Revenue Leak Audit · for HVAC contractors
Before you buy another HVAC lead, audit the ones you already paid for.
Upload your CRM export and find the revenue leaks hiding inside your sales pipeline.
Your raw customer data stays in your browser.
Open pipeline aging
Verified$49,100 of estimate value has remained open for more than 30 days without a recorded outcome.
Illustrative excerpt · fictional sample data
How it works
Four steps, about five minutes
Export
Pull your estimates report from Jobber, Housecall Pro, ServiceTitan, or any CRM that exports CSV or Excel. Twelve months is plenty.
Upload
Drop the file into the audit. It's parsed and analyzed in your browser — the raw file never touches our servers.
Find the leaks
The audit measures conversion, pipeline aging, stale estimates, and the follow-up gaps sitting inside your existing sales data.
Decide what to fix
You get a management report with exact dollar exposure and recommended actions — what you do with it is up to you.
What the audit measures
The numbers a revenue operator would pull from your CRM
Every figure is computed deterministically from your export and labeled either verified — summed directly from your records — or modeled, with the assumptions shown next to the number. No black boxes, no hype.
- Verified open pipeline exposure
- Quote conversion rate
- Pipeline aging (0–7 to 90+ days)
- Stale estimates past 30 days
- Viewed-but-unconverted estimates
- Estimates created but never sent
- Conversion by salesperson
- Conversion by lead source
- Average days to conversion
- Dormant past customers
- Data-quality gaps in your CRM
Privacy architecture
Your customer data never leaves your machine
Your raw customer data is analyzed locally in your browser and is not stored by us. Homeowner names, phone numbers, emails, addresses, and free-text notes aren't needed for a management-level audit — those columns are ignored outright. Read exactly how this works →
- CSV/Excel parsing and every calculation run in your browser
- Homeowner PII columns are detected and excluded from analysis
- No account, no sign-up — the full report shows immediately after analysis
- No third-party analytics or tracking scripts on this site
Find out what your pipeline is really worth.
Free, five minutes, and your data stays with you.