Team SPG Resources

HVAC Business Resources

Benchmarks, pay plans, pricing, and operations guidance for owners of residential HVAC companies — built from real numbers reported by shops like yours, not survey guesses.

2 topics8 articlesLast updated November 9, 2026

Revenue & Performance

5 articles

Close rates, average tickets, pay plans, and the levers that move daily revenue.

  • What should my billable hour rate be? (HVAC)

    Your billable hour rate must cover your shop’s costs and leave your planned profit. Divide total yearly costs by one minus your profit goal, written as a decimal. Then divide by planned billable hours. Use hours your techs can bill, not every hour you pay them for.

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  • Why do some HVAC techs close more calls than others?

    At coached HVAC shops, the bottom quarter of techs close 52.6% of their calls or less. The top quarter close 83.7% or more. They run the same kinds of calls for the same kinds of customers. The difference is not talent. Top techs follow the same steps, in the same order, on every call.

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  • What's the average close rate for an HVAC tech?

    No single average close rate works for every HVAC shop. A useful comparison starts with the calls your techs run and who handles system sales. Compare techs with similar duties, then review their full KTI. Use revenue per truck to check overall productivity, rather than judging the shop by close rate alone.

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Scalability

3 articles

Adding trucks, managers, and locations without losing the wheels.

  • What KPIs should I track while scaling my HVAC business?

    There are a lot of KPI's that could and should be tracked. Fortunately there are a few we really want to pay attention to as an HVAC shop. Its very important as well to understand that you need to track KPI's not just for the business over all, but your key verticals. One KPI that you will want t o track is your close…

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  • How do I scale my HVAC business?

    The short answer: scaling doesn't just mean a bigger version of what you're already doing. It's building a business that doesn't need you in every decision. Owners who scale stop being the best tech, the best closer, and the default answer to every question in the building. They replace themselves with written…

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  • How do I make my HVAC business run without me?

    Your business runs without you when the questions that interrupt your day have a written answer instead of your phone number. You don't need to document everything — a few short, written rules cover most of what actually reaches you. Start with three systems: how calls get booked, which job gets the truck first, and…

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Free software

SOS for hvac shops

Guides to running a HVAC shop on SOS, the free Service Operating System: the TV leaderboard, daily KTIs, budget, courses, and assessments.

  • What are the key performance indicators for an HVAC company?

    An HVAC company should track two sets of key performance indicators. For each technician: calls ran, calls sold, close rate, revenue, average ticket, maintenance plan close rate, and callback rate. For each CSR: leads, booked calls, booking rate, maintenance plan chances, and plans sold on the phone. Set a goal for…

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    KPIs
What SOS is and what the free level includes