How it works
- Split the goal: install revenue = goal × % from installs; service revenue is the rest.
- Jobs needed = each side's revenue ÷ its average ticket. Add them for total jobs, then divide by 12 months, 52 weeks, or your working days.
- Calls needed = jobs needed ÷ close rate. At a 50% close rate you need two calls for every sold job.
- Revenue per tech = goal ÷ number of techs. Per day = that ÷ working days.
If the per-day numbers look impossible, you have three levers: a higher average ticket, a higher close rate, or more techs and calls. The calculator shows you which one has to move.
Things this leaves out
- Seasons. The per-month and per-day numbers are averages. Most shops need far more in peak months and fewer in the shoulder season.
- One close rate for everything. Service calls and install proposals usually close at very different rates. For a closer look, run the calculator twice: once with only service (install share 0%) and once for installs.
- Maintenance visits and callbacks. Visits that bring in little or no revenue still take a truck's time, so your real daily schedule is fuller than the job count shows.
- Profit. Revenue is not profit. Check that the tickets you enter actually leave the margin you need.
Where to get your numbers
The guide The HVAC KPIs Every Shop Owner Should Track (2026) shows how to pull average ticket, close rate, and revenue per tech from your own records. We don't quote an industry benchmark for these here — they swing a lot with install vs. service mix and local pricing. That's what the anonymous Owner Numbers survey collects, so owners can compare against real peers.
Related tools
Average ticket too low to hit the goal? The markup vs margin & flat-rate price calculator shows what your prices should be, and the HVAC break-even hourly rate calculator shows what an hour really costs. Need more calls? The HVAC marketing ROI calculator shows what each new customer costs. The HVAC maintenance agreement calculator shows how plan members bring steady work, and the HVAC technician turnover cost calculator shows what it costs when a tech you're counting on leaves.
Building to sell one day? The HVAC business valuation calculator turns your profit and add-backs into SDE and a value range.
Have enough techs for those jobs? The HVAC technician capacity calculator turns jobs per week into techs needed at normal load and at peak.
Close rate lower than it should be? The HVAC missed call revenue calculator shows what unanswered calls and a low booking rate cost you each year.
Revenue uneven across the year? The HVAC slow-season cash reserve calculator shows how much to set aside in busy months to cover the slow ones.