Author: Thomas Christian | Digital Marketing Coordinator at EGIA & OPTIMUS | March 8th, 2024

Navigating the HVAC Business Landscape | Contractor University

Navigating the HVAC Business Landscape: Where to Find Help

Congratulations on taking the first step to becoming a successful HVAC business owner.

More than likely you already have experience in the HVAC industry, but it’s important to not get too ahead of yourself. It’s easy for seasoned professionals to think they’ve seen it all, until, of course, they see something new.

Life as a business owner is full of twists and turns. There’s no telling what or how many problems you’ll need to solve now that you’re the boss.

When times get tough, owners need to have a reliable place to turn to for HVAC business help.

Luckily, there are plenty of places to find help!

There are so many basic tenets of running an HVAC business that there’s really no way one person can have a comprehensive understanding of them all. But that’s exactly why Contractor University offers an expansive catalog of online and in-person classes, so that we have an answer for any question you may have when in need of some HVAC business help.

Understanding the HVAC Business Ecosystem

Even for seasoned professionals with years of industry experience, the challenges of business ownership often yield unexpected obstacles.

One of the most critical factors that determines success or failure is where an owner looks for HVAC business help. Educational websites like play a pivotal role in equipping HVAC contractors with the knowledge and skills necessary to thrive in a competitive market.

Contractor University is the industry’s best resource library, featuring a network of HVAC sales experts and successful entrepreneurs contributing to its wealth of content.

With well over 1,000 member-companies nationwide, individual owners gain insights from industry leaders who have navigated the challenges of business ownership firsthand themselves.

The specialized training programs offered by Contractor University give contractors a place to refine their skills, streamline operations and enhance customer satisfaction.

Most importantly, customers know the difference when working with a business that is a member of Contractor University because of the accountability, reliability and elevation of the customer experience.

When it comes to how owners stay ahead of the curve with HVAC business help, the significance of educational platforms cannot be overstated.

By embracing continuous learning and leveraging the expertise of industry peers, HVAC contractors can position themselves for long-term success within their market.

Educational Resources and Training

While contractors often enter the business with a wealth of experience, the ever-changing landscape of the HVAC industry and the sheer volume of areas in which a business owner needs to be fluent necessitates continuous learning.

Contractor University distinguishes itself in the HVAC and home services industry through its extensive array of online courses, setting a benchmark for continuous learning and professional development.

With a vast selection of courses covering critical aspects of HVAC business management, Contractor University members are able to stay ahead in their competitive markets.

What sets these courses apart is their depth and specificity, offering contractors a deep-dive into various subjects essential for business success.

Each course is meticulously crafted to bridge the gap between existing expertise and emerging industry demands.

These courses provide invaluable insights, equipping contractors with the knowledge and skills needed to enhance operational efficiency, elevate customer satisfaction, and drive business growth.

Sales Management

Contractor University’s Sales Management course offers a comprehensive deep-dive into the intricate world of sales leadership within the HVAC industry.

With three modules comprising a total of 34 individual lessons, this course is designed to equip contractors with the knowledge and skills needed to excel in sales management roles.

Comprising over 9 hours of streaming, HD video content, the Sales Management course delves into various facets of sales, providing invaluable insights and strategies for success.

At the core of this course is a focus on recruiting, hiring, and training sales managers, emphasizing the importance of building a competent and motivated sales team.

Moreover, the Sales Management course delves into the nuances of seasonal promotions and effective report generation, equipping participants with the tools needed to capitalize on market opportunities and drive business growth. By emphasizing attention to detail and fostering a customer-centric approach, the course aims to elevate the overall customer experience and enhance brand reputation.

Whether you’re a seasoned sales manager, your company’s number one performer or aspiring to lead a high-performing team, this course provides crucial day-to-day and big picture tools for success.

Customer Service

Contractor University’s Customer Service course gives HVAC professionals seeking to elevate their customer service standards the framework to deliver exceptional experiences within their business.

Comprising three modules totaling 17 lessons, this course offers a comprehensive exploration of best practices and strategies for optimizing customer service for contractors in need of some HVAC business help.

With nearly 4 hours of streaming video content, the course equips participants with the essential tools and resources needed to excel in handling inbound and outbound calls effectively.

Studies indicate that up to 30% of inbound calls to HVAC contractors are left dropped or unresolved, highlighting the critical need for effective customer service protocols. Through practical lessons and real-world scenarios, learn how to engage with customers professionally and empathetically, instilling confidence in the company’s services.

A key focus of the Customer Service course is on developing empathetic communication skills and building rapport with customers.

Participants gain insights into understanding the customer’s perspective, demonstrating empathy for their concerns, and effectively addressing their needs. Moreover, the course provides strategies for navigating complex customer inquiries and involving other departments seamlessly to minimize hold times and enhance efficiency.

Furthermore, the course delves into techniques for handling irate customers and overcoming objections while maintaining composure and professionalism. Participants learn how to transform challenging interactions into opportunities to showcase the company’s dedication to customer satisfaction, positioning themselves as trusted solutions providers and advocates for the customer’s needs.

Whether you’re a frontline service representative or a business owner, this course provides the skills and confidence needed to exceed customer expectations and drive success in a competitive market landscape.

Maintenance Technician Training & Development

Contractor University’s Maintenance Technician Training & Development course stands as a cornerstone in equipping HVAC professionals with the skills and knowledge essential for executing maintenance agreement programs effectively.

With four modules comprising a total of 46 lessons, totaling around 6 hours of HD video content, this course offers a comprehensive exploration of best practices and strategies for maximizing company value, retaining customers, and enhancing long-term revenue in residential contracting businesses.

One pillar of this course is the critical role that service agreements play in the success of residential contracting businesses.

Participants learn how proper service agreement programs contribute to customer satisfaction, loyalty, and revenue generation through practical lessons and real-world examples.

Moreover, the course delves into techniques for effective communication with homeowners, emphasizing the importance of transparency, empathy, and professionalism in building trust and rapport.

Additionally, business owners can explore the proper utilization of available technology in streamlining maintenance processes and enhancing productivity.

From scheduling appointments to documenting service tasks, participants gain valuable insights into leveraging technology to optimize efficiency and effectiveness.

By emphasizing thoroughness, attention to detail, and adherence to best practices, this course equips you with the essential tools and resources needed to excel in delivering exceptional service and maximizing brand value.


Contractor University’s Pricing course offers HVAC contractors a strategic approach to pricing to get contractors away from the “rule of thumb” strategies that plague the industry.

With 17 comprehensive lessons totaling 5 and a half hours of high-definition video, this course is designed to equip contractors with the knowledge and skills needed to develop a pricing strategy that is both profitable and sustainable.

One of the primary objectives of the course is to emphasize the importance of pricing with purpose, based on the company’s profit and loss (P&L) statement and budget.

Owners learn how to analyze financial data to determine appropriate pricing levels that ensure profitability while remaining competitive in the market.

From divisor and mark-up methods to gross profit per crew day and dual overhead, participants gain insights into selecting the most suitable pricing method for their business model and market conditions.

Moreover, the course delves into the importance of establishing labor rates for service and maintenance agreements.

Participants learn how to calculate labor costs accurately, taking into account factors such as overhead expenses, technician wages, and profit margins.

Armed with the knowledge of proper pricing, HVAC contractors can make informed pricing decisions that drive profitability and long-term success in a competitive industry landscape.


Contractor University’s Dispatching course is a vital resource for HVAC businesses seeking to optimize their service department’s efficiency and effectiveness.

With 11 comprehensive lessons comprising over three hours of video content, this course provides practical insights and strategies for hiring, training, and optimizing dispatch operations.

Central to the course is the recognition of the critical role that dispatchers play in the success of a service department. Students can learn how to identify and hire individuals with the necessary attributes to excel in the dispatching role, including the ability to handle pressure, multitask effectively, and communicate professionally.

Moreover, the course emphasizes the importance of understanding customer personality styles in communication.

A key highlight of the course is its focus on leveraging technology to optimize call routing and technician assignments.

Learning the ins and outs of geo-specific technology to streamline call routing, minimize response times, and maximize technician productivity.

By implementing the strategies learned in the course, HVAC businesses can enhance operational efficiency, minimize downtime, and maximize revenue generation in their service departments.

“But Our Team is Too Busy!”

With schedules packed to the brim and workloads seemingly never-ending, the idea of setting aside precious time for training can feel like an impossible feat.

However, while it may seem tempting to prioritize immediate tasks over long-term investments like training, neglecting employee development can have detrimental consequences for the business in the short and long run.

The reality is that training is not just a luxury—it’s a necessity for staying competitive and ensuring sustainable growth.

Contractors must recognize the importance of investing in themselves and their teams, even during the busiest times. Thankfully, Contractor University’s treasure trove of online, on-demand training courses mean you have access to powerful ongoing education that fits into your schedule – not the other way around!

HVAC Business Training Brings a Team to the Next Level

Shoulder seasons can also be used as a time to train employees.

These periods provide an ideal opportunity to prioritize training and professional development so as to not disrupt critical operations while still reaping the benefits of upskilling themselves and their teams.

While it can be time-consuming, investing in training can take the entire team to the next level and pay big dividends down the road.

By fostering a culture of continuous learning and development, contractors can empower their employees to enhance their skills, improve efficiency, and deliver exceptional service to customers.

Ultimately, while the demands of running a contracting business may be overwhelming at times, finding more time for training and HVAC business help is an investment in the future success and growth of the business.