Bill BrownFounder of ServiceTitan Hacks community (9k+ pros) | INC 5000 Contractor | Helping contractors win with AI & Automation

Here’s How We Diagnose HVAC Ops with Tech

11 Jul 2025

Watch on YouTube

A multi-speaker YouTube discussion (July 2025) about diagnosing HVAC operations using technology and standardized CRM data. Speakers — including Sean — describe tracking calls, conversion rates, ticket volumes, service-to-replacement ratios and daily trends to quickly diagnose funnel issues (marketing, follow-ups, etc.) and pivot strategy in real time.

Talk to me how you use technology to kind of see how your different brands are pacing. Seeing where one is doing something really well, one maybe needs a little bit more attention. I would just like to open that kind of can of worms and see where we go in this section of the conversation. Sean, if.
You can standardize your CRM, everything from hey, we know how many calls are coming in, we know what those are converting at, we know what these tickets are, we know what our service to replacement ratio is. We know where that's trending and traveling. It allows you to pivot on a dime. We get these stats daily, we know exactly where things are trending. So all of a sudden you start to see volumes come down. Well, hey, maybe something got lost in the marketing. Maybe we didn't have enough follow ups. Anywhere in that funnel could be any piece. By having the tech right, it allows the team to actually start to diagnose that, pull it apart, right? That's how you implement your strategy, that's how you drive the ship. And that's for us, what was the most critical.