October at a glance

CallRail tags every call with where it came from, and ServiceTitan tells us which calls turned into a booked job. More than half of your work came in free: Maps, repeat customers and referrals. That is why the Google Business Profile and the review replies get as much attention as the ads. Google Ads looks small because it only runs for new-system installs, and nine installs is a lot of money.

Tune-ups are a third of the visits and a tenth of the revenue, and that is fine: they are the membership promise, and 11 of October's 14 installs came from a tech spotting a tired system on a tune-up. Furnace repairs doubled from September as the heat went on. AC repair will keep shrinking until April. The table adds up to the $216,500 on the Finance tab.

From ServiceTitan timesheets and the truck GPS. Above 80% is excellent; below 65% means the schedule, not the tech, needs attention. Kevin started in September and is riding along on installs, so his number should climb through the winter. Ray's week is split by a long drive to Melville on Tuesdays and Thursdays; the dispatcher is grouping those jobs from Nov 9. Each point of utilisation across six techs is worth about $1,400 a month.

Thirty minutes faster than September, and the same-day promise was kept on 97% of repair calls. The gain came from grouping jobs by town so trucks stop criss-crossing the island. Reviews mention speed more than price, so this number is worth protecting when the cold snap hits.

So you can see where each number on this tab comes from and when it was last read. Read-only connections through each platform's official API; we never hold your passwords. If a connection breaks, its card turns red and we fix it before the next morning.

Nextdoor is where people ask “anyone know a good HVAC guy?”, and recommendations are the answer. Useful posts that are not selling anything get recommended; the two that mentioned the maintenance plan got a quarter of the reach. November's posts: what a $19 tune-up catches, and how to read your thermostat's error codes.

6,840 people searched for a heating or cooling company and saw your listing; 486 tapped the phone number without visiting the website. That is the biggest single source of booked calls on the Overview, and it costs nothing. We keep it fed: new photos monthly, hours updated for holidays, every review answered, and the service area matched to the six towns on the Jobs tab.

Fourteen installs were 46% of the month's revenue; that is normal for October and it is why the install quotes on the Jobs tab get followed up first. Over 90 days AC repair is the second-biggest line, which it will not be again until spring. Tune-ups look small but 11 of the 14 installs started as a tune-up visit.

Parts went up because installs went up (14 against 11); that is good cost. Overtime was the cold week of Oct 19 to 25 and is expected. Truck repairs is van 4's transmission, a one-off. Marketing rose because we raised the Local Services bid when it was clearly working. Fuel fell because drive time per job fell; the GPS routing is paying for itself.

Homeowners pay on the day; builders and property managers pay on their own calendar. All three late ones are commercial. Reminders went out Nov 2 from QuickBooks, and the bookkeeper calls the Huntington builder on Nov 6 if nothing lands. From January, commercial jobs over $2,000 get a 50% deposit through Stripe, same as installs.

These three say what the ads cannot: showed me the part, quoted the number and stuck to it, measured the house. Those lines go into November's Local Services profile and the financing page, in the customers' words. We pick three a month that each say something different.

People are telling you what they are buying: punctuality and a straight explanation. Price comes third and it is “fair”, not “low”, which means there is room in the ticket if the service holds. “Explained everything” is the phrase that separates you from the big franchises in reviews of their work, so the techs' habit of showing the part is worth keeping as a rule.

Every reply names the tech, answers anything the customer asked, and gives a reason to call again. No “we appreciate your feedback”. For a low review the reply says what went wrong, what was done about it, and offers a phone call; it never argues. You see every draft before it goes; after three months of approving them unchanged, most owners let us send them straight away. Your call.

A tech who gets named is a tech who is asking, and the thank-you text goes out under his name. Mike runs the most calls so he leads, but Kevin has seven mentions in two months on the job, which is a good sign for a new hire. Read these out at the Monday meeting; it does more for the review count than any script.