Jobs Booked
0
▲ 6 vs. last week
Revenue Recovered
$0
▲ 22% this month
Calls Answered
0 / 42
Zero missed this week
New 5★ Reviews
0
4.9★ average
Revenue Recovered, Last 8 Weeks
Booked jobs traced back to a specific follow-up
Where It Came From
This week's $14,280
Missed-call follow-up
$6,140
Old-customer outreach
$4,760
Estimate follow-up
$3,380
Running For You
Missed-Call Recovery
Every unanswered call gets a text-back, instantly
Active
Estimate Follow-Up
Quotes that go quiet get a nudge, not a chase
Active
Old-Customer Outreach
Bringing back the ones who haven't called in a while
Active
Review Requests
Sent to every finished job, never cherry-picked
Active
Appointment Reminders
Fewer no-shows, less time on the phone confirming
Active
Monday, 7:00 AM
Your weekly report just landed
One page, plain English: what came in, what got booked, and the one thing worth your attention this week. No dashboard required.
Job Ticket Log
Real activity, as it happens
LIVE
9:41
AM
AM
Missed Call
Call from (813) 555-0142 went unanswered. Text-back sent in 9 seconds, customer replied and booked a repair.
+$420 booked
8:55
AM
AM
Review
Review request sent to Maria G. after yesterday's job. She left a 5★ review this morning.
7:12
AM
AM
Estimate
Follow-up sent on last week's system-replacement quote. Customer confirmed and scheduled install.
+$8,200 booked
Yst
9:47PM
9:47PM
After Hours
After-hours call answered. Appointment booked for tomorrow, 9:00 AM.
Yst
3:20PM
3:20PM
Old Customer
James P., last serviced 14 months ago, reactivated and signed up for the maintenance plan.
+$210/yr recurring
Yst
11:03AM
11:03AM
Reminder
Appointment reminder sent for today's 2:00 PM visit. Confirmed by customer.
Jobs Today
0
2 in progress
This Week
0
▲ 4 vs. last week
Needs Assignment
0
Emergency call, 3:00 PM
On-Time Rate
0%
Last 30 days
This Week
Tap a day to see the full schedule
Mon
18
7 jobs
Tue
19
6 jobs
Wed
20
8 jobs
Thu
21
5 jobs
Fri
22
5 jobs
8:00 AM
AC Repair · Thompson Residence
9:30 AM
Maintenance Check · Bayview Plaza
11:00 AM
Estimate · System Replacement, Henderson Home
1:00 PM
Repair · Coral Ridge Apartments, Unit 4B
3:00 PM
Emergency Call · Lakeview Office
4:30 PM
Follow-Up Visit · Garcia Household
Outstanding
$0
4 open invoices
Paid This Month
$0
▲ 14% vs. last month
Overdue
0
$650 · 9 days past due
Avg. Days to Pay
0
Down from 6 last quarter
Recent Invoices
Sent to customers this month
| Invoice | Customer | Sent | Amount | Status |
|---|---|---|---|---|
| INV-1043 | Henderson Home | Aug 19 | $8,200 | Sent |
| INV-1042 | Thompson Residence | Aug 18 | $420 | Paid |
| INV-1041 | Bayview Plaza | Aug 12 | $650 | Overdue |
| INV-1040 | Garcia Household | Aug 10 | $290 | Paid |
| INV-1039 | Coral Ridge Apartments | Aug 7 | $1,180 | Paid |
| INV-1038 | Lakeview Office | Aug 5 | $9,610 | Paid |
Customers pay through a secure hosted link. Card details never pass through or get stored here.
Team Hours, This Week
0
Across 2 techs
Commission Payable
$0
This pay period
Next Pay Date
Fri, Aug 29
6 days away
Techs Active
0
Full crew this week
Pay Period Summary
Aug 11 – Aug 24 · hours and commission, tracked from completed jobs
| Team Member | Hours Logged | Jobs Completed | Commission Earned | Status |
|---|---|---|---|---|
| Mike R. | 38.5 hrs | 11 | $1,240 | Pending |
| Carlos V. | 41.0 hrs | 13 | $1,510 | Pending |
This is a tracking summary, built from completed jobs, ready to hand to whoever actually runs payroll, not a payroll processor itself.
This Month
$0
Parts, fuel, and supplies
vs. Budget
0%
$2,250 monthly budget
Pending Approval
0
$246.50 total
Missing Receipts
0
Flagged for follow-up
Recent Expenses
Logged by the team, ready for review
| Date | Category | Submitted By | Amount | Receipt |
|---|---|---|---|---|
| Aug 20 | Parts | Mike R. | $184.50 | Attached |
| Aug 19 | Fuel | Carlos V. | $62.10 | Attached |
| Aug 17 | Supplies | Office | $310.00 | Missing |
| Aug 15 | Parts | Mike R. | $96.40 | Attached |
| Aug 14 | Fuel | Carlos V. | $58.75 | Attached |
Sales Tax Collected, Q3
$0
Florida state + county rate
Est. Quarterly Set-Aside
$0
A planning estimate, not a filing
1099 Contractors Tracked
0
Over the $600 threshold
Next Filing Date
Oct 20
Q3 sales tax due
1099-NEC Candidate List
Contractors paid over $600 this year
| Contractor | Paid Year-to-Date | W-9 on File |
|---|---|---|
| Sunbelt Duct Cleaning LLC | $3,420 | On File |
| R. Alvarez Refrigeration | $1,150 | Missing |
Built to hand to your accountant: this is a summary, not tax advice, and not a filing.