First-Time Fix Rate

Excel Formulas › HVAC & Field Service

All versionsCOUNTIF

First-time fix rate — jobs resolved in one visit over total jobs — is the field-service efficiency metric. Callbacks burn a truck roll and erode the margin and the customer relationship.


Quick formula: first-time fix rate:
=fixed_first_visit / total_jobs
Jobs completed on the first visit over total jobs. 88 of 100 is 88% first-time fix.

Functions used (tap for the full reference guide):

The example

88 fixed first of 100 jobs.

AB
1ItemValue
288 / 100—
3First-time fix→ 88%

The formula

The formula:

=fixed_first_visit / total_jobs // first-visit fixes ÷ total

How it works

How it works:

  1. Count jobs resolved in one visit with COUNTIF on the outcome.
  2. Divide by total jobs for the first-time fix rate.
  3. The callback rate is the complement — each callback is a wasted truck roll.
  4. Cost of callbacks = callbacks × cost per truck roll — size it to justify training/stocking.

Every callback costs a whole second visit for zero new revenue. A 12% callback rate on 100 jobs is 12 extra truck rolls — fuel, labor, and a frustrated customer — with nothing billed. Raising first-time fix through better-stocked trucks, diagnostics, and tech training pays back fast: multiply callbacks by your fully-loaded truck-roll cost to see the prize, then invest up to that number.

Try it: interactive demo

Live demo

First-visit fixes, total jobs, truck-roll cost.

Fix rate · Callback cost

Variations

Callback rate

The complement:

=1 - fixed_first_visit/total_jobs

Callback cost

Wasted rolls:

=(total_jobs - fixed_first) * truck_roll_cost

By technician

Coach the team:

=COUNTIFS(tech,t,outcome,"Fixed") / COUNTIF(tech,t)

Pitfalls & errors

One-visit only. Count jobs truly closed on the first trip.

Callbacks cost a roll. Each is a full second visit, unbilled.

Zero jobs. No jobs gives #DIV/0!.

Practice workbook

📊
Download the free First-Time Fix Rate practice workbook
A first-time-fix sheet with the callback-rate, cost, and by-tech variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate first-time fix rate in Excel?
First-visit fixes over total jobs: =fixed_first_visit / total_jobs. 88 of 100 is 88%.
What does a callback cost?
A full truck roll with no revenue: =(total_jobs - fixed_first) * truck_roll_cost.
How do I track it by tech?
=COUNTIFS(tech,t,outcome,"Fixed") / COUNTIF(tech,t).

Stop fighting formulas. Learn them in a day.

This recipe is one of hundreds of real-world formulas we teach. Our Excel Formulas & Functions class covers lookups, logic, text, and dynamic arrays hands-on — live in Dallas–Fort Worth, Houston, Austin, Oklahoma City, Denver, or online.

See the Formulas & Functions Class

Related formulas: On-time delivery rate · Recheck compliance rate · Technician billable efficiency

Function references: COUNTIF