The owner's view
See your office without asking for an update.
Calls answered, jobs booked, leads followed up, reviews collected and money earned, on one screen. Every number comes from your own phone, calendar and CRM.
Sample account with example data. Your dashboard is configured from your own systems.
XAV office/Miami HVAC
Friday, November 15Updated 2 min ago
Office summary
This month
November at a glance
Revenue this month
$84,600
Calls answered
41 of 41
Jobs booked
42
Leads followed up
63
Today's schedule
9 booked-
Dana WhitfieldAC not coolingNew
-
Marcus HaleFurnace tune-upConfirmed
-
Priya RamanReplacement estimateConfirmed
-
Luis OrtegaNo heat, second visitPending
5 completed. 4 still to run.
Waiting on you
3 items- 2 quotes need approvalOldest waiting 2 hours$14,200
- 1 customer asked for a personMessage escalated 12 minutes ago12 min
- 3 callbacks are dueOldest request 18 minutesToday
Only decisions that need an owner reach this list.
Revenue mix
$84,600Response times
Live- Calls answered41 / 41
- Average pickup9 sec
- First reply to a lead42 sec
- First reply to a message18 sec
Measured inside your own system.
Customer feedback
96 reviews- 5 80
- 4 10
- 3 3
- 2 1
- 1 2
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