For commercial HVAC service operators
Check the costs before your next HVAC renewal.
We reconcile visits and job costs for agreements coming due, keeping missing
Teegan Johnson, Founder & Chief Growth Officer.30-minute call.
Fictional service agreement and cost records,
The missing visit belongs in the renewal discussion.
Add the missing visit before reviewing these
Sample
Four scheduled maintenance visits
- Annual agreement price
- US$1,200
Until both records
Maintenance contribution is incomplete.
Materials total US$120. Complete visit records and a confirmed labour cost are both needed before
Next owner: service administration for the missing job sheet; the cost owner for the
With both sample
- Recorded labour: 8 hours × US$50
- US$400
- Maintenance materials
- US$120
- Included maintenance costs
- US$520
- Defined maintenance contribution: US$1,200 − US$520
- US$680
Here, contribution means agreement price less recorded maintenance labour and materials. It excludes shared overhead and separately
Ready for the manager's renewal discussion
The costs now have a source. The manager still decides the agreement's future price
Keep related repair work on its own line
The sample customer also had two separately billed repair calls. Those records stay separate so they do not hide a missing
Loaded labour means the agreed hourly labour cost, including the burden categories your business uses. An uncertain burden stays
Commercial HVAC renewal review
- A defined list of agreements in the selected renewal period.
- A reconciliation of planned visits, recorded labor and other available job costs.
- A separate view of maintenance contribution and related repair work.
- Visible exceptions for missing time, uncertain labor burden and unallocated costs.
- A manager-reviewed renewal list with the evidence behind each proposed next step.
Pricing
Start with the published US$7,500 audit
The published two-week AI Opportunity Audit (US$7,500 fixed) inventories the workflow, puts numbers on what it costs you today and returns a 90-day roadmap. It is credited toward the build if you proceed. A pilot build of one workflow on your data is published at US$25,000 to US$60,000 fixed, with the conditions for stopping the pilot agreed in writing before we start. The audit reviews the agreements actually coming due and the condition of your cost data. Historical cleanup and ongoing reporting
See the renewal-review outline
Renewals coming due, each with its cost picture
A sample renewal list. Missing costs stay marked unknown instead of
- Office tower, four rooftop unitsCosts complete
- Renews
- In 45 days
- Visits recorded
- 4 of 4
- Open question
- None
- Clinic, two chillersMissing time
- Renews
- In 30 days
- Visits recorded
- 3 of 4
- Open question
- One visit has no technician time
- Warehouse, six unit heatersRepair mix
- Renews
- In 60 days
- Visits recorded
- 2 of 2
- Open question
- Repairs billed under the agreement
Illustrative agreements. Pricing decisions and customer messages stay with
Preparing your renewal review
Define the renewal group
Select the agreements and dates being reviewed, then confirm which costs can be traced to
each contract. Reconcile the available evidence
Separate planned service, related repairs and unresolved costs. Check a sample against source jobs before extending
the analysis. Review the commercial choices
Give your manager an evidence-backed list for scope review, cost investigation or pricing consideration. You approve any
customer action.
Relevant work
Automation we run on ourselves
50+ hours
Our own agency runs on agents we built: daily industry scanning and a weekly Meta ads review that creates owned tasks, saving the team 50+ hours a week. The published case shows how we build, review and keep
Our own marketing operation, not a commercial HVAC operator. It shows how we build and review workflow agents, not a result in
Discuss your project
Use 30 minutes to discuss the contracts coming due, the cost records available and the decision you need
Call agenda and calendar details
- The agreements and renewal dates you want reviewed
- Confidence in labor, parts and related-work costs
- The scope of a useful review and who will act on it
30 minutes with the Strataigize team, online. Times show in your timezone. Your calendar invitation confirms the organizer and time, and includes the
Prefer email? teegan@strataigize.com
Your consultation
Choose a time, then tell us what matters.
30 minutes with Teegan Johnson, Founder & Chief Growth Officer. Your calendar invitation will include the organizer and
Fields marked with *
Book a 30-minute call
Choose a time on our booking page. It opens in a new tab and shows the times in
Ask about your agreement costs
Teegan Johnson, Founder & Chief Growth Officer, will follow up by email. Fields marked optional can be
Renewal-review questions
Why start with a paid audit?
Because the value depends on your data, systems and volume, and none of that is visible from a form. The two-week audit puts real numbers on the workflow before anyone commits to a build, and its fee is credited if
We already have profitability reports. What would you add?
The useful work is reconciling those reports to the agreements being reviewed. We check missing costs, attribution and the manager's decision process. If your existing reporting already answers the question reliably, a new dashboard may
Does the review cover every contract we renew this year?
Only if that scope is agreed. A review of the next renewal window uses the agreements actually included. Their annual contract value is kept separate from when any financial benefit could
Will you tell us what to charge?
We can organize the evidence for a pricing discussion. Your owner or pricing lead decides what to charge, considering scope, costs and customer retention. No price change or customer message is