6 Steps to Save Your HVAC Business $250K a Year (Without Cutting Prices)
Executive Summary: The ROI Behind ROIgenie
Every HVAC company wants to grow profit, but most do not realize how much is being left on the table. Small issues like incorrect discount math, delayed quoting, inconsistent descriptions, and manual data entry quietly drain margin month after month. When these problems stack up, the losses become significant. A three million dollar contractor can often recover more than 100,000 dollars per year once everything runs cleanly, and even smaller teams often recover 55,000 to 115,000 dollars simply by fixing the same six areas.
ROIgenie was built to help contractors capture that hidden profit. By structuring your ServiceTitan pricebook and quoting workflow, we ensure pricing, proposals, rebates, and materials all flow cleanly and calculate correctly. When math, structure, and speed come together, the return shows up fast. Here is a quick breakdown of where those savings come from.
1. Fix the math behind discounts and rebates
When percentage discounts calculate before rebates, you lose more margin than intended. For example, a 10,000 dollar system with a 2,000 dollar rebate should take 5 percent off 8,000 dollars, not 10,000 dollars. That small mistake becomes a large annual loss at scale. Estimated impact: 25,000 to 75,000 dollars.
2. Quote the same day, not next week
Speed drives closing rates. Harvard Business Review and HVAC-specific research both show customers choose the company that responds first. Contractors consistently tell us that same-day quoting increases close rates, while next-day or two-day delays often result in hearing “we already went with another company.” Estimated impact: 20,000 to 60,000 dollars.
3. Save hours in the field
Sales reps often spend 30 to 60 minutes per quote due to unclear pricing or missing items. A structured pricebook brings that down to minutes and eliminates the back-and-forth with management. Estimated impact: 15,000 to 30,000 dollars.
4. Save management hours every month
Most owners do not spend an hour every day fixing quotes, but they do spend two to three full days a month updating the pricebook, adjusting rebates, or correcting misquoted proposals. Spread out, that averages one to two hours per day. Estimated impact: 12,000 to 24,000 dollars.
5. Eliminate office double entry and cleanup
When proposals are built outside of ServiceTitan, the office re-enters everything manually and corrects mismatched details. ROIgenie removes all of that by structuring the workflow directly inside ServiceTitan. Estimated impact: 2,000 to 10,000 dollars.
6. Reduce rework and quote corrections
When descriptions, pricing, and materials are inconsistent, the office and installers pay the price with rework and corrections. ROIgenie’s standardized descriptions and item structures prevent this at the source. Estimated impact: 10,000 to 20,000 dollars.
The real numbers
Our average client sees the following annual savings once everything is structured inside ServiceTitan:
• 1M revenue: 55,000 to 115,000 dollars
• 2M revenue: 77,000 to 180,000 dollars
• 3M revenue: 101,000 to 234,000 dollars
Even on the conservative end, the return is clear. Most contractors see measurable improvements within a few months, followed by consistent annual gains in the six-figure range.
If these challenges match what your team is facing, your business likely has profit locked inside your current process.
See what ROIgenie can unlock for you:
theroigenie.com/contact
If you want the full details, methodology, and data behind these numbers, read the complete research study: How We Got Our Name: The Actual ROI Behind ROIgenie.