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Financial Modelling Tool for HVAC Businesses

Running a heating, ventilation, and air conditioning (HVAC) service business means juggling seasonal demand, managing technician schedules, and staying on top of cash flow. With Brixx, you can build a clear picture of your finances and plan ahead with confidence. Whether you’re hiring new staff or investing in equipment, Brixx helps you make the right financial decisions at the right time.

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Financial Forecasting for hvac business

Model your HVAC business in Brixx - see how quickly your finances can make sense!

We are working on creating this template in Brixx. Although it isn’t available just yet, you can follow the guidance below to help get started. If you need any further assistance, don’t hesitate to get in touch – we’re here to help!

Project Setup

  • Project name: HVAC Service & Installation Business
  • Time period: Monthly (ideal for managing cash flow, payroll, service revenue, and equipment expenses)
hvac business - business name in brixx

Income Components

  • Component: Service Income
    • Sub-components:
      • Residential Maintenance Contracts – £6,000/month (60 clients @ £100/month)
      • Emergency Call-Outs – £2,000/month (average 20 callouts @ £100)
      • Commercial Maintenance Contracts – £4,000/month (4 clients @ £1,000/month)

 

  • Component: Installation Income
    • Sub-components:
      • Residential HVAC Installations – £10,000/month (2 installs @ £5,000 average)
      • Commercial Installations – £15,000/month (1 project per month average)
      • Parts & Equipment Upsells – £2,500/month
hvac business income component example

Expenditure Components

  • Component: Operational Costs
    • Sub-components:
      • Technicians’ Salaries – £12,000/month (3 staff @ £4,000/month)
      • Vehicles – Lease & Fuel – £1,500/month
      • Equipment & Tooling – £1,000/month
      • Parts Purchased – £6,000/month (linked to installation work)
      • Subcontractors (for large installs) – £2,000/month

 

  • Component: Administrative Costs
    • Sub-components:
      • Office Staff Salaries – £3,000/month
      • Accounting & Bookkeeping – £300/month
      • Marketing (Google Ads, Flyers, etc.) – £1,000/month
      • Insurance – £3,000/year (£250/month)
      • Software Licenses (e.g., job scheduling tools) – £150/month
      • Uniforms & Branding – £1,000/year (modelled annually)
hvac business expenditure component example

Asset Components

  • Component: Fixed Assets
    • Sub-components:
      • Service Vans (3 x £20,000, depreciated over 5 years)
      • HVAC Installation Equipment (£10,000 initial outlay)
      • Office Furniture & Fixtures (£5,000, depreciated over 5 years)
      • Tools (£8,000, mix of ongoing and one-time costs)

 

  • Component: Current Assets
    • Sub-components:
      • Cash Reserves (starting balance of £25,000)
      • Accounts Receivable (£10,000/month in delayed payments)
      • Stock of Spare Parts (£3,000 rolling stock)
hvac business asset component example

Funding Components

  • Component: Bank Loan
    • Sub-components:
      • Startup Equipment Loan – £40,000 @ 6% over 5 years (£775/month repayment)

 

  • Component: Personal Investment
    • Sub-components:
      • Owner’s Capital Injection – £30,000 (used for van deposits, marketing launch, and cash buffer)

 

  • Component: Grants & Rebates (Optional)
    • Sub-components:
      • Government Energy Efficiency Grant – £5,000 (one-off in year 1)
hvac business funding component example

Scenario Planning in Brixx

  • Demand Fluctuations
    • Model seasonal dips in income (e.g., winter boost, summer slowdown)
    • Create a 10% drop in residential installs to stress-test cash flow

 

  • Rising Costs
    • Model parts inflation (5% increase in materials over 12 months)
    • Scenario for subcontractor rate increases

 

  • Equipment Failure
    • Add a scenario for sudden van replacement (£20,000)
    • Model replacement via cash vs loan

 

  • Staff Turnover
    • Delay in hiring replacement technician—reduced income for 2 months
    • Increased recruitment cost (£2,000 scenario)
hvac business scenario component example

Dashboard & Reporting

  • Cash Flow Report
    • Monthly view of cash inflow from contracts & installations
    • Highlight burn rate and peak expense periods

 

  • Balance Sheet
    • Assets: Vans, tools, office equipment
    • Liabilities: Business loan balance
    • Cash reserves & receivables tracked over time

 

  • Profit & Loss Statement
    • Split income by service/install
    • Operational and admin costs highlighted
    • Net profit shown monthly and yearly

 

  • Custom KPIs
    • Average Revenue Per Technician
    • Install Profit Margin (%)
    • Call-Out Response Profitability
    • Cost of Goods Sold (COGS) per install
    • Loan-to-Asset Ratio
Start forecasting today in Brixx
hvac business dashboard component example
financial forecasting tool for hvac businesses

Who can use this Brixx template?

  • HVAC business owners
  • Operations managers
  • Bookkeepers or accountants working with HVAC companies

Brixx is a great tool for:

  • Anyone managing the finances of an HVAC repair, installation, or maintenance service
  • Business owners looking to project seasonal cash flows, staff costs, and equipment investments
  • Accountants and advisors helping HVAC companies make informed financial decisions

What are the benefits to HVAC businesses?

  • The template is tailored for service-based businesses that rely on skilled labour and fluctuating demand
  • Model cash flows and key aspects like call-out fees, service contracts, maintenance schedules, and parts inventory
  • Visualise your income and outgoings across busy and quiet seasons
  • Instantly test the financial impact of expanding your team, offering new services, or changing pricing
  • Quickly compare different growth scenarios – from acquiring more vehicles to expanding into new regions

Strategic forecasting in Brixx

  • Plan for periods of high and low demand with seasonal forecasting
  • Understand the financial impact of hiring technicians or investing in new tools
  • Project recurring revenue from service contracts and maintenance plans
  • Budget for marketing campaigns, vehicle servicing, or software subscriptions
  • Prepare for rising material or labour costs and test your margins under different scenarios
See all Brixx Solutions
A financial forecasting template that is specifically structured for Yamaha dealerships.

“Brixx is so interactive. You couldn’t do that on a spreadsheet, especially not with the risk of formula errors.”

Peter Wood, ASfB

Take control of your business finances with Brixx - built for HVAC pros who want clarity and control

Effective financial planning software is key to running a successful HVAC service. Brixx allows you to anticipate costs, model revenue fluctuations, and assess the impact of big decisions before committing. Whether you’re growing your team, expanding your reach, or preparing for the off-season, Brixx provides the insights you need.

With decades of business planning expertise behind it, Brixx helps you see the road ahead and plan smarter. Gain the tools to forecast confidently, adapt quickly, and build a more profitable HVAC business.

Get started with Brixx to empower your business.

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