and callback rate → see revenue/tech-day vs trade benchmark, callback cost, and capacity ceiling. Free report PDF.

Paste or upload job data → per-job margin breakdown, histogram by band, winners and losers table → free report email. Instantly see which job types are destroying margin.

Cash on hand + AR aging + fixed/variable costs → 13-week weekly forecast → lowest cash week, runway, slow-AR and revenue-drop scenarios. Free 3-page PDF report.

Paste or upload your P&L → AI audit with peer benchmarks, red flags, and 3 recommendations with $-impact. Free 5-page PDF with on-page results before email gate.

Paste or upload your P&L → AI audit with peer benchmarks, red flags, and 3 recommendations with $-impact. Free 5-page PDF with on-page results before email gate.

Compare margin and AR across 2–5 locations to find outliers before the monthly close. Free report. Built for owner-operators running multiple LLCs.

Self-score your margin, AR, and revenue-per-tech against 2026 HVAC, plumbing, and electrical benchmarks. Free 6-page PDF, instant download.

Cash on hand + AR aging + fixed/variable costs → 13-week weekly forecast → lowest cash week, runway, slow-AR and revenue-drop scenarios. Free 3-page PDF report.

Paste or upload job data → per-job margin breakdown, histogram by band, winners and losers table → free report email. Instantly see which job types are destroying margin.