Close-rate history
How often they actually close, checked against their history.
50%+ target close rate on tech leads
ServiceTitan’s target for HVAC comfort advisors; 25-35% on marketing leads
The roles
Most HVAC shops hire for one of two seats. The comfort advisor runs replacement leads. The sales manager runs the advisors, and often still runs leads too.
Runs the replacement calls your CSRs book and your techs turn over. Listens first, lays out good/better/best systems with financing and closes in the home.
Step 1
Trade, territory, lead sources, average ticket and your pay plan. A short call or a two-minute form.
Step 2
We go after the top reps at the strongest companies in your trade and market, people with a proven track record, and make the case for joining you.
Step 3
Close-rate history, pay history and references, all checked before anyone reaches your shortlist.
Step 4
You meet the shortlist and make the call. You pay only when you hire.
Benchmarks
The numbers a strong comfort advisor should hit. Treat them as the bar, not the average, then check them against your own board.
Verified before you meet them
We verify each rep's own number on these before you meet them, from their close-rate history and pay history, and confirm it with reference checks.
Targets: ServiceTitan
Pay reality
Most comfort advisors are paid mostly on commission, often with a small base or draw. Total pay usually lands between $43,000 and $138,000, depending on lead flow and close rate.
How a top advisor gets there
Example$1.5M in sales × 9% commission
≈ $135,000 a year
Total annual pay (base + commission)
BLS, May 2025
When to hire
Hire in your slow season to be ready for the rush. Hire in the rush when leads are going unrun.
Leads going unrun right now?
See what an empty seat costsResults
FAQ
Usually not. EPA Section 608 covers people who handle refrigerant, and an advisor who sells but doesn't touch the equipment doesn't. That's our reading, not legal advice, so check your state's licensing rules too.
Both can work, and plenty of great advisors started as techs. Promote a tech who's already turning service calls into sales. If you don't have one, hire a proven seller and let your techs keep feeding them leads. Selling is the hard part to teach; HVAC basics aren't.
It depends on your lead mix. Strong advisors close 25–35% of marketed leads and 75–85% of tech leads. Expect lower while a new hire learns your price book.
Percent of sale (around 9%) is simpler and easier for an advisor to trust. Percent of gross profit protects your margin when advisors discount. If your job costing isn't solid yet, start with percent of sale.
That's your call, and one to check with your accountant, because classification depends on how the job is run. Either way, the advisor is hired directly by your company, not by Level.
No. We focus on field salespeople who run appointments in the homeowner's home, and the managers who lead them. Staying focused is how we know the best sellers in your market. CSRs, dispatchers and phone setters are outside what we do.
We aim to have a first candidate in front of you within 7 days of onboarding and getting your job description. A typical hire takes 21 days. Both vary by role and market, and hiring in May is a different search from hiring in October.
Yes, both selling sales managers who still run leads and directors of sales who don't. We check their own close-rate history, pay history and references the same way we do for advisors.