Good morning, Brittany
Thursday, June 12 · 11 jobs on the board today
Deposited this week
$38,420
12.4% vs last week
Jobs completed
27 / 34
5 ahead of pace
Outstanding (unpaid)
$14,905
9 invoices awaiting payment
Avg job margin
41.8%
2.1pts materials + labor
Needs attention
Action items pulled from open jobs All
Today on the board
| Job | Customer | Tech | Window | Status |
|---|---|---|---|---|
Generac 24kW install Van Alstyne |
RC Reggie Caldwell902 Ridgepointe Dr |
Steven K. | 8:00 - 12:00 | On site |
200A panel upgrade Sherman |
GM Garrett McCool1418 Loy Lake Rd |
Michael P. | 9:00 - 11:00 | On my way |
Whole-home surge protector Denison |
LS Lourdes Salas1125 N Mirick Ave |
Aaron V. | 11:30 - 1:00 | Scheduled |
EV charger + Powerwall Gainesville |
PA Priya Anand305 Cooke St |
Cody R. | 1:00 - 5:00 | Scheduled |
Cash collected
Last 7 days$38,420
12.4%
Jun 6Today
Recent activity
Payment received $1,480.00 from Hollis Pruitt (INV-2041)
9:42 AM
Quote Q-1188 accepted by Reggie Caldwell $8,734.00
9:20 AM
Appointment confirmed Thu Jun 12, 1:00-5:00 PM texted to Priya Anand
9:05 AM
Michael P. sent an On my way text to Garrett McCool
8:55 AM
Steven K. started the Generac install in Van Alstyne
8:06 AM
Synced 3 new customers from ServiceTitan
6:30 AM
Schedule
Thursday, June 12 · dispatch board
Thursday · 4 technicians
Live · 9:42 AM
Scheduled
En route
On site
Done
SK
Steven K.Service truck 3
MP
Michael P.Service truck 1
AV
Aaron V.Service truck 5
CR
Cody R.Service truck 2
8 AM
Generac 24kWVan Alstyne
8:00 - 12:00
200A panelSherman
En route
Recessed lightingPottsboro
8:30 - 10:30
10 AM
Surge protectorDenison
11:30 - 1:00
Breaker swapHowe
Done
12 PM
Ceiling fans x3Sherman
1:00 - 3:00
Commercial serviceSherman
12:30 - 4:30
EV + PowerwallGainesville
1:00 - 5:00
2 PM
Estimate visitBells
2:30 - 3:30
GFCI + outletsDenison
2:00 - 4:00
31
Schedule texts sent today
4
Trucks on the road
2
Jobs unassigned this afternoon
JOB-3092
Generac 24kW standby install
Reggie Caldwell · 902 Ridgepointe Dr, Van Alstyne TX 75495
On site
ScheduledJun 9
On my way7:48 AM
Started8:06 AM
Finished--:--
Invoiced--:--
Paid--:--
On site 1h 24m
Materials & labor
Cost vs price drives job margin| Item | Qty | Cost | Price |
|---|---|---|---|
| Generac 24kW Guardian generator Material | 1 | $4,180.00 | $5,499.00 |
| 200A automatic transfer switch Material | 1 | $612.00 | $915.00 |
| Gas line + whip, fittings Material | 1 | $340.00 | $520.00 |
| Concrete pad + conduit Material | 1 | $215.00 | $360.00 |
| Install labor (2 techs) Labor | 9.0 h | $585.00 | $1,440.00 |
| Cost of job | $5,932.00 | ||
| Customer price | $8,734.00 | ||
Payment
Collected on completion Subtotal
$8,734.00
Processing fee (auto, 3%)
$262.02
Total due
$8,996.02
Fee auto-populates from the card rate on file. Waived for check or cash.
Job margin
$2,802
32.1% margin
Profit after materials and labor
Profit $2,802
Cost $5,932
Customer
RC
Reggie CaldwellResidential · since 2021
Phone(903) 624-7185
Address902 Ridgepointe Dr, Van Alstyne
Lifetime$26,840 · 5 jobs
Source ServiceTitan
Site photos
4Quotes
28 open · $96,420 in the pipeline
| Quote # | Customer | Scope | Amount | Sent | Expires | Status |
|---|---|---|---|---|---|---|
| Q-1192 | SY Sandra YeoDenison |
Service upgrade + surge | $3,480.00 | Not sent | - | Draft, not sent |
| Q-1190 | DM Dwight MabrySherman |
Recessed lighting, 12 cans | $2,240.00 | Not sent | - | Draft, not sent |
| Q-1188 | RC Reggie CaldwellVan Alstyne |
Generac 24kW standby | $8,734.00 | Jun 4 | Jul 4 | Accepted |
| Q-1185 | BH Beau HargrovePottsboro |
Whole-home rewire (1958 build) | $18,650.00 | May 14 | Jun 13 1 day | Sent, expiring |
| Q-1181 | AF Annette FriesenBells |
EV charger, 60A circuit | $1,390.00 | May 28 | Jun 27 | Sent |
| Q-1179 | CB Carter BynumSherman |
Commercial panel + meter stack | $9,240.00 | May 31 | Jun 30 | Sent |
Expiry is the sent date plus 30 days. Drafts have no expiry until they are sent.
Invoices
$14,905 outstanding across 9 unpaid invoices
| Invoice # | Customer | Amount | Fee | Sent | Status |
|---|---|---|---|---|---|
| INV-2048 | GM Garrett McCool200A panel upgrade |
$2,915.00 | $87.45 | Not sent | Ready to send |
| INV-2047 | LS Lourdes SalasSurge protector |
$640.00 | $19.20 | Not sent | Ready to send |
| INV-2044 | CB Carter BynumCommercial service |
$6,180.00 | $185.40 | May 22 | 21 days overdue |
| INV-2043 | DM Dwight MabryCeiling fans x3 |
$845.00 | $25.35 | May 29 | 14 days overdue |
| INV-2041 | HP Hollis PruittOutlet + GFCI run |
$1,480.00 | $44.40 | Jun 5 | Paid today |
| INV-2039 | PA Priya AnandSub-panel install |
$2,260.00 | $67.80 | Jun 2 | Paid |
Processing fee auto-populates at the card rate. Paid invoices feed the Payments ledger.
Payments
Deposits, processing fees and collection on completion
Deposited (June)
$112,840
8.0% vs May
Card vs check
61% card
39% check or cash
Processing fees
$2,061
Auto-applied, passed to card payers
Collected on completion
72%
Paid same day as the job
Deposit ledger
Settled to operating account Settled In transit
| Date | Invoice | Customer | Method | Gross | Fee | Net deposit | Status |
|---|---|---|---|---|---|---|---|
| Jun 12 | INV-2041 | Hollis Pruitt | Card | $1,480.00 | $44.40 | $1,435.60 | In transit |
| Jun 11 | INV-2039 | Priya Anand | Card | $2,260.00 | $67.80 | $2,192.20 | Settled |
| Jun 11 | INV-2036 | Marlene Pruitt | Check | $980.00 | $0.00 | $980.00 | Settled |
| Jun 10 | INV-2034 | Carter Bynum | Card | $3,420.00 | $102.60 | $3,317.40 | Settled |
| Jun 9 | INV-2031 | Sandra Yeo | Cash | $420.00 | $0.00 | $420.00 | Settled |
Customers
Synced from ServiceTitan 1,284 records · last sync 6 min ago
| Customer | Phone | City | Jobs | Lifetime value | Last job | Tags |
|---|---|---|---|---|---|---|
RC Reggie Caldwell902 Ridgepointe Dr | (903) 624-7185 | Van Alstyne | 5 | $26,840 | Jun 12 | Residential |
CB Carter Bynum114 N Travis St | (903) 487-2241 | Sherman | 12 | $62,400 | Jun 10 | Commercial |
PA Priya Anand305 Cooke St | (940) 612-0934 | Gainesville | 3 | $7,640 | Jun 11 | Residential |
HP Hollis Pruitt708 W Sears St | (903) 815-4470 | Denison | 7 | $11,310 | Jun 5 | Residential |
GM Garrett McCool1418 Loy Lake Rd | (903) 771-3328 | Sherman | 2 | $4,395 | Jun 12 | Residential |
SY Sandra Yeo431 Morton St | (903) 463-9092 | Denison | 4 | $6,120 | Jun 9 | Residential |
BH Beau Hargrove22 Lakeview Dr | (903) 786-5510 | Pottsboro | 1 | $0 | Quote open | Lead |
Two-way sync keeps names, addresses and job history aligned with ServiceTitan.
Profit & loss
Materials and labor costing · June
Revenue
$168,200
9.1% vs May
Materials
$61,540
36.6% of revenue
Labor
$36,720
21.8% of revenue
Gross profit
$69,940
41.6% margin
Revenue, materials & labor
Last 6 weeks
Revenue
Materials
Labor
Margin by job type
Generator installs48%
Panel upgrades44%
Service calls52%
EV + battery39%
Commercial34%
Top jobs by margin
June, completed and paid| Job | Customer | Type | Price | Cost | Profit | Margin |
|---|---|---|---|---|---|---|
| JOB-3061 | Carter Bynum | Commercial service | $6,180.00 | $4,020.00 | $2,160.00 | 35% |
| JOB-3058 | Priya Anand | Sub-panel install | $2,260.00 | $1,150.00 | $1,110.00 | 49% |
| JOB-3049 | Hollis Pruitt | Outlet + GFCI run | $1,480.00 | $690.00 | $790.00 | 53% |
| JOB-3037 | Dwight Mabry | Ceiling fans x3 | $845.00 | $430.00 | $415.00 | 49% |
Field app
The same schedule in the tech's pocket. Built for desktop and cellular.
9:41
Today
Steven K. · 4 stops · Truck 3
Generac 24kW install Now
902 Ridgepointe Dr, Van Alstyne
8:00 - 12:00 · Reggie Caldwell
Ceiling fans x3 1:00
1709 Tanglewood Dr, Sherman
1:00 - 3:00 · Dwight Mabry
Estimate visit 2:30
488 County Rd 367, Bells
2:30 - 3:30 · new lead
11:32
Collect payment
Generac 24kW · Reggie Caldwell
Job complete Finished
Subtotal$8,734.00
Processing fee (auto 3%)$262.02
Total due$8,996.02
Fee waived automatically for check or cash.
One-tap On my way texts
Techs fire the arrival text from the job. The customer sees the tech name and ETA, no office call needed.
Job start and finish
Start and stop the timer on site. Labor hours flow straight into the job's cost and margin.
Collect on completion
Take the card on site. The 3% fee auto-populates and is waived for check or cash.
Same board, both screens
The dispatch board the office sees and the tech's phone are the one schedule, always in step.
Photos attach to the job
Before and after photos upload to the job card and the customer record automatically.
Synced with ServiceTitan
Customer history and addresses stay aligned with the office system on every job.