The KPI Scorecard
Built for HVAC Teams
See your most important numbers in one simple scoreboard so you can spot issues early and coach faster.
Most HVAC companies don't have a KPI problem.
They have a visibility problem.
Your numbers exist, but they're scattered across reports, screens, and spreadsheets. So you end up managing the business by feel.
- You don't notice a dip in close rate until the board is light
- Average ticket slides and no one can explain why
- Memberships stall, but it doesn't show up in the day-to-day
- Tech coaching turns into opinions instead of numbers
- The crew is always busy, but your bank account shows you're struggling
- You're raising pricing, but without clean job costing, you can't tell what's actually profitable
A simple HVAC KPI scorecard your whole team understands
Our KPI scorecard fixes your visibility problem by putting your business on a simple scoreboard.
Instead of digging through reports or waiting until it's too late, you get one place to see the numbers that actually drive results — updated in real-time. Break performance into the areas you actually manage: CSR and sales, technician performance, finance, and more.
The biggest advantage is timing. When something starts slipping, you see it early — while there's still time to correct it.
Stop making them about opinions and start focusing on data-driven decisions.
One source of truth with clear goals and benchmarks.
With clear KPI targets, expectations are clear and consistent.
Always know if you're falling behind by tracking key metrics against goals.
No more vanity metrics. No more numbers that don't bring value.
The scorecard works for all departments and team members.
See exactly when you reach your goals — and celebrate them.
What's on the HVAC KPI Scorecard
A gamified scoreboard everyone can follow
The scorecard is visual and built to be seen, so it's easy for everyone to use — from the business owner to the field service techs.
Daily KPIs and goals
Your key performance indicators are tracked against goals and displayed in a way that makes it obvious what's on pace and what's slipping.
Automatically updated
Your progress is tracked automatically in real-time — no manual updates or custom dashboards.
Track every department & employee
See performance for each department and employee at a glance, making it easy to spot inefficiencies and opportunities.
Built-in motivation
Leaderboards, contests, and recognition make goals feel worth chasing — turning the scorecard into a daily ritual.
Meetings that run themselves
Use it in huddles, 1-on-1s, and performance overviews so conversations stay focused on facts, targets, and next actions.
From annual goal to daily win plan in 60 seconds
Tell us your goal
Answer 5 simple questions: your annual revenue target, your trade, your customer types, and your team size. That's it.
We do the math
Scorecard automatically calculates your monthly goals (adjusted for seasonality), your daily targets, and the 7 Core KPIs that drive revenue.
Check it every morning
Open Scorecard and see exactly what needs to happen today. Leads. Calls booked. Service calls. Estimates. Installs. One screen. No guessing.
You have the data. We turn it into a habit.
Most HVAC companies already have the data. The problem is getting it into a format your team will actually use every day, with targets that are clear for everyone.
DIY dashboards usually become a side project. This stays current without someone babysitting it.
The whole team sees the same goals and numbers. No more debates, no "my report says something else."
Simple yet actionable — designed for everyday use in huddles, meetings, and coaching.
This KPI scorecard gives your HVAC team a clear, visual view of performance, so you can see at a glance where you're winning or losing.
Track KPIs by role with department views
Many HVAC businesses make the mistake of tracking every KPI in one report — that's where things get messy. Gross margin sitting next to callbacks, marketing ROAS, and lead volume makes it harder to see what's going on.
Filter by department, so if revenue is down, you can trace the issue back to the right area and fix what's actually causing it.
That makes your HVAC KPI scorecard much clearer, more actionable, and far more useful for day-to-day decision-making.
Filter the metrics that matter for each role
CSR / Sales
- Calls booked
- Estimates run
- Estimates sold
- Sold dollars
Technician Performance
- Installs revenue
- Installs completed
- Service/maintenance revenue
- Service calls completed
- Maintenance plans sold
Leadership
- Revenue pace (today / WTD / MTD)
- Gross margin
- Leads
- Calls booked
- Service calls completed
- Maintenance plans sold
- Installs completed
How HVAC teams use the scorecard
Daily huddles
Start the day with one screen so everyone knows what matters today.
Weekly meetings
Review targets vs actual, pick the bottleneck, assign next actions, move on.
Tech coaching & 1:1s
Coach off the same numbers every time. Clear targets keep everyone aligned.
Protecting profitability
Catch early warning signs before they turn into margin problems.
Who it's for
Home Service Scorecard is for HVAC teams that want clear KPI visibility.
- New HVAC companies that want to build good habits early
- Mid-size air conditioning companies getting too busy for basic templates
- HVAC service teams trying to scale smartly
- Business owners who want accountability
- Any operator in the HVAC industry that uses ServiceTitan
Frequently asked questions
You want a short list that tells you, fast, if you're winning the week in demand, conversion, field performance, and profitability. A solid starting set: leads, calls booked, installs completed, service calls completed, revenue, and gross margin. For the full breakdown, see our HVAC KPI guide.
Ready for a scoreboard your team will actually use?
See exactly how the HVAC KPI scorecard plugs into your existing stack — no setup, no spreadsheets.