The Challenge
The HVAC market is evolving fast. Fortune Business Insights projects global revenue to climb from $157 billion (2023) to $229 billion by 2030. At the same time, ACHR News reports a 110 k‑technician shortage and rising equipment costs.
In this climate, guessing won’t cut it. OnCall Air Data+ converts raw sales data into clear, actionable HVAC sales data insights for profit growth so contractors can make fact‑based decisions, boost margins, and capture more revenue.
We’ve prepared 12 practical tips to help you get the most out of OnCall Air’s new Data+ feature. Even better? Five of these powerful strategies are FREE for all OnCall Air admins.
Start using them TODAY to boost profits. Then, when you’re ready to unlock deeper insights like lost quote analysis, product performance tracking, and automated workflows, explore our Advanced Data+ tier.
12 Practical Ways to Leverage Data+
Table of Contents
1. Stop Flying Blind – The Sales Snapshot KPI Dashboard
What you see – A single screen with total sales, month‑to‑date revenue, close rate, average ticket size, and year‑long trend graphs.
Why it matters – Managers can set realistic, data‑backed goals. The U.S. Bureau of Labor Statistics predicts the HVAC industry will grow 9 % (2021‑2033), making accurate forecasting essential for survival.
How to win – Open the Snapshot each morning, compare to the same period last year, and write a concrete goal (e.g., “+ 10 % YoY by month‑end”). Consistent, data‑driven HVAC sales insights improve forecast accuracy and typically lift month‑end revenue.
2. Capture Untapped Revenue – Hot‑Lead Proposal Alerts
What you see – A list of proposal quotes opened, how many times, and when.
Why it matters – Repeated views signal active interest. ACHR News notes 91 % of consumers rely on online reviews when selecting HVAC contractors, underscoring the need for timely follow‑up with data-driven HVAC sales insights.
How to win – Filter for proposals viewed ≥ 2 times in the last 48 hrs, then call the lead referencing the view count (“I noticed you’ve looked at the quote a couple of times…”). Timely outreach converts idle interest into closed jobs and drives HVAC contractor profit growth strategies.
3. Create Urgency – Expiring Proposal Alerts
What you see – Proposals that will expire before a chosen date (e.g., Dec 31).
Why it matters – Customers often delay decisions, but an expiration date creates urgency.
How to win – Pull expiring proposals, send a “last‑chance” email or make a quick call offering a limited‑time discount or financing incentive, and track conversions directly in the Expiring Proposals view to increase HVAC revenue with data analytics.
4. Apply the 80/20 Rule – Focus on High‑Margin Products *
What you see – Revenue and margin broken down by SKU and location.
Why it matters – Roughly 20 % of equipment generates 80 % of profit. Knowing which items drive the most profit helps you steer reps toward high‑margin inventory, a critical advantage when equipment prices have risen ≈ 40 % since 2020, as reported by ACHR News.
How to win– Sort by revenue x margin, surface top‑margin SKUs, and create a “Top‑Margin” quick‑quote list for reps. Prioritizing high‑margin equipment lifts overall gross profit without needing more leads.
5. Replicate Winning Formulas – Equipment Sell Ratio *
What you see – Close rate for each quoted piece of equipment.
Why it matters – The U.S. Department of Energy reports Energy‑efficient solutions ( heat pumps, ductless mini‑splits) can cut energy use by up to 75 %. Identifying equipment with the highest close rates lets you replicate the winning sales formula across your catalog and drive HVAC sales performance optimization.
How to win – Identify top‑performing units, note the financing plan, rebate, or warranty that accompanied those wins, and apply the same combination to lower‑performing items.
6. Daily Sales Coach – Automated Insights *
What you see – Daily email reports with each consultant’s closed sales, close rate, goal progress, and quote‑level insights.
Why it matters – Coaching efficiency is vital. Instant visibility lets managers celebrate top performers and intervene with data‑backed suggestions for lagging reps.
How to win – Review the daily email, give quick shout‑outs in a huddle, and provide specific, data‑driven coaching. Consistent nudges drive higher productivity and more closed jobs.
7. Re‑Engage Lost Opportunities – The Hidden Goldmine *
What you see – Lost quotes with maximum potential value and any notes attached at closure.
Why it matters – Grand View Research estimates U.S. consumers spend > $10 billion annually on HVAC repair and maintenance. Revisiting high‑value lost opportunities can fill the pipeline without extra marketing spend.
How to win – Filter lost opportunities from the last 90 days, add a fresh financing option or rebate, and resend the updated proposal with a brief “We’ve got a new solution for you” note.
8. Finance Smarter – Data‑Driven Payment Solutions *
What you see – Financing Plan Ranking showing each partner’s close rate, average profit per plan, and time‑to‑close.
Why it matters – Smart financing can increase close rates. Price objections disappear when you instantly present the best‑fit financing option for a customer’s credit profile using data-driven HVAC marketing strategies.
How to win – Identify the top‑performing plan for each credit tier, then add it to the proposal. The estimated monthly payment autofills, and you can highlight it—whether it’s geared at cash buyers (0% interest for 12 months) or monthly-payment buyers (a 15-year loan for a flat APR).
TIP: OnCall Air has partnerships with several lenders that have both these types of plans at competitive, negotiated rates.
9. Stack Savings – Rebate + Financing *
What you see – Rebate Ranking listing manufacturer rebates by dollar value and usage frequency.
Why it matters – Combining a high‑value rebate with a low‑rate financing plan creates a “stacked” offer that is hard for competitors to match.
How to win – Choose the highest‑value rebate, stack with Financing, and let OnCall Air recalculate total savings automatically. Stacked offers are selected more often than price‑only quotes, giving you a clear edge.
10. Morning Coffee with Your Numbers – Daily Reports
What you see – Daily consultant and admin reports summarizing jobs booked, revenue, margin, and key KPIs.
Why it matters – Instead of spending hours pulling data, you get a concise snapshot each morning—perfect for a quick coffee review.
How to win – Enable the reports, have them land in a shared Slack channel or email inbox, and review the numbers while you sip coffee. Quick visibility lets you make adjustments before the day gets busy.
11. Warranty+ as a Profit Center
What you see – Warranty tracking data showing registrations, renewal dates, and revenue generated from warranty sales.
Why it matters – Warranty sales are a high‑margin add‑on that also boosts customer satisfaction and repeat business.
How to win – View upcoming renewal dates, offer an extended warranty at the point of sale or during a service call, and record the sale in Data+ to drive data analytics for profit growth. Pro Tip: You can offer a one SKU, extended labor warranty through OnCall Air Warranty+.
12. Automate with Webhooks – Real‑Time Business Intelligence *
What you see – Webhook settings that push events (new proposal, proposal won, job completed) to any external system—CRM, accounting, or marketing automation.
Why it matters – Real‑time data flows eliminate manual entry, reduce errors, and enable instant follow‑up actions to drive sales insights for business success.
How to win – Set up a “New Proposal Created” webhook, map fields such as customer name, equipment, and financing plan, and let the system handle the data transfer automatically.
Get started with DATA+ TODAY - FREE VERSION FOR A LIMITED TIME
OnCall Air Data+ gives HVAC contractors twelve powerful ways to turn sales data into profit‑driving actions—from hot‑lead alerts and expiring proposal reminders to high‑margin product focus and automated coaching.
Start using Data+ for free today and see how quickly you can stop guessing, capture untapped revenue, and prioritize your most profitable equipment. When you’re ready to unlock lost opportunity analysis, product performance insights, and real‑time automation, upgrade to the Advanced version.
* Data+ Advanced (Paid Monthly Subscription)
📚 DEEP-DIVE CONTENT ROADMAP
We’re building specialized guides, video tutorials, and other great resources for each Data+ tip we’ve provided. Bookmark this page and come back for regular updates.
