It takes about 5 minutes and works out your costs, supplier spend and hourly rate. This planner picks up those numbers automatically, so your revenue goal is built on your real costs.
See the revenue your shop needs, what that means every week, and the jobs it takes to get there. Three quick steps, then your plan.
Step 1 of 3. Your yearly costs and the profit you want. Your revenue goal is built from these.
To change any of these, update them in the calculator and come back. Open the Labor Rate Calculator →
Rough numbers are fine. For exact ones, run the Labor Rate Calculator first and this fills in automatically.
Step 2 of 3. Where your shop is today, so your plan can show the gap.
Step 3 of 3. The kinds of jobs you run. This turns your revenue goal into jobs per week.
Average invoice: what one of these jobs usually comes to, labor and parts together. Share: out of every 100 jobs, how many are this type.
Customers pay a yearly fee for scheduled tune-ups. Plan fees are booked revenue, so you need fewer jobs to hit the goal.
Enter your details to open your results.
Made with the free HVAC revenue goal planner from QuoteSheet · quote-sheet.com
Your revenue goal is what customers have to pay you in a year to cover three things: what you spend at the supply house, your overhead, and the profit you want to keep. The planner builds it in four steps:
Example: $130,000 for equipment and parts + $241,260 of overhead + $60,315 profit = $431,575 a year. Over 50 working weeks, that's $8,632 a week. At an $889 average ticket, it's about 486 jobs a year, or 9.7 jobs a week.
Take your revenue goal, divide by your average ticket, then divide by the weeks you work. A shop needing $431,575 with an $889 average ticket needs about 9.7 jobs a week. Your number depends on your costs and your job mix, which is why the planner asks for both.
Divide last year's total sales by the number of invoices. For a sharper picture, look at each type of job separately. A replacement ticket and a service call ticket are very different, and the mix changes your weekly job count.
There are four levers: charge the right labor rate, run more jobs, raise your average ticket, or add maintenance plans. Raising your average ticket often moves fastest, and offering customers good, better and best options on every quote is one of the simplest ways to do it.
Yes. Plan fees are revenue you've already booked, they keep techs busy in slow months, and tune-ups often turn up repair and replacement work. Price the plan so the visits aren't a loss. The planner shows how much booked revenue a plan adds.
Because that money passes through your business. A $10,000 install that costs you $6,000 in equipment brings in $10,000 of revenue, but only $4,000 of it is yours to cover overhead and profit. Leaving supplier costs out makes your goal look smaller than it really is.
The Labor Rate Calculator tells you what to charge per hour. The Revenue Goal Planner turns your costs into a yearly revenue target and a weekly job count. Use the calculator first and the planner picks up your numbers automatically.