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Insights and Expertise

Today's HVAC contractors are also adapting to several
industry-wide changes, including the transition to new
low-global-warming-potential refrigerants, increased
adoption of heat pumps, growing demand for indoor
air quality solutions, and software platforms that
use artificial intelligence to improve dispatching and
scheduling. These investments are making integrated
payment solutions an increasingly important part of a
contractor's overall technology strategy.
Position your value proposition clearly

Marketing the payment solutions and services you
provide is key to helping HVAC professionals see your
organization as more than another payment processor.
How you position your messaging is just as important
as the features themselves. Rather than simply listing
product capabilities, explain how those capabilities
solve everyday business challenges. For example:
• Instant or same-day funding can help improve
cash flow.
• Integrated in-person, online, mobile and email
payment options reduce friction and help con-
tractors get paid faster.
• Financing and installment options can help
HVAC businesses close more equipment replace-
ment sales while building recurring revenue.
• Competitive processing rates help more revenue
stay in the merchant's business.
• Integration with field service management soft-
ware such as ServiceTitan, Housecall Pro or
other business systems reduces duplicate work
while improving scheduling, invoicing and cus-
tomer management.
• AI-powered reporting and analytics can help
identify profitable service lines, technician pro-
ductivity and customer buying trends.
• Embedded payment experiences, including text-
to-pay, payment links, stored payment creden-
tials and recurring billing, reduce administrative
work while improving the customer experience.

The more closely you connect your solutions to the
everyday challenges HVAC contractors face, the more
likely they are to see your organization as a trusted ad-
viser rather than simply another vendor.

Part 2 will explore practical marketing strategies that
can help you reach more HVAC contractors and con-
tinue growing your merchant portfolio.
Kackert is a seasoned marketing professional with experience sup-
porting organizations across the payments and financial services
industries. Through expertise in content marketing, digital strategy,
public relations, and communications, she helps ISOs and Resellers
build marketing strategies that attract, retain, and grow merchant
portfolios. For more information please visit www.kackertmarket-
ing.com or reach out to Jaki at jbkackert@gmail.com
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