Good morning, Dale
Thursday, September 10. 4 jobs today, 2 still unassigned.
Viewing Georgetown only
Revenue, month to date
$41,900
▲ 14%vs. same period last month
Booked calls today
14
5 booked by AI or online
Average ticket
$641
Booking rate 68%
Members
71
9 new this month
Revenue by month
Last 12 months, split by trade
Needs your attention
- RTU-1 (25-ton rooftop) at Georgetown Pediatric Clinic is over the leak-rate threshold. Repair due Oct 1, 2026.
- Jake Whitfield's TCEQ backflow prevention assembly tester expires in 17 days
- 3 QuickBooks sync errors waiting
- 2 jobs today are still unassigned
- 3 membership payments failed
- 1 backflow test due this month
- 1 invoice overdue by more than 10 days
Today on the board
Completed
0
In progress or en route
1
Still to come
1
Unassigned
2
- J-2026-0414Georgetown Pediatric ClinicMarcus
Accounts receivable aging
Send reminders
$37,860
- Current$24,310
- 31 to 60 days$8,120
- 61 to 90 days$3,450
- Over 90 days$1,980
Where today's work came from
This month by revenue
Technician scorecard
Month to date
| Technician | Revenue | Avg ticket | Callbacks | Memberships sold |
|---|---|---|---|---|
| Tommy NguyễnHVAC Install Lead | $41,900 | $6,980 | 0.4% | 5 |
| Marcus ReedHVAC Lead Technician | $34,200 | $684 | 1.2% | 6 |
| Sofía RamírezHVAC Service Technician | $22,400 | $512 | 1.8% | 9 |
| Priya NatarajanElectrician | $21,100 | $745 | 0.6% | 1 |
| Danny TrầnHVAC and Plumbing Technician | $19,800 | $468 | 2.4% | 4 |
| Jake WhitfieldPlumber | $17,600 | $402 | 0.9% | 3 |
| Luis HerreraPlumber | $14,300 | $356 | 2.9% | 2 |
| Chris OkaforHVAC Apprentice | $6,100 | $210 | 3.1% | 1 |
Reviews
4.9/ 64219 new this month from 38 requests