Get your free HVAC Margin Leakage Audit
Find the unbilled hours, unbilled materials and unquoted found work sitting between your timesheets and your invoices. One month of your own numbers, one afternoon, six tests.
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Who it’s for
Owners, GMs and finance leads at commercial HVAC and refrigeration businesses with roughly 30 to 80 technicians, in Australia, New Zealand, the United States and Canada. Work in your own currency.
What’s inside
- Six leak tests: unallocated labour, chargeable hours not invoiced, materials not billed, defects never quoted, contracts that under-recover, and unbillable return visits
- A simple formula for each test, plus a worked example (clearly labelled example data)
- A root-cause checklist to find where each leak starts
- A “what to fix first” plan and a one-line result you can take to your next leadership meeting
Built by a Melbourne-based team.
FAQ
How much revenue is my HVAC business losing to unbilled time?
Most owners can’t say until they line up timesheets, materials and invoices for the same jobs. The audit walks you through the common leak points — time that never made it onto an invoice, materials used but not billed, and found work that stayed in the van notes. You use your own figures, so the answer is a number for your business, not an industry average.
What’s the difference between absorbed call-outs and billable work?
Billable work is what the customer is invoiced for. Absorbed call-outs are the visits you still pay a technician for — callbacks, warranty, goodwill or “quick looks” — that never become an invoice. Both cost you labour; only one brings revenue in. The audit helps you see how much of the week’s work is being absorbed, and whether that’s a pricing issue, a quality issue, or jobs slipping through unbilled.
Do I need special software to complete it?
No. You need payroll hours, timesheet hours, invoiced hours, materials figures and your defect and quote records for one month. Most job and accounting systems can export them.
How long does it take?
Allow two to three hours with whoever runs payroll and invoicing.
Does it compare me with industry averages?
No. It sizes your own gaps using your own numbers. The example figures are illustrative only.
Is it relevant outside Australia?
Yes. It works in any currency. Exclude GST or sales tax from the figures.
Know your leaks before month end.
Prefer to talk it through? Book a discovery call.
