Metrics finance
Job costing for small service companies
Set up job costing in a small home service company: capture labor and materials per job, allocate overhead per billable hour and run a monthly review.
Metrics finance
Practical guides and research on Metrics finance, newest first.
Metrics finance
How to calculate labor burden for field techs
Calculate labor burden step by step: payroll taxes, unemployment, workers' comp, benefits, PTO and vehicle, with a worked HVAC tech example.
Metrics finance
Lawn care profit per crew hour
Measure lawn care profit per crew hour: revenue per man-hour, drive time and equipment cost, with a fictional crew day and a checklist to raise it.
Metrics finance
Calculating ROI by lead source
Calculate return on investment for each lead source using booked revenue and gross margin, with attribution tips, a worked example and decision rules.
Metrics finance
Membership program metrics: count, retention, value
Track a home service membership program properly: active members, retention, visits completed and revenue per member versus non-member, with formulas.
Metrics finance
What net profit should a home service company make?
Published profit benchmarks, how to measure net profit honestly with a market-rate owner salary, and the five levers that move it in the trades.
Metrics finance
Overhead cost control for service businesses
A quarterly overhead review for home service companies: categories to check, a software stack audit, decision rules and a worked example.
Metrics finance
How much should a home service owner pay themselves?
How a home service owner should set their pay: market wage for each role, profit distributions after reserves, and S corp reasonable compensation.
Metrics finance
Payroll for field teams: hourly, commission, on-call
What payroll software must handle for home service field teams: mixed pay plans, overtime on commission, drive time, on-call pay and a pre-purchase test.
Metrics finance
Peer groups and trade associations for benchmarking
How home service owners compare numbers through trade associations and peer groups, which questions to ask, antitrust limits and how to start a group.
Metrics finance
KPIs for pest control and lawn care companies
KPIs for pest control and lawn care: cancel rate, production per tech, completion rate, re-service and add-on sales, with formulas and a scorecard.
Metrics finance
Private equity in home services: what owners should know
Why private equity buys HVAC, plumbing, electrical, pest and lawn companies, how platform and add-on deals are structured, earnouts, rollover and culture.
Metrics finance
Revenue per route for recurring service companies
Measure revenue per route day, per stop and per labor hour for pest control, lawn care and cleaning routes, with a worked example and density fixes.
Metrics finance
Revenue per technician: how to calculate and improve it
The revenue per technician formula, the four drivers behind it, a worked HVAC example and a monthly review routine for service managers.
Metrics finance
Roofing company margins and overhead
How roofing margins break down: materials, crew or sub labor, sales commission, warranty reserves and seasonal overhead, with a worked fictional job.
Metrics finance
Financing growth: SBA loans and equipment financing
Compare SBA 7(a), SBA Express, 504, equipment loans, leases and credit lines for a home service company, and prepare what lenders will ask for.
Metrics finance
Technician efficiency: billable vs. paid hours
Measure technician efficiency as billable hours over paid hours, find the causes of lost time, and fix them with a worked example and weekly routine.
Metrics finance
A one-page weekly scorecard for owners
Ten numbers for a home service owner's weekly scorecard, who owns each, how to set targets and how to run a 30-minute weekly review meeting.
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