Precision Air — Dashboards

By comfort advisor & consolidated: batting avg, margin $, pipeline, payment mix, team bonus

Are we pricing installs right? Every ServiceTitan-sold install for yesterday and MTD with its estimated ACTUAL gross margin at point of sale (ASP less equipment, materials, labor, commission and 3.5% other - nothing excluded), GM$/day, and a red flag on any job sold with no Firebase pricing record. Catches an under-priced install the day it sells, not a month later. Estimate at sale; the true check is the bills-in audit. Refreshes daily 5am.

Completed HVAC-Service jobs and repair revenue by any period (Yesterday/WTD/MTD/QTD/Season/YTD) with prior-year compare; by tech, job type, job-type x tech matrix, Demand 10+ to TGL, consolidated tune-ups, and reschedules. Click any row to open the jobs in ServiceTitan.

The morning snapshot emailed to Lucas and the team: the prior calendar day's completed HVAC-Service board per technician (jobs, GL-4000 repair revenue, job-type x tech, Demand 10+ to TGL, reschedules) with draft curation notes. Same data basis as Service Summary; use the Summary for any custom period.

Pull-based distribution of the Tune-Up Win-Back 2,000: reps self-claim 10 at a time (cap 20 open), dial and disposition (booked, no-answer, callback, not-interested, bad number), stale claims auto-release; per-rep logins; manager view plus CSV export for Vince and Eric only. Separate login (.htpasswd_winback).

INTERNAL TEMPLATE / TRIAL - owner-only reference prototype, NOT a working tool and not for the team; dispatch continues to use the ServiceTitan dash. Rebuilds the ST dispatch board natively (appointments per tech, completed jobs, hold/scheduled pipeline with sold hours) PLUS a sold-vs-actual labor-hours layer by job type (ServiceTitan sold hrs vs actual on-site Working hrs from payroll; implausible actuals flagged) - the pricebook time-accuracy check. Click a job type to drill to jobs; job # opens ServiceTitan.

Tip of the Spear: calls to bookings to jobs to revenue by period

Free-tune-up promo call list, NON-MEMBERS only, exactly 2,000 deduped: T1 lapsed member <=24mo, T2 install non-member <=36mo, T3 past-service non-member (newest-first fill); excludes active members, on-the-board, do-not-service; ranked oldest-system-first; ST profile links + phones + last-note hooks

By comfort advisor & consolidated: batting avg, margin $, pipeline, payment mix, team bonus

Are we pricing installs right? Every ServiceTitan-sold install for yesterday and MTD with its estimated ACTUAL gross margin at point of sale (ASP less equipment, materials, labor, commission and 3.5% other - nothing excluded), GM$/day, and a red flag on any job sold with no Firebase pricing record. Catches an under-priced install the day it sells, not a month later. Estimate at sale; the true check is the bills-in audit. Refreshes daily 5am.

Every open and stalled install proposal (all sizes) with the full all-in GP stack (equip/matl after tax, labor, commission, 3.5% other, GP$, GPM), priced on the LOWEST option offered; age filter, sortable on every column; names link to the live Firebase proposal. Rebuilt nightly in refresh_all.sh.

Every American Standard AHRI combo from the Ferguson catalog, filterable including communicating systems, with CSV export for Firebase load

Every Ferguson/Mitsubishi Electric AHRI matchup (ductless + multi-zone + components), filterable, with CSV export for Firebase load

Every Bosch IDS inverter AHRI matchup (R-454B split heat pumps + dual-fuel), filterable, with CSV export for Firebase load

Every pre-matched AHRI system from the APR QuickSystem catalog (Concord/Ducane, 345 combos: AC/HP with coil, furnace+coil, or air handler), filterable with CSV export. 4th source loaded into pb_master alongside Ferguson/Mitsubishi/Bosch.

PROTOTYPE: new declining-CM margin model on our own pb_master catalog. CA builder + customer view + admin dashboards. Demo, not the live Firebase app.

Unified install equipment pricing across all 4 sources (Ferguson/American Standard, APR/Concord-Ducane, Bosch, Mitsubishi; 4,745 AHRI combos) — the master the unit-economics audit prices against; filter by source, filterable with CSV export

Completed HVAC-Service jobs and repair revenue by any period (Yesterday/WTD/MTD/QTD/Season/YTD) with prior-year compare; by tech, job type, job-type x tech matrix, Demand 10+ to TGL, consolidated tune-ups, and reschedules. Click any row to open the jobs in ServiceTitan.

The morning snapshot emailed to Lucas and the team: the prior calendar day's completed HVAC-Service board per technician (jobs, GL-4000 repair revenue, job-type x tech, Demand 10+ to TGL, reschedules) with draft curation notes. Same data basis as Service Summary; use the Summary for any custom period.

MTD completed jobs vs Floor/Goal/Reach (v17 plan), daily board trend, job-type mix, GL 4000 in-house repair revenue, per-tech output, top invoice items - for Lucas + owners

TGL install proposals: volume, close rate, revenue + who writes (tech) & closes (advisor) the most, date-windowed w/ drill-down

Geo-clustered install-generation call list: Book A member tune-ups owed (obligation), Book B inactive win-backs (10+ system, free tune-up), Book C active non-owed w/ aging equipment; tier/whole-system/unsold-quote signals + 40:1 install economics

Which SERVICE techs generate the best-converting replacement leads, and on which visit type - close rate by tech x originating job type (deduped opportunities), date-windowed, click any cell/Total to drill into the leads with salesperson, status, and ST/Firebase links + a Service->Install funnel (jobs->TGLs->sold installs + base service revenue per job type)

Field techs calling Lucas (267-495-8227): who called, what about, deflectable vs must-ask — give Lucas time back for customers

3-yr volume, member vs non-member, financial drag, dedicated tech

Dispatch rate vs extreme temps and peak call days

Website, landing-page & Google LSA form leads - volume, conversion, revenue, by date window

Master attribution funnel: every channel (calls + web, paid + unpaid) first-touch to revenue

Self-computed organic-search scorecard (no agency file): SpyFu organic visibility (ranking keywords, top-3/10, clicks, value, trend) + competitor gap, tied to ServiceTitan organic-call revenue; regenerated recommendations each run

Calls in/out by campaign, forms, jobs booked, install estimates won/lost

Agency monthly Google-Ads performance report + our independent spend/ROAS verification and error flags

Self-computed (no agency file): Google Ads/LSA spend vs ServiceTitan revenue, blended + new-customer ROAS by window, tracked-number floor + black-hole context

ST campaigns: calls, revenue, jobs, new customers by channel

Consultant worklist: job to invoice to line items by type (Material/Service/Equipment), flags service-no-material jobs, ST EditInvoice links

Live GPS + compliance, BSL flags, loans, carrying cost by vehicle

Per-driver debrief: fuel + GPS, copy-paste bullets, drill-down to txn detail

Operational fleet view: GPS + compliance without loan/carrying-cost financials

Daily Azuga GPS anomaly flags - speeding, after-hours, weekend, idle, mileage outliers by driver/truck

All-in cost to own and run a truck per day by class (Service/Install/Office): fixed vs variable, weekday utilization per truck from GPS, and what idleness costs. Point-in-time snapshot from fleet loans, Coast fuel and GPS run-days.

Renewals due, PMA win-backs, lapsed - ST links, phone/email, templates

Active base, PMA funnel, cohort retention, at-risk renewals

Paying/PMA/ASP, relationship LTV, churn & PMA conversion, since-2022 trend

Canonical definitions of every term dashboards and agents use - roster, board & scheduling, equipment age, leads/TGLs, revenue - so no one invents a definition twice

Site uptime, load time, page bloat - checked every 15 min

Are service techs photographing equipment nameplates at every job? Compliance by month, job type, and tech (job-mix-fair). ~100% on tune-ups, near 0% on demand/warranty/recall. Denominator = every completed service job. Photo signal current as of last photo pull, not nightly.

All-lines transcription coverage (live from call_transcripts × st_call_recordings)