Open Service Tickets
14
3 emergency
Tech Hrs Booked This Week
187
of 256 capacity (73%)
Equipment On File
38
Across 22 customers
Active Maintenance Plans
126
$8,420 MRR
Today's Service Calls
Full schedule β| Time | Customer | Service | Tech | Status |
|---|
Permit Pipeline
Maintenance Plans At Risk
| Customer | Plan | Visits | Days Left |
|---|
Equipment Warranty Expiring
Next 90 days| Customer | Equipment | Expires |
|---|
2-week view
Service Tickets
| Ticket # | Customer | Equipment | Issue | Tech | Status | Date |
|---|
R-410A on hand
β
lbs across cylinders
Added (MTD)
β
lbs charged to systems
Recovered (MTD)
β
lbs reclaimed
EPA Section 608 Log
| Date | Tech | Equipment | Type | Added | Recovered | Reason |
|---|
Cylinder Inventory
0 customers
| Customer | Address | Equipment | Plans | Tags | Last Service |
|---|
Active Plans
126
Recurring revenue
MRR
$8,420
+$340 vs last month
Visits Due This Week
11
Scheduled or pending
At Risk
3
Visits owed, year ending
Customers Under Contract
| Customer | Plan | Started | Visits | Plan Ends | Status |
|---|
β subscribers
| Customer | Address | Filter Size | Qty / Ship | Frequency | Next Ship |
|---|
Revenue (MTD)
$58,420
+18% vs last month
Tickets Closed
42
This month
Avg Ticket
$1,390
+$140 vs last month
Recall Rate
2.1%
Industry avg ~5%
Revenue by Service
Tech Productivity
SKUs Tracked
β
Active items
Below Reorder
β
Need restock
Inventory Value
$48.2k
On hand
Shop Stock
| Item | Unit | On Hand | Reorder At | Unit Cost | Status |
|---|
Truck Inventory
Each truck has its own par list β transfer from shop with one tap.
Permit Pipeline
Field Technicians
| Name | Role | EPA Cert | NATE Cert | Trainings | Status |
|---|
# all
Whole-shop channel Β· 4 techs online
You: Owner
Business Information
Defaults
Customer Portal Demo
Each customer can access a private page showing every piece of HVAC equipment Climate Air Pros has installed for them, with last-service dates and "Schedule Service" buttons.
Open sample customer portal βDanger Zone
Reset wipes all local demo data β tickets, equipment, refrigerant log, customers.