Good morning, Sarah

Here are the items that needs your attention today.

CriticalRevenue
Today · 9:00 AM
$34,200 in receivables past due
QuickBooks lost auth 2 weeks ago and paused AR collection, leaving 12 invoices over 30 days unpaid.
$34.2KAR Collections
Today · 10:30 AM
Turn on Speed-to-Lead to capture leads in 11 seconds
Responds to leads from Angi, Thumbtack, and Facebook before competitors call back. Currently off — 192 leads last month had no response for over 2 hours.
+30% leadsAutomation
Today · 12:00 PM
Invoice #4821 — still showing a balance
Jason Mercer at Oakwood Commercial Plaza has been waiting 3 weeks and needs this resolved before the next service visit.
From Jason, Past-due invoice
Today · 2:00 PM
Approve HVAC Ads budget increase
Mike Chen needs your sign-off on the $2,400 Google Ads increase before it goes live today.
Ads budget
CriticalBooking RateRevenue
Today · 3:30 PM
9 HVAC jobs over capacity next week
112°F highs Mon–Fri are spiking HVAC demand 35% while 3 techs are out, leaving 14 confirmed appointments with only 4 available techs.
9 jobsOver Capacity
ImportantBooking RateRevenue
Today · 4:30 PM
Booking rate dropped 8 points this week
Tuesday's storm drove 41 missed calls while after-hours AI coverage is only active at 2 of 5 locations.
8 ptsBooking Rate
ImportantAvg TicketRevenue
Today · 5:00 PM
$14.2K in estimates sitting idle in Durham Plumbing
Outbound follow-up stopped after day 3, leaving 34 estimates from the last 60 days with zero customer contact.
$14.2KEstimate Pipeline
OverdueMonitoring
Due Jun 3
Enable dispatch confirmation VA
Assigned to Dana Lee (Dispatch) 12 days ago with no action taken. $5.2K per week in unconfirmed appointments remains at risk.
+14 jobsMonitoring
Day 4 · Due Jun 20
Increase Google Ads in high-opportunity zip codes
Mike Chen acted 4 days ago. 14 additional jobs booked so far, predicted +27 by day 14. On track.
Too earlyMonitoring
Day 2 · Due Jun 18
Recover missed inbound calls — Speed-to-Lead enabled
Priya Shah acted 2 days ago. 3 additional appointments booked so far. Predicted +18 jobs over the 14-day window — too early to confirm trend.
ResolvedMonitoring
Closed Jun 14
Launch Plumbing win-back campaign for lapsed customers
Campaign ran for 10 days. 23 jobs booked,
8.4K revenue — exceeded the 18-job prediction. Moved to history.
Business Overview
View all
On track Watch Below target