Your trucks can be full while your margin is leaking.
Cendryva helps HVAC owners and operators understand what changed, where performance is slipping, who owns the recovery, and what action should happen next.
Your FSM runs the jobs. Cendryva helps you run the business.
Callback Rate increased 18% week over week
Likely driver: repeat service visits increased in the North Branch. Review technician-level callback data and installation quality checklist.
Example data and analysis are shown for demonstration. In the application, KPI conditions and probable-driver analysis require connected, reconciled source evidence.
Busy isn't the same as healthy.
HVAC companies manage a complex operating system, and a strong week in one metric can hide weakness somewhere else.
The HVAC operating system
- incoming calls
- booking
- dispatch
- technician capacity
- service calls
- replacement opportunities
- maintenance agreements
- estimates
- financing
- callbacks
- lead sources
- gross margin
- branch performance
Where the numbers disagree
- Average ticket increased, but callback labor reduced margin.
- Calls increased, but booking rate fell.
- Leads increased, but profitable jobs did not.
- Technician utilization improved, but first-time fix performance deteriorated.
- Revenue grew, but one branch underperformed.
Cendryva helps leadership see those relationships.
The HVAC numbers leadership should review every week
- Booked Calls
- Booking Rate
- Lead Response Time
- Average Ticket
- Close Rate
- Service-to-Replacement Conversion
- Gross Margin
- Revenue per Truck
- Revenue per Technician
- Technician Utilization
- Callback Rate
- First-Time Fix Rate
- Maintenance Agreement Conversion
- Maintenance Agreement Renewal Rate
- Lead Source ROI
What changed this week?
A dashboard shows the movement. Cendryva shows the probable driver, the owner, the playbook, and the follow-up.
North Branch — Weekly Review
Illustrative example- Gross Margin42.1% changed to38.7%Needs Action
- Callback Rate3.2% changed to5.4%Needs Action
- Average Ticket$612 changed to$634Improving
- Technician Utilization78% changed to74%Watch
Cendryva analysis
Margin declined despite higher average ticket. Callback rate increased materially and technician utilization declined. Review technician-level callback concentration and repeat-trip labor impact before changing pricing.
Recovery action
- Owner
- Service Manager
- Due
- Friday
- Playbook
- Callback Reduction Review
- Status
- In Progress
- Next Review
- Monday Operating Review
From KPI movement to measurable recovery
- 1
Measure
Standardize operating KPIs across your FSM, accounting, calls, marketing, and other systems.
- 2
Detect
Identify negative trends, anomalies, and operating conditions that need attention.
- 3
Explain
Surface source evidence behind the change. Automated probable-driver analysis is in development.
- 4
Assign
Assign the issue to an accountable owner. Structured due-date, status, and follow-up tracking is in development.
- 5
Recover
Connect the weak KPI to the appropriate SOP, checklist, training resource, or recovery playbook.
- 6
Advise
Escalate difficult operating problems to an expert advisor when human judgment is needed.
- 7
Review
Re-measure the next period's KPI value. Automated corrective-action outcome tracking is in development.
HVAC use cases
Recover Gross Margin
Identify operating changes behind margin deterioration.
Reduce Callbacks
Detect callback trends and connect them to manager review and recovery playbooks.
Improve Booking Rate
Compare call volume, response, booking, team performance, and branch trends.
Improve Technician Productivity
Track utilization, revenue per technician, repeat visits, and related operating performance.
Grow Maintenance Agreements
Monitor conversion, renewals, cancellations, and recurring-service performance.
Compare Branches
Create consistent KPI definitions and management cadence across locations.
Keep the tools that run the jobs.
Cendryva is designed as an operating layer above the systems home-service companies already depend on.
Field Service Management
- ServiceTitanAvailableConnect in Integrations
- JobberAvailableConnect in Integrations
- Housecall ProAvailableConnect in Integrations
- FieldEdgeAvailableConnect in Integrations
- BuildOpsPlanned
BuildOps API endpoint and schema documentation requires vendor-provided access.
Accounting
- QuickBooks OnlineAvailableConnect in Integrations
- Accounting exports
- Future ERP integrationsPlanned
Calls & Communications
- CallRailAvailableConnect in Integrations
- Phone systems
- Call recordings
- Transcripts
- AI voice systemsPlanned
Marketing
- Google AdsAvailableConnect in Integrations
- Local Services AdsAvailableConnect in Integrations
- Lead-source data
- Marketing attribution platforms
Knowledge
- SOP repositories
- Training systems
- Internal knowledge bases
Get Your Home Services Operating Score
A short structured review of how your company manages operating performance, covering KPI discipline, operating visibility, data trust, branch consistency, manager accountability, recovery process, playbook usage, weekly review cadence.
The self-serve scoring tool is in development. Requests are reviewed by the Cendryva team today.