What do I actually get?
A diagnosis in your MarginPlug account each time you submit a snapshot: a Business Health Score from 0 to 100, scores for five pillars, your primary constraint (the biggest profit leak) with the evidence behind it, an estimated dollar range where your numbers support one, and one recommended action. Every snapshot is kept in your history and can be exported as a PDF.
How does the diagnostic work?
After you start your trial, you enter about 20 numbers for one month from your own reports and exports; revenue and job count are required. MarginPlug scores your business across Demand Capture, Sales Conversion, Delivery Efficiency, Unit Economics and Customer Flywheel, compares your numbers with fixed HVAC benchmark targets, and names where your margin is leaking most.
What size HVAC business is this for?
MarginPlug is built for HVAC business owners running 1–20 trucks, typically doing $500K–$5M in annual revenue. The benchmark targets and recommendations are set for HVAC service businesses — not a Fortune 500 playbook.
Do I need to connect my CRM or software?
No. Connecting a system is not required, and today it is not possible. The route that works today is manual snapshot entry: you enter about 20 numbers for one month from your own reports, such as your Housecall Pro or ServiceTitan reports, your accounting and your phone or call tracking. Owner file upload is in a limited preview and not open to customers yet. A direct Housecall Pro connector is in staging testing and not available to customers yet, and there is no direct ServiceTitan integration. We won't describe a connection as available until it is.
How is this different from my CRM reports?
Your CRM shows you data. MarginPlug gives you a diagnosis. There's a difference between knowing your close rate is 62% and knowing that your close rate is your primary constraint, it's costing you $31K/month, and the specific fix is X. That's what we do.
What happens after the 14-day trial?
You're charged $97/month, billed monthly. Cancel any time — no contracts, no cancellation fees. If you cancel, your subscription ends at the end of the current billing period.
Is there a sales call or onboarding walkthrough?
No. MarginPlug is fully self-serve: you sign up, start the 14-day free trial and submit your first snapshot yourself, with no sales calls and no walkthrough calls.
Can I talk to someone before signing up?