An HVAC shop
Not a client. This is what a leak check and Leak Report look like.
ExampleFive techs, about 30 calls a week, service calls all year and replacements in the heat and the cold.
What the leak check looks at
Missed calls
What happens to the calls nobody can get to during a heat wave or a cold snap.
Estimates that go quiet
What happens to replacement quotes that don’t close in the first week.
No-shows
How many service calls end with a tech at a door nobody answers.
From the Leak Report
Missed calls
ExampleAbout 15 of every 100 calls go unanswered, and about 4 in 10 of those would have booked.
About $11,691 a month of work walking away (30 calls × 15% × 40% × $1,500 × 4.33 weeks).
Estimates that go quiet
Example20 replacement quotes went out last month; 6 closed, and 14 got no second call.
If two more close, that’s about $18,000 a month at a $9,000 replacement.
No-shows
ExampleAbout 6 service calls a month where nobody was home.
About 6 lost truck rolls a month, each an hour or more of a tech’s day.
The fix options
Answer every call
- We'd build this for youWhen you can’t pick up, the caller gets a text back within seconds with a link to book.
- Built, not yet in daily useCustomers pick a real open time online and it lands on your calendar.
Follow up every quote
- We'd build this for youFollow-ups that go out on their own when a quote hasn’t been answered.
Confirm every visit
- Built, not yet in daily useA confirmation email when the job is booked, and a reminder the evening before.
- Built, not yet in daily useA review request by email the morning after the job.
Each option is priced against what its leak costs, after the diagnostic. Nothing here is a real business.