EGIA
Free Live Online Masterclass
Summer Inventory Strategy: Stock Smarter, Sell Faster, and Protect Your Cash

Tuesday, June 2

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

Register For Free

Course Objective:

Summer can expose every weakness in a contractor’s inventory system. When demand spikes, the right parts, materials, and equipment must be available without tying up too much cash in slow-moving stock.

On June 2nd, join James Leichter, founder of Aptora and acclaimed industry consultant, for a masterclass on how residential HVAC companies can prepare for peak-season demand, reduce emergency purchasing, improve truck stock decisions, avoid overbuying, and use better inventory practices to support sales, service, installation, and profitability.

In This Masterclass You’ll Learn How To:

  • Identify the inventory items that matter most during peak cooling season
  • Balance availability, cash flow, and warehouse space
  • Increase one-trip service calls through proper truck stock
  • Keep technicians out of supply houses and on revenue-producing work
  • Reduce emergency runs, duplicate purchasing, and dead inventory
  • Improve gross margin, technician productivity, and customer satisfaction through better inventory planning

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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