Maximizing Peak Season Profits

Tuesday, February 27 - Wednesday, February 28

Virtual Event


This workshop qualifies for 6.0 CEU credits

1:00PM - 4:00PM EASTERN (10:00AM - 1:00PM PACIFIC)

Maximizing Peak Season Profits

This dynamic two-day online workshop is designed to prepare you for the critical air conditioning season. As an HVAC service company, the period from approximately mid-May through August is your prime time, like Black Friday is to retailers. It’s crucial to have the right tools, inventory, training, and Standard Operating Procedures (SOPs) in place to fully capitalize on this golden window of opportunity.

This can’t-miss seminar will dive into a comprehensive array of topics tailored to prepare you for a successful peak season. From human resource management and hiring best practices to technician efficiency and the ultimate truck stock list, we’ve got you covered. We will refine your pricing strategies to ensure profitability. We will cover the essential tools (some will surprise you) and critical training needed to boost sales and reduce callbacks. James will discuss his famous “Think Like an Airplane Mechanic: a Diagnostic Approach” philosophy towards service work that will supercharge technician sales.

Prepare to transform your business operations and seize the peak season like never before. Let’s make this air conditioning season your most profitable yet!

In this workshop, we’ll cover this tentative agenda:

Day 1

1. Improve Technician Efficiency

  • Creating the Ultimate Truck Stock List
  • Essential Tools that will Boost Sales and Reduce Callbacks
  • Streamlining Operations for Maximum Productivity
  • Equipping Your Team with the Correct Inventory for One-Stop Service

2. Supercharge Technician Sales – A Diagnostic Approach

  • A Revolutionary Approach to Diagnosing and Repairing Equipment
  • How it Will Increase Sales and Customer Satisfaction
  • Why Technicians Absolutely Love This Groundbreaking Approach
  • How it Improves Efficiency and Technician Morale

3. The Fundamentals of Performance Based Compensation

  • Creating Plans for Technicians, Installers, and the Office
  • Important Legal Concerns and Considerations
  • Incentivizing Excellence Among Your Entire Staff
  • Create a Sense of Teamwork and Healthy Competition

Day 2

4. Managing a Successful and Profitable Service Agreement Program

  • Why They are Essential to Your Marketing Campaigns
  • Balancing Profitability with Competitive Pricing
  • The Most Battle Tested and Proven Way to Sell Service Agreements to Homeowners
  • How the Industry Leaders are now Selling Service Agreements

5. Pricing Strategies

  • How to Price Systems, Services, and Products
  • Profit Margin Analysis and Optimization
  • Competitive Pricing and Value Proposition
  • Adjusting Prices in Response to Market Dynamics

6. Scheduling and Dispatching Techniques for Maximum Performance

  • How to Streamline Field Operations for Peak Efficiency
  • Secretes for Prioritizing Service Calls and Appointments
  • Proven Techniques to Convert More of Your Calls into Bookings
  • Unique Methods and Processes for Efficient Parts Acquisition

7. Sales and Marketing Strategies for HVAC Businesses

  • What Works – Current Trends and Techniques
  • Understanding Your Target Market
  • The Importance of Branding and Positioning
  • Training and Employee Development
  • Measuring and Analyzing Performance

Please Note: The schedule is an approximation. The actual timing may vary. There will be plenty of time for questions.


Speaker Leichter
James R. Leichter
President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.
James is a successful entrepreneur and master mechanic whose accomplishments include being the founder of, the CEO and founder of Aptora, the President of RA Tax and Accounting and a partner with ProAmerican Investments.

James' company is a website dedicated to improving the lives of contractors. It includes industry articles, specialized HVAC calculators, forms, templates and one of the most extensive operations manuals in the country. As the founder of Aptora corporation, he has created some of the most popular software programs in the service industry including Flat Rate Plus and Total Office Manager.

James is well known for his burning passion to help contractors and it shows in his unique speaking style. He has hosted management workshops all around the United States and has conducted onsite consulting since 1996 with hundreds of contractors.