Cowboy's AC · Jun 2025 – May 2026 · Built from HCP API on Jun 8, 2026
Overall Grade Card EXEC SUMMARY
Executive Summary 12-MONTH SCOPE
Bottom line. Cowboy's runs Housecall Pro at high volume with good core hygiene — 15,366 jobs and
$15.5M in billed revenue over the last 12 months, with 96%+ lead-source capture on every job. The big
miss is on the visibility & collections side: Service Plans / Memberships ARE running (~22% of jobs — see CORRECTED FINDING F1 below), but the program has no dedicated dashboard, weak collections on members in arrears, and a
Leads pipeline that's effectively unused. For an HVAC company of this size, the upside of tightening
these is large and concrete.
Total Addressable Upside SUM OF ALL RECOMMENDATIONS
If you execute everything in this audit
$3.1M– $5.1M / year
Conservative-to-aggressive estimate of incremental annual revenue + cost savings from the 22 recommendations across this audit. The largest single contributors are Service Plan growth + collections (program is already running at 22%), Equipment-Tracking-driven replacement timing, IAQ attach lift, and reducing the recent cancellation-rate spike.
Headline. Of 4,200 jobs scheduled in March-May 2026, 281 (6.7%) were cancelled. The spike is NOT random
— it concentrates on (a) jobs with blank job_type / lead_source (70% cancel rate — these are likely system noise),
(b) three specific technicians with double-digit cancel rates, and (c) Friday/Saturday scheduling.
Fixing items (a) and (b) alone could halve the cancel rate.
Top 20 techs by revenue, with axes that should replace the "job count only" leaderboard below.
Revenue is credited to the primary assigned employee on each non-cancelled job. Cells are color-coded:
≤4% good · 4-8% mid · >8% needs coaching (for cancel %).
Top 10 Technicians by Volume (12 mo) JOB COUNT (LEGACY)
Ranking is by job-assignment count only — see Strategic Gap G7 for the multi-axis scorecard (revenue, avg ticket, IAQ %, callback %, financing % per tech) that should replace this.
Strategic Gaps — Beyond Housecall Pro HVAC OPERATOR LENS
Everything above is about how Cowboy's uses Housecall Pro. The items below are about how the
business itself operates. These are gaps an HVAC company at your scale (15K jobs/yr, $15.5M revenue,
48 field techs) typically has running — most of them aren't HCP features at all.
Effort × Impact Matrix WHERE TO START
All 22 recommendations (R1-R10 HCP + G1-G12 strategic) plotted by effort to execute vs financial impact. Start in the green quadrant.
High Impact ←
★ START HERE
Quick Wins · Low Effort · High Impact
PLAN
Big Bets · High Effort · High Impact
FILL-IN
Easy Cleanups · Low Effort · Low Impact
DEFER
Reconsider · High Effort · Low Impact
Low Effort → High Effort
Recommendations PRIORITIZED
30-60-90 Day Action Plan EXECUTABLE ROADMAP
A sequenced roadmap for the next 90 days. The 30-day items are quick wins that don't require new tooling. The 60-day items require workflow + training changes. The 90-day items are strategic launches.
Service Plan Revenue Calculator INTERACTIVE
Make the #1 recommendation tangible. Adjust adoption rate and monthly fee to see projected recurring revenue.
Built from Housecall Pro API (read-only "datacue" key).
Lifetime counts (customers, jobs, invoices, estimates) come from /total_items.
Field-completeness rates from a 1,553-job sample (May 2026) and 600-record samples of customers/estimates/invoices.
Monthly revenue / counts pulled with scheduled_start_min / scheduled_start_max on the /jobs endpoint and reconciled
against the existing month-over-month aggregates.
Generated by Michael Scott Lopez for Cowboy's Air Conditioning & Heating Logging session…
