Conversion tool

HVAC membership visit-compliance ROI

Four inputs drive a conservative operator estimate — missed visits, at-risk plan revenue, and renewal pressure update live. After the free insight, add company name, website, and work email for a consultative emailed worksheet (enrichment when your site is reachable).

Planning math for operators — not legal, tax, or warranty advice. Memberships are service plans, not manufacturer warranties.

Four sliders drive the estimate. Optional tech count checks rough PM capacity — not a dispatch model.

Active maintenance agreements250

Slide up to 400 (expands to 2,000)

Included visits per agreement / year2

Slide up to 6

On-time completion % this season65%

Slide up to 85 (expands to 100)

Average agreement value / year$300

Slide up to 450 (expands to 1,200)

Field techs on PM (optional)—

Used only to flag when sold visits may exceed a conservative ~220 PM visits / tech / year.

Model assumptions (conservative, fixed)

Compliance lift if visit tracking improves (pts): 12%
Share of added completions that become billable visits: 45%
Annual membership churn: 12%
Churn tied to missed visits / follow-through: 30%
Office chase time on missed tune-ups (hrs/week): 4 hrs/week
Loaded office labor rate: $52
PM visits one field tech can complete / year (capacity check): 220

Illustrative only — not a guarantee of savings, legal advice, or warranty coverage.

Operator estimate

$5,574

~$464/mo if visit compliance improves — recovered visits, chase time, and renewal pressure combined.

How this is derived

Sold visits / year500

250 agreements × 2 visits

Missed or open visits175

65% on-time → 325 completed

At-risk plan revenue (missed visits)$26,250

$150 per visit (plan value ÷ visits sold)

Opportunity mix (estimate)

Recovered visit revenue$4,050

Chase labor back$714

Renewal / churn pressure$810

Recoverable visits / yr

Compliance after lift

77%

Chase labor today

$10,816

Chase time back (est.)

$714

Free insight above — company name, website, and work email unlock a deeper emailed worksheet (same numbers, plus enrichment when your site is reachable).

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