The LeadZik blog

A little perspective.
For the work ahead.

Ideas on finding opportunities, running the day, and growing a home service business.

725 articles

Field Tips7 min read

Is Your Sales-to-Production Handoff Killing Your Margins?

Conventional wisdom says once a $16,420 contract is signed, the salesperson is mostly finished. Close the deal, then let production carry the weight. That split is often where another 8.4% of margin quietly disappears between the driveway and the ridge. I have watched it repeat in yards from coast to coast. A rep posts a win while production inherits an unmentioned skylight detail or a steep-slope surcharge nobody wrote down. When sales and production feel like two islands, even a $2.4M shop can get stuck under the next growth ceiling.

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Field Tips7 min read

How HVAC Shops Use Granular Job Costing to Protect Margins

Equipment surcharges keep climbing, and the labor market is tight enough that the old three-times-parts shortcut no longer holds for a lot of residential HVAC shops. Homeowners are still price sensitive, but refrigerant and coil costs are not standing still. Nationally, we are seeing double-digit year-over-year pressure in several line items. That is less a blip than a reminder that service departments need to account for every unbilled minute if they want to hold something near 20% net.

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