How it works
- Missed calls = calls per week × % missed.
- Callers lost = missed calls × % who call a competitor instead.
- Jobs lost = callers lost × your booking rate. We assume a lost caller would have booked at the same rate as the calls you do answer.
- Per month and year: jobs per week × 52 weeks, and that ÷ 12 for a month.
- Revenue lost = jobs lost per year × average ticket.
- Booking-rate gain = answered calls × the points you add × 52 weeks × average ticket. It only counts calls you already answer, so it stacks on top of fixing missed calls.
Where to get your numbers
- Calls and missed calls: your phone system, VoIP provider, or call tracking report. Count after-hours and lunch-hour calls too — that's often where they go missing.
- Booking rate: jobs booked from phone calls ÷ calls answered, for the same week or month. Your field service software's job list and the phone log are enough.
- Average ticket: revenue ÷ jobs for the same period.
- Who calls a competitor: nobody can see this for sure. Try a low and a high guess and see how much the answer moves.
We don't quote typical missed-call or booking rates here because we haven't found a solid public source for them. That's what the anonymous Owner Numbers survey collects, so owners can compare against real peers.
Things this leaves out
- Lifetime value. A new customer you keep may come back for years or join your maintenance plan. This counts only the one job.
- Cost to fix it. An answering service, an extra CSR, or call-handling training costs money. Compare that cost to the revenue here.
- Profit vs revenue. These are revenue numbers. Multiply by your gross margin to see the profit.
- Spam and wrong numbers. Leave those out of your call count.
For scripts and a plan to answer more calls and book more of them, read the guide HVAC call booking rate and CSR guide.
Related tools
Paying for the calls you're missing? The HVAC marketing ROI calculator shows what each lead and new customer costs you. Setting a revenue target? The HVAC revenue goal calculator turns it into jobs and calls per day. More booked jobs means more hours on the trucks — the HVAC technician capacity calculator shows whether your team can handle them.
Once calls are booked, how many turn into sold jobs? The HVAC sales funnel & close rate calculator follows leads through booking, run, and close rates to revenue and gross profit.