Your Best Tech Just Stole 3 Commercial Clients.
We Could Have Warned You.
Your dispatcher rushes callers. Your office takes 24 hours to reply to emails. Your tech offers cash deals. PerformanceX catches every interaction that costs you customers – from first ring to final invoice.
- ✓ See who's losing you calls before they become customers
- ✓ Weekly reports on every employee - dispatcher to tech
- ✓ 100% legal - like security cameras for your entire business
Right Now, In Your Business:
You’ll find out in next week’s Google reviews. Or Monday’s PerformanceX report.
90-Second Demo:
Catch Your Tech's Next Cash Deal
See the exact reports you’ll get every Monday
No login needed. No complicated dashboard. Just open the PDF and see the truth.
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 property managers are ignored
Bi-weekly:
See why customers are unhappy & who’s responsible
Weekly:
Individual performance reports on every employee
Monthly:
Instant alerts when property managers are ignored
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
Automatically delivered to you weekly
Monday Report:
•Sarah: Hung up on 3 calls.
•Mike: Ignored urgent email.
•Tom: Offered side job.
•Jake: Saved 2 accounts.
What You Have
What You See
Automatically delivered to you weekly
Monday Report:
•Sarah: Hung up on 3 calls.
•Mike: Ignored urgent email.
•Tom: Offered side job.
•Jake: Saved 2 accounts.
15-Minute Setup
Connect once, monitor forever
Catches Everything
Calls, emails, texts - nothing missed
No New Apps
Works with what you have
The Smart Test:
Don’t guess – know for sure. Pick two people:
- The dispatcher or tech you suspect is costing you money
- The employee you think is your star
In 48 hours, you’ll know exactly who to fire and who deserves a raise.
Pricing Transparency:
Free Proof
Analysis of 2 employees
No charge, No obligation
Then Start Small:
5-employee package
$1,749 setup + $70/month
Scale When Ready:
Analysis of 2 employees
No charge, No obligation
Your Monday Morning
Truth Report
Report Breakdown:
Page 1: Red alerts – who needs immediate attention
Pages 2-10: Individual employee scorecards
Pages 11-15: Good behaviors to recognize
Appendix: Key conversation excerpts that support each finding
Real Examples You'll See:
- Jake responded to after-hours email from stuck tech with troubleshooting steps
- Dispatcher Sarah rushed through 5 emergency calls saying "we'll call you back"
- Mike replied to ABC Property: "We'll get to it when we can" - no follow-up for 72 hours
- Tom told customer on recorded line to "call my cell for a better price"
PDF in your inbox at 6 AM. Print it. Read it over coffee. Know exactly what to do by lunch.
Calculate What Bad Service
Really Costs
Your advantage: Get ahead while competitors guess
How We Turn Chaos Into Clarity
You Have
- 1,000s of recordings
- 10,000s of emails
- Zero time to review
We Analyze
- Every conversation
- Every interaction
- Every week
You Get
- One clear report
- Who to keep, coach, cut
- With proof
Fair for Everyone Who Deserves It
Protects Good Employees
- ✓ No more false accusations
- ✓ "He said, she said" ends
Rewards True Performers
- ✓ Quiet stars finally visible
- ✓ Promotions based on proof
Documents Everything
- ✓ Legal protection for you
- ✓ Fair treatment for all
The Bottom Line:
Your employees already agreed to this when they signed on. We just make the data useful instead of useless.
Real Questions, Straight Answers
How do I catch technicians doing side jobs or stealing customers?
PerformanceX monitors all workplace communications including email, Slack, and recorded phone calls. If a tech discusses side work with coworkers, mentions “their own jobs,” or has unusual conversations that suggest customer diversion, our AI flags it with timestamps and evidence. You see exactly what was said, when, and to whom. No more relying on other employees to report what they heard.
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.
How do I know if my dispatcher is actually good at their job?
Stop guessing. Start seeing. How fast does she answer? What does she actually say when customers call? Is she rude to techs or dismissive to property managers? Rushing jobs that turn into callbacks? Monday report reveals everything your dispatcher said and did, then you can judge for yourself.
Are my CSRs losing leads by rushing callers off the phone?
PerformanceX identifies customer dissatisfaction signals from call transcripts. If customers express frustration, feel dismissed, or use language indicating poor service, we flag it. Combined with your CRM data, we can show which CSRs convert calls to bookings and which ones lose leads. Industry data shows untrained CSRs lose up to 40 percent of calls. Now you can see exactly where leads are dying.
Which CSR language patterns lead to bookings versus lost leads?
PerformanceX analyzes what your best CSRs say versus your worst performers. You see specific phrases, approaches, and conversation patterns that correlate with booked jobs. Instead of generic training, you can show struggling CSRs exactly what your top performers do differently.
Is dispatcher pressure causing quality problems with my techs?
PerformanceX tracks communication patterns between dispatch and field techs. If you integrate ServiceTitan, we can correlate dispatcher pressure with callback rates. You can determine whether rushed dispatch communications lead to quality problems, providing data to identify the root cause instead of blaming individual technicians.
How do I identify good employees faster so I can invest in them?
PerformanceX scores every employee weekly based on criteria you define. Within 30 to 60 days, you know who your real performers are based on actual behavior, not gut feeling. You see who helps teammates, who handles customers well, who follows through on commitments. Hidden stars become visible. You can invest in training and raises in the right people.
How do I document performance issues for termination?
Every PerformanceX report includes timestamps and evidence. If an employee has a pattern of poor customer communication, missed commitments, or problematic behavior, you have documentation going back months. No more “he said she said.” When you need to terminate, you have specific examples with dates. This reduces wrongful termination exposure.
Why do my good techs keep leaving?
You find out in the exit interview, that’s too late.
PerformanceX could have shown you 6 weeks earlier: the shorter responses, the complaints to coworkers, the “I’m done with this place” energy in their messages.
And if your best techs keep leaving the same manager? You’ll see that too, with proof.
I know this employee is a problem, but I cannot prove it. What do I do?
Your gut is right. PerformanceX gets you the receipts. 30-60 days of documented TRUTH: what they said to customers, how they treat coworkers, what they promise versus what they deliver. No more “I can’t prove it.” You’ll have names, timestamps, and evidence. Fire them Friday, sleep well all weekend.
What about seasonal workers or temporary hires during the busy season?
Seasonal and temporary workers are scored the same as full-time employees. The type of employment does not matter because everyone has a responsibility to perform while working for you. You add licenses when they start and remove them when the season ends. You only pay for active employees we are monitoring.
Why is revenue leaking when we are busier than ever?
Your tech just offered a customer $4,000 cash to skip the company. Your CSR rushed a caller off the phone which could have been a $12,000 install. Your dispatcher ignored a property manager for 48 hours. There goes the contract.
PerformanceX catches it all. Names. Timestamps. Proof you can act on before the money walks out the door.
Why are bad reviews appearing when we do good work?
Because not everyone does good work, and you do not know who until the review is posted. PerformanceX flags customer dissatisfaction from the actual conversation, not the review. You see which techs generate positive sentiment and which ones trigger complaints. You can route VIP customers to proven performers and intervene before negative reviews go live.
Why can we not grow past our current size without quality falling apart?
Because you cannot be everywhere, you built quality through personal oversight, and that does not scale. PerformanceX provides visibility without requiring your physical presence. Weekly reports show what is actually happening across your entire operation. You can grow beyond what you can personally supervise while maintaining the standards you built.
How can I regain control of my life without compromising its quality?
PerformanceX replaces your physical presence with weekly intelligence. Every Monday, you see exactly who is performing, who is struggling, where customers are unhappy, and what needs attention. You stop working 80-hour weeks trying to catch problems. The problems come to you with evidence and timestamps. You make decisions instead of constantly monitoring.
Is employee monitoring legal in my state?
Employee monitoring is legal in all 50 states. Federal law, under the Electronic Communications Privacy Act, permits the monitoring of company-owned devices and accounts for legitimate business purposes or with the employee’s consent. Some states, such as New York, Connecticut, Delaware, and California, require written notice to be provided to employees. PerformanceX provides compliance guidance and notification templates for your state. We help you implement monitoring the right way.
Will my techs quit if they find out they are being monitored?
Research shows 92 percent of employees accept monitoring when it is framed as performance development and fair recognition. The techs who quit over monitoring are usually the ones with something to hide. Good technicians appreciate that their hard work finally gets recognized and documented. They like that credit thieves and slackers can no longer hide. How you communicate the rollout of PerformanceX within your organization matters. We help you roll this out in a way that positions it as recognition, not surveillance.
Is this Big Brother or too invasive?
PerformanceX does not track keystrokes, take screenshots, or monitor personal devices. We analyze work communications on company tools. Your employees have already agreed to this by accepting your email, Slack, and phone policies. The question is not whether to monitor, but rather how to monitor effectively. It is whether you want intelligence you can actually act on from data you already collect, or to keep flying blind while your competitors use it. The choice is yours.
How is this different from GPS tracking?
GPS shows where your techs are. PerformanceX shows how they perform. GPS indicates that a technician was at a job site for 2 hours. PerformanceX indicates that the customer was frustrated during the call, the tech promised a callback that never occurred, and this is the third complaint pattern this month. Location data does not indicate who is skilled at their job. Communication analysis does.
Can AI really evaluate my employees fairly?
Our AI doesn’t fire anyone. You do. PerformanceX shows you exactly what each employee said and did. Emails. Calls. Messages. Every score has proof attached. Open our PDFs and see for yourself. You define what “good” looks like during setup. We just report on your standards and your business. Your Monday TRUTH is configured to what matters to you.
How can I inform employees about monitoring without damaging morale?
Be direct. Inform them that you are implementing PerformanceX to enhance customer service, recognize top performers, and ensure that good work does not go unnoticed. Explain that it monitors work communications on company tools. Let them know they will receive their own weekly scorecard showing their performance. Frame it as recognition and development, not surveillance. We provide communication templates and rollout guidance to help you do this right.
What if monitoring backfires and makes things worse?
Your team knows PerformanceX is watching. Good. Every employee sees their own weekly score. Top performers get recognized. Underperformers get specific feedback. The toxic ones? They quit before you fire them. Problem solved.
What tools does PerformanceX integrate with for HVAC companies?
We integrate with ServiceTitan, Gmail, Outlook, Slack, Microsoft Teams, Aircall, RingCentral, JustCall, Zoom, Google Meet, and most major CRM platforms. Setup takes about 15 minutes to connect your tools. If you use a platform that we do not currently support, please contact us, and our engineering team will assess its feasibility. For larger clients, we build custom integrations.
What if my techs only use personal cell phones and we do not record calls?
PerformanceX needs digital communication to analyze. If your techs use personal phones with no call recording, we cannot monitor their customer conversations. We can still analyze ServiceTitan notes, emails, and any other digital communication they use. However, you gain limited insights compared to companies that have recorded calls. Some roles may not generate enough data to score effectively. We identify this during onboarding and do not charge for employees we cannot monitor.
Which roles in my HVAC company are incompatible with PerformanceX?
Roles with minimal digital communication are not good fits for PerformanceX. Examples include warehouse and parts staff who do not communicate digitally, install crews that work together in person without using phones or messaging, and any employee who only uses personal devices without company tools. During onboarding, we assess each role and tell you who can and cannot be effectively monitored. You only pay for employees we can actually score.
Do I need to upgrade my software licenses to get full value from PerformanceX?
Possibly. PerformanceX analyzes the data provided by your current tools. If your Slack license only gives access to public channels, we cannot see private messages. If your phone platform does not support call transcription, we cannot analyze the content of calls. During onboarding, we tell you exactly what data we can access with your current licenses and what additional capabilities would require upgrades on your end. We never charge for insights we cannot deliver.
What data do I need to provide during the setup process?
Your company’s mission and vision statement, plus job descriptions for each role you want monitored. We use these to define what good performance looks like for your specific HVAC business. You also complete questionnaires about your performance standards. For example, how fast should CSRs respond to leads? What behaviors matter most for technicians? This customization is why setup takes 4 weeks, not 4 hours. We configure the AI to match your standards.
How long until I see results?
First two weeks: The TRUTH about your team. Not what they tell you. What they actually do.
Week 3-4: Your top performers are separated from the pretenders, with proof.
Week 5-6: Specific names. Specific evidence. Fire this one. Promote that one. Save this account.
Every Monday after: Fresh TRUTH. Automatically.
How much does PerformanceX cost for an HVAC company?
5 employees: $2,500 setup + $15/employee/month. Add $2,500 for every 5 more. A 20-person company pays around $15,000 first year. One bad hire costs $75,000. One lawsuit: $275,000. One tech stealing customers? You’ll never know the real number. PerformanceX pays for itself with the first termination you make with confidence.
Why is there an upfront fee?
We don’t sell generic software. We build PerformanceX for your company. What does a great tech look like at YOUR shop? What should your dispatcher never say? What response time matters for YOUR customers? We configure all of it in under four weeks. Then TRUTH hits your inbox every Monday, tuned to your business.
What is the 48 Hour Proof Analysis?
You name one employee you suspect is a problem and one you think is a top performer. We connect to your tools and pull 12 months of their communication history. Within 48 hours, you will receive a full performance report on both. No contract. No commitment. You see exactly what PerformanceX delivers before you make a payment. Most owners are surprised. The problem employee is usually worse than expected. The star is sometimes not who they appear to be.
What is the contract length?
90 days for companies with fewer than 50 employees. One year for larger companies. You can cancel at any time, but you will owe the remainder of your contract term, plus any customization costs we incurred. Once paid, we delete your data the same day.
I suspect a tech is stealing customers. Can PerformanceX catch them?
Yes. If he’s using your tools, he’s caught. “I’ll do it for $4,000 cash this weekend.” “Just call me directly.” “Don’t tell the office.” PerformanceX shows you exactly what he said, when he said it, and to whom. Fire him on Monday with receipts.
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.
Your Customer List Is Walking Out the Door
Right now, former employees are calling your best customers. Undercutting your prices. Sharing your weaknesses.Next month, you’ll wonder why commercial accounts are switching. Why certain neighborhoods stopped calling. Or you can run retrospectives every week and know everything before it hurts.
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- ✓ Qualify in 15-minute call
- ✓ We analyze 2 employees free
- ✓ See results in 48 hours
P.S. – One stolen customer pays for an entire year. How many are walking away right now?