Metrics finance
Collecting from commercial and property management clients
Get paid faster by commercial and property management clients: up-front terms, a weekly AR aging review, reminder scripts, late fees and lien rights.
Metrics finance
Practical guides and research on Metrics finance, newest first.
Metrics finance
Aging US housing stock and repair demand
US homes are getting older: what housing age data shows, which states have the oldest homes and how contractors can turn home age into planned work.
Metrics finance
An annual pricing review using your own job data
Run an annual pricing review from your own job data: pull twelve months, find unprofitable job types, decide what to change and roll out new prices.
Metrics finance
Is appliance repair profitable? The unit economics
Appliance repair unit economics: completed calls per day, average ticket, first-visit fixes, parts margin and warranty work, with a fictional tech day.
Metrics finance
How to raise average ticket honestly
Raise average ticket without overselling: accurate diagnosis, honest repair options, real findings with photos, agreements and coaching on callbacks.
Metrics finance
Bookkeeping basics for home service businesses
Bookkeeping for home service businesses: a chart of accounts by trade, deposits and truck stock, record retention and a monthly close checklist.
Metrics finance
Break-even analysis for a home service company
Monthly break-even math for a home service company, per company, per truck and per day, with worked examples and the decisions it helps you make.
Metrics finance
How home service businesses are valued
How buyers value HVAC, electrical, pest, lawn and cleaning companies: EBITDA and SDE, add-backs, what raises or lowers the multiple, and how to prepare.
Metrics finance
The service call funnel from first ring to paid invoice
Map the home service call funnel stage by stage, from ring to paid invoice, with conversion formulas, a fictional example and fixes for each leak.
Metrics finance
Capacity utilization: are you leaving hours unsold?
Measure capacity utilization on a home service schedule, review it weekly and fill gaps with maintenance, waitlists and estimate follow-up.
Metrics finance
A 13-week cash flow forecast for contractors
Build a 13-week cash flow forecast for a home service company: template rows, where each input comes from, a weekly routine and what to do about a gap.
Metrics finance
Cleaning business margins: residential vs. commercial
Residential vs. commercial cleaning margins compared line by line: labor, drive time, supplies and sales cost, with a worked example and a pricing check.
Metrics finance
KPIs for cleaning companies
The KPIs that run a cleaning company: labor share, revenue per cleaner hour, retention, re-clean rate and more, with formulas and an example dashboard.
Metrics finance
Credit card processing costs for service companies
How card processing fees work for home service companies: interchange, pricing models, reading a statement, lowering the rate and when to use ACH.
Metrics finance
Cleaning up customer records for better reporting
Clean up home service customer records: deduplicate, fix locations and equipment, standardize tags and lead sources, and record consent properly.
Metrics finance
Residential service vs. construction work for electricians
Residential service vs. construction work for electrical contractors: margins, cash flow, retainage and staffing compared, with a worked cash example.
Metrics finance
Reading your P&L and balance sheet as an owner
A line-by-line guide to the P&L and balance sheet for home service owners, with a fictional example, the ratios to check monthly and red flags.
Metrics finance
Garage door company economics: service vs. installs
Garage door company economics: how service and install work differ in margin, lead cost and cash, with a fictional monthly mix and the numbers to track.
Metrics finance
Gross margin targets for home service trades
How to compute gross margin correctly, what belongs in cost of goods sold, why service and install margins differ, and how to set targets by trade.
Metrics finance
Handyman business economics: a profitable week
Plan a profitable handyman week: billable hours, trip minimums, materials markup and job selection, with a fictional week of jobs worked through.
Metrics finance
The 15 KPIs every home service owner should track
Fifteen home service KPIs with plain definitions and formulas, grouped by phones, field work, sales and finance, plus how to build a weekly scorecard.
Metrics finance
The US home services market: size and trends
The US home services market measured with Census, BLS and survey data: businesses by trade, solo operators, household spending and the trends that matter.
Metrics finance
How much homeowners spend on repairs and maintenance
What US homeowners spend on repairs and maintenance, how emergency and planned spending differ, and how to turn urgent calls into planned work.
Metrics finance
HVAC industry size and outlook for contractors
HVAC industry size from Census and BLS data: establishments, employment, wages, state counts and demand drivers, and how to size your own market.
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