Patterson Heating and Air Conditioning

What Patterson Heating and Air Conditioning does

Patterson Heating and Air Conditioning, operating as Patterson Heating and Air, LLC, is a privately held, family-owned HVAC services contractor founded in 1946 by J. L. Patterson and headquartered at 3922 Greensboro St. in Charlotte, NC. The company provides residential and commercial heating, air conditioning, heat pump, furnace, and indoor air quality services across the greater Charlotte metropolitan area spanning parts of North Carolina and South Carolina. Service delivery is direct-to-consumer and direct-to-local-business: customers reach the company via phone, online contact forms, and walk-in inquiries, and field technicians dispatched from the Charlotte office perform on-site repairs, installations, diagnostics, and maintenance. The firm offers 24/7 emergency availability, same-day repairs from fully stocked vans, free installation estimates, and a 100% satisfaction guarantee backed by a service-call fee refund.

The company's product surface combines core HVAC services with a growing set of attach offerings. Core services cover AC repair and installation, heating repair and installation, heat pump service, and commercial HVAC for offices, restaurants, churches, race shops, and retail spaces. Add-on product lines include the Go Blue indoor air quality program featuring iWave-R bi-polar ionization and Phenomenal Aire cold plasma generators, Attic Tent insulation covers, whole-house humidifiers, smart thermostats with Alexa and Google Home integration, and an online filter store. Preventative maintenance is sold through the Comfort Guard plan — two annual visits, priority scheduling, 15% discount on repairs, and waived diagnostic charges — with subscriptions starting at $18.75/month. Large-ticket residential purchases are facilitated through financing partnerships with Wells Fargo, Synchrony Financial, and Payzer, including a promotional 0% APR for 36 months on new systems. Marketing relies on Google reviews (315 reviews), BBB accreditation, a 2023 Expertise.com best-of list, Nextdoor, a company blog, and promotional coupons.

The business model is a mix of transactional professional services (repairs and installations billed per job or per estimate), recurring subscription revenue (Comfort Guard maintenance), and facilitated financing revenue rather than direct lending. The workforce disclosed includes a General Manager, CFO, Service Manager, Comfort Consultant, Dispatcher, and at least four named Service Technicians, with active hiring underway. The company holds NATE-certified technicians, EPA 608 certification, NC H-2/H-3 Class I and SC AC5 Unlimited HVAC licenses, Mecklenburg County Journeyman's cards, and contractor license #2526, supporting both regulated residential refrigerant work and cross-state commercial projects. No venture capital, private equity, or external institutional investment is disclosed, and the firm has remained independent throughout its 78-plus-year history.

Name

Patterson Heating and Air Conditioning

Legal name

Patterson Heating and Air, LLC

Website

https://gopatterson.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

11–50 employees

Short description

Patterson Heating and Air Conditioning is a family-owned, Charlotte, NC-based HVAC services contractor founded in 1946, providing residential and commercial heating, cooling, heat pump, and indoor air quality services across the greater Charlotte metro via direct field-service delivery, subscription maintenance plans, and financed installations.

Ownership category

akta.pro rank

Product category

HVAC Services

NAICS

Plumbing, Heating, and Air-Conditioning Contractors (238220)

SIC

Refrigeration & Service Industry Machinery (3580), Auto Controls For Regulating Residential & Comml Environments (3822)

akta.pro primary industry

HVAC & Refrigeration Contracting (IMAFALAB)

akta.pro secondary industries

Residential HVAC System Installation (Furnace/AC/Heat Pump) (HSAOAGAA), New Construction HVAC Rough-In & Final Set (Residential/Light Commercial) (HSAOAGAL), HVAC & Industrial Ventilation (Chillers, AHUs, Exhaust, Filtration) (EUAEAFAE)

Keywords

• HVAC services
• Air conditioning repair
• Heating installation
• Indoor air quality
• Preventative maintenance

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Infrastructure

Revenue model

1. HVAC Repair Services: On-demand repair services for heating and air conditioning systems including furnaces, heat pumps, and AC units. Technicians arrive with fully stocked vans for same-day repairs. Revenue generated per service call.
2. HVAC Installation: New system installation including air conditioners, furnaces, heat pumps, and commercial HVAC equipment. Company offers free estimates and financing options (0% for 36 months) to facilitate large purchases.
3. Preventative Maintenance Plans: Recurring maintenance agreements providing two annual visits (one for heating, one for cooling), priority scheduling, 15% discount on repairs, and free diagnostic charges. Plans start at $18.75/month. New customer Comfort Guard plan priced at $176 for first system, $100 for each additional system.
4. Commercial HVAC Services: Commercial repairs, preventative maintenance, new construction and replacement HVAC services for businesses including offices, restaurants, churches, and retail spaces. Includes certified technicians with NATE certification and specialized commercial licenses.
5. Financing Services: Company facilitates financing through Wells Fargo, Synchrony Financial, and Payzer for new system purchases and repairs, enabling customers to pay over time.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Patterson Heating and Air Conditioning is a residential and commercial HVAC contractor based in Charlotte, North Carolina, providing air conditioning and heating repair, installation, and seasonal maintenance for furnaces, heat pumps, and AC units. The company extends its core HVAC work with add-on offerings including the Go Blue indoor air quality program (iWave-R bi-polar ionization, Phenomenal Aire cold plasma generators, attic tents, and whole-house humidifiers), preventative maintenance plans (Comfort Guard), smart thermostat installation with Alexa/Google Home integration, financing facilitation, and an online filter store.

Product overview

Patterson Heating and Air Conditioning offers a unified suite of HVAC services as a local contractor serving Charlotte since 1946. The core offering consists of residential and commercial heating and cooling services including AC repair, AC installation, heating repair, heating installation, and heat pumps. The company extends its services through add-on products including the Go Blue indoor air quality program (iWave-R air ionization, Phenomenal Aire cold plasma generators, attic tents, humidifiers), preventative maintenance plans (Comfort Guard plans with two annual visits and repair discounts), smart thermostat installation and integration with Alexa/Google Home, and financing services through Wells Fargo and Synchrony Financial partnerships. The company also operates an online filter store for air filter purchases.

Differentiator

Problem solved

Functional benefit

Brands

• Comfort Guard: Preventative maintenance plan offering two annual visits, priority scheduling, and 15% discount on repairs.

Products and services

• Air Conditioning Services Comprehensive air conditioning services covering repair, installation, and seasonal tune-up for residential and commercial properties. Includes free replacement estimates and 24-hour emergency availability with fully stocked service vans for same-day repairs.
• Heating Services Heating repair, maintenance, and new installation services for residential furnaces and heat pumps, with 24-hour emergency availability, free estimates, and financing options.
• Heat Pump Services Heat pump installation and service tailored to the Charlotte region's mild to moderate climate, marketed for energy cost savings.
• Commercial HVAC Services Full-service commercial HVAC for offices, restaurants, churches, retail spaces, and race shops, including repairs, preventative maintenance, new construction installation, rooftop packaged equipment, ductwork replacement, and thermostat installation. Performed by NATE-certified technicians with H-2/H-3 Class I (NC) and AC5 Unlimited (SC) commercial licenses.
• Comfort Guard Preventative Maintenance Plan Recurring residential maintenance agreement providing two annual visits (heating and cooling), priority scheduling, 15% discount on repairs, and free diagnostic charges. Plans start at $18.75/month; new customer pricing is $176 for the first system and $100 for each additional system.
• Go Blue Indoor Air Quality Solutions Integrated indoor air quality product line including iWave-R bi-polar ionization, Phenomenal Aire cold plasma generators, attic tent insulation covers, whole-house humidifiers, and air filtration. Free air ionization is offered with newly installed HVAC systems.
• Smart Thermostat Installation Wi-Fi-enabled smart thermostats that learn user behavior, integrate with Alexa and Google Home for voice control, enable remote temperature control via smartphone, and provide emergency HVAC system notifications.
• HVAC Financing Services Financing facilitation for new HVAC system purchases (Wells Fargo, Synchrony Financial) and repairs (Payzer), including 0% financing for 36 months on new systems with in-home credit decisions.
• Online Filter Store E-commerce storefront selling HVAC air filters and related supplies.

Quantifiable outcome

• iWave-R reduces COVID-19 by 99.4%
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Comfort Systems USA: National commercial mechanical contractor providing HVAC, plumbing, and building automation services. Comparable in commercial HVAC installation and service delivery, but operating as a public multi-region mechanical contractor rather than a local family-owned business.
• Carrier: Global HVAC equipment manufacturer with a dealer/servicer network that includes independent local contractors. Comparable in that Patterson operates within the same equipment ecosystem, but Carrier sits upstream as an incumbent manufacturer rather than a local service contractor.
• Lennox International: HVAC equipment manufacturer whose Dave Lennox, Allied Air, and Armstrong brands are installed by Patterson (Lennox systems explicitly referenced in customer testimonials). Comparable in the same equipment/service ecosystem but operates upstream as an incumbent manufacturer.
• Trane Technologies: Global HVAC manufacturer (Trane and American Standard brands) with a national dealer network providing installation and service. Comparable industry and channel relationship, though at dramatically larger scale and as an incumbent OEM rather than a local contractor.

Others

• R.E. Michel Company: HVAC distributor supplying equipment and parts to contractors across the Mid-Atlantic and Southeast. Sits upstream of Patterson in the value chain as a key equipment supplier rather than a competing service contractor.
• Benjamin Franklin Plumbing: Franchised residential plumbing services brand (owned by Authority Brands). Operates in an adjacent home services vertical with a similar local-franchise demand-generation and recurring-service model, but does not directly compete in HVAC service.
• HomeServe: Home services and home warranty platform that contracts with local HVAC contractors to fulfill service work for its members. Functions as a demand and customer-acquisition channel rather than a direct competitor, though it directly affects how homeowners discover and pay for HVAC service.

Direct peers

• Service Experts Heating & Air Conditioning: National HVAC service and installation contractor with a multi-location dealer/servicer model. Directly comparable to Patterson as a residential and commercial HVAC service provider doing repair, installation, and maintenance, though at substantially greater scale and geographic reach.
• One Hour Heating & Air Conditioning: Franchised residential HVAC service brand offering repair, installation, and maintenance with strong local-market positioning. Closely comparable business model to Patterson — local-market HVAC service contractor with marketing-driven demand generation.
• ARS / Rescue Rooter (American Residential Services): Large multi-brand residential HVAC, plumbing, and home services operator (privately held by CI Capital). Comparable as a residential and light-commercial HVAC service contractor with a regional branch model, but operating at substantially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/patterson-heating-and-air-conditioning

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Patterson Heating and Air Conditioning