HVAC Business Owners/Managers — How Are You Tracking Technician Performance & Profitability?

For those of you running HVAC businesses with a few techs on staff — how are you currently tracking performance metrics?

Curious about things like:

• Do you monitor revenue per job or per hour per technician?
• Are you tracking first-time fix rate, callbacks, or customer satisfaction?
• How do you estimate technician-level profitability?
• Are you pulling reports from your CRM (like ServiceTitan)? If so, is it giving you the visibility you need?

I’m genuinely curious what’s working for you and what’s been frustrating. I know some platforms offer this as an add-on, or buried in their reporting tools — but I’ve also heard from a few folks that it's either too expensive or hard to customize.

Would love to hear how you're approaching this right now — whether it's Excel, CRM exports, whiteboards, or something else.