Insights
Playbooks and market signals to help you win more and keep more.

HVAC
Best HVAC Financing Programs: How to Compare Them in 2026
The best HVAC financing program is the one that says yes to the most of your customers at a cost you can live with. Here is how to compare them.
October 2, 2026 · 5 min read

HVAC
HVAC Financing for Contractors: The 2026 Guide
Financing has gone from a perk to an expectation in HVAC sales. Here is what the 2026 data says and how to set up a program that closes more jobs.
October 2, 2026 · 5 min read

Roofing
Roofing Financing for Contractors: The 2026 Guide
Roofs cost more, deductibles are bigger, and more homeowners pay part of the job themselves. Here is how roofing contractors use financing to close it.
October 2, 2026 · 5 min read

Roofing
How to Offer Financing for Roofing: A Setup That Closes Jobs
Offering financing takes a signup form. Offering it so it closes roofs takes a setup. Here are the seven steps.
October 2, 2026 · 5 min read

Roofing
Roofing Financing Dealer Fees: What They Cost and How to Price Them
Dealer fees are the price of promotional financing. Priced in openly, they pay for themselves. Hidden in the price, they turn into complaints.
October 2, 2026 · 5 min read

Doors & Windows
Window and Door Financing for Contractors: The 2026 Guide
Whole-house window projects are five-figure decisions, and the federal credit is gone. Here is how contractors use financing to close them in 2026.
October 2, 2026 · 5 min read

HVAC
HVAC Financing for Bad Credit Customers: Stop Losing the Declines
A declined application is the most expensive moment in HVAC sales. Here is how to keep the job when a customer's credit is not perfect.
October 2, 2026 · 5 min read

Roofing
Multi-Location Roofing Financing: One Program Across Every Branch
Roofing M&A hit an all-time high in 2025. Every acquisition arrives with its own financing habits. Here is how platforms standardize without breaking local brands.
October 2, 2026 · 5 min read

Plumbing
The Plumbing Financing Sales Script: What to Say, Word for Word
Most plumbing financing fails in the first 20 seconds. Here is what your techs should say, in order, on every qualifying job.
October 2, 2026 · 5 min read
Decking & Outdoor Living
Deck Financing for Contractors: The 2026 Guide to Closing More Decks
Decks are getting bigger and more designed, while savings stay thin. Here is how deck builders use financing to close more projects at full scope.
October 2, 2026 · 5 min read
Decking & Outdoor Living
How Deck Builders Offer Financing: A Six-Step Rollout Plan
A financing link on your website is not a program. Here is a six-step rollout deck builders can use to put a monthly option on every proposal.
October 2, 2026 · 5 min read

Remodeling
Remodeling Costs 2026: Kitchen and Bath Prices, Slower Growth and What It Means
Project costs keep rising while remodeling growth slows. Here is what the 2026 data says, and how remodelers should respond.
October 2, 2026 · 5 min read
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The HVAC Financing Playbook
How top contractors present financing and close more installs.
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