Get your free Defect-to-Quote Playbook
Quote speed and win rate for commercial HVAC. Measure how fast found work becomes a quote and how much of it you win, then run seven plays to tighten both.
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Who it’s for
GMs, service managers and estimators at commercial HVAC businesses with roughly 30 to 80 technicians, in Australia, New Zealand, the United States and Canada.
What’s inside
- A defect-to-quote flow with time stamps (T0 to T5), so you can see where quotes stall
- Six metrics with formulas: defect capture rate, time to quote, win rate by count and by value, follow-up coverage, and won to scheduled
- A quote ageing snapshot and a quick way to value your open pipeline
- Seven plays, a win/loss reason tally and a 30-day sprint plan
Built by a Melbourne-based team.
FAQ
Why do HVAC defects not turn into quotes?
Technicians find extra work every day. It gets lost when there’s no clear handoff from the defect note to a quote, when quotes go out days later, or when nobody can see which findings are still waiting. By then the customer has called someone else, or the tech has moved on and the detail is gone. The playbook helps you measure that gap and tighten the steps from finding the work to sending the quote.
What’s the fastest way to stop losing repair jobs to slow follow-up?
Speed to quote is usually the first lever. Measure how long it takes from the defect being found to the quote arriving with the customer, then work on the delays you can see: missing photos, quotes waiting on one person, or no follow-up after the quote is sent. The playbook’s tracker and seven plays are built so a service manager can start that this week, not after a big system project.
Do I need quoting software to use it?
No. You can baseline the six metrics from your existing quotes and service reports.
What targets should we set?
Your own. The playbook gives examples of how to set targets by severity, not industry benchmarks.
Who should run it?
Whoever owns quoting, ideally with the service manager.
How long before we see a difference?
That depends on your business. The playbook is laid out as a 30-day sprint so you can re-measure at the end.
Turn found work into won work.
Prefer to talk it through? Book a discovery call.
