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🔍 1. Margin Per Job

You’re not running an HVAC company—you’re running a margin engine. Every job should prove it.

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Track This:

• Gross margin per job (Revenue - Direct Costs)
  
  
• Compare vs. floor target (e.g. 15%)
  
  
• Color code: Green = profitable, Yellow = close, Red = bleeding
  
  

Why It Matters:

• Tracks what you keep, not just what you book
  
  
• Flags low-performers fast
  
  

Need help fixing red jobs? Start with How Do I Stop the Margin Slide?

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🧱 2. Revenue Per Tech Per Week

Your best techs pay for themselves. Your weakest ones quietly erode profit.

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Track This:

• Total job revenue per tech per week
  
  
• Set a weekly target baseline
  
  
• Spot outliers above/below average
  
  

Why It Matters:

• Ties pay to performance
  
  
• Drives smart scheduling and training decisions
  
  

Want to tighten job-level pricing first? Read Is My Pricing Actually Making Money?

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🧮 3. Overhead as % of Revenue

Your fixed costs don’t care how booked you are. But your margins do.

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Track This:

• Monthly overhead / Monthly revenue = Overhead %
  
  
• Benchmark monthly to watch for drift
  
  

Why It Matters:

• Shows if growth is actually profitable
  
  
• Helps decide when to hire—or hold
  
  

Need a deeper HVAC-specific breakdown? Read Accounting for HVAC Companies (Westport Financial)

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🎯 4. Close Rate on Estimates

If you’re quoting constantly but not closing, something’s off.

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Track This:

• of approved jobs / # of estimates sent
  
  
• Break down by type (installs, service, maintenance)
  
  

Why It Matters:

• Reveals pricing gaps or sales issues
  
  
• Helps protect your calendar from dead leads
  
  

📦 5. Jobs Completed Per Day (By Crew Type)

Activity is not efficiency. Don’t just count jobs—watch throughput.

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Track This:

• Jobs completed per crew type (install, service)
  
  
• Overlay against gross profit
  
  

Why It Matters:

• Tightens dispatch
  
  
• Flags job types that drain time without paying back
  
  

Want to see where cash disappears despite full schedules? Read Booked Solid, So Where’s the Cash?

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💥 Final Takeaway:

You don’t need a 40-tab spreadsheet. You need 5 numbers you’ll actually look at every week. These numbers build financial control—and financial confidence.

📥 Grab the HVAC Financial Scorecard to track what actually matters.

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