Top 3 Sales Tracking Tips for HVAC Companies

hvac sales tracking

Running a business can feel like a juggling routine. Your HVAC company is getting contracts with apartment complexes and commercial businesses all over town. But as your business grows, how do you balance sales, service, and support to keep it thriving?


HVAC companies have to be multi-faceted. Your sales team grows your client base, service technicians install and maintain the units, and your support team deals with customer satisfaction. When there are this many moving parts, something is bound to go wrong, especially if you’re depending on manual reporting.

Related: Looking For A Sales Lead Tracking App? Use This Checklist

Maybe a customer complains about a no-show technician, but you have no way to track their hours and location. Perhaps technicians put in the work but don’t get invoiced. Maybe sales reps are losing track of their existing customers. An app that automatically tracks hours, communication, and location solves these dilemmas.

Tip 1: Keep Track of Communication

You have some great customers, right? You want to keep them connected. However, when business is booming, it’s easy to forget when you last made contact with the clients you have.

A sales tracking app allows you to see the last time your team talked to the customer. You can pull it up from anywhere to see who needs a phone call. Checking in at regular intervals lets your clients know you’re paying attention and you care about their needs.

Tip 2: Track Seasonally

Sales tracking apps also keep you ahead of your customers’ problems. HVAC needs to go hand in hand with the seasons. Two times a year, before winter and before summer, blast your marketing. Your customers will have issues during the coldest and hottest times of the year. You want to be the company they call.

Related: Tracking Outside vs. Inside Sales: How to Monitor Your Entire Team’s Progress

By marketing and making sales contacts before those needs arise, you make sure they reach out to you, not your competitors. With an app to keep you ahead of the game, you can plant the seeds a little early so you can reap the benefits during the high volume times of year.

Tip 3: Maximize Time by Location

If you’re out all day, make the most of your time by seeing as many prospects and clients as possible. Use the app to pinpoint customers on a map, so you know whom to visit based on location. When you decrease your drive time, you increase your contact time. Simply by seeing your clients and prospects on a map, you can make the most of your day without wasting gas and time.

Also, HVAC depends on annual checkups. Why not schedule those service calls based on location as well? When the technicians do their annual servicing, they should be going right next door to the next call. You drastically increase your efficiency when you eliminate the need to drive all over town. At CallProof, we’ve saved companies 20+ hours a week because they always have the option to see their customers on the map.

The days of spreadsheets are over. Sales tracking apps like CallProof make it easier to keep your sales, service, and support in balance. In turn, you gain time, your customers are happier, and your business moves forward.