Free operator workbench · Version 1.0

Price the promise, not just the plan.

Model what one membership costs to fulfill, what price supports your selected margin, and whether the promised visits fit the capacity you actually have.

Open the workbench Review the method

No invented industry benchmark Inputs stay in your browser Printable decision brief

What you will leave with

A decision brief built from your operation.

Cost anatomySee visit, labor, benefit, payment, and overhead exposure per member.
Price guardrailsCalculate break-even and the price implied by your selected margin.
Capacity checkTranslate promised visits into annual slots and technician-equivalent time.
Stress testSee what happens when fulfillment cost and benefit use move against the plan.

HVAC Membership Pricing & Capacity Workbench

Build the working model.

All starting values are examples. Replace every one you can with an observed cost, contractual promise, or documented assumption.

Working copy saves in this browser

01 Plan design

Active members members modeled Annual price blended collected price$ Systems per member average covered systems Visits per system promised each year Target margin before program overhead% Annual program overhead management, software, fixed cost$

02 Visit fulfillment

On-site minutes per promised visit Drive minutes allocated per visit Loaded labor cost per paid hour$ Vehicle cost allocated per visit$ Materials consumables per visit$ Admin cost annual per member$

03 Benefits and payment

Eligible repair events expected per member / year Average eligible repair before member discount$ Repair discount expected applied rate% Other benefit cost annual expected cost$ Annual billing share monthly share is the balance% Processor percentage verify your actual terms% Processor fixed fee per charge$ Unrecovered payment loss share of annual plan price%

04 Growth and capacity

Acquisition cost per new member$ Expected member lifespan planning assumption, years Available visit slots per week for promised visits Operating weeks available each year Productive hours per tech-equivalent / week Added-system price before multi-system discount$ Multi-system discount off added-system price%

Decision brief / liveReview

Modeled annual price

$— $— / month equivalent

Expected cost / member$—

Current gross margin—%

Break-even price$—

Price at target margin$—

First-year contribution$—

Planning value$—

Price anatomy

Where the annual price goes

—

Program overhead is allocated across modeled active members. Negative remaining margin appears as a shortfall.

—%annual slot use

Promised-visit capacity

—

Visits required: —
Visit slots available: —
Tech-equivalent time: —

Mechanical stress test

Does the plan survive cost movement?

CaseCostMargin

Lower cost$——%

Inputs as entered$——%

Higher cost$——%

Stress cases mechanically move visit cost −10% / +15% and eligible repair use −20% / +25%. They are not forecasts.

Decision queue

What deserves review

Recommended next actions

Scope boundary

This planning model is not accounting, tax, legal, or pricing advice. It does not model revenue recognition, taxes, contract obligations, demand elasticity, or every benefit exposure. Confirm payment terms, accounting treatment, plan contracts, and state requirements with qualified professionals.

Transparent method

Every output has a visible formula.

The workbench does not tell you the “right” HVAC membership price. It shows the price implied by the promise, operating cost, payment mix, and margin you enter.

Expected annual cost per member

Promised visits × cost per visit, plus expected repair-discount cost, other benefits, administration, transaction fees, and unrecovered payment loss.

Break-even annual price

Fixed expected cost divided by one minus the processor percentage and unrecovered-payment percentage. The fixed fee reflects the entered annual/monthly billing mix.

Price at selected margin

Fixed expected cost divided by one minus variable payment percentages and the selected target margin. If those percentages consume the full price, the model marks the result infeasible.

Capacity utilization

Annual promised visits divided by weekly visit slots × operating weeks. This is a slot test, not a seasonal routing or staffing forecast.

Planning value and payback

Expected annual contribution × entered member lifespan, less acquisition cost. This is a scenario output, not a customer lifetime-value benchmark.

Free next step

Find the wider operating constraint.

Pricing can be healthy while conversion, retention, billing, or fulfillment is not. The scorecard gives you one primary constraint and three next actions.

Take the membership scorecard

Price the promise, not just the plan.

A decision brief built from your operation.

Open the workbench.

Every output has a visible formula.

Find the wider operating constraint.