Glossary
What Is a Contractor KPI Scorecard?
Defined for HVAC, plumbing, and electrical operators.
Definition
A contractor KPI scorecard is a single view of the handful of metrics that actually predict a home-services business's profit and growth, tracked target-versus-actual every week. A strong scorecard for HVAC, plumbing, or electrical shops usually includes technician utilization, gross margin by job type, average ticket, estimate close rate, cost per booked job, membership/maintenance renewal rate, and revenue per technician — each with a benchmark so red and green are obvious at a glance.
The Seven Metrics That Matter
Technician utilization (billable vs. paid hours), gross margin by job type, average ticket, estimate close rate, cost per booked job by channel, membership/maintenance renewal rate, and revenue per technician. Together they cover the field, the sale, the marketing, and the money — the four places margin is won or lost.
Why Weekly, Target-Versus-Actual
A scorecard reviewed monthly is a history report; reviewed weekly against a target, it's a steering wheel. The cadence is what turns visibility into action — the team sees a red metric on Monday and works it that week, instead of finding out at the next bookkeeping close.
Contractor KPI Scorecard FAQs
What KPIs should a home-services contractor track?
The core seven: technician utilization, gross margin by job type, average ticket, estimate close rate, cost per booked job, membership renewal rate, and revenue per technician — each against a benchmark, reviewed weekly.
How often should a contractor review the scorecard?
Weekly. A monthly review is a history report; a weekly target-versus-actual review is what lets the team act on a red metric before the month closes.
Keep Going
Want these numbers on your own books?
Book a CallBuild an Operating System Around the Business You Actually Run.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
- Thirty minutes, no preparation needed
- Bring the systems you use today
- Leave with a view of your first scorecard
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.