Dashboard

CA
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†’
TimeCustomerServiceTechStatus

Permit Pipeline

Maintenance Plans At Risk

CustomerPlanVisitsDays Left

Equipment Warranty Expiring

Next 90 days
CustomerEquipmentExpires
2-week view
This week β€” capacity
73%
Service Tickets
Ticket #CustomerEquipmentIssueTechStatusDate
R-410A on hand
β€”
lbs across cylinders
Added (MTD)
β€”
lbs charged to systems
Recovered (MTD)
β€”
lbs reclaimed

EPA Section 608 Log

DateTechEquipmentTypeAddedRecoveredReason

Cylinder Inventory

0 customers
CustomerAddressEquipmentPlansTagsLast 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

CustomerPlanStartedVisitsPlan EndsStatus
β€” subscribers
CustomerAddressFilter SizeQty / ShipFrequencyNext 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

ItemUnitOn HandReorder AtUnit CostStatus
Truck Inventory Each truck has its own par list β€” transfer from shop with one tap.
Permit Pipeline

Field Technicians

NameRoleEPA CertNATE CertTrainingsStatus
Channels
Direct Messages
# 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 β†’

Danger Zone

Reset wipes all local demo data β€” tickets, equipment, refrigerant log, customers.

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