Decision analysis for HVAC businesses
Know what drives profit.
Decide what comes next.
Independent analysis for HVAC owners making decisions about margins, staffing, and growth. We connect your operating and financial data, explain what is driving performance, and recommend practical next steps.Start with one business question and a clearly scoped diagnostic.
WHAT WE DO
Clear answers to costly business questions.
Start with the decision you need to make. We bring the data together, investigate what drives the result, and explain what to do next.
Profitability
Which services and branches contribute the most after direct costs—and what is changing?
Labor & Capacity
Are overtime, callbacks, and scheduling patterns limiting what your team can deliver?
Growth Decisions
What should guide your next investment in marketing, service capacity, or expansion?
More jobs. Less revenue. What changed?
ILLUSTRATIVE HVAC DIAGNOSTIC • SYNTHETIC DATAThe business question
Why did revenue fall while the team completed more jobs?What the analysis shows
June revenue fell 22.5% despite 28 additional jobs. Installation revenue declined by $76,761, exceeding the overall $59,802 revenue decline. Growth in emergency and maintenance work only partly offset the loss.What the owner should investigate next
Separate fewer installation opportunities from lower estimate conversion or delayed scheduling before changing marketing spend or staffing. Review contribution after direct costs alongside revenue to assess the economic impact.This example demonstrates our analytical approach; it is not a client engagement or a claim of achieved savings.
START WITH A FOCUSED DIAGNOSTICBegin with one decision. We agree on the business question, data requirements, deliverables, and fee before work begins.What you receive
• A reconciled view of the relevant performance measures.
• An explanation of the main drivers, assumptions, and data limitations.
• A written decision brief with recommended actions, tradeoffs, and measures of success.
• A walkthrough of the findings and the reasoning behind them.Ongoing decision support
Monthly reviews can track the decisions you implement, investigate new questions, and keep the analysis useful as your business changes.
Joshua Reader
Co-founder | Client Communications & OutreachPursuing a Bachelor's of Science in Statistics.Joshua leads client communications and outreach at Reader Analytics, helping clarify business questions and keeping conversations connected to the analytical work.Alongside his studies in quantitative methods and human behavior, he has worked with Python, C++, SQL, Power BI, and R. This technical foundation helps him bridge conversations about business needs and data.
Trevor Reader
Co-founder | Analytics & DevelopmentB.A., University of Florida
Double major in Statistics and MathematicsTrevor leads data preparation, statistical analysis, and dashboard development at Reader Analytics. His focus is turning business questions into clear, well-supported findings.His independent research projects include applied economic analysis using U.S. state-level data. He works with Python, SQL, R, Excel, and Power BI.Explore research projects on GitHub
Let’s start with the decision on your desk.
Tell us what you are trying to decide and which systems hold your data. We will discuss whether there is a useful, feasible project to scope.
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