Northwind Heating & Air,
October 2026

October was the hand-off from cooling to heating and it went to plan: furnace repairs overtook AC in the second week, 14 installs made up 46% of revenue, and the cold week of Oct 19 to 25 was the busiest of the year. Google Local Services became your cheapest source of booked work at $57 a job, so the Angi duct-cleaning money moved there on Oct 14. The tune-up email booked 64 visits from one send, and 11 of the 14 installs started as a tune-up. Quote win rate rose to 44%; quotes sent the same day as the visit win twice as often.

What we are doing next

1. 1Switch on the “heat not working” ads the evening before the first cold snap (forecast Nov 9). The copy is waiting for your approval on the Approvals tab.
2. 2Start the answering service trial Monday, Nov 9, so no after-hours call rings out. 23 missed calls is roughly $9,900 of repair work.
3. 3Put the financing page live by Nov 16. 48 quotes worth $168,000 are open, and a monthly-payment number helps people say yes to a new system.

Gross margin held at 48% even with 14 installs, because the equipment was bought on the manufacturer's fall rebate, which ends Nov 30. Net profit before tax came to about $19,900. Three commercial invoices totalling $14,200 are more than 30 days old; reminders went out Nov 2 and the bookkeeper calls the Huntington builder on Nov 6. Cash on hand at month end, not counting the $38,400 of customer deposits, was $96,200, about five weeks of fixed costs.

The three leaks to plug first

All 8 leaks, with the arithmetic behind each, are on the Finance tab.

The cold-snap ads switch on the evening of Nov 8 once you approve the copy. The answering service trial starts Nov 9. The same-day quote template goes to all six techs on Nov 10 and the financing page goes live Nov 16, both waiting on you. Every approved install must be ordered by Nov 30 to keep the rebate. The Bay Shore and Saturday-hours questions are yours.

Waiting for your yes

• By Nov 8Cold-snap ad copy · Anything published in your name waits for you.
• By Nov 8Claim check: “6 trucks” · Every number in an ad must match something we can show.
• By Nov 8Local Services: $1,300 for the cold week · Any budget change above 10% of the month's plan.
• By Nov 11November tune-up email · Every email to your list is approved by you first.
• By Nov 13Add Bay Shore to the service area? · New areas are approved before they are built.
• By Nov 14Financing landing page · New pages on your site need your yes, and any payment figure needs its source.

Approve or ask for changes →