In 2026, profit comes down to tracking the right numbers, not working more jobs. For home service companies, pulling ahead this year means focusing on a short list of metrics that reveal leaks in time, cash, and customer experience.
For owners or ops leaders, these are the KPIs that will move the needle fast.
Keep reading, you will see how to calculate each one, what solid benchmarks look like, and quick wins you can apply this quarter.
First Time Fix Rate
In a perfect world, technicians are able to resolve an issue on the first visit. Enter, the first time fix rate.
Measure this important number by calculating: (Jobs completed in one visit ÷ Total jobs) x 100.
According to research by Field Technologies Online, the mark of a high performing service team is a first time fix rate above 80 percent.
When you sink below that mark every return visit is eating your margin in the form of extra fuel, overtime, and shrinking schedule availability.
Quick Wins To Improve It
Before the truck leaves, ensure it’s fully prepped. Using mobile checklists helps standardize diagnostics and confirm required parts before dispatch.
Try this also:
- Do a weekly review of repeat call data. This helps spot patterns.
- Stock your fleet based on top 20 repair types
- Make sure the team has full access to sharing repair notes and photos
Even a five percent bump in first time fix rate can free up hours of capacity each week. Extra time equals more booked jobs without hiring another tech.
Quote To Job Conversion Rate
How many of your estimates are turning into paying work?
To calculate the rate of your quote to job conversion, use this simple formula: (Approved quotes ÷ Total quotes sent) x 100.
Data-driven tracking of sales KPIs directly improves service profitability. Every untracked estimate is a missed opportunity to refine pricing, presentation, or follow up.
A healthy benchmark sits between 50 and 70 percent, depending on market and service type. If your rate is falling short, review how quickly quotes go out and whether techs are offering clear options on-site.
Where Software Makes The Difference
Tracking data manually in spreadsheets seldom captures the full story. Structured platforms such as Service Fusion illustrate how field service management software can connect estimating, dispatching, and invoicing within a unified workflow.
When field service management software ties quotes to job outcomes automatically, you can see which of your techs close best, which services could convert higher, and where follow-ups are stalled.
Schedule Adherence
When your team sticks close to planned appointment times, that’s schedule adherence. It’s easily calculated as: (On time arrivals ÷ Total appointments) x 100.
Missing windows initiates a ripple effect. A single late arrival can delay three more jobs. Not to mention it also frustrates customers who took time off work.
Optimize routing and technician productivity and you’ll see a significant boost in overall service performance. For your business, you’ll enjoy fewer gaps and more predictable days when you adopt tighter routing and real time updates.
The quick wins here are smart routing tools, GPS tracking, and automated customer notifications. Your schedule becomes an asset when techs know exactly where to go and customers receive accurate ETAs.
Invoice To Cash Time
Getting paid quickly is reflected in your invoice to cash time. To find this valuable metric, use a simple formula: Total days from invoice date to payment ÷ Number of invoices.
You are essentially financing your customers repairs if your average is 30 days. Shortening that cycle improves cash flow without raising prices.
Contactless payments and on-site card processing can shrink payment time to same-day for many service calls. Free up your office team to focus on booking revenue by sending automated reminders for outstanding balances. This also reduces those awkward collection calls.
Customer Satisfaction Score
Post-service surveys and star ratings measure how your clients feel about the entire experience, and also adds up to your customer satisfaction score. Start by sending a one-question survey and track the average rating over time.
A strong satisfaction score encourages repeat business and online reviews. It also acts as an early warning system when service quality slips.
Satisfaction ties directly to your other metrics. Low first time fix rates or poor schedule adherence often show up in review comments first. By connecting feedback with operational data, you can stop treating symptoms and start fixing root causes.
From Metrics To Real Profit
Focus your team on a few key numbers that have a direct impact on revenue, cost, and customer loyalty.
First time fix rate protects your time. Quote to job conversion drives your top line growth. Schedule adherence keeps your days efficient. Invoice to cash time strengthens cash flow. Customer satisfaction keeps the pipeline full.