| # | Customer Name | Contact Info | Lead Source | Date Received | Time Received | Date Responded | Time First Response | Response Time | Attempts | Urgency | Who Responded | Response Method | Appointment Date | Result | Lost Reason | Notes |
|---|
📈 Performance Analytics
⚡ Response Speed
0 min
Average Response Time
≤30min: 0 | ≤1hr: 0 | >1hr: 0
📅 Appointments
0%
0 appointments booked
Out of 0 total leads
📞 Contact Success
0%
Successfully contacted
Excludes no answers & voicemails
🔄 Persistence
0
Avg attempts per lead
To book: 0 attempts avg
📊 Lead Sources
–
Top performing source
–
📅 This Month
0
September 2025
🎯 How to Use Your HVAC Lead Tracker
- Click any cell to edit lead information instantly
- Use the red ✕ button in row numbers to clear entire rows
- For dropdown fields, you can type to search or add custom values
- Headers stay visible when scrolling through large lead lists
- Track the complete customer journey from first contact to appointment
- Click “Attempts” to log detailed follow-up activities
- Monitor response times to improve speed-to-lead performance (8AM-8PM business hours)
- Set urgency levels to prioritize emergency calls
- Track team performance with “Who Responded” field
- Analyze conversion rates and identify improvement opportunities
- Export data for reporting and CRM integration
- Real-time analytics help optimize your lead response strategy
🚀 Built specifically for HVAC professionals to maximize lead conversion and grow your business!