HVAC Rev Ops

More revenue
from every truck on the road.

HVAC RevOps connects your marketing, dispatch, and sales operations into one system designed to maximize revenue per call, per tech, and per season. Root builds the infrastructure that turns a busy HVAC company into a scalable one.

We understand HVAC operations — not just generic business consulting
We've helped HVAC companies optimize from $2M all the way to $20M+
We build operational systems that compound — each year is better than the last
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2 minutes. No obligation.

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2.3×

Revenue per technician after RevOps implementation

28%

Average reduction in dispatch & operational costs

90 days

To measurable operational improvement

$800K+

Operational waste eliminated for top clients

What We Build

HVAC RevOps that compounds every season.

HVAC Revenue Audit

We map every stage of your revenue cycle — inbound call to invoice paid — and identify where calls, tickets, and revenue are being lost.

Dispatch & Sales Alignment

Your dispatch, sales, and marketing teams need to work together. We build the systems and playbooks that align them around revenue goals.

KPI Dashboards

Real-time visibility into booked rate, close rate by tech, service agreement conversion, average ticket, and marketing attribution by channel.

Tech Performance Systems

Individual tech scorecards, upsell tracking, and accountability frameworks that help your best techs sell more and your weakest ones improve.

Service Agreement Growth

Your service agreement base is your most scalable recurring revenue. We build the RevOps infrastructure to grow it systematically.

Seasonal Operations Planning

Staffing models, capacity planning, and operational playbooks for peak seasons so you never leave revenue on the table because of capacity.

Why Root

We build HVAC operations
that scale profitably.

→We understand HVAC operations — not just generic business consulting
→We've helped HVAC companies optimize from $2M all the way to $20M+
→We build operational systems that compound — each year is better than the last
→We connect your marketing, dispatch, and finance into one integrated revenue view
→We stay engaged — this isn't a one-time audit and goodbye

"Root built us a RevOps system that finally connected our marketing spend to actual booked jobs per tech. We found $400K in waste in the first 90 days."

Carlos M.

Owner, ComfortPro HVAC

"Our average ticket went from $340 to $490 after they built our tech performance and upsell tracking system. That's a 44% revenue increase with zero new customers."

Lisa R.

CEO, Premier Climate Systems

Ready to scale your HVAC company the right way?

Get a free RevOps audit and discover what's limiting your revenue per truck and per season.

Book My Free RevOps Audit

No obligation. No fluff. Just clarity.

rootagency.co · HVAC revenue operations