HVAC Business Health Scorecard
Rate your HVAC company across 10 key metrics. Get benchmarked against top performers in 3 minutes.
Business Health Scorecard
Answer each question honestly. Your score benchmarks against top-performing HVAC companies.
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Your Score
The 10 KPIs We Measure
| KPI | Benchmark (Top Performers) |
|---|---|
| Annual Revenue | $500K–$5M for SMB |
| Net Profit Margin | 15–20%+ |
| Average Ticket Size | $350–$500 service / $4,500+ installs |
| Close Rate | 30–50% service / 20–35% installs |
| Google Reviews | 100–300+ with 4.5+ rating |
| Marketing Spend | 7–10% of revenue |
| Technician Count | 1 office per 5–7 techs |
| Service Agreement Revenue | 30–40%+ of total |
| Website Traffic | 500–2,000+ visits/month |
| Customer Retention | 70–85%+ annual |
FAQ: HVAC Business KPIs
Most important KPI for an HVAC business?
Net profit margin — it reflects overall health of pricing, operations, and cost control.
What is a good HVAC close rate?
30–50% for service calls, 20–35% for installations.
How many service agreements should I have?
Aim for 30–40%+ of total revenue for stable, predictable cash flow.
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