These guides cover the three decisions that most often trip up HVAC companies entering the heat-pump market. Each one is written to be useful even if you never contact us: worked numbers, checklists, and links to official sources dated as of October 2026. They are business and marketing guides, not technical or legal advice.
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Should your HVAC company sell heat pumps? A five-step go/no-go guide
Decide in five steps: check reachable demand, test crew capacity, confirm credentials and program access, run the break-even numbers, and sketch the first year. If two or more steps fail, wait and fix them first.
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How to run the heat-pump quote conversation
Run the heat-pump quote in five stages: discovery, recommendation, honest money talk, financing, and follow-up. Most lost jobs fail at the money stage, where rebates and total price are explained badly.
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Heat-pump rebate programs and what they ask of installers
As of October 2026, several major Canadian heat-pump programs pay only when a registered, qualified or participating company installs. This guide compares what each asks of the installer, with links to the official pages.
Guide 1: The go/no-go heat-pump decision
Should your HVAC company sell heat pumps? walks through the decision in five steps: reachable demand, crew capacity, credentials and program access, the money, and a first-year outline. You will learn:
- how to estimate break-even install counts from your own margins and entry costs
- how to tell whether your crew can absorb heat-pump work without hurting existing customers
- the warning signs that mean "wait," and what to fix first
- how a first year typically unfolds, quarter by quarter
It suits owners who have not yet installed heat pumps or who tried and stalled.
Guide 2: What rebate programs ask of installers
Heat-pump rebate programs and installer rules compares what several Canadian programs require of the installing company, as of October 2026, from registration lists to licence subclasses and invoice details. You will learn:
- which programs we confirmed require registered, qualified or participating contractors
- the trade credentials that come up most often, such as refrigeration and air conditioning mechanic
- how to talk about programs in marketing without promising eligibility
- what we know, and do not yet know, about the federal rebate announced in October 2026
It suits owners who want to sell where rebates drive demand.
Guide 3: The heat-pump quote conversation
How to run the heat-pump quote conversation breaks the in-home or video quote into stages, with a template outline, wording for rebates and financing, and the most common mistakes. You will learn:
- how many options to present and how to frame them
- how to show rebates and total price honestly
- how to introduce financing from licensed lenders without overselling
- how to follow up without pestering
It suits owners whose heat-pump leads are not turning into jobs.
How the guides connect to our services
The guides follow the same sequence as our services: decide, choose the offer, register, quote, then plan the year. If you work through a guide and want a second opinion on your numbers, the matching service applies the same steps to your company.
Which guide to read first
If you have not sold heat pumps before, read the go/no-go guide first; it tells you whether the other two matter yet. If you already install heat pumps and rebates drive your market, start with the installer rules guide, because paperwork problems quietly cost jobs. If leads arrive but jobs do not close, go straight to the quote conversation guide.
Each guide takes a focused hour to work through properly. Have your last season's job counts, your price list and a list of your technicians' credentials nearby. The guides are most useful when you put your own numbers into the worked examples rather than reading them as theory.
What the guides do not cover
The guides do not teach installation, sizing, electrical work or code requirements. They do not tell you whether a particular homeowner qualifies for a rebate. They also do not replace advice from regulators, certification bodies, lenders or lawyers. They focus on the business decisions an HVAC owner makes around heat pumps, which is where we can genuinely help.
How we keep the guides honest
- We cite only official pages we have loaded, and date them.
- We do not invent statistics, rebate amounts or examples presented as real companies.
- Example numbers are illustrations; replace them with your own.
- When a program changes, we update the guide and the date.
For regional detail, see the areas page. To discuss a guide, contact us.
Frequently asked questions
Are these guides free to use?
Yes. They are written so an owner can work through the decisions without hiring anyone. If you want help applying them, our services follow the same steps.
How current is the program information?
Program details are marked as of October 2026 and linked to the official page we checked. Heat-pump programs move quickly, so check the administrator's page before a detail goes into a quote.
Do the guides cover every province?
The installer rules guide covers the programs we could confirm on official pages. Our regional pages cover every province and the territories, including where we found no program.