What it is: a lender-ready appliance repair business plan template in Word, paired with a 36-month Excel model.
Who it’s for: U.S. founders who need SBA-style structure to win funding, leases, and warranty partnerships.
What’s inside: the seven core sections (Executive Summary → Financials), realistic startup costs (tools, vehicles, inventory, insurance), pricing by job type, dispatch workflow, and KPIs (close rate, AOV, first-time-fix).
Why it wins: it speaks lender language—unit economics, use-of-funds, break-even month, and repayment comfort—tied to route density and technician utilization.
Delivery: instant digital download—edit, export, and present today.

Industry Snapshot (U.S.)

Demand concentrates in metros with aging housing stock and high appliance density. Operators that track route efficiency, first-time-fix, and parts turns typically reach break-even faster and stabilize margins in year one.

Classification/licensing: NAICS 811412 – Appliance Repair and Maintenance — Official NAICS page. Refrigerant handling for sealed systems (e.g., refrigerators) often requires EPA Section 608 certification — EPA Refrigerant Management.

What’s Inside the Plan

1) Executive Summary

Defines service model (in-home/mobile/shop), target area, and positioning (fast response, first-time-fix). Outlines use-of-funds for tools, vehicle, inventory, software, and working capital. Sets opening timeline, break-even goal, and 90-day milestones. Points lenders to the 36-month model and repayment logic.

2) Market Overview

Profiles segments (homeowners, landlords, property managers, home warranty firms) and seasonality. Benchmarks competitors on response time, coverage ZIPs, and pricing transparency. Identifies the first profitable beachhead and the referral sources to win early calls.

3) Products & Services

Covers diagnostics, repairs, installs, and maintenance plans, with price logic by category (laundry, refrigeration, cooking). Maps add-ons (trip fees, after-hours, same-day) and warranty/parts policies. Notes documentation standards and customer communication to boost reviews and reduce callbacks.

4) Operations Plan

Standardizes dispatch, scheduling, and inventory (truck stock vs. on-order). Details route planning, SLAs, and tech ladders. Covers safety/PPE, EPA Section 608 where applicable, and vendor cadence. Sets targets for utilization, first-time-fix %, and on-time arrival.

5) Marketing Strategy

Combines local SEO (service + city), review flywheels, and partnerships (realtors, property managers, warranty firms). Uses service pages and short explainer reels to pre-qualify leads. Tracks CPL, close rate, and AOV to double down on channels that convert.

6) Management & Team

Defines owner/lead tech roles and an apprentice ladder for consistency. Documents training modules (diagnostics, electrical safety, refrigerants) and customer experience standards. Clarifies subcontractor policies and photo/brand usage rights.

7) Financial Plan

Builds a 36-month model with inputs for call volume, close rate, labor hours, parts/COGS, and overhead. Includes break-even, cash-flow timing, and sensitivity around seasonality and fuel. Outputs lender-ready statements and charts tied to technician utilization.

How It Works

1) Purchase and download instantly. 2) Open the Word plan and Excel model. 3) Plug in your rates, ZIPs, and parts assumptions. 4) Export a lender-ready PDF for banks, grants, or landlords—today.

No subscriptions or upsells—own the files and reuse for proposals or bids.

Lender Checklist

Use-of-funds, break-even month, repayment comfort, insurance and licensing (incl. EPA 608 if applicable), vendor terms, deposit policy, and 90-day execution plan—surfaced clearly to reduce back-and-forth.

Frequently Asked Questions