When an HVAC owner hears "consulting" or "audit," they usually picture a guy in a suit handing them a 40-page PDF of generic industry best practices and a massive invoice.
At WOVREX, a Revenue Intelligence diagnostic is entirely different. It is an objective, mathematical extraction of your operational data.
Step 1: The Extraction
We don't want your opinions; we want your exports. We pull the raw CSV/Excel files from your phone system (RingCentral, Dialpad, etc.) and your CRM (ServiceTitan, Housecall Pro). We pull dispatch logs, call timestamps, and estimate statuses for the last 30 to 90 days.
Step 2: The Cross-Reference
This is where the magic happens. We run your data through our intelligence models.
- We match the Caller IDs from your phone system that hung up against your CRM to see if they were existing customers.
- We match the timestamps of abandoned estimates against your outbound call logs to see if the office actually attempted a follow-up.
- We match the physical addresses of your daily dispatch routes against your database of overdue maintenance agreements to calculate missed density opportunities.
Step 3: The Findings
We do not give you theory. We give you a list of exact dollar amounts that leaked out of your business last month due to operational gaps.
"You had 42 abandoned estimates between $1,500 and $4,000. 38 of them received zero outbound calls from your office. Based on your historical 30% close rate on follow-ups, this gap cost you $27,000 in gross revenue last month."
That is what real intelligence looks like.