Where to start
- Just starting out? Fill in the one-page plan in the Business Launch Kit and find your break-even in jobs per week.
- Spending on leads? Run the Lead Source Reality Check with last quarter's numbers. Ten minutes with your invoices open.
- Missing calls? Price your options in Answering Service vs AI Receptionist before you sign a contract.
- Margins thin? Rebuild prices from your real costs in the Flat-Rate Price Book Builder.
- No membership plan yet? Build tiers and print the agreement in the Service Agreement and Membership Builder.
- Phones quiet from Google? Score yourself on the Plumbing SEO and AI Visibility Scorecard, then work the 90-day Plumbing Marketing Playbook.
- Thinking about selling one day? Run the Business Valuation Calculator and work the value drivers it flags.
How the tools fit together
Start with a plan that shows how many jobs a week you need. Price every task from real costs, because every marketing dollar works harder when each job makes money. Package the work into memberships, so customers come back on a schedule. Then spend: get findable, compare paid lead sources on cost per booked job and make sure someone answers when the phone rings. Years later, the same things, recurring revenue, owned leads and a business that runs without you, are what a buyer pays for. The tools hand off to each other in that order.
Also from Digital Success
HVAC Maintenance Plan Revenue CalculatorGoogle Ads vs SEO vs Angi for ContractorsHome Services SEO ScorecardHVAC Missed Call Revenue Calculator
Want more booked jobs, not more tools?
We run SEO, Google Business Profile, Local Services Ads and AI search programs for plumbing and HVAC companies.
Frequently asked questions
What free tools does Digital Success offer plumbing and HVAC companies?
Eight tools built for owners: a Business Launch Kit, a Plumbing Marketing Playbook, a Plumbing SEO and AI Visibility Scorecard, a Flat-Rate Price Book Builder, a Service Agreement and Membership Builder, a Lead Source Reality Check, an Answering Service vs AI Receptionist comparison and a Business Valuation Calculator. They sit alongside our existing HVAC calculators.
Do I need to sign up?
No. Every tool runs in your browser with no sign-up. Your work is saved on your own device.
Are the numbers in these tools industry benchmarks?
No. Prices, rates and costs are editable examples you replace with your own. Where we quote an outside figure, we name the source.
Which tool should I start with?
If you spend money on leads, start with the Lead Source Reality Check. If margins feel thin, start with the Price Book Builder. If calls from Google feel slow, run the Scorecard and then the 90-day Playbook.
Can Digital Success run marketing for my plumbing or HVAC company?
Yes. We build SEO, Google Business Profile, Local Services Ads, Google Ads and AI search programs for home service companies. Book a free call to see what fits.