EGIA
Free Live Online Masterclass
Service Agreements That Sell: Build Recurring Revenue, Customer Loyalty, and Better Scheduling

Tuesday, August 25

1:00 PM-2:00 PM EASTERN
(10:00 AM-11:00 AM PACIFIC)

Register For Free

Course Objective:

Service agreements are one of the most valuable tools a residential service company can use to create predictable revenue and schedules, improve customer retention, and generate replacement opportunities.

On August 25, join James Leichter, founder of Aptora and acclaimed industry consultant, for a masterclass giving the playbook to structure, promote, and manage service agreements so they become a well-oiled revenue machine. Service agreements can act like a labor piggy bank, putting work on the schedule in advance so companies can keep technicians busy during slower periods while keeping money coming in. Walk away understanding how to structure an effective program that gives discounts while keeping you profitable.

Key Takeaways:

  • Improve recurring revenue and customer retention
  • Keep technicians busy during slower periods
  • Convert inconvenient demand calls into planned, scheduled service calls
  • Support proactive customer care and replacement opportunities
  • Position agreements as value, not just discounts
  • Structure discounts so they do not accidentally eliminate profit
  • What should be included, excluded, and clearly explained
  • Avoid common operational problems that make agreements unprofitable

Questions:

Contact David Delgado

619-203-5692 | ddelgado@egia.org

Presenter

Speaker Leichter
James R. Leichter
Founder, Aptora Corporation, Majority Partner RA Tax and Accounting, President Mr. HVAC LLC
James R. Leichter is the rare blend of master mechanic and serial tech entrepreneur. After turning a wrench straight out of high school, he channeled that frontline know-how into founding Aptora Corporation, creators of the award-winning Total Office Manager® ERP suite and Flat Rate Plus® pricing systems used by thousands of service contractors. Through his MrHVAC.com community and EGIA faculty work, James has delivered practical, no-fluff guidance to contractors in nearly every state, pairing street-smart operations wisdom with sharp financial insight from his role at RA Tax & Accounting.

Onstage, James’s energy is contagious. He’s led management workshops coast-to-coast since 1996, translating complex topics - pricing strategy, field-service automation, tax planning - into clear, profitable moves any shop can apply on Monday morning. As a sought-after consultant and expert witness, he’s coached hundreds of HVAC and plumbing businesses to double-digit growth while protecting margins.

When he’s not architecting software or sharpening a keynote, you’ll find him restoring vintage watches, tinkering with electronics, or riding horses across the Kansas backcountry with his wife and possibly a few curious barn cats in tow - proof that for James, fixing things isn’t just a job, it’s a way of life.

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