Guidepost for HVAC
Busy season, then the quiet. The ads that book jobs and the ones that only bill you. Maintenance plans worth keeping. The jobs you had to redo. Guidepost reads it all and writes you once a week, the morning before dispatch.
Works with JobberHousecall ProQuickBooks your ads. Connect once; we set it up together.
HVAC swings hard with the weather, so a plain “revenue and jobs” report can spook you in a slow July and stay quiet when something is actually wrong. Guidepost reads the season the way you do, then points at the two or three things worth your Monday, in plain English, every number traced back to where it came from.
A few things quietly decide what an HVAC shop makes. Guidepost checks them every week and writes you when one moves.
Demand jumps with the first heat wave and the first freeze, then quiets down. A slow July on its own tells you nothing. Guidepost reads the season, not just the raw number.
Why the numbers shift by trade →Match what you spend on ads to the jobs that came from them. Guidepost shows which ones pay off and which just cost you, so you're not guessing.
Which ads actually pay off →Plan visits are smaller jobs, so a maintenance push can make your average job look worse while it's actually working. Guidepost shows why it moved, so you don't panic.
Why your average job slips →A callback is a free trip that bumps a paying one. Guidepost flags when redos creep up, and which tech or part they're tied to.
What redos really cost →Plan customers are the ones who call you first. Guidepost flags renewals slipping by, so you can reach them before they call someone else.
The few numbers worth watching →A few examples of what could land in your inbox. Not real customers. Two kinds: worth acting on and worth a look. The dollar figures would come from your own books.
Ads are costing more per job
You spent about the same but booked fewer jobs, so each one cost more. It's the slow season, when that's normal. Check your close rate before cutting anything.
Callbacks climbing three months running
Redos have gone up three months straight, and most trace to one type of equipment. Worth pulling those jobs to see what they share, the part or the install steps, before it's three more.
Your jobs are getting smaller
Average job dropped, and it's service work, where a tune-up push filled the schedule. Could be fine. Here's the breakdown.
Maintenance plans lapsing
A batch of plans passed their renewal with no follow-up. These are your call-you-first customers. Here's who to reach before the season turns.
See a whole week’s note on the sample digest.
We go deeper on each of these: which ads pay off, what redos cost, why your average job slips, and the few numbers worth watching.
Not sure how this beats the AI already in your software? The compare page lays it out. Prices sit on the pricing page. Run a different trade? See Guidepost by trade.
Easiest on a quick call. The founder connects your tools and walks a real season through the numbers with you, about 20 minutes.