How two HVAC businesses turned financing into a growth engine

In today’s HVAC market, homeowners aren’t the only ones feeling the heat. With inflation, refrigerant regulations, and rising equipment costs, contractors are facing bigger challenges — and customers are adjusting their spending behaviors.

That’s exactly why David Burris of Burris Heat and Air and Mike Soper of Abbott Brothers Plumbing & Heating have made consumer financing a core part of their sales strategy. 

Their tool of choice: Wisetack’s customer financing.

We sat down with both business owners to hear how Wisetack fits into their day-to-day, what’s working in today’s economy, and why they believe financing is key to their future growth.

Before Wisetack: “Financing was clunky. Now it’s instant momentum.”

Like many contractors, both Burris and Soper started out with financing options that felt outdated.

“Our first provider had bulky paperwork. It wasn’t a good experience,” said Burris. “Wisetack changed that. Now it’s just a link.”

For Soper, the Wisetack integration through Housecall Pro made setup simple from the beginning.

“We jumped on board as soon as we saw it [Wisetack’s Housecall Pro integration]. Customers can prequalify right from their phones. It’s fast, seamless, and just makes sense.”

Why it works: Speed, simplicity, and flexibility

Both contractors agree: today’s customers want options that fit their lifestyle. Whether it’s a $600 repair or a $4,000 system replacement, financing makes it easier for customers to move forward confidently.

“A customer financed a small $600 job recently. It helped them avoid tapping into savings,” said Burris. “That kind of peace of mind goes a long way.”

Soper added that for big-ticket items like furnaces or heat pumps, customers appreciate the ability to prequalify without affecting their credit.

“They don’t want to cancel a birthday party just to pay for a new HVAC system. Financing lets them say yes without sacrificing.”

The results: Higher close rates, more revenue

Since adopting Wisetack, both businesses have seen measurable results.

“We serve a small town of about 8,000 people,” said Burris. “But financing helps us stay competitive with bigger shops in nearby markets.”

“Last year alone, Wisetack helped us close $72,000 in new business,” said Soper. “That’s 10–15% more jobs. We would’ve lost most of those without it.”

Setup and support: “Seamless. Helpful. Fast.”

Through the Housecall Pro integration, both teams were able to hit the ground running.

“If a job is over $500, the financing link is automatically included on the invoice,” said Burris. “It’s basically hands-off.”

“The support team was incredibly helpful during onboarding,” said Soper. “They trained our staff, followed up, and helped us become a Housecall Super Pro two years in a row.”

Advice to other contractors? “It’s easy. You’ll get paid fast.”

Both contractors pointed to the simplicity of Wisetack as one of its biggest advantages.

“With other providers, it was just a lot of paperwork,” said Burris. “Now, we send the link by phone or email, and the rest is hands-off.”

“As a small business, I can’t afford delays,” said Soper. “Wisetack always funds the job within three business days. Every time.”

Looking ahead: Financing as a growth strategy

Both Burris and Soper are looking to scale in the coming year — and financing is a big part of that.

“We’re expanding,” said Soper. “Offering 0% APR and low monthly payment plans is part of our long-term strategy. Wisetack gives us the tools to keep growing.”

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