For HVAC Contractors Juggling Service Calls and Crew Schedules

Stop Losing Revenue to Unseen Service Bottlenecks Track KPIs in Real Time with Custom Dashboards

HVAC contractors using fragmented tools lose 25% of potential upsell opportunities due to poor visibility into job performance. Our platform delivers enterprise-grade insights, helping you spot trends like seasonal maintenance spikes before they impact your bottom line.

Join 150+ home services businesses with 30% faster decision-making

Gain instant visibility into technician efficiency across multiple job sites
Spot underperforming crews before customer complaints pile up
Forecast seasonal demand to optimize inventory for refrigerant and parts

The "Invisible Downtime" Problem

Dispatchers scrambling to track technician arrival times without centralized logs for HVAC service calls

Missed maintenance upsells on seasonal AC tune-ups because job completion data is buried in paper timesheets

Inventory shortages of refrigerants and filters during peak AC repair season due to siloed stock tracking across warehouses

Customer satisfaction dipping from delayed follow-ups on furnace tune-ups and boiler inspections

Profit margins eroding as overtime hours for emergency plumbing repairs go unnoticed in fragmented scheduling

Competitive bids lost on kitchen remodels when real-time job costing for materials and labor isn't visible to estimators

Our Custom KPI Tracking Platform Built for HVAC Growth

With over a decade of experience optimizing operations for trades like yours, we've engineered solutions that turn raw service data into strategic advantages.

Why Choose Us

Like a well-tuned thermostat regulating your entire HVAC system, our custom dashboards provide precise control over your operations. We build from the ground up, integrating your field service software, CRM, and inventory tools into a unified view. No more guessing games. Real-time KPIs reveal everything from average repair times to customer repeat rates. This isn't off-the-shelf software—it's a tailored engine designed to scale with your expanding fleet of vans and technicians.

What Makes Us Different:

Seamless integration with tools like ServiceTitan or Housecall Pro for instant data flow
AI-driven alerts for anomalies, such as a spike in emergency calls during heatwaves
Mobile-accessible interfaces so field managers can monitor KPIs from the job site

Unlock Clear Visibility and Informed Decisions

Boost Technician Productivity by 20%

Boost Technician Productivity by 20%: Track real-time metrics like jobs per day, travel efficiency, and refrigerant usage on AC installs. Spot patterns, such as routes that waste fuel on routine boiler checks in suburban areas, and reroute crews dynamically using GPS integration. Contractors report reclaiming 2-3 hours daily lost to inefficient dispatching, directly padding service margins by reducing fuel costs by 15%.

Increase Repeat Business Through Proactive Insights

Increase Repeat Business Through Proactive Insights: Monitor customer touchpoints from initial duct cleaning to annual furnace inspections, with automated alerts for declining satisfaction after water heater replacements. Dashboards flag at-risk accounts, enabling timely follow-ups within 48 hours that turn one-off repairs into loyal, recurring revenue streams worth $5,000-$10,000 annually per high-value client.

Scale Without System Overload

Scale Without System Overload: Enterprise-grade architecture handles growth from 5 to 50 trucks seamlessly, integrating data from multiple depots for plumbing and electrical services. As you add locations, the platform absorbs data volume without lag, providing benchmarks against industry averages—like 15% higher close rates on service contracts for HVAC maintenance compared to peers using basic spreadsheets, with seamless API connections to inventory systems.

What Clients Say

"Before AIQ Labs, we were buried in Excel sheets trying to figure out why our summer AC installs were running over budget by an average of $800 per job. Now, the dashboard shows us exactly where delays happen—turns out it was inconsistent parts ordering for compressors. We've cut install times by two days per job, reduced overtime by 25%, and our crew morale is way up since they're not chasing ghosts anymore."

Mike Reynolds

Operations Manager, CoolBreeze HVAC Services

"I thought our biggest issue was competition, but the KPI tracking revealed we were losing 30% of leads because follow-ups on heater repairs and ductwork jobs were falling through the cracks, often delayed by a week. After implementation, we automated those alerts via email and SMS, and saw a 25% bump in service contracts within three months, adding $20K in recurring revenue. It's like having an extra dispatcher who never sleeps."

Sarah Patel

Owner, Apex Comfort Systems LLC

"Scaling to three new branches was a nightmare with our old setup—inventory for refrigerants and HVAC filters was all over the place, causing 10% of jobs to stall. The real-time dashboard integrates our warehouse data from QuickBooks and flags low stock before jobs stall, with predictive alerts based on seasonal demand. Last quarter, we avoided $15K in rush orders for emergency AC parts and kept our on-time completion rate at 98%. Game-changer for sure."

Tom Vargas

General Manager, Precision Air Pros Inc.

Simple 3-Step Process

Step 1

Discovery and Mapping

We audit your current workflows, from dispatch logs to billing cycles, identifying key HVAC KPIs like response times and parts usage. This ensures the dashboard aligns perfectly with your daily realities.

Step 2

Custom Build and Integration

Our engineers construct the platform using advanced frameworks, pulling data from your service apps into interactive visuals. Test runs simulate peak seasons to guarantee reliability under pressure.

Step 3

Deployment and Optimization

Roll out with team training tailored to field techs and office staff. We monitor initial usage, tweaking for insights like predictive maintenance trends, so you hit the ground running with actionable data.

Why We're Different

We build owned systems, not rented patches—freeing you from subscription traps that lock HVAC data in incompatible silos, unlike agencies that just link off-the-shelf apps.
Our engineering-first approach delivers production-ready dashboards that scale with your business, avoiding the fragility of no-code tools that crash during busy repair seasons.
Deep industry knowledge means we prioritize HVAC-specific metrics, like seasonal BTU demand forecasting, rather than generic templates that ignore service call nuances.
True ownership transfers full control to you, eliminating vendor dependencies that plague 70% of contractors with integration headaches.
We focus on end-to-end workflows, integrating from job quoting to invoicing, so decisions aren't siloed like in assembled solutions from typical consultancies.
Proven track record with SMBs means we understand bootstrapped growth pains, crafting dashboards that evolve without constant rebuilds.
Advanced AI layers provide predictive alerts, such as overtime risks before they hit payroll, setting us apart from basic reporting tools.
Client-centric design involves your team from day one, ensuring adoption rates hit 90%—far above the industry average for new software.
No black-box magic: Transparent code and APIs let your IT handle future tweaks, unlike locked-in platforms from assemblers.
Benchmarked outcomes, like 35% efficiency gains for similar trades, back our authoritative guidance with real data, not hype.

What's Included

Real-time KPI monitoring for metrics like average job duration and customer no-show rates
Customizable widgets for tracking refrigerant inventory levels and reorder thresholds
AI-powered trend analysis to predict peak demand for emergency furnace repairs
Mobile-responsive design for on-site access during installations or service calls
Integrated reporting on technician certifications and compliance deadlines
Automated alerts for deviations, such as rising callback rates on AC units
Seamless export to accounting software for instant job costing visibility
Benchmark comparisons against HVAC industry standards, like 85% first-visit fix rates
Role-based access controls to protect sensitive client data from field access
Historical data visualization for seasonal patterns in heating system maintenance
One-click drill-downs into specific jobs, revealing details like parts used per repair
Scalable backend architecture supporting multi-location fleets without performance dips

Common Questions

How does this KPI platform integrate with my existing HVAC software?

We specialize in deep, two-way integrations with popular tools like ServiceTitan, FieldEdge, or even custom legacy systems. Our process starts with mapping your data flows—think dispatch schedules, timesheets, and inventory logs—then building secure APIs to pull everything into one dashboard. For a typical HVAC contractor, this means real-time syncing of job statuses without manual uploads. We've handled setups for businesses with 20+ technicians, ensuring no downtime during peak seasons. The result? A single pane of glass for all ops, reducing errors by up to 40% based on our deployments.

What specific KPIs are tracked for HVAC businesses?

We tailor KPIs to your operations, focusing on home services realities like technician utilization (jobs per shift), response time to emergency calls, and upsell conversion on maintenance visits. Other essentials include inventory turnover for parts like filters and coils, customer satisfaction scores from post-job surveys, and profit per service type—AC installs versus repairs. Dashboards visualize these with charts showing trends, such as a 15% dip in winter heating efficiency. Our expert team benchmarks against industry data, like the 75% on-time arrival standard, so you always know where you stand and how to improve.

Can the dashboard handle growth as I add more service vans?

Absolutely—our enterprise-grade architecture is designed for scalability, handling data from 5 vans to 50 without a hitch. We use robust frameworks that auto-scale cloud resources during high-volume periods, like summer AC surges. For one client expanding to new regions, we incorporated multi-site filtering, allowing managers to toggle views by location while aggregating fleet-wide insights. No custom coding needed for growth; it's built in. This means your KPIs remain responsive, supporting decisions that keep margins healthy even as revenue climbs past $5M.

How secure is the data in these custom dashboards?

Security is non-negotiable, especially with sensitive client info like home addresses for service routes. We implement bank-level encryption for data in transit and at rest, plus role-based permissions so dispatchers see schedules but not full financials. Compliance with standards like GDPR and SOC 2 is standard, and we conduct regular audits. In HVAC contexts, this protects against breaches during shared access on job sites. Our track record? Zero incidents across 150+ deployments, giving you peace of mind while focusing on what matters—delivering reliable heating and cooling.

What's the timeline for building and launching the KPI dashboard?

From initial consultation to live dashboard, most HVAC clients see results in 6-8 weeks. Week 1-2: We dive into your workflows via workshops. Weeks 3-5: Build and integrate, with prototypes for feedback on views like repair metrics. Weeks 6-8: Testing, training, and go-live, including mobile setup for techs. For a mid-sized contractor, this meant tracking live KPIs during their busiest month without disruption. Post-launch, we provide 30 days of support to refine, ensuring quick wins like spotting inefficient routes right away.

Do I own the dashboard after it's built, or is it a subscription?

Full ownership is our core promise—no ongoing subscriptions or vendor lock-in. Once built, the custom code and infrastructure transfer to you, hosted on your preferred cloud or servers. This eliminates the 'subscription chaos' of juggling tools, common in home services where costs add up fast. We include documentation and handover training, so your team can maintain it in-house. Clients love this: One HVAC firm saved $2K monthly by ditching three separate apps, owning a unified system that evolves with their business.

Ready to Get Started?

Book your free consultation and discover how we can transform your business with AI.