HVAC business plan
With maintenance plans and the slow months planned in.
Seven boxes on one page: what you’ll do, where, for whom, at what price, what it takes to start, where customers come from, and the numbers that keep you open. Fill it in here, or start from the worked example.
Running an HVAC shop? Use the HVAC business plan template. The steps around it are in how to start a plumbing business.
Type in the boxes. Empty boxes don’t print.
Remembered on this device for your next 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.
Who you’ll work for, and how each one finds you.
Flat rate or time and materials, your trip fee, your after-hours rate.
Van, tools, first stock, licenses, insurance, software, website and phone.
Where your first customers will come from.
Your monthly costs, your average job, and the jobs a month you need to break even.
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.
Checked October 22, 2026. It’s in plain words, not quoted; the links are the authority, not this page.
Ridgeline Plumbing
1450 Victorian Ave, Sparks, NV 89431
(775) 555-0142 · office@example.com
NV license #000000
Business
plan
1. Services
Residential service and repair: leaks, drains, toilets, faucets and water heaters. Water heater replacement is the job we lead with. No new construction in year one.
2. Service area
Sparks, Spanish Springs and north Reno, NV: 89431, 89434, 89436, 89441 and 89512. Emergencies up to 30 minutes’ drive.
3. Customers
Homeowners first, from Google and referrals. Then two property managers with rentals in Sparks, and remodelers who need a licensed plumber.
4. Pricing
Trip fee $89, taken off the repair. Flat rates for our 20 most common jobs; $115 an hour plus parts for the rest. After hours: a $150 trip fee.
5. Startup costs
Used van $28,000, financed. Tools $9,000. First stock $4,000. License, bond and first insurance payment $3,500. Website $1,200.
6. Marketing
Google Business Profile with photos, and a review asked for after every job. Local Services Ads once we have 10 reviews. A text to past customers each spring.
7. Numbers
Monthly costs $6,600, my pay included. Average job $400, and we keep about $300 after parts. Break-even: 22 jobs a month, about 5 a week.
More templates for plumbing shops are on the free templates page.
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.
Add up a month’s costs, your own pay included. Work out what you keep from an average job after parts. Divide the first by the second: that’s how many you need a month before the business makes money.
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.
Yes. Blank copy to print downloads the seven boxes with their questions and room to write, to fill in by hand.
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.
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.
With maintenance plans and the slow months planned in.
Trip charge, parts, labor hours and the job address.
Quote the repair or the replacement, then get it signed.
Any job, with a deposit to start and a date it’s good until.
Invoices, estimates, checklists, change orders and business plans.
Wakeman answers the calls you miss as your business, takes down the job and texts you the details. Hear it answer as your business first, with no account needed.
Plans and what each one answers are on the pricing page. More free tools and phone setup guides.