HVAC OWNERS

Your team costs you  customers every week.

Now you can prove it.

You built this company from one truck. Now your dispatcher rushes callers off the phone. Your office takes 24 hours to reply. Your tech offers side deals on recorded lines. PerformanceX catches every interaction that costs you — from first ring to final invoice.

The Gap Between What You Hear in Morning Meetings and What's Happening on Your Trucks:

YOUR SERVICE MANAGER, MONDAY MORNING MEETING:

“Weekend calls went fine. No complaints. Techs are hitting their numbers.”

One weekend call was a $12,000 compressor replacement. Your senior tech called the homeowner back from his company phone and told her he could “handle it cheaper on his own.” The recording has it. ServiceTitan tracks jobs closed, not what your techs say to customers on company lines. You paid for the lead. Your tech is closing it under his own name.

Your office manager, weekly operations call:

“Phones are busy. Response times are good. The dispatch team is running smooth.”

Three calls last week went to voicemail because your dispatcher was on a personal call. One was a new customer from a Google ad you paid $200 for. She called your competitor instead, they picked up, and she booked with them. “No missed calls” means none in the log. The customers who hung up and called someone else don’t show up anywhere.

Your install manager, end of month review

“Revenue is up 12% from last month. Crew is booked out three weeks. We’re in good shape.”

Revenue is up because your install crew closed backlogged quotes, not because anyone sold new work. Meanwhile, your phones ring all day but your CSRs let most callers hang up without booking a single job. Your competitors pick up on the second ring. The customer who hung up already booked with them.

These aren’t bad people. They just can’t listen to every call, read every text, and review every email. can.  So you stop finding out what went wrong from a Google review and start finding out Monday morning, while you can still fix it.

90-SECOND DEMO:

SEE WHAT YOUR MONDAY  MORNING REPORT LOOKS LIKE

Your tech just told a homeowner he can do it cheaper on his own. Your CSR just hung up on a $12,000 install lead. See exactly how PerformanceX catches both in your Monday report.

No login needed. No complicated dashboard.  Just open the PDF and see the truth.

WHAT YOUR MANAGERS TELL YOU VS.
 WHAT THE RECORDINGS PROVE

What You're Working With Now

Monday morning meetings where every truck is "running fine" and every callback is "handled".
ServiceTitan dashboards that show jobs completed but not what your tech said to the customer on a recorded call.
Dispatch logs that show calls assigned but not that your best customer called three times last month and got a different tech every time.
CSR reports that count calls answered but not what your dispatcher actually said on those calls.
Google reviews that tell you what went wrong two weeks after the customer already called your competitor.
A gut feeling that one of your techs is running side work but no proof besides a rumor from another tech.

What You Get Every Monday

See exactly which tech gets rebooked by name and which one customers never call back. Scored and ranked weekly.
Know which property manager account is one bad service call from switching to your competitor, with the evidence to save it.
Track every inbound call from ring to resolution so you find out if your CSR rushed a $15,000 lead off the phone in 90 seconds.
Get proof when a tech pitches your customer on side work, with the recording and timestamp, so you act on evidence instead of suspicion.
Spot your best installer checking out weeks before they quit, not after they walk and take your customers with them.
Spend Monday mornings improving your close rate, fixing your phones, and making people decisions based on proof instead of gut feelings.

Here's Exactly

How PERFORMANCEX WORKS
FOR HVAC COMPANIES

You already know something is off. You just can’t prove it from morning meetings and ServiceTitan dashboards.

Here’s how we fix that. Three steps. The first takes 15 minutes. The last one repeats every Monday for as long as you want the truth.

We Connect

15 Minutes

Connect the tools your HVAC company already runs on: ServiceTitan, Nextiva, RingCentral, Zoom, Google Meet, Microsoft Teams, Zoho Mail, Slack, and your phone lines. No disruption. No IT team. Every Monday, each employee and their manager gets a performance report with specific wins, areas to improve, and next steps.

AI Analyzes

48hr Analysis

Name two people: the tech you suspect is running side work and the dispatcher your team says is great. Within 48 hours, we analyze 12 months of their calls, texts, and emails. You’ll see if the tech is doing side deals on your customers and whether the dispatcher is losing you jobs on the phone. Then you decide.

Clarity Delivered

Every Monday

Every Monday morning, you open one PDF. Your whole company, scored and ranked. Who’s delivering for customers, who’s losing jobs on the phone, and which tech said something on a call that’s about to cost you the account. The truth, with examples and timestamps, before your first truck rolls out.

Opportunity

122X

ROI From HVAC Companies That
Make People Decisions on Evidence, Not Gut Feelings.

Cost Risk

$65K+

To Replace One Experienced HVAC Tech. Nine to Twenty Weeks Before You Find the Next One.

First Contact

78%

Of Customers Buy From the First Responder. Lose Them on the Phone and They Never Call Back.

Retention

46%

Of HVAC Hires Fail Within 18 Months. Most Leave Because of People Problems, Not Pay.

PDF GUIDE

The Real Cost of Not Knowing What Your Team Is Doing

Free HVAC Guide

The Trust Tax: What It Really Costs When You Can't See What Your Team Is Doing

PDF GUIDE

The Real Cost of Not Knowing What Your Team Is Doing

Why each bad review costs HVAC companies up to $88K in lost revenue

The hidden “mirror effect” that drags your whole team down to your worst performer

A worksheet to calculate your actual Trust Tax in dollars

6-page PDF. No fluff.

Connect All Dots Every Week

FROM BLIND SPOTS TO FULL PICTURE:

That customer who called, emailed, then hired your competitor? Now you’ll know exactly where the ball got dropped.

What You Have

What You See

Monday Report:

15-Minute Setup

Connect once, monitor forever

Catches Everything

Calls, emails, texts – nothing missed

No New Apps

Works with what you have

The Always-On Retrospective for Your HVAC BUSINESS

A retrospective means looking back at what happened to improve going forward. PerformanceX continuously monitors every interaction, alerting you immediately to urgent problems while organizing everything else into clear weekly reports. Never miss what matters, never waste time guessing.

Real-time:

Instant alerts when someone costs you a customer on a recorded line.

Weekly:

One PDF per employee with scores, examples, and next steps.

Bi-weekly:

Which problems you fixed and which ones got worse since last Monday.

Monthly:

A month of evidence on every employee, ready if you need to act.

YOU LOST JOBS THIS WEEK.YOU JUST DON'T KNOW WHICH ONES YET.

A tech offered your customer a cash deal. A CSR rushed a $12,000 lead off the phone in 40
seconds. Both happened on recorded lines.
Get the proof to act.

Report Breakdown

Page 1

Red alerts

Who needs immediate attention this week

Pages 2-10

Individual Scorecards

Performance scores for every employee

Pages 11-15

Good Behaviors

Wins worth recognizing and reinforcing

Appendix

Conversation Excerpts

Key conversation excerpts that support each finding

Real Examples You'll See:

Jake

Responded to after-hours email from stuck tech with troubleshooting ideas

Mike

Replied to ABC Property: “We’ll get to it when we can” – no follow-up for 72 hours

Sarah

Dispatcher Sarah rushed through 5 emergency calls saying “we’ll call you back”

Tom

Told customer on recorded line to “call my cell for a better price”

PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.

Name Two People on Your HVAC Team.
See the Truth in 48 Hours.

Name Two People on Your HVAC Team.

See the Truth in 48 Hours.

Pick the tech you suspect is running side work on your customers. And the dispatcher your Service Manager swears is the best on the team. Two people. 48 hours.

You’ll see if the tech is pitching your customers behind your back, and whether the dispatcher is losing you jobs every time the phone rings.

Real Questions, Straight Answers

What is an acceptable callback rate, and how do I track it?

2-3%. If you’re higher, someone’s costing you money. PerformanceX integrates with ServiceTitan, linking callbacks to specific technicians. You see who’s rushing. Who’s cutting corners. Who’s blaming the last guy. Every Monday: callback rates by name. Stop discovering callbacks after the damage. Start catching the tech who’s causing them.

How do I know if my techs are badmouthing the company or competitors to customers?

If your phone calls are recorded and transcribed through platforms like Aircall, RingCentral, or JustCall, PerformanceX analyzes those transcripts for unprofessional language, negative company mentions, or discussions about competitors. You find out about reputation damage from the actual conversation, not from a bad review weeks later.

How do I identify which technician caused a bad review?

PerformanceX tracks customer sentiment from recorded and transcribed calls. When a customer expresses frustration, dissatisfaction, or uses language that signals a complaint is coming, our AI flags it immediately. You can intervene before the review goes live. Over time, you see which techs generate positive customer sentiment and which ones trigger complaints.

Is this tech upselling appropriately or scamming my customers?

You’ll hear exactly what he’s saying. “This could explode tonight,” when it’s a minor repair. “I wouldn’t let my family sleep here” to sell a $15,000 HVAC unit. Pressuring an 80-year-old into financing she doesn’t need. PerformanceX shows you the exact words. Upselling or scamming? You’ll know before it’s a lawsuit or a Google review.

Can PerformanceX detect a tech quoting inflated prices to customers?

If your calls are transcribed, yes. PerformanceX reads every transcript. “That’ll be $800,” when the job should be $400. “I can knock off $200 if you pay cash.” Quoting double to fund his side work. You’ll see the exact quotes and the transcripts from the exact calls. The exact customers he’s overcharging. No transcription? We can’t hear what he said. But if you record your calls, we catch it.

My dispatcher sucks, but I cannot explain why. Can PerformanceX help?

Yes. You’ll stop saying “sucks” and start saying exactly what’s wrong. She takes four rings to answer. She rushed a $15,000 lead off the phone on Tuesday at 2 pm. She told a property manager, “that’s not my problem.” PerformanceX gives you the receipts. Fix her or fire her. Your call.

I want to protect my best commercial accounts. Can PerformanceX help?

Yes. You’ll catch the problem before your property manager starts shopping. Your CSR took 48 hours to call them back. Your tech no-showed on Tuesday. Your dispatcher told them, “we’re too busy this week.” PerformanceX catches it all. You save the account. Or you find out who lost it, with proof.

A tech quit, and I think he is calling my customers. Can PerformanceX prove it?

Not once they’re gone. But PerformanceX would have caught it weeks ago: the Slack messages about side work, the “just call me directly” comments to your best customers, the plans he shared with coworkers. Next tech who tries this? You’ll see it coming. And you’ll act before your customer list walks out the door.

I just received a negative review, and I'm unsure which technician was responsible for it. Can PerformanceX help?

Going forward, yes. PerformanceX flags customer dissatisfaction from the actual conversation, not the review. When a customer expresses frustration on a call or sends an unhappy email, you know immediately. You can intervene before they post the review. Over time, you see which techs consistently generate positive sentiment and which ones create risk.

HVAC Owners : Name two people on your team.
See the truth in 48 hours

Your team lost jobs on the phone this week. You just don’t know which ones yet.

Fill in your details. 48 hours from now, you will.

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