HVAC
HVAC Close Rate Calculator
Your hvac close rate, and what one more point of it is worth in revenue.
Result
A close rate is only comparable against your own history. It moves with how you count a quote, with the mix of work and with how quickly you follow up, so the trend matters more than the number.
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About this calculator
What counts as a quote?
Be consistent rather than correct. If a rough price over the phone counts one month and not the next, the rate tells you nothing.
Is a high close rate always good?
No. Closing nearly everything usually means the prices are too low. A rate that climbs while margin falls is a warning, not a win.
Why does follow-up matter so much?
Most quotes are not refused, they are forgotten. A second contact within a few days moves the rate more reliably than lowering the price.
The formula
close rate = jobs won / quotes given
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Estimating is the easy part
The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.