HVAC & Home Services · Reporting & Admin
Marketing ROI Tracker
HVAC companies often know which channels drove calls but not which ones turned into booked jobs, installs, and collected revenue. This tracker follows leads from source to sale so the owner can see whether Google Ads, Local Services Ads, Yelp, SEO, or referrals are actually producing profitable work.
How It Works
Capture lead source data
Inbound calls, form fills, and booked appointments are tagged with their original marketing source.
Tie leads to jobs and revenue
Those leads are matched to completed work, signed estimates, and invoices so the revenue path is visible.
Calculate channel results
The system shows booked jobs, average ticket, close rate, and revenue by source, not just lead count.
Highlight best and worst spend
Underperforming channels are easy to spot so budget can be shifted toward the sources producing real work.
Tools & Platforms
Key Benefits
Shows which lead sources actually generate revenue Improves ad budget decisions with job-level outcomes Reveals which channels produce high-value replacement work Stops the team from overvaluing low-quality lead volume
In Practice
The owner learns that Yelp drove plenty of calls but almost no booked installs, while Local Services Ads produced fewer leads with a much higher close rate and average ticket.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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