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HVAC Training

HVAC Heating, Ventilation, and Air-Conditioning (otherwise known as HVAC) is a major industry in the United States. Just about every residence has a heating and cooling unit, and when they break down (as most machines do at some time or another), it can be quite troublesome and inconvenient for the homeowner and the rest of the home’s occupants. When an air conditioning unit breaks down in the summer, or a heater stops working in the winter it can be devastating, so HVAC technicians are always busy and in demand. Most HVAC technicians focus on residential work, repairing and installing heaters and air-conditioning units for homeowners. In some cases, this can involve something as simple as replacing or reprogramming a thermostat; in more difficult cases, the HVAC professional may need to retrofit a home previously cooled by a “Swamp Cooler” to a modern air-conditioning unit. Quality and professional work are what keep the HVAC professional in business. Referrals from happy clients are central to the marketing plan within the residential HVAC industry. Some larger companies and franchises advertise through television, radio, or other electronic media; but word-of-mouth is a primary source of new business. Even though most HVAC companies are small, sometimes family-run businesses which rely heavily on the financial aspect of new customers, one should never forget that emotions run heavy in the service industries. Services provided by HVAC companies:
  • Heating
  • Cooling
  • Dehumidification
  • Humidification
  • Introduction of required outside air according to the International Mechanical Code (IMC) and ASHRAE standards (to be discussed later)
  • Filtration of recirculated air
  • Exhaust of undesirable air (toilet, kitchen, lab exhaust)
  • Air movement in space
  • Control infiltration of harmful air
  • Controls makeup of the air within a space
  • Prevention of unnecessary air leakage
With Geo-Fencing, we can promote an HVAC company to specific demographics like homeowners, renters, people who recently moved, D.I.Y. enthusiasts, home improvement stores (i.e. Lowe’s, Home Depot, Ace Hardware, etc.) and more by using our special targeting groups.  

The HVAC Mechanical Code

The HVAC Mechanical Code is the set of guidelines qualified technicians working in the heating and cooling industry are supposed to follow. Many jurisdictions and states base their own laws on code books such as the International Mechanical Code, a number of different Residential and Commercial Code Books, and the National Electrical Code, because installers repairers often need to work with the structures electrical system. These books are written and evaluated by professionals who have years of experience in specific areas. There are also liability issues involved in not obtaining permits and inspections for some HVAC installations, particularly those involving commercial buildings and large residential properties. Doing the job safely and correctly is important to an HVAC professional, so they must follow the guidelines of the HVAC Mechanical Code to ensure their customers that the job is done right. It is clear that the HVAC professional needs to know and understand what they are doing in order to maintain quality work that will pass inspection. Some states require the HVAC professional to be licensed and/or bonded, and some states even have unions for the industry. What are some of the areas HVAC technicians may focus on: Exhaust Systems Duct Systems Combustion Air Chimneys and Vents Fireplaces and Solid Fuel Burning Appliances Boilers and Water Heaters Refrigeration Fuel Gas Piping Heating Systems Cooling Systems Ask if they deal with any of the listed above. Most HVAC technicians usually focus on residential installations and repair of heating and cooling systems. The installation of heating units, air conditioning, or cooling units are a large portion of their daily business. They will often consider ventilation and ducting in their day-to-day work, but specialists will often be called in for chimneys and other work involving major building construction. Success Tip: Outside of a simple change of cooler pads, most people hire a professional to work on their heating and cooling systems. Something to point out to an HVAC company is that you want to help people find a quality, trustworthy professional specialist to help them stay comfortable in their homes during the winter or summer. With Geo-Fencing, we can promote all of their services to the right demographics using our special targeting groups. Commercial HVAC technicians generally need to have a lot of experience and knowledge, because there is usually many considerations that need to take place. For example, if a technician is installing a new heating system in a building that contains a chemical laboratory, they need to pay close attention to ventilation, duct systems, refrigeration lines etc. Otherwise, a build-up of heat could cause a huge problem. HVAC Technicians Qualified HVAC technicians are educated in the miscellaneous codes involved in their industry and follow all the guidelines set forth by their local authorities. The main goal of the HVAC technician is to provide their customers with a proper balance of warm and cool air in their customer’s property while ensuring quality airflow throughout the structure. Many HVAC technicians work for themselves or work for a small company. Others work for national corporations, franchises, or contact their services to general contractors. Generally, only technicians who have shown their qualifications over time work in the commercial industry due to the added inspection requirements involved. Does this mean the average person without knowledge of the HVAC field can’t install their own heater? No. Some states allow an individual to perform their own HVAC installations or repairs, but many require proper permits and inspections to do the work or there may be a fine. Also be aware that different jurisdictions (State and local) require someone licensed to install some equipment which requires advanced skills, knowledge, and experience to install correctly. The question is whether it is done properly and up to minimum standards. Plus, if someone plans to do their own work, they need to ask themselves how much it will cost if they make a mistake. If the equipment or installation is found to be a hazard to the safety of the occupants, the residence or building can possibly be condemned. This is why most people experiencing problems with their heating and cooling systems will make a call to a local heating and cooling company. For most, it’s simply not worth the time, money, effort, or hazards to do the work themselves. As a sales agent, that’s where you come in to help bridge the gap between a qualified professional and someone who needs their services. With Geo-Fencing, we can target specific demographics to promote these businesses using our special targeting groups. Typically, a residential HVAC technician charges between $40 and $160 per hour depending on his or her qualifications and the average rate in the local area. Not including parts and equipment, the cost of an HVAC technician can range between $120 and $600 depending on how extensive the work is. For new installations many HVAC technicians will also make recommendations regarding which equipment will work best for the customer. By asking if they offer any type of discount, we can place that on the ad and target the right demographics using our special targeting groups that way their name is directly in front of the people who potentially might need their services. In Summary: HVAC systems provide comfort in the form of heating, cooling and humidity control; as well as ventilation, filtration, and air movement. HVAC technicians work to install and repair these systems to ensure that the customer can live comfortably and save money by reducing energy loss in the home. By appealing to their emotional side, talk about by people using their services they can save money and live comfortably at the same time.

As we have so far discussed, Heating, Ventilation, and Air-Conditioning (HVAC) companies are a central part of the American service industry market. The need for heating and cooling repairs and installations is fairly constant and there are a large number of HVAC companies competing for their space in the market. Some companies ensure their market-share by specializing in commercial HVAC, while others are larger nation-wide companies with large advertising budgets. Most HVAC companies that deal with residential service, however, stay in business by doing exceptional work and ensuring their customers are happy. With Geo-Fencing, we can promote their services, discounts, and anything else they want the right demographics to see how they do business with our special targeting groups. The equation for success for most HVAC companies is:

Happy Customers = More Business & More Profits

Most HVAC technicians focus on residential work, repairing and installing heaters and air-conditioning units for homeowners. In some cases, this can involve something as simple as replacing or reprogramming a thermostat; in more difficult cases, the HVAC professional may need to retrofit a home previously cooled by a “Swamp” cooler to a modern air-conditioning unit. Quality and professional work are what keep the HVAC professional in business. Referrals from happy clients are central to the marketing plan within the residential HVAC industry. Some larger companies and franchises advertise through television, radio, or other electronic media; but word-of-mouth is a primary source of new business.

The key to understanding the importance of the HVAC industry is realizing there is much more involved than simply heating and cooling. HVAC technicians also deal with pressurization, air exhaust, air intake, how the air is moved around within a structure, and different system configurations. They’re not like typical handymen in that they require specific knowledge and often require schooling and licensing in order to properly do their job.

It is important to consider that not every smaller HVAC company is making huge profits on a daily basis. Some of the smaller businesses may be working day-to-day to keep their doors open. Most service companies, including HVAC companies, need to take into consideration labor, parts and other supplies, fuel for vehicles, rent, miscellaneous insurances, maintenance on company vehicles, etc. For a small company that is only able to schedule two or three appointments each day, expenses can pile up and constant appointments are a must. The key for an HVAC company to stay in business is to provide quality work. If they need to keep returning to the same project because they aren’t doing the job right, it will quickly dip into any profits they may be making on the job. If they do the job right and in a timely manner on the first appointment, they are in the best position to become successful. Not only will they be spending less money fixing mistakes, the customer will be happy and often pay on time. With Geo-Fencing we can put their business in front of the right demographics using our special targeting groups and they can potentially boost their clientele as well as their income.

As with any industry, new customers are important. And, in fact, word of mouth is a large part of new business for HVAC companies, especially if they do good work.With Geo-Fencing, we can target different types of demographics that way their business can potentially be in front of new customers.

What we offer to HVAC companies is Geo-Fencing that gives the business exposure in their city, a certain zip code or within a 5 mile radius of the location of their choice to specific demographics.

One of the most common objections from HVAC owners is “no money or no budget for advertising”. Draw them in to the sale by using your normal rebuttals, but you can also use terminology that connects the needs of the specific demographics we can target and with the possibility of increased customers. For example, if the summer months are approaching (a time when cooling units often need repairs), make a statement shining a light on the fact that a number of people are going to need cooling maintenance services to prepare for the coming warm weather (or heater service when winter is coming).

Success Tip: It is generally accepted that the harder a person works for their money, the less they like to spend it. You can overcome this psychological dilemma by building on the idea that they are investing in their companies future by targeting to the right demographics, not just spending money.

In conclusion, most HVAC companies rely on their quality work and word-of-mouth advertising because traditional advertising is often out of their price range. When working with HVAC owners, be sure to relay the message that with the Geo-Fencing, we target specific demographics to have access to the services they require to make sure their heating and cooling needs are met.

  • With the Winter/Summer months coming up, many folks are going to need some much needed support to maintain their heater/cooler.
  • People don’t want to spend any extra time fixing their heater/cooler, so let’s make sure they’re being taken care of by a HVAC company who’s reliable like yours.
  • Do you offer veteran,first responder or any type of discount? (if they do:) Perfect! With Geo-Fencing, we can help you get that information in front of the right demographics using our special targeting groups.  (if they don’t:) Would you be interested in offering a discount to increase your public profile? Because with Geo-Fencing, we can help you reach the right demographic using our special targeting groups.
  • Doesn’t it make smart business sense to market yourself to the right demographics and guarantee that it’s viewed by them as well?
  • Being a small business, why wouldn’t you want to get your name out in front of the right demographics using our special targeting groups?
  • Some folks don’t know that they have to have a permit to do specific work on their AC unit, so as a professional, why not bridge that gap?
  • If you could gain new customers by targeting the right demographics, wouldn’t the investment be worth it?