How To Start an HVAC Business

You know you’re ready to go out on your own and start an HVAC business. 

With years of experience as an installer or service technician, you’re ready to get to the next level–but you’re unsure which steps to take. 

Eager to build a profitable HVAC business that lets you take control of your time (and future), you’re probably asking these questions:

• How much money do I need to get started? 
• Do I need a business plan? 
• How do I advertise my business and get my first customers? 
• What should I expect to earn? 
• What should I avoid so I won’t lose everything I’ve worked so hard to build?
• …and many others.

It’s overwhelming, and no one wants to sink their savings into a business that could fail no matter how promising it is (FYI: the U.S. HVAC market is predicted to become a $35.8 billion industry by 2030, a tenfold increase in its current value). 

This is why we’ve combined all the best tips and tricks from experienced HVAC business owners into one comprehensive article designed to help you start your own HVAC business. 

From getting your business legally set up to attracting your first clients and managing your operations efficiently, we’ve got you covered. 

Key Takeaways

• Know the startup costs of an HVAC business with a detailed expense breakdown.
• Make your HVAC business plan from scratch with tips and templates to cover every detail.
• Get expert HVAC tips on licenses, funding, pricing, and marketing so you won’t make the usual rookie mistakes. 
• See how early investment in HVAC software helps new entrepreneurs overcome common startup challenges. 

HVAC Business Startup Checklist

Get your HVAC business off the ground with this step-by-step guide, covering everything from training to attracting your first customers. Start with the HVAC business startup checklist below or scroll down for more details of each step.

Part I: Preparation and Education for HVAC Pros

1. Get the Right HVAC Training

No amount of business planning can substitute for years of hands-on experience.

If you haven’t worked in the field before but are already considering starting an HVAC business, this first step ensures you have solid training. Otherwise, skip to step 2.

Most states require a high school diploma to start an apprenticeship or attend a trade school.

Trade schools and technical programs can provide the technical foundation you’ll need, but you’ll want to choose a reputable and accredited organization. Look for programs with a strong track record of turning out successful HVAC pros, focusing on hands-on experience. While online reviews aren’t everything, they can help identify your best prospects and those programs to avoid.

A trade school is where you’ll learn the core technical skills, but it’s also a place to start building a professional network, which will be crucial later on.

Meanwhile, apprenticeships are a great option if you prefer to learn while earning. 

HVAC apprenticeships typically last 3 to 5 years and are often offered through trade unions, HVAC companies, or trade schools. These programs give you a chance to develop your skills under the guidance of experienced technicians. 

​​Here are a few HVAC apprenticeship programs in the U.S. that can help jumpstart your career:

• Association of Air Conditioning Professionals (AACP) Apprenticeship Program – a four-year program held at Gudelsky Institute in Rockville, Maryland. It offers a combination of classroom instruction and on-the-job training, after which qualified candidates can earn a journeyperson’s license without taking the exam.
• Gateway Air Conditioning Contractors’ Apprenticeship Program – offered by a trade association in St. Louis, Missouri to equip interested locals with the skills and licenses they need to work in the sheet metal, pipefitter, and HVAC occupations. 

Pro Tips

• Don’t just focus on installation. Understanding service repairs and troubleshooting will make you a better business owner. 
• Even if you plan to hire technicians, having a deep knowledge of the technical side can help you manage your team and build credibility with clients.

2. Get HVAC Certification and Licensing

Before you can legally start working as an HVAC contractor, you’ll need to get certified and licensed. 

Licensing is essential because it legally allows you to install, repair, and service HVAC systems.

Each state has its contractor licensing requirements, and some, like California, require a license if you’re going to work on projects worth over $500. This essentially limits you to small service calls unless you have the proper paperwork in place. 

The most critical certification to obtain is the Environmental Protection Agency (EPA) certification, mandated by the Clean Air Act for all HVAC technicians in the U.S. who work with air conditioning and refrigeration systems. 

The EPA offers several certification types depending on the systems you’ll be handling:

Beyond the EPA certification, optional certifications such as those from North American Technician Excellence (NATE) or HVAC Excellence can boost your credibility and make clients more confident in hiring you. 

NATE offers a variety of specialized certifications in areas such as air conditioning, commercial refrigeration, gas heating, and more. These extra qualifications are not required by law but can help you stand out and potentially charge higher rates.

Finally, securing an HVAC contractor’s license is a must before you can start taking on larger jobs. To obtain this license, you must understand that each state has specific licensing requirements, and these can differ significantly. 

Here’s a rundown of how to go about getting your HVAC contractor’s license and what to expect during the process:

• State-Specific Requirements: Check with your state’s licensing board or Department of Labor & Industries. Generally, you’ll need a mix of HVAC work experience (typically 2-5 years as an apprentice or journeyman), proof of EPA certification, and potentially other certifications or formal training. Also, many states require proof of liability insurance, financial stability, and sometimes a surety bond.
• HVAC Contractor Licensing Exam: The licensing exam tests your HVAC knowledge in areas like system design, safety codes, business operations, and state regulations. You’ll likely face questions about HVAC theory, local building codes, and running a business. Preparing for this exam can take time, so review study guides and take advantage of practice exams, as many states require continuing education to maintain your license.
• Appropriate Class of License: Licenses may differ based on the type of work—such as residential or commercial—and the value of projects you aim to handle. Make sure to apply for the license class that matches your intended services, as this will impact the jobs you can legally undertake. The right class of license ensures compliance with state regulations and expands your business opportunities.
• Application Process & Fees: Gather all necessary documentation, including proof of certification, work experience, and insurance. Application fees vary by state and can range from $50 to a few hundred dollars, with the process potentially taking several weeks. Planning and connecting with a professional HVAC association can help streamline the process and provide resources to support your licensing journey.

Pro Tips

• Research your state’s requirements thoroughly. Some states have additional exams, apprenticeship hours, or continuing education requirements that you need to fulfill before obtaining a license.
• Don’t skip specialty certifications. While not legally required, certifications like those from NATE can give you an edge over competitors and help you win clients who value professionalism and expertise.

3. Define Your HVAC Services

One of the first decisions you’ll need to make before launching your HVAC business is deciding what services you’ll offer. 

Start by thinking through your prior field experience and identifying the areas where you’re most skilled. At the same time, consider the profitability of each service you’ll be planning to offer, making sure your skillset aligns with what your potential service area needs.

Most successful businesses start with a small range of services they excel at and expand over time. Typically, 3 to 5 well-defined services are a good starting point for new businesses.

Before finalizing your service offerings, ask yourself these key questions:

• Which services do I excel at and enjoy doing?
• What are the most in-demand HVAC services in my area?
• Will my clients be residential, commercial, or both?

Commercial and residential accounts require different equipment, skills, and even licenses. While it may be tempting to take on both markets, it’s often more practical to focus on one when you’re starting. 

For instance, commercial jobs can be more complex and demanding, while residential work may offer quicker turnarounds but lower margins. Take time to research your local market to determine which offers will be the most profitable for you.

Some of the most common HVAC services to offer include:

• Furnace repair, installation, and maintenance
• Air conditioning repair, installation, and maintenance
• Installation and servicing of refrigeration systems
• Boiler installation and maintenance
• Indoor air quality (IAQ) testing/services
• Energy efficiency upgrades/services
• Water heater installation (standard and tankless)
• Geothermal HVAC system installation
• Emergency repair services for HVAC systems

Many HVAC business owners recommend focusing on repair and service jobs rather than new installations. Service and maintenance jobs often provide more consistent revenue than competing with other contractors for new construction projects, which often become a race to the bottom on pricing.

Pro Tips

• Start with services you enjoy. Focusing on what you’re good at and passionate about makes the work more rewarding. For example, if you’re great at furnace repair, start there.
• Be cautious about new construction. Many HVAC professionals advise against jumping into residential or commercial new construction early on, as builders often prioritize cost over quality, and margins can be thin. Focusing on service and replacement can be more profitable in the long run.
• Research local competition. Offering a service that few local competitors offer could be a game changer in setting yourself apart. Make sure to stay updated on what others in your area are doing.

4. Master Business and Accounting Basics

It may take years to build up an HVAC business, but only one terrible financial mistake can drive it to the ground. 

This is why running an HVAC business isn’t just about doing great work in the field — it’s also about understanding the business side of things. 

Before diving headfirst into entrepreneurship, you need a solid grasp of accounting and financial basics. Concepts like COGS (Cost of Goods Sold), how to read a balance sheet, and understanding P&L (Profit and Loss) statements are crucial. 

Without this knowledge, even the most skilled HVAC technician can find themselves struggling to manage their cash flow or mispricing jobs.

Starting a business means dealing with overhead costs, and those don’t disappear when business is slow. You need to be prepared to cover expenses like equipment, materials, and labor while waiting on payments from clients. 

To improve your business acumen, consider these options:

• Take business or entrepreneurship classes at a local community college or through the Small Business Administration (SBA). This will build your knowledge of areas like pricing, legal requirements, and financial management. 
• Alternatively, you can pay for a membership to the Air Conditioning Contractors of America (ACCA) to get exclusive access to business development resources, including one about “Money and Operations.”
• A good distributor may also offer business classes specific to HVAC, and their territory managers can be a valuable resource in growing your business.

Pro Tips

• Don’t skimp on learning business fundamentals. Even if you’re great at technical work, your business can quickly fall apart without strong accounting and financial skills.
• Set aside savings before you start. Try to save at least $10,000 – $25,000 before launching your business. This will help cover overhead costs and keep you afloat during slow periods or equipment delays.
• Start building connections now. While you’re still working for another company, start networking with builders, general contractors, and suppliers. Learn how much they charge, where they get their supplies, and how they operate. This groundwork will be invaluable when you start on your own.

Boost HVAC techs’ productivity with Workyard’s precise time clock

See how it works

5. Create a Solid HVAC Business Plan

An HVAC business plan is your roadmap to success.

While some may downplay its importance, a well-thought-out plan is more than just a tool for getting a loan or attracting investors — it can help guide your daily decisions and prepare you for potential challenges. 

Whether you’re figuring out how much money you’ll need to launch or defining your service area, your business plan will be a critical reference point as you grow your company.

When building your plan, here are some essential elements you should include:

• Industry Analysis: Research the HVAC industry in your area to understand market trends and identify gaps. This will help you figure out how to differentiate yourself from competitors.
• Executive Summary: This section gives a concise overview of your entire business plan, including your mission statement, target market, and business goals.
• Business Overview: Share the story behind your company—how it started, your vision for the future, and your core values.
• Services and Pricing: Clearly outline what services you’ll offer, how you’ll price them, and what kind of guarantees or warranties you’ll provide.
• Customer Analysis: Define your ideal customers. Are they residential or commercial clients? What are their pain points, and how will you solve them?
• Marketing Plan: Detail how you’ll attract customers, whether through online ads, social media, or traditional methods like direct mail.
• Operations Plan: Describe your daily operations, including workflow processes, equipment, suppliers, and partnerships.
• Financial Plan: This section includes your startup costs, cash flow projections, profit and loss expectations, and a break-even analysis.

Some business owners swear by detailed business plans, while others take a more spontaneous approach, relying on quick actions and adjustments as they go. 

But if you’re serious about securing financing, whether from a bank or investors, a detailed plan is non-negotiable. It shows you’ve thought everything through, including how you’ll handle growth, which can sink a business if not managed correctly.

Pro Tips

• Use Authoritative Resources: The Small Business Administration (SBA) offers business plan templates and classes specifically designed to help new business owners create a solid business plan. Taking an SBA business plan class could give you a much clearer picture of your company’s financial needs and growth potential.
• Plan for Growth: While growth is exciting, it can also be expensive and chaotic. Your plan should account for how you’ll manage increasing demand without overwhelming your resources.
• Don’t Rush It: Even if you’re eager to start, take the time to flesh out your business plan. It will not only help you in securing loans but also provide structure to your business as it scales.

Part II: Setting Up Your HVAC Business

6. Secure Funding for Your HVAC Business

You want to build your business on solid financial ground, not on costly debt that could sink you if things get tough. 

Before even thinking about opening your doors to business funding, save up and be financially prepared for both expected and unexpected costs.

The startup costs for an HVAC business can range from $2,000 to $12,000 depending on what tools and equipment you need to buy upfront. This amount doesn’t include the cost of purchasing a vehicle, which can cost you up to $40,000 if you need a reliable used van or truck (new ones are typically priced between $125,000 and $150,000).

When deciding between saving up before starting an HVAC business or securing funding through loans or investors, consider the trade-offs: 

• Saving the full amount lets you start debt-free, reducing financial risk, but it takes time, potentially missing market opportunities and allowing competitors to gain an edge. 
• Taking on debt or outside investment allows you to start sooner, capitalize on current market demand, and begin generating revenue quickly. However, this approach adds financial obligations and may impact cash flow. 

Weigh your risk tolerance, market conditions, and business goals to decide which approach aligns best with your long-term success.

Here’s what you’ll need to budget for when launching your HVAC business:

To cover these expenses, you have several options:

• Personal Savings: This is ideal for many new business owners, as you can avoid taking on debt and remain in full control of your business. Many HVAC business owners save for years before starting their companies, ensuring they have enough to weather the early months without relying on loans.
• SBA Loans: The Small Business Administration offers loans with favorable terms, like lower interest rates and longer repayment periods, making it easier for small businesses to manage debt.
• Bank Loans: While traditional bank loans are another option, they typically come with less favorable terms than SBA loans and might require collateral.
• Non-Bank Loans: B2B lending firms have become a popular funding method, providing more flexibility than traditional banks. These lenders offer financing for a wide range of expensive equipment, often with faster approvals and terms tailored to the needs of HVAC businesses.
• Investors: If you have a strong business plan, attracting investors could provide you with the capital you need. Keep in mind that investors will expect a share of your profits in return.

No matter how you fund your business, it’s crucial to keep your personal and business finances separate. 

Open a business bank account as soon as possible, and make sure to leave a healthy profit margin to cover overhead costs and unexpected expenses. 

Some HVAC veterans recommend having at least three months of expenses in the bank before you start to ensure you can handle delays, backorders, or slow-paying clients.

Pro Tips

• Avoid over-leveraging yourself. Start small and resist the urge to take out massive loans for brand-new trucks or fancy equipment. A good used van and tools can get you through the first few years, and working out of your home will save you money.
• Plan for slow periods. Save at least three months of operating expenses to cushion the impact of equipment delays, slow-paying clients, or other unexpected challenges.
• Consult a professional. Meet with a banker, accountant, or financial advisor to help you map out your financial plan. They can also assist with setting up your LLC, payroll system, and managing taxes.

7. Register Your HVAC Business and Obtain a License

Once you’ve figured out the financial side of things and know what services you’ll offer, it’s time to make your HVAC business official by registering it and getting the proper licenses. 

This process starts with picking the right business name and choosing your business structure. While it might seem simple, these decisions will impact how you market your business and manage taxes down the road.

a. Choosing a Business Name

Your HVAC company name should be professional, unique, and easy to remember. Here are some basic rules to follow:

• Keep it simple: Aim for two or three words that communicate your services.
• Check availability: Google your desired name with your city or region (e.g., “Dallas HVAC Services”) to make sure it’s not taken. To avoid potential legal issues, you should also check the trademark database and your state’s Secretary of State website, which is typically where the registered corporation database can be found. 
• Don’t overthink it: Avoid overly complicated names or clever puns that can be hard to remember.

Have you run out of ideas? You can tap into these free online HVAC business name generators to fuel your creativity: 

• BrandCrowd
• BrandRoot
• BrandBucket

Once you’ve picked a name, register it with your state’s division of corporations (or the equivalent agency, which is typically managed by the Secretary of State) to ensure it’s legally recognized. 

If your business name is different from your name, you’ll need to file for a DBA (Doing Business As), which is also known as an assumed business name or fictitious name.

b. Choosing a Business Structure

The next step is deciding on your business structure, as this will determine how your business is taxed and your level of personal liability. Here are the typical options for small HVAC businesses:

• Sole Proprietor: You have complete control over the business. This is common for business owners working alone, but it’s not recommended because it doesn’t limit personal liability for professional mistakes.
• Partnership: If you have one or more business partners, register as a partnership to split responsibilities and profits.
• Limited Liability Company (LLC): This structure provides personal liability protection, meaning your personal assets are separate from your business assets. LLCs are popular for HVAC businesses due to their flexibility and legal protection.
• Corporation (C or S Corp): Forming a corporation provides the most liability protection, treating your business as a separate legal entity. C Corps are subject to corporate taxes but allow unlimited shareholders, while S Corps avoid double taxation but have ownership restrictions. This structure is less common for smaller HVAC businesses but can be beneficial for tax planning and growth.

For tax reasons, many HVAC business owners register as an LLC with an S Corp election. This allows you to take a salary from your business while only paying self-employment taxes on your salary, rather than the total business profits. It’s a smart way to reduce your tax burden if your business is profitable.

c. Applying for a Business License

Every HVAC business must have a business license to operate legally. This license needs to be renewed yearly to ensure compliance with local laws and regulations. You’ll typically apply for licenses through your local government or city office.For more information on obtaining the right licenses and permits, the U.S. Small Business Administration provides this resource to help you through the process: SBA License and Permit Guide.

Pro Tips

• Keep business and personal finances separate. After registering your business, open a business bank account to keep your finances organized.
• Consult an attorney. If you’re unsure about your business structure or the licensing process, consider consulting with a construction law attorney. They can help with setting up contracts, managing permits, and ensuring compliance.

8. Get HVAC Business Insurance

Obtaining insurance is one of the most critical steps when starting your HVAC business. The nature of HVAC work means you’ll be dealing with equipment, vehicles, and other potential liabilities daily – proper coverage is essential to protect yourself, your employees, and your business. 

Without insurance, a single incident could end up costing you thousands, if not far more.

Here’s a breakdown of the different types of insurance your HVAC business may need:

• Property Insurance: Covers company assets like office space, inventory, and equipment in case of damage or theft.
• General Liability Insurance: Protects you in case of property damage or injuries that happen during a job (excluding employees).
• Workers’ Compensation Insurance: This is essential if you have employees. It covers medical and payroll expenses for workers who are injured on the job.
• Commercial Automobile Insurance: If you have a company vehicle (or vehicles), you’ll need this to cover any accidents or damage on the road.
• Professional Liability Insurance: Also known as Errors & Omissions insurance, this protects you in case your business makes a mistake, misses deadlines, or faces contract disputes.
• Equipment Insurance: Covers your HVAC tools and equipment in case they get damaged, stolen, or destroyed.

Before securing insurance, check with your state to understand specific requirements. 

If you’re working with a business partner, check your state’s specific requirements regarding workers’ compensation. In some states, workers’ comp requirements may be waived if both partners own more than 15% of the company and are the only “employees” without additional staff. However, rules vary widely, so it’s crucial to verify both ownership percentage and employee count requirements before assuming an exemption.

Lastly, don’t forget to look into bonding for your business. Many municipalities and commercial clients require you to be bonded, meaning you have a surety bond that guarantees compensation if you fail to complete a job or meet contractual obligations. This adds an extra layer of security and trust for your clients.

Pro Tips

• Check commercial auto coverage. If you’re using your personal vehicle for HVAC work, make sure it’s properly insured for commercial use. Personal auto insurance usually won’t cover business-related accidents.
• Shop around for the best rates. HVAC insurance can get expensive, so take the time to compare quotes from different insurers to find the best deal.
• Stay compliant. Ensure that you’re carrying all the required insurance types for your state and the cities you operate in. Missing a single policy could lead to hefty fines or legal trouble down the road.

Part III: HVAC Business Growth and Operations

9. Equip Your HVAC Business with the Right Tools

Having a well-stocked toolbox is essential for handling a wide variety of jobs efficiently, from installations to repairs. Most new HVAC contractors will spend anywhere from $10 to $500+ per HVAC tool and equipment, depending on the services you offer.

Here’s a breakdown of the tools you’ll need to get started:

a. Basic Hand Tools

These are the essentials for any HVAC technician, and you’ll likely use them every day:

• Screwdrivers (flathead and Phillips)
• Wrenches (adjustable and specialty sizes)
• Pliers
• Hammers
• Drills
• Gauges for measuring pressure
• Metal and tubing cutters
• Staple guns
• Extension cords
• Flashlights for dark, hard-to-reach areas

b. Safety Tools and Personal Protective Equipment (PPE)

Safety should always be a priority, so make sure you have the proper gear:

• Gloves (for handling sharp or hot materials)
• Steel-toed boots
• Masks (to protect from dust and chemicals)
• Goggles (for eye protection)
• Earplugs (when working around loud machinery)

c. Advanced HVAC Tools

Once your business grows and you start offering more complex services, you’ll need specialized tools for diagnostics and repairs:

• Core removal tools (for valve core removal)
• Multimeters (for testing electrical circuits)
• Thermal imaging tools (to detect heat leaks)
• Leak detectors (to find refrigerant leaks)
• Megohmmeters (for measuring insulation resistance)
• Phase testers (to check power phases)
• Nitrogen regulators (for pressure testing and purging)
• Refrigerant scales (for weighing refrigerant during charging)

d. HVAC Software

While physical tools enable your customer-facing HVAC technicians to fix heating, ventilation, or air conditioning units, HVAC software takes care of the backend. 

Adding HVAC software like Workyard to your arsenal speeds up your team’s workflow without hiring additional staff. 

This is because Workyard automates employee time tracking, scheduling, dispatching, job tracking, job costing, and other tedious tasks. As a result, your technicians can focus more on delivering great customer service without getting bogged down with paper trails. 

Your office admins can also book more jobs, thanks to Workyard’s high-accuracy GPS tracking. With this tool, they can see at a glance who’s the best and nearest technician to send to a particular customer, preventing no-shows and avoiding logistical nightmares. 

Discover why Workyard is the best software for HVAC businesses or sign up for its 14-day free trial today to test its features at no cost.

Pro Tips

• Start with the basics. If you’re just getting started, focus on essential tools and PPE before splurging on advanced equipment. You can always add more specialized tools as your business and services expand.
• Invest in quality. Don’t go cheap on your tools, especially the ones you’ll use daily. High-quality tools last longer and will ultimately save you money in the long run.

10. Set Competitive and Profitable HVAC Service Pricing

To build a successful HVAC business, your pricing strategy needs to cover expenses and generate profit while remaining competitive. 

Setting the right prices can be tricky, but there are a few common pricing models that HVAC businesses use to balance profitability with customer satisfaction.

a. Common Pricing Strategies for HVAC Jobs

1. Hourly Rate: This method charges based on the time it takes to complete the job, plus material costs. It’s ideal for time-intensive projects or jobs where the time required is uncertain. Hourly rates are especially useful for larger commercial contracts or complex repair work where the scope might change as you work.
2. Flat Rate Pricing: With this model, you set a single price for the entire job, regardless of how long it takes to complete. For example, you might charge a flat $325 for a two-hour air conditioning repair. Flat rates are great for jobs where you have a good understanding of the time required – they’re also popular with customers who prefer predictable pricing.
3. Labor and Materials Pricing: This method involves breaking down the cost into labor and materials separately, so the customer can see how the total is distributed. It’s a transparent option that helps build trust with clients, especially when material costs fluctuate.

Many HVAC businesses prefer flat rate pricing because it encourages technicians to work efficiently and eliminates the risk of clients negotiating based on time spent.

b. Pricing Tips

When setting your prices, keep the following in mind:

• Research Competitors: Find out what other HVAC businesses in your area are charging for similar services. This will help you set competitive rates.
• Calculate Markup: Make sure your prices include enough markup to cover expenses and generate a healthy profit margin. Remember, you’re not just charging for labor — you need to account for tools, equipment, travel, and overhead.
• Offer Optional Services: Upselling optional services like maintenance packages or energy efficiency upgrades can help increase your total quote prices and boost your profits.

Once you’ve established your pricing structure, create an HVAC pricing chart to ensure consistency when providing estimates. This also makes it easier to explain pricing to clients, especially for services with variable costs.

Pro Tips

• Keep your prices consistent: Whether it’s hourly or flat rate, stick to a clear and consistent pricing model to avoid confusion with clients.
• Leave room for profit: Make sure you’re not just covering expenses. Factor in profit margins that will allow you to grow and reinvest in your business.
• Update your pricing as needed: Reassess your pricing regularly, especially if material or equipment costs increase. Adjust rates to reflect changes in the market or your operating costs.

Boost HVAC techs’ productivity with Workyard’s precise time clock

See How it Works

11. Promote Your HVAC Business and Attract Customers

Marketing is essential for getting your HVAC business off the ground. Even if you’re the best technician in town, you won’t get far if no one knows you exist. 

A strong marketing strategy will help you build brand awareness, attract new customers, and keep your schedule full. 

The key is to use a mix of digital and traditional methods that resonate with your target audience and set you apart from the competition.

a. Brand Your Business

Start by building a brand that shows potential customers you’re a professional. 

Your brand should include a memorable company name, a logo, and consistent colors that reflect your business on everything from your website to your uniforms. This establishes trust and makes your business look polished.

b. Create an Online Presence

Build an HVAC website and ensure it’s optimized for search engines (SEO) so potential customers can easily find you when they search for HVAC services in your area.

You should also create social media profiles, especially on Facebook and Instagram, where you can post updates, share promotions, and engage with your audience.

c. Go Door-to-Door

For new HVAC entrepreneurs, word of mouth is often the most effective way to get started. 

One option is to knock on doors in your neighborhood, introduce yourself as a local business, and leave behind tear-off flyers or business cards for potential customers. 

Alternatively, you can do a more efficient door-to-door campaign by simply leaving flyers on doors without waiting to speak to anyone. While this method is less personal, it allows you to cover more ground quickly and still get your name out there for when customers need HVAC services.

d. Leverage Digital Ads

Running targeted ads on Google or social media can help you reach your ideal customers quickly. For example, you can set up Google Local Services Ads to show up when someone searches for HVAC services in your area. 

Facebook and Instagram ads are also effective for reaching people based on demographics or location, allowing you to target potential customers who are most likely to need your services. 

However, carefully manage your digital ad budget. The default targeting settings on these platforms can be broad, leading to your ads being shown to a larger audience than intended, which can quickly burn through a smaller budget. 

To avoid overspending, set clear daily or campaign limits and refine your audience targeting to ensure you’re reaching the right customers at the right cost.

e. Use Traditional Marketing

While digital marketing is critical, don’t overlook tried-and-true methods like direct mail, billboards, and sponsoring local youth sports teams. These physical marketing strategies can be particularly effective for reaching homeowners who may not be searching online but still need your HVAC services. 

Billboards provide constant visibility, while sports sponsorships allow you to engage with your local community and build brand recognition.

Valpak is also a popular direct mail service that lets you target specific neighborhoods with homes that may need HVAC services. Service costs 4 to 8 cents per piece.

f. Get Reviews and Referrals

Positive customer reviews can significantly boost your business, especially on platforms like Google and Yelp. Encourage satisfied clients to leave reviews and consider using a service like NiceJob to help automate the review-gathering process. 

Word-of-mouth referrals from former colleagues, friends, and even HVAC suppliers can also lead to new clients.

g. Network Locally

Building relationships with local suppliers, contractors, and real estate agents can open doors to new business opportunities. 

Many HVAC companies get referrals from supply houses, where potential clients ask for trusted contractors. 

Consider joining local business groups or networking events to expand your reach. Some HVAC pros even sweeten the deal with occasional gift cards to suppliers.

h. Offer Niche Services

Set yourself apart by offering specialized services, such as energy efficiency testing or high-efficiency system installations. By becoming the go-to expert in a niche service, you can attract higher-end clients and projects that other HVAC businesses might overlook, or might simply be unable to serve.

Pro Tips

• Don’t skimp on your website. It’s often the first place potential clients will go to learn more about your business. Make sure it’s professional, easy to navigate, and optimized for local SEO.
• Track customer interactions. Keep detailed records of every person who contacts you, and follow up with them before busy seasons to schedule maintenance.
• Build relationships with suppliers. Developing a rapport with your local HVAC suppliers can lead to referrals, faster service, and even discounts on equipment.

12. Consider Hiring HVAC Technicians for Your Growing Business

When you’re starting, it’s common to run your HVAC business as a one-person operation. However, as you gain more clients and build a solid reputation, you’ll likely need to bring on additional help to keep up with demand. 

Hiring skilled HVAC technicians is a crucial step in expanding your business and ensuring you can meet the needs of your growing client base.

Steps to Hire HVAC Technicians

1. Get Your Employer Identification Number (EIN). If you plan to hire employees, the first step is getting an Employer Identification Number (EIN) from the IRS. This number is required to report taxes, pay your employees, and set up your payroll.
2. Decide on Dispatching. As you scale your business, you’ll need to decide whether you want to handle HVAC dispatching yourself or hire dispatchers to manage your team’s schedules and job assignments.
3. Set a Salary Range. Determine the salary range you can offer your technicians. Research local pay rates for HVAC professionals to stay competitive, as offering fair and competitive wages will help you attract skilled workers.
4. Write a Job Description. Creating a clear and concise HVAC technician job description is essential. Outline the specific skills, qualifications, and experience you’re looking for, as well as the responsibilities and expectations of the role. Be sure to include information about salary, benefits, and any certifications or licenses required.
5. Advertise the Job. Post your job listing on popular job boards like Indeed, Glassdoor, LinkedIn, or ZipRecruiter to reach a larger pool of candidates. Social media can also be an effective way to spread the word about your job openings.
6. Interview and Vet Candidates. Prepare a list of HVAC interview questions that will help you gauge the candidate’s technical expertise and problem-solving abilities. Don’t forget to check their references and conduct a background check to ensure you’re hiring trustworthy individuals.
7. Training and Licensing. Invest in upskilling opportunities and advanced training programs to keep your employees’ skills sharp and aligned with industry standards. This continuous learning not only helps them stay current with new technologies and techniques but also elevates the quality of service your company provides, helping you stand out in a competitive market.
8. Create a Positive Work Environment. Pay your team competitive wages and foster a positive, supportive work environment. Happy employees are more likely to stay with your company long-term and provide excellent service to your clients.

Pro Tips

• Hire for attitude, train for skills. While technical skills are important, a good attitude and willingness to learn can be even more valuable.
• Start small. You don’t need to hire a full team right away. Hire only as many technicians as needed to service your recent work volume, and scale from there by continuing to hire as demand increases.
• Be competitive with benefits. Offering health insurance, paid time off, or bonuses can make your business more attractive to top talent in a competitive market.

Further Readings

Read more about HVAC:

1. HVAC Industry Trends and Outlook for 2025
2. The 7 Best HVAC Software Solutions for 2024
3. HVAC Technician Job Description: Skills, Background, and More (w/ Job Post Template!)
4. HVAC Tools and Equipment: 56 Things Your Business Needs
5. HVAC Installer Job Description: Skills, Background, and More (w/ Job Post Template!)
6. HVAC Training: The Best Courses and Schools for HVAC Careers
7. 75+ HVAC Facts and Statistics You Need to Know in 2025 (w/ Infographic!)

Wrapping Up

Once you’ve laid the groundwork for your HVAC business, the real work begins. 

Managing daily operations like scheduling, dispatching, and keeping track of jobs can be overwhelming. That’s where HVAC software like Workyard comes in. 

Workyard simplifies the complexities of running your HVAC business by offering a seamless platform for tracking employee hours, managing projects, and scheduling jobs. 

Ready to run your business more efficiently? Explore Workyard’s features today or sign up for a 14-day free trial to see how it can increase your profit while keeping your customers happy.