Ranked by installed value
Replacements and installs rank above service calls, because that is what they are worth.
For HVAC Companies
Match installed equipment and invoiced work to the calls and ads that produced them, so the channel that fills your install schedule is obvious.
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$349,200 68% of $513,500 paid
The blind spot
A $180 diagnostic and a $14,000 system replacement come from the same ad and the same phone number. Your cost-per-lead report treats them as one lead each, which is why the channel that actually pays for the trucks can look like the worst performer.
What you get
Replacements and installs rank above service calls, because that is what they are worth.
Compare this August with last August, so a heatwave is not mistaken for a winning campaign.
An October quote approved in March still matches the ad that produced the original call.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 38 | $241,400 | 47% | |
| Meta Ads | 24 | $61,600 | 12% | |
| Email marketing | 19 | $46,200 | 9% | |
| Direct / Unknown | 63 | $164,300 | 32% |
Most HVAC marketing is measured on call volume, and call volume is dominated by service work. Replacements are rarer, far larger, and often produced by different creative, different keywords and sometimes a different channel entirely.
Ranking channels by invoiced value separates them. It is common to find a campaign producing a third of the calls and most of the install revenue — and equally common to find a cheap lead source producing volume that never converts above a diagnostic fee.
An aging system gets quoted in October and replaced in March when it finally fails. Click attribution lost that connection months earlier; the ad platform closed its books on October and moved on.
Matching on the customer's phone number or email means the March invoice is credited to the October call. For a trade where a large share of replacement revenue is deferred, this routinely changes which channel looks profitable.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
Only completed, invoiced jobs need to be in it, with a phone or email, an amount and a date. That is a standard report and usually a few hundred rows a month.
Then it should show as Direct / Unknown rather than being credited to whichever ad ran that month. Knowing that maintenance customers are a third of revenue is useful; hiding them inside Google Ads is not.
Keep it — its export is one of the two files. It tells you the call came from Google Ads; CloseRev tells you the call became a $14,200 install.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most heating and cooling contractors buying ads land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mês
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Completed, invoiced jobs: customer phone or email, the amount, and the date. ServiceTitan, Housecall Pro, Jobber and FieldEdge all produce this as a standard report.
Yes — include a job-type column and the report breaks down by it, which is usually the most useful cut for an HVAC business.
They match like anyone else. Most appear under Direct / Unknown on a later job, which is the honest answer — they were not produced by that month's advertising.
Compare any two ranges, including the same month a year earlier. Comparing August to July in this trade measures the weather.
No. No numbers, no minutes, no per-form fees — one flat price per plan.
Yes, with a location or postcode column. Channel performance often varies sharply between neighbouring areas.
As far as your exports go. Nothing had to be installed at the time, so last season can be analysed today.
Invoiced job rows analysed in a calendar month. Call and lead rows do not count.
Nearby
Match invoiced jobs to the calls and ads behind them, and separate the drain clears from the repipes.
See how it worksMatch signed and installed contracts to the leads and ads that produced them, across a sales cycle that often runs months.
See how it worksMatch your invoiced jobs to the calls and ads that produced them, and find out which channel is actually paying for the trucks.
See how it worksStart today
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