Plumbing business plan
Services, area, customers, prices, startup costs, marketing and break-even.
Free HVAC business plan template
Seven boxes on one page, with the two an HVAC shop can’t skip: the maintenance plans that bring steady work, and the cash that gets you through the quiet months. Fill it in here, or start from the worked example.
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Plumbing shop? Use the plumbing business plan template. The steps around it are in how to start an HVAC business.
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Business plan
Business plan
What you’ll do, and the job you’ll lead with.
The towns or zip codes you’ll cover, and how far you’ll drive for an emergency.
Your repair prices, diagnostic or trip fee, after-hours rate and maintenance plan price.
How many maintenance plans you want by the end of year one.
Your busy and slow months, and the cash you’ll keep for the slow ones.
Where your first customers will come from.
Your monthly costs, your average job, and the jobs a month you need to break even.
What goes in each box
The SBA calls a one-page plan a lean startup plan, and says it can take as little as an hour. These are the seven things a bank, a supplier or you at 11pm will ask, with the seasons an HVAC shop lives by.
- Services What you’ll do, and the job you’ll lead with.
- Service area The towns or zip codes you’ll cover, and how far you’ll drive for an emergency.
- Pricing Your repair prices, diagnostic or trip fee, after-hours rate and maintenance plan price.
- Recurring revenue How many maintenance plans you want by the end of year one.
- Seasonality Your busy and slow months, and the cash you’ll keep for the slow ones.
- Marketing Where your first customers will come from.
- Numbers Your monthly costs, your average job, and the jobs a month you need to break even.
Where this comes from
Checked October 22, 2026. It’s in plain words, not quoted; the links are the authority, not this page.
Ridgeline Heating & Air
980 Glendale Ave, Sparks, NV 89431
(775) 555-0144 · office@example.com
NV license #000000
Business
plan
- Date
- Oct 20, 2026
1. Services
Repair and replacement of furnaces, air conditioners and heat pumps in homes, and maintenance plans. Repairs and plans first; replacements from year two.
2. Service area
Sparks and northwest Reno, NV: 89431, 89434, 89436, 89503 and 89523. Emergencies up to 30 minutes’ drive.
3. Pricing
Diagnostic fee $95, taken off the repair. Flat-rate repairs from our price book. After-hours fee $150. Maintenance plan $189 a year for two visits.
4. Recurring revenue
150 maintenance plans by October 2027: 300 visits a year, booked into April, May, September and October.
5. Seasonality
Busy June to August and December to February; plan visits fill April, May, September and October. Two months of costs in the bank before each slow stretch.
6. Marketing
Google Business Profile, and a review asked for after every job. Local Services Ads. A tune-up text to past customers each March and September.
7. Numbers
Monthly costs $9,000, my pay included. Average repair $380, and we keep about $250 after parts. Break-even: 36 repairs a month, fewer once plans and replacements come in.
Questions about this business plan
More templates for HVAC shops are on the free templates page.
Is one page enough?
To start, yes. The SBA calls it a lean startup plan: it can take as little as an hour and is typically one page, and it suits a business that’s simple or that will change its plan as it goes. A bank or an investor usually asks for a longer, traditional plan, and these seven boxes are a start on it.
How do I work out break-even?
Add up a month’s costs, your own pay included. Work out what you keep from an average repair after parts. Divide the first by the second: that’s how many you need a month before the business makes money.
What does a bank want in a business plan?
The SBA says lenders and investors commonly ask for a traditional plan: longer and more detailed, with your market, your team, your finances and the money you’re asking for. Ask your bank what it needs before you write one.
Can I print a blank one?
Yes. Blank copy to print downloads the seven boxes with their questions and room to write, to fill in by hand.
Is this business plan template free?
Yes. There’s no account, no trial and no email address to give. Fill it in and download the PDF as often as you like.
Where does what I type go?
Nowhere. It stays in this browser on this device, so it’s there next time you open the page. Wakeman never sees it, and Clear everything removes it.
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