Bill BrownFounder of ServiceTitan Hacks community (9k+ pros) | INC 5000 Contractor | Helping contractors win with AI & Automation

The Secret to Growth your #HVAC business? Your Service Agreements #ServiceTitan

23 Apr 2026 · 1 min

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0:45

In this segment, the speaker outlines key features of HVAC service agreements, emphasizing how they can boost revenue through pull‑through work. Technicians perform routine inspections, identify additional problems, and generate quotes for extra services, turning inspection data into profitable work. The speaker explains that profitability can be analyzed separately for inspections and pull‑through work via a dashboard, allowing businesses to see the financial impact of each component. When a customer with a service agreement calls, the call is linked to their agreement, ensuring the opportunity is captured. The business reviews these financial metrics annually, using the collected data to assess performance and guide strategy.

Chapters

A few of the specific features within service agreements. There's quite a bit to dive into. We could talk about pull-through work some more. That's probably the, the best one to talk about. Okay. Yeah. Yeah. Let's dive in. Part of the reason you're selling service agreements is that you can generate more revenue, more service calls. Technicians go out there, they perform their inspections, they find problems that you can then quote and increase that work. Pull-through work allows you to take that data and bring it into the service agreement. So the profitability is not just the inspections that you're doing, it's that plus the pull-through work. If you're looking at the dashboard for pull-through work and profitability, you can and say, show me the profitability just with the inspections, show me just the pull-through work, or show me both. It's part of our flow now, right? If a customer calls and we know they have a service agreement and it's related, we'll link it to the service agreement. And so we're reviewing those financials every year, we have all the data that we need.