Watch Tower · Applied Intelligence for your Business · HVAC contractors

Goals and KPIs for HVAC contractors, with the assumptions written down

The goal: Book more maintenance agreements, finish calls the first time, and keep every technician certified for the refrigerants they handle.

We agree three to five goals with you, each with one KPI. Every KPI is written out: what it measures, the record it comes from, the period, where it stands today and the assumptions behind the number, plus the guardrails that mustn't get worse while you work on the goal.

Open the free demo A fictional company in your industry, opened in the Console. No card needed.

What you see

Home in the Watch Tower Console

An illustration of the Watch Tower Console's Home with sample data: the goal, three KPI cards with their trend and this week's review. — Your goal, the KPIs that show it and this week's review, on the first screen you open. An illustration with sample data. The demo opens a sample in your industry.

For owners and service managers at HVAC contracting companies

What it looks like for HVAC contractors

The KPIs, cards and questions below are examples of what we set up with you. The names and units are made up.

KPIs, with the assumption behind each

First-time fix rateService calls closed on the first visit, as a share of all calls.Assumption: A return visit within 14 days for the same unit counts as not fixed the first time.

Maintenance agreements renewedAgreements renewed in the month, as a share of those due.Assumption: Counted from the agreement list; a renewal paid within 30 days of the due date counts.

Technicians certifiedTechnicians handling refrigerant who hold the EPA Section 608 certification type their work needs.Assumption: Checked against the certification card on file.

Cards on the work tracker

Call the 40 agreements due for renewal before the heating seasonService coordinator · due Fri · Agreements: October renewals
Get the new hire's Section 608 card on file before refrigerant workService manager · due Mon · Technician: new hire
Stock van 7 with the parts behind last month's repeat visitsWarehouse lead · due Wed · Van 7

Records you already keep

Service call and dispatch exports
Maintenance agreement lists
Technician certification records
Refrigerant purchase and recovery logs

Assets in the register

Service vans
Recovery machines and gauges
Technicians and their certifications
Customer sites under agreement

Questions your team can ask Bifrost

Which calls needed a second visit last month, and why?
Which maintenance agreements are due in the next 60 days?
Which technicians don't have a 608 card on file?

Bifrost answers from the records in your own workspace and shows how each number was worked out.

How it runs

Goals and KPIs, step by step

Start from one goal or decision that matters this quarter.
Pick one KPI for it, from records you already keep.
Write down the definition, the period and every assumption behind the number, so anyone can check it.
Set the guardrails, then review the numbers with us every week.

The barriers this crosses

Intent: Why do I need AI at all? We start from the person's own goal, decision or task and show what changes for that goal, in their words.
Use: What exactly would I use it for? We name the specific uses by role and by industry: the decision, the calculation, the plan, the brief.

Rules and facts for HVAC contractors

What the records have to show

Technicians who maintain, service, repair or dispose of appliances in a way that could release refrigerant must be certified under EPA's Section 608 program.Source: EPA, Section 608 Technician Certification
Under the AIM Act, EPA is phasing down U.S. production and consumption of HFCs by 85% by 2036.Source: EPA, Phasedown of Hydrofluorocarbons

A summary for planning work, not legal advice. Check the source for the full rule and any state requirements.

Start

See it on a sample company first

Founding 10

$2,000 for setup and the first 3 months of Watch Tower, then $250/month. Ten places. We set up your team, goals and KPIs, asset register, map and work tracker with you, then review it with you every week.

Hardware implementation is quoted separately. Start with the demo; you can order from inside it.Open the free demo

Questions

Common questions

Does Watch Tower do dispatching?

No. Keep your dispatch software. Watch Tower reads its exports and puts first-time fixes, renewals and certifications next to the actions that move them, with a weekly review.

Why write the assumptions next to each number?

Because a KPI people can't check is a KPI people stop trusting. Each number in your Console shows the record it came from and the assumptions behind it, so a manager and a dispatcher or foreman read it the same way.

We don't have clean data. Can we still set KPIs?

Yes. We start from the records you have and write down what's missing as an assumption. As the records get better, the KPI gets better, and the review tracks that too.

What does Watch Tower cost for HVAC contractors?

Founding 10 covers setup and the first 3 months in one payment, then a monthly price; the numbers are on this page and on the pricing page inside the demo. Hardware implementation is quoted separately.

Goals and KPIs in other industries