● LIVE · — ACTIVE
— TECHS
OVERVIEW / TODAY
Welcome back.
Revenue today
$0
Live total
Jobs scheduled
0
Today
Deposits collected
$0
0 charges
Conversion (lead→job)
—
Last 14 days
Avg ticket
$0
All paid invoices
Revenue, last 14 days View all →
Live dispatch ● 5 TECHS
M
MARCUS R · ENROUTE
1
LINCOLN PARK · 2PM
T
TARA H · ONSITE
2
3
S
SOFI G · AT SHOP
Today's jobs — SCHEDULED
| Time | Customer | Service | Tech | Total | Status |
|---|---|---|---|---|---|
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OPERATIONS / JOBS & DISPATCH
Today's board
Map & routes 5 TECHS · 14 JOBS
M
MARCUS · #1847
1
2
T
3
S
4
5
J
K
Jobs FILTERS · ALL TECHS ▾
| Time | Job # | Customer | Service | Tech | Amount | Status |
|---|---|---|---|---|---|---|
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SALES / LEAD PIPELINE
Pipeline
New leads8
Jenna Holcomb
60614 · LINCOLN PARK
HOT12m ago
$8,400Furnace replace
Kareem Brooks
60622 · WICKER PARK
WARM38m ago
$640AC repair
Lia Andersson
60618 · IRVING PARK
COLD2h ago
$189Diagnostic
Mateo Rojas
60625 · LINCOLN SQ
WARM3h ago
$5,200Heat pump
Sasha Kim
60642 · BUCKTOWN
HOT4h ago
$340AC short-cycle
Contacted6
Carolyn Webb
60614 · LINCOLN PARK
HOTSMS · 1h
$11,200Full sys
Tobias Schwarz
60622 · WICKER PARK
WARMCALL · 3h
$420AC repair
Elsa Nakamura
60611 · STREETERVILLE
WARMSMS · 5h
$640HP leak
Quoted5
Maria Espinoza
60618 · IRVING PARK
DEPOSITPAID 15%
$7,980Furnace install
Akira Sato
60642 · BUCKTOWN
WARMSENT 1d
$9,400AC + furnace
Bree Donovan
60614 · LINCOLN PARK
COLDSENT 3d
$640Heat repair
Scheduled6
James Okafor
60614 · LINCOLN PARK
TODAY 2PDEP $89
$340AC repair
Maya Patel
60625 · LINCOLN SQ
MON 10AFINANCING
$8,200HP install
Won3 / wk
Rachel Schroeder
60614 · LINCOLN PARK
CLOSEDTODAY
$487AC repair
Tomás Vega
60618
CLOSEDTODAY
$189Inspection
PEOPLE / CUSTOMERS
Customers
FINANCIAL / INVOICES
Invoices
FINANCIAL / PAYMENTS
Payments & deposits
Collected today
$0
0 transactions
Service-call deposits
$0
$89 fees
Install deposits (15%)
$0
Jobs scheduled
Financed today
—
via Wisetack
Refunds pending
$0
No disputes
Today's transactions — PAYMENTS
| Time | Customer / Job | Type | Method | Amount | Status |
|---|---|---|---|---|---|
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FIELD / TECHNICIANS
Technicians
| Tech | Status | Today's jobs | Revenue (today) | Rating | Specialty |
|---|---|---|---|---|---|
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FIELD / INVENTORY
Inventory & parts
SKUs in stock
0
In stock
Inventory value
$0
At unit cost
Low stock
0
Below threshold
On order
$0
—
Parts inventory
SKU / Description
On hand
Reorder at
Unit cost
Stock level
Loading…
GROWTH / MARKETING
Campaigns & reviews
Active campaigns
7
2 SMS · 3 email · 2 ads
Review requests sent
412
↗ 38% response
New reviews · 30d
156
★ 4.92 average
Marketing ROI
8.4x
↗ +1.2x vs LM
Campaigns 7 ACTIVE · 12 SCHEDULED
Spring AC tune-up · email blast
EMAIL · SENT MAY 5 · 2,840 RECIPIENTS
42%
Open
8.2%
Click
$14.2K
Revenue
Furnace pre-season SMS · ZIP 60614, 60618
SMS · ACTIVE · 1,420 SENT / 1,180 OPT-IN
91%
Delivered
14%
Reply rate
$8.4K
Revenue
Post-job review request · auto
SMS + EMAIL · AUTO · TRIGGERED ON JOB CLOSE
38%
Response
★ 4.92
Avg rating
156
Reviews / 30d
"AC repair near me" · Google Ads
PPC · ACTIVE · $84 / DAY · 14 ZIPS
$3.20
CPC
9.4%
CTR
12.1x
ROAS
GROWTH / REPORTS
Reports & analytics
Revenue · 30d
$418K
↗ +18% MoM
Jobs completed
847
↗ 96% first-visit
Avg ticket
$493
↗ +$22
Customer LTV
$2,142
↗ +$140
NPS
72
↗ +4
Revenue by service · 30d
AC repair$148K · 35%
Furnace repair$102K · 24%
Heat pump$78K · 19%
Install / replace$68K · 16%
Maintenance$22K · 6%
Lead sources · 30d
Google search42%
Referral22%
Returning customer18%
Other18%
REFERENCE / FLOW MAP
Customer + ops flow
CUSTOMER JOURNEY · LEAD → REVENUE
01
Lead
Web · call · ad
02
Book
Online · 8-step funnel
03
Deposit
$89 fee or 15% install
04
Dispatch
Auto-assigned by ZIP
05
Onsite
Diagnose · quote
06
Approve
Customer e-signs
07
Repair
Tech completes
08
Invoice
Balance + review req
ADMIN MODULES SUPPORTING EACH STAGE
01
Dashboard
Today's KPIs, revenue, live dispatch
02
Jobs & dispatch
Calendar, map, route, status
03
Lead pipeline
Kanban: new → contacted → quoted → won
04
Customers
Profile, equipment, history, LTV
05
Quotes & invoices
Build, send, e-sign, deposit
06
Payments
Deposits, balance, refunds, financing
07
Technicians
Roster, ratings, revenue, certs
08
Inventory & parts
SKUs, reorder, cost, vendors
09
Marketing
Campaigns, review reqs, ROI
10
Reports
Revenue, sources, LTV, NPS