Revalytics for HVAC · $1M+ · 3+ trucks

Your HVAC shop is
silently leaking
revenue every season.

Heating season looks nothing like cooling season, and neither one looks like your April. The shop that runs flat-out during an August heat wave is the same shop quietly losing $40,000 in aging replacement quotes during a quiet October. For shops with $1,200+ average ticket, every $1M booked typically corresponds to $2.6M in annual revenue leakage.

Revalytics is real time revenue control software built for residential HVAC. Five leaks mapped to your business model. A daily scorecard that reads your actual service mix. Alerts the second something's wrong. Nothing new for your CSR to log into.

$1M booked

$2.6M

Leaks annually.

Recovered typically

10–20%

Inside 90 days.

Shops with $1,200+ average ticket · Revalytics network data

Daily scorecard · HVAC · sample
Aug 14 · 97°F

Yesterday · Daily scorecard

Booked $42,180

29 service · 3 replacements · 11 tune ups · 2 aging quotes

Service calls
29 jobs · $9,860
Replacements
3 installs · $26,340
tune ups · member
11 visits · $2,180
Quotes · aging
2 quotes · $26,800 at risk
LSA dropped
1 call · 142s pickup · $58

Top priority today

Chen replacement ($14,800) aging 52h. Heat wave ends Thursday. Probability drops after.

01 - The five leaks in an HVAC shop

The leaks don't change.
The seasons do.

Residential HVAC shops leak revenue through the same five paths every time. What changes quarter-to-quarter is which path is bleeding fastest. Cooling season magnifies one set. Heating season magnifies another. The slow months expose the ones that were always there, just hidden.

01

The leak

After-hours emergencies

Eighty percent of emergency-HVAC conversions happen with the first shop that picks up. During a heat wave, your best customers call when their system fails at 9pm on a Saturday. If your on-call rotation missed a ring, you didn't just lose the $1,800 diagnostic. You lost the $14K system replacement the tech would have closed the next morning when the customer was desperate and the unit was already condemned.

Loss per miss

$1,500–$4,200

Higher during extreme weather · compounding replacement loss

02

The leak

Quotes without a call-back

When was the last time a tech wrote a $12,000 replacement quote and somebody in your office followed up at 24 hours? For most shops the answer is never unless the customer called first. The homeowner sits on the quote. Temperature shifts. They get a second opinion. By the time your system shows "estimate expired," a competitor already installed the equipment.

Average aged quote

$8,000–$22,000

Furnace · condenser · dual-fuel · mini-split · geothermal

03

The leak

The upsell nobody attached

UV lights. Media filters. Whole-home humidifiers. Zoning on the second floor. Surge protection on the new condenser. Membership enrollment at the end of a service call. Each one is an $800 to $3,400 attach. And each one is the kind of thing that only happens if your tech remembers to offer it. Across a year, across a fleet, that's six figures walking out the door without anyone noticing.

Per missed attach

$800–$3,400

IAQ · humidification · zoning · memberships · surge · ductwork

04

The leak

Dispatch slower than the weather

Pickup times that are fine in April get you killed in August. When it's 97 degrees outside, a homeowner with a dead AC gives your CSR about forty-five seconds before they dial the next number. Industry benchmarks show emergency-HVAC close rates collapse from 62% at 15-second pickup to 11% at 90 seconds. Your ad platform billed you either way.

Per slow LSA

$300–$1,200

Spike during heat waves & cold snaps · 4–9× a week for busy shops

05

The leak

The agency number that isn't real

Ask your marketing vendor what your Cost per booked job is on the AC-repair campaign. Not cost per click. Not cost per lead. Cost per booked job. Most owners can't get a straight answer because the agency isn't tracking it. The dashboard shows leads rolling in. Nobody's checking whether the $5,800 summer budget produced fourteen closes or forty-one. Until fall, when the numbers don't add up and nobody can explain why.

Wasted ad spend

30–60%

Google · LSA · Meta · Yelp · Microsoft

Every HVAC owner has a gut feel for which of these is the worst leak. Almost none have the receipts.

What lands in your inbox

One scorecard at 8 AM.
Three alerts when it matters.

Revalytics reads your ServiceTitan, Sera, or FieldEdge plus your call tracking and ad platforms and turns all of it into three things that show up where you already look. No new app. No retraining. Your dispatcher doesn't have a new tab.

01 - Revenue at risk

Recovery window callback queue

Slipped phone leads. The call that came in but didn't book. The voicemail that never got returned. The lead the CSR meant to call back but didn't. Revalytics surfaces them inside the recovery window, before the homeowner calls your competitor.

Recovery window · CSR callback queue · before the lead is gone

02 - Marketing burn

The Cost per booked job truth

The gap between what your agency says a lead costs and what a closed HVAC job actually costs you that's the burn. Revalytics ties every click and LSA answer back to a booked service call, replacement, or install. The fiction that your CPL is $22 dies the first week.

Typical first-month cut: 20–40% of ad budget

03 - Execution signals

Where the handoffs slip

Pickup time on LSA calls when it's 95°F. Replacement-consult close rates by tech. Which service calls attached an IAQ upsell, which didn't. Which tune ups flagged a replacement opportunity and which ones got walked away from.

Patterns, not blame

Delivery

SMS. Email. in app dashboard. Routed wherever your team already lives. Zero new dashboards added to your stack.

Works with your stack

The tools your shop
already runs.

Every HVAC shop runs a layered stack. Dispatch platform, call tracking, ad accounts, AI voice, payment processing. Revalytics connects to it read-only. No migrations. No data moves. The systems you trust stay the systems you trust.

Field service management ? Live

Whatever runs dispatch

  • ServiceTitan
  • Sera · HVAC-native
  • FieldEdge
  • Housecall Pro
  • Jobber
  • Service Fusion

Jobs, estimates, memberships, dispatch logs, tech KPIs, invoicing, pricebook. Read-only.

Call tracking · native ? Built in

Built in. No third party.

Revalytics call tracking is native to the platform. One vendor for you to manage, not three. Call data feeds the recovery window queue directly.

Ring time, talk time, source, CSR on the line. Every call tied to whether it turned into a service call, replacement, or walk. In real time, not month-end.

Ad platforms ? Live

Every channel that drives calls

  • Google Ads
  • Google Local Services (LSA)
  • Meta (Facebook / Instagram)
  • Yelp
  • Microsoft Ads
  • + 10 more marketing channels

Spend reconciled against booked service / replacement / install. Real cost per booked job.

Alert delivery ? Live

Your existing channels

  • SMS
  • Email
  • in app dashboard

Different alert categories to different owners. Aging replacements to the GM. Dispatch slips to the dispatcher. Marketing burn to the owner. Your call.

Proprietary AI ? Trade-trained

Built for the trades. Not a wrapper.

Revalytics runs proprietary AI trained on residential trade business data. Not a GPT wrapper. Not a generic SaaS model adapted to HVAC. Models built for the way trade businesses actually operate.

Trade-trained models. Every alert your shop sees comes from models we trained, on data that only Revalytics has.

Don't see yours? ? Ask

Probably connected anyway

Revalytics is built to read from any system that exposes a modern API. If your FSM or ad platform isn't listed, the odds are we already have a working integration. Or we can build one quickly.

Ask the team →

Keep the stack you have. We turn its data into signal, before the season turns on you.

Built for HVAC specifically

A shop like yours,
running what yours runs.

A tool that reads HVAC the way HVAC operators read HVAC. The service mix, the seasonal swings, the membership base, the FSMs your trade actually uses.

Service mix

Service, replacement, install. Separately.

A diagnostic ticket averages under $400. A furnace replacement is $12K. A full system install with ductwork pushes $25K. If your analytics blend those into one "revenue" number, you can't tell which line of business is sick.

Revalytics tracks each independently, so you see which pillar is quietly losing ground this quarter.

Memberships

The base nobody's watching

Your comfort club is 600 members. How many are up-to-date on their tune ups? How many have payment methods that expired last quarter? How many "active" members haven't had a touch in 14 months?

Member health gets its own alert stream. Attrition stops being a surprise at renewal.

Seasonal model

Benchmarked against your own history

A quiet week in October isn't a problem for a mature HVAC shop. It's Tuesday. But a quiet week in October that's 30% below your last three Octobers? That's a signal worth hearing.

Thresholds set against your shop, not a generic annual average.

FSM connections

ServiceTitan, Sera, FieldEdge, and the rest

ServiceTitan is widely used by HVAC shops at this size. Sera is built HVAC-native. FieldEdge is widely used in the $1–3M range. Housecall Pro, Jobber, and Service Fusion also connected.

One OAuth on the install call. Read-only. Your FSM stays exactly as it is.

Ad stack

Every channel HVAC actually uses

Google Search. LSA. Meta. Yelp. Microsoft Ads. Plus 10+ other marketing channels. Native call tracking built in.

Every attributable channel, every platform, tied to the actual booked job. Not to a click.

From 3 to 300 trucks

Scales with you, not past you

A 3-truck owner-operator gets the exact alerts a 30-truck regional gets. Team routing, location splits, and permission layers scale up as the shop does.

Bigger shops have more leaks to find. Revalytics finds them proportionally.

Proof · from HVAC shops

Two HVAC owners.
Two different leaks.

One was bleeding on aged replacement quotes. One had an LSA campaign quietly burning cash all summer. Both found out inside their first month on Revalytics.

? Placeholder · Replace before launch

[HVAC Customer 1 · Company Name · State]

The leak · [Leak category]

[$X]

"[Customer quote, 2–3 sentences in the owner's voice, describing which leak Revalytics surfaced and the concrete outcome. Should feel like something a real HVAC owner would say to another HVAC owner at a conference, not marketing-speak.]"

[IN]

[Customer Name]

[Role] · [Company]

? Placeholder · Replace before launch

[HVAC Customer 2 · Company Name · State]

The leak · [Leak category]

[$X]

"[Second customer quote, different leak category than Customer 1. Paint a specific picture of what the shop was missing and how Revalytics made it visible.]"

[IN]

[Customer Name]

[Role] · [Company]

Outcomes vary by shop size, service mix, and current leak profile. Permission on file for all named customers.

What HVAC owners ask

Straight questions.
Straight answers.

Is this another CRM for my HVAC business?+
It's not a CRM. Your FSM is already doing that job, whether that's ServiceTitan, Sera, FieldEdge, or something else. Revalytics is a monitoring and alerting layer that sits on top of whatever you run, reads the data you're already producing, and tells you when revenue is leaking. Nothing gets entered twice. Nobody logs into a new thing.
We're at $2.4M with 6 techs. Right fit?+
That's the middle of the fairway. Most of our HVAC customers are in the $1M–$10M range. At your size, a single aged replacement quote recovered pays for the product several times over. Shops your size typically have three or four aged quotes sitting untouched at any given moment.
How deep does the ServiceTitan integration go?+
Read-level access to estimates, jobs, invoices, memberships, dispatch events, tech performance, and pricebook references. We don't write back or modify your ST data. Everything shows up in your alerts within minutes of it happening in the field. Sera and FieldEdge integrations run the same way.
Will it see my membership program?+
Yes. Memberships are a first-class data object in Revalytics. Active counts, at-risk members (payment method expired, no recent touch), missed tune-up windows, renewal dates coming up. Most HVAC owners find 10–20% of their "active" membership list is effectively inactive on the first scorecard.
Are you competing with my marketing company?+
No. We don't run campaigns, write copy, or manage ad accounts. What we do is show you whether the campaigns your agency is running actually produce booked HVAC jobs. A good agency loves this because it proves their work. A bad one pushes back because it exposes them. Either way, you find out.
Does it handle our seasonal swings correctly?+
The model benchmarks your shop against your own seasonal history, so October doesn't get compared to August. After 30–60 days of data, your thresholds self-calibrate. No more "are we slow or is this just fall?" Revalytics tells you which it is.
What's the install time commitment?+
One thirty-minute call. We walk through the OAuth connections to your FSM, your call tracking, and your ad platforms together. You log in once to each; we configure the rest. Your first scorecard arrives the next morning. Your team does nothing. No training, no migrations, no workflow changes.
What does it cost after the trial?+
Plans start in the low four figures monthly. Pricing depends on shop size and which alert categories you keep active. Most shops recover the monthly cost on their first closed aged-replacement quote, which usually happens inside the first two weeks.
Start the trial

See every leak.
Every season.

Fourteen days on your real HVAC data. Your real replacement quotes, your real ad spend, your real tech and CSR activity. Nothing changes in how your team works. If the alerts don't pay for themselves before day 30, you walk. No card at signup.

No card · No new dashboards · First scorecard tomorrow

Moneyball for the Trades. For the HVAC operator who's done guessing which quarter the money went.