Margin Defense Co. - managed catalog and margin governance for commercial HVAC and refrigeration contractors
Commercial HVAC/R Cost Review

Schedule a 15-Minute Cost Review

Speak directly with Drew Peterson to discuss your vendor-cost workflow, master item list, and whether Margin Defense is a fit for your commercial HVAC/R operation.

  • Discuss your current field-management system, ERP, or master-cost-file workflow
  • Identify the vendor and distributor sources that supply most of your material spend
  • Review your active catalog size, maintenance needs, and an appropriate service cadence

Confidentiality Matters

We treat the information you share during a cost review as confidential and use it only to evaluate your request and discuss Margin Defense services. We do not sell your account data or vendor information.

Book Your 15-Minute Cost Review

Complete the form below, and Drew Peterson will follow up to confirm a time.

Used only to follow up on your cost-review request. No automated marketing texts.

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What Happens During the Cost Review

This is a working discovery conversation, not a high-pressure sales presentation. Drew will ask about the systems, vendor sources, catalog size, and internal workflow that currently support your pricing.

Together, you will clarify where item-level costs are maintained today, how vendor cost changes are reviewed, which distributors account for most material purchasing, and whether a recurring cost-maintenance process would fit your operation.

The call is designed to determine fit and next steps. A detailed baseline review, vendor-cost verification, and item-level findings occur only after an engagement is scoped and approved.

Learn what vendor-cost maintenance includes →

Explore vendor price book maintenance →

What to Have Ready

Nothing formal is required. The conversation moves faster if you know:

  • Your current field-management system, ERP, or spreadsheet workflow
  • An approximate active item count, if available
  • The two or three distributors that represent most of your material purchasing
  • Whether you would prefer managed system updates or structured update files for your team to apply

If you do not know these details yet, that is fine. The cost review can help identify the information needed for a more detailed scope.

Who This Is Built For

Margin Defense is built for commercial HVAC/R contractors that run service, maintenance, retrofit, or replacement work through a field-management system, ERP, or structured master-cost file.

The best fit is typically a company with an active master item list, recurring material purchasing through multiple vendor or distributor sources, and no dedicated owner for ongoing item-level cost maintenance.

If your catalog needs an initial baseline review, your vendor-cost workflow is inconsistent, or your price book is working from stale material costs, a cost review can help determine whether Margin Defense is the right fit.

There is no cost or obligation for the 15-minute review. If Margin Defense is not a fit for your workflow, we will tell you directly.