TrueMonthMost HVAC owners can tell you last month's revenue. Fewer can tell you this week's booked-call rate, or which technician's close rate dropped. Revenue is the result. These eight numbers are the causes, and they move weekly.
1. Booked-call rate
Of the calls that could have become a job, how many did? Define it carefully: exclude existing-job calls, vendor calls and spam. Measured by CSR and by marketing source, it is the fastest signal in the business.
2. Close rate by technician
Of the opportunities a tech ran, how many sold? Split by job type, because a maintenance visit and a replacement estimate are different games. Compare each tech with the team, not with a guess.
3. Average ticket
Revenue per completed job, split by trade and job type. Watch it next to close rate: a tech whose close rate rises while average ticket falls may be discounting to close.
4. Cost per booked job, by channel
Marketing spend divided by booked jobs, per channel. This needs ad platforms, call tracking and the field-service platform joined, which is why most shops don't have it.
5. Callback rate
Jobs that needed a return visit within your window, commonly 30 days, as a share of completed jobs. It is a quality number and a cost number at once.
6. Maintenance agreements: sold, renewed, lapsed
Agreements smooth the seasons. Track net change weekly, not yearly, and you'll catch a renewal problem while it is still a phone call.
7. Jobs per technician per day
Capacity, measured. Low numbers in peak season mean dispatch or drive-time problems. High numbers in shoulder season can mean you are under-staffed for the next spike.
8. Receivables over 30 days
Cash, not revenue. Pull it from accounting, not the field-service platform, so it matches what your bookkeeper sees.
Make each one argument-proof
Every number above needs a written rule: what counts, what is excluded, which date it uses and which system it comes from. Write the rule once, apply it to every report, and the Monday meeting moves from "is that right?" to "what do we do about it?"
See how this looks for home and field services.