Fix feast-or-famine HVAC cash flow in 20 minutes on a spreadsheet.
Drop in last year's numbers and see:
- Exactly which months don't cover overhead
- What one mild season would cost you in profit and cash
- How many maintenance members it takes to carry your slowest month
Free. No call required. We don't sell the list.
Step 1: 24-question Engine Check (5 minutes)
Step 2: Get your score and download the Fix Kit (spreadsheet + Floor Report)
See a finished Fix Kit
Here's the whole kit, filled out for a $1.8M example shop.
The HVAC Feast-or-Famine Fix Kit is a free Engine Check and spreadsheet that shows a residential HVAC owner which slow-season months don't cover overhead, what one mild season would cost, and how many maintenance agreement members it takes to carry the slowest month.
Typical HVAC numbers: 46% gross margin, overhead at 38% of revenue, about 8% net, 300 members at $22 a month. Your numbers will be different. That's the point.
Engine Check. 24 questions, about 5 minutes. This shop scores 44: Weather-Sensitive. Its weakest engine is Lifetime Value & Loyalty, which fits: only 10% of its customers are on a plan.
Your Engine Check
Engine Check: 44/100
Weather-Sensitive
Your weakest engine: Lifetime Value & Loyalty. Most revenue is one-and-done, so every month starts from zero.
You have progress, but one mild season still hurts.
Floor Planner. Last year's months go in. Out comes the swing (July is 2.0x April), 4 months that don't cover overhead, and the mild-season test: profit falls from $144,000 to $43,950.
| Company name | Your HVAC Company |
| Revenue, next 12 months | $1,800,000 |
| Fixed overhead per month | $57,000 |
| Job costs, % of revenue | 54% |
| Cash in the bank today | $120,000 |
| Minimum cash you never want to drop below | $57,000 |
| Mild season test: peak months come in lighter by | 20% |
| Seasonality pattern | My Own |
| Best month | July | $210,000 |
| Slowest month | April | $105,000 |
| Best month vs slowest | 2.0x | |
| Revenue locked in before the month starts | 4% | The other 96% depends on the weather and the phone ringing. |
| Normal year | Mild season | |
|---|---|---|
| Months that don't cover overhead | 4 | 4 |
| Worst month | April | April |
| Worst month shortfall | ($8,700) | ($8,700) |
| Total Floor Gap (red months added up) | ($24,450) | ($24,450) |
| Lowest cash point | $123,150 | $108,660 |
| Months below your cash floor | 0 | 0 |
| First month below your cash floor | Never | Never |
| Cash to set aside now to stay above your floor | - | - |
| Profit for the year after overhead | $144,000 | $43,950 |
| Month | Mult. | Revenue | Job profit | Overhead | After overhead | Cash, end | Status | Mild: profit | Mild: cash |
|---|---|---|---|---|---|---|---|---|---|
| January | 1.05 | $157,500 | $72,450 | $57,000 | $15,450 | $135,450 | Covered | $960 | $120,960 |
| February | 0.85 | $127,500 | $58,650 | $57,000 | $1,650 | $137,100 | Covered | $1,650 | $122,610 |
| March | 0.75 | $112,500 | $51,750 | $57,000 | ($5,250) | $131,850 | BELOW OVERHEAD | ($5,250) | $117,360 |
| April | 0.70 | $105,000 | $48,300 | $57,000 | ($8,700) | $123,150 | BELOW OVERHEAD | ($8,700) | $108,660 |
| May | 0.95 | $142,500 | $65,550 | $57,000 | $8,550 | $131,700 | Covered | $8,550 | $117,210 |
| June | 1.25 | $187,500 | $86,250 | $57,000 | $29,250 | $160,950 | Covered | $12,000 | $129,210 |
| July | 1.40 | $210,000 | $96,600 | $57,000 | $39,600 | $200,550 | Covered | $20,280 | $149,490 |
| August | 1.35 | $202,500 | $93,150 | $57,000 | $36,150 | $236,700 | Covered | $17,520 | $167,010 |
| September | 1.05 | $157,500 | $72,450 | $57,000 | $15,450 | $252,150 | Covered | $960 | $167,970 |
| October | 0.70 | $105,000 | $48,300 | $57,000 | ($8,700) | $243,450 | BELOW OVERHEAD | ($8,700) | $159,270 |
| November | 0.80 | $120,000 | $55,200 | $57,000 | ($1,800) | $241,650 | BELOW OVERHEAD | ($1,800) | $157,470 |
| December | 1.15 | $172,500 | $79,350 | $57,000 | $22,350 | $264,000 | Covered | $6,480 | $163,950 |
| Total | $1,800,000 | $828,000 | $684,000 | $144,000 | $43,950 |
Profit / (loss) after overhead
Cash in bank vs your cash floor
| Month | Last year | Multiplier |
|---|---|---|
| January | $157,500 | 1.05 |
| February | $127,500 | 0.85 |
| March | $112,500 | 0.75 |
| April | $105,000 | 0.70 |
| May | $142,500 | 0.95 |
| June | $187,500 | 1.25 |
| July | $210,000 | 1.40 |
| August | $202,500 | 1.35 |
| September | $157,500 | 1.05 |
| October | $105,000 | 0.70 |
| November | $120,000 | 0.80 |
| December | $172,500 | 1.15 |
| Total | $1,800,000 | 12.00 |
Membership Base Load. 300 members cover 13% of overhead before the month starts. You need 356 more members at $22/mo so April stops losing money.
| Member price per month | $22.00 |
| Your cost to serve one member per year | $120 |
| Extra profit per member per year (optional) | $150 |
| Active members today | 300 |
| Customers in your CRM (last 3 years) | 3,000 |
| Fixed overhead per month | $57,000 |
| Worst month shortfall (normal year) | $8,700 |
| Worst month | April |
| Profit per member per month | $24.50 |
| Monthly profit from members today | $7,350 |
| Overhead covered before the month starts | 13% |
| Customers on a plan today | 10% |
| Goal | Members needed | More than today | % of your customers |
|---|---|---|---|
| Your worst month breaks even | 656 | 356 | 22% |
| Members cover 25% of overhead | 582 | 282 | 19% |
| Members cover 50% of overhead | 1,164 | 864 | 39% |
| Members cover 100% of overhead | 2,327 | 2,027 | 78% |
Your Floor Report. Everything on one page: Floor Score 47 (Weather-Sensitive), what the swing costs, and 3 decisions for this week.
| What we checked | Your result | Points | How it's scored |
|---|---|---|---|
| Months that don't cover overhead (normal year) | 4 | 1 | 0 months: 5 · 1 to 2: 3 · 3 or more: 1 |
| Lowest cash point in a mild season | $108,660 | 5 | Above floor: 5 · Above $0: 3 · Below $0: 1 |
| Overhead covered by members | 13% | 1 | 50% or more: 5 · 15 to 49%: 3 · Under 15%: 1 |
Under 40: Weather-Driven Job Shop · 40 to 54: Weather-Sensitive · 55 to 69: Emerging Floor · 70+: Revenue-Floor Utility
| Best month vs slowest | 2.0x |
| Revenue locked in before the month starts | 4% |
| Months below your cash floor (mild season) | 0 |
| Lowest cash point (mild season) | $108,660 |
| What one mild season costs you in profit | $100,050 |
| 1. Cash | Your cash covers even a mild season. Keep it there. |
| 2. Members | You need 356 more members at $22/mo so April stops losing money. |
| 3. Timing | Start your slow-season push in February, 60 days before April. Not when the board is already empty. |
| Lever | What it means | This kit | Your number |
|---|---|---|---|
| Memberships | Revenue that lands before the month starts. | Calculated | 13% of overhead covered today |
| Missed calls and after-hours | Calls that go to voicemail turn into booked jobs. | Audit prices this | Needs your call data |
| Unsold estimates | Follow-up on estimates that didn't close. | Audit prices this | Needs your CRM |
| Past-customer reactivation | Planned promos to your customer list before slow months. | Audit prices this | Needs your customer list |
- This kit only prices the Membership lever. It does not:
- ✗ Rebuild your pricing.
- ✗ Set up your partner referral pipeline (realtors, property managers, builders).
- ✗ Fix your follow-up systems: missed calls, unsold estimates, past customers.
- That is what the $297 Revenue Floor Audit is for: we check your real data and hand you a 90-day plan to fix all of it, in order.
| Date | Floor Score | Label | Notes |
|---|---|---|---|
| 10/01/2026 | 47 | Weather-Sensitive | First run |
Hey, I'm Zach Coming.
I founded AutoBoss to help residential HVAC owners doing about $500K to $5M get more predictable cash flow.
Feast-or-famine gets treated like a law of HVAC. A lot of it is unanswered phones, dead estimates, and a customer list nobody works.
I built the Fix Kit so you can see what the swing costs you before you spend another dollar on leads. It runs on the same scoring we use in every Revenue Floor Audit.
Start with the Engine Check. It's free, and you get the kit at the end.
Start my free Engine CheckStep 1 of 2 · Engine Check
Where is your revenue leaking?
24 quick questions. About 5 minutes. No right answers, just honest ones. Then you get your score and the Fix Kit.
Step 2 of 2 · Your results are ready
Where should we send your results and your Fix Kit?
Your Engine Check
This score is from your answers. The Floor Score in the kit is from your numbers. If they disagree, trust the numbers.
Open your Fix Kit
It's downloading now. Fill the yellow cells on the Floor Planner and Membership Base Load tabs, then read Your Floor Report. Works in Excel, Google Sheets (File, then Import) or Numbers.
Download the Fix Kit againThe Revenue Floor Audit
The kit prices one lever. The Audit checks your real data across all 3 engines and hands you a 90-day plan to fix them in order.
See what the Audit includesThe full Decision Engine
Every revenue line and cost, your cash month by month, the members you need to break even in your slowest month, and whether you can afford your next hire. It comes blank with every formula built in. Start with your last 2 years of revenue to find your own seasonal pattern, or use the standard one. Fill it in yourself, or we fill it in with your real numbers in the Audit.
Download the Decision EngineRevenue Floor Audit · $297
Your 90-day Revenue Floor plan, built from your real numbers.
The Fix Kit shows you the hole. The Audit shows you why it's there and exactly what to fix first.
What this kit can't do. It only prices the Membership lever. It doesn't rebuild your pricing, set up your partner referral pipeline, or fix your follow-up on missed calls, unsold estimates and past customers. And it runs on your guesses.
How it works
- Check out. $297.
- Fill out the intake, about 15 to 20 minutes. Your Fix Kit numbers carry over.
- We build your Audit. We look at your Google profile, your call handling and your CRM.
- Walkthrough and review call. You get the recording, then we go through your 90-day plan live.
Straight answers
Is the plan mine to keep? Yes. The reports, the Blueprint and the recording are yours.
Do I have to fill in the Decision Engine myself? No. It's there if you want every number. In the Audit, we fill it in with your real numbers.
What you get
- 3 engine reports: Leadflow & Visibility, Follow-Up & Conversion, Lifetime Value & Loyalty, scored with your real data.
- Revenue Floor Scorecard: your overall score and green, yellow or red on every engine.
- Found Revenue Snapshot: missed calls, unsold estimates, memberships and reactivation, each priced for your shop.
- 90-Day Revenue Floor Blueprint: 3 to 5 projects, in order, with who owns each one.
- Your Decision Engine, filled in: your real numbers in every revenue line, cost and cash month, so the hiring and spending answers are yours.
- Recorded walkthrough plus a 45-minute review call.
$297 · The numbers from your Fix Kit carry over.