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Monthly clarity report
Reporting period
November 1 – 30, 2025
Prepared December 3, 2025
Prepared for
Northside HVAC, LLC
Owner
J. Marshall
Fiscal year
2025 · Month 11 of 12
01

Executive summary

November was Northside HVAC's strongest profit month of the year. Revenue grew 12.0% over October to $187,420, while gross margin expanded a full three points to 42.0% — your highest reading in 2025. The improvement was driven primarily by stronger emergency-service pricing and a steady mix of high-margin maintenance work. Operating profit climbed 18.2% to $31,210.

Cash position improved meaningfully. Days sales outstanding dropped to 14 days — the lowest of the year — and cash on hand rose by $11,400. The one area that softened was commercial work, where margin slipped to 38.0%; this is the second consecutive month commercial has trailed your other service lines. Labor cost ratio also drifted up one point to 28.0%, which is worth watching but not yet a concern.

Bottom line: the business is healthy, profitable, and generating cash. The clearest opportunity heading into Q1 is repricing commercial work and protecting your maintenance renewal base.

02

KPI snapshot

Gross revenue
$187,420
+12.0%vs. $167,200 in Oct
Gross margin
42.0%
+3.0 ptsvs. 39.0% in Oct
Operating profit
$31,210
+18.2%vs. $26,400 in Oct
Days sales outstanding
14 days
-2 daysvs. 16 days in Oct
Labor cost ratio
28.0%
+1.0 ptvs. 27.0% in Oct
Cash on hand
$142,800
+$11.4Kvs. $131,400 in Oct
03

Service line profitability

Service lineRevenueCOGSGross profitMarginJobsStatus
Emergency service$38,910$20,700$18,21046.8%42Excellent
Maintenance contracts$62,340$33,910$28,43045.6%124Excellent
Residential install$54,180$31,370$22,81042.1%87Good
Commercial$31,990$19,830$12,16038.0%18Monitor
Total$187,420$105,810$81,61043.5%271
04

Cash flow & working capital

Cash movement — November 2025
Cash collected from customers$181,640
Payroll & labor-$52,440
Materials & equipment-$58,920
Overhead & SG&A-$28,310
Subcontractor payments-$15,200
Net operating cash flow+$26,770
Accounts receivable
$84,210
DSO 14 days — improved from 16
Accounts payable
$46,380
DPO 22 days — on terms
Working capital position
Healthy
Cash + AR comfortably covers near-term obligations
05

Strategic recommendations

  1. 1
    Reprice commercial work for Q1

    Commercial margin slipped to 38.0% — well below your other lines. Audit the last 6 commercial jobs and rebuild quotes with a 44% target margin.

  2. 2
    Lock in current emergency-service pricing

    Emergency service is your highest-margin line at 46.8%. Standardize the current dispatch and after-hours rate sheet across all techs before Q1.

  3. 3
    Push maintenance renewals before January

    Maintenance drives 33% of revenue at 45.6% margin. Run a renewal sprint now to protect Q1 recurring revenue before seasonal volume drops.

  4. 4
    Hold collections discipline

    DSO improved to 14 days, your best of the year. Keep the weekly AR review in place — slipping back to 18 days costs roughly $9K in working capital.

  5. 5
    Monitor labor cost ratio

    Labor ratio ticked up to 28%. Not alarming yet, but if it crosses 30% next month, review tech utilization and overtime allocation.

Prepared by SightMetrics · Sources: QuickBooks Online, ServiceTitan

Confidential — for internal use by Northside HVAC, LLC

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