Technician Retention Scorecard for HVAC Businesses

Get your free Technician Retention Scorecard

Put a dollar figure on every technician who walks out, then score the six things your business controls that shape whether good techs stay.

Page one of the Technician Retention Scorecard

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Who it’s for

Owners, GMs, operations managers and people leads at HVAC service businesses with roughly 30 to 80 technicians, in Australia, New Zealand, the United States and Canada.

What’s inside

  • A cost-per-leaver worksheet: recruitment, hiring time, lost gross margin while the van sits idle, cover, onboarding, ramp-up and early rework
  • A turnover snapshot for the last 12 months
  • A 12-statement scorecard across six pillars: pay accuracy, fair and predictable work, admin load, growth, the first 90 days and manager connection
  • A short guide to pay rules by region (general information, not legal advice)

Built by a Melbourne-based team.

FAQ

What’s the real cost of replacing one HVAC technician?
It’s more than the job ad and any agency fee. The bigger lines are often the ones that don’t show up as a single invoice: gross margin lost while the van sits idle, overtime or subcontractors to cover the gap, onboarding, and weeks of ramp-up before the new starter is fully productive. The worksheet walks you through those lines using your own numbers, then you multiply by how many people left in the last 12 months.

What six factors actually drive technician retention?
The scorecard uses six pillars: pay accuracy and trust; fair, predictable work; less admin and better tools; growth and recognition; the first 90 days; and manager connection. You score 12 short statements across those pillars. Three of them — pay that matches hours worked, knowing tomorrow’s jobs before leaving today, and paperwork that can be finished on site — are often the quickest to improve with better systems.

Does it include industry turnover rates?
No. It helps you calculate your own cost and score your own business, so you are not relying on someone else’s averages.

Can my techs fill in the scorecard too?
Yes, and we recommend it. Compare their scores with yours.

Does it tell me which award or pay rates apply?
No. It points you to the right regulator in each country. In Australia, check current rates with the Fair Work Ombudsman. It is general information, not legal advice.

How long does it take?
About an hour for the worksheet, and 15 minutes for the scorecard.

Find out what turnover is really costing you.

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