Overview

Today’s Dispatch

Recent Activity

Call Queue

Technician Status

Work Order Pipeline

Customer CRM

Name Phone Address Segment Agreement Equipment LTV Last Service Actions
Top Customers
Upcoming Renewals
At-Risk Customers
No service in 180+ days

Call Booking Queue

Time Customer Request Priority Status Actions
Hot Calls
Capacity & Next Slots
Booking Playbook

Dispatch Timeline

Technician lanes and appointment windows for today.

Technician Status

Availability, workload, and next stops.

Dispatch Board

Stage-based queue for quick triage and updates.

Exceptions & Unassigned

Items that need dispatcher attention.

Work Orders

# Customer Technician Status Total Scheduled Actions

Pending work orders

Submitted Customer Issue Preferred Source Urgency Actions

Flat Rate Pricebook

Estimates & Proposals

# Customer Option Status Total Actions

Invoices & Payments

# Customer Status Method Total Actions

Installed Equipment

Customer Type Brand Model Serial Warranty Ends Actions

Service Agreements

Customer Plan Billing Renewal Status Actions

Inventory Management

Part Category On Hand Truck Reorder At Status Actions

Revenue This Month

$0 Closed invoice total

Average Ticket

$0 Based on paid invoices

Agreement Renewal Rate

0% Active plans vs expiring plans

Low Stock Alerts

0 Parts under threshold

Top Services

Technician Production

Campaigns

Automation Center

Review Requests

Automatically send after paid invoice closes.

Maintenance Reminders

Notify agreement members before seasonal tune ups.

Estimate Follow Up

Prompt open estimate customers with reminder messaging.

Warranty Expiration

Encourage replacement consults before coverage ends.

Company

StocktonLodiMantecaTracyModesto
Name
Rate
Active
CA Sales Tax (Default)
8.25%
City Surcharge
0.50%

Users & Roles

Name
Role
Actions
Jordan Lee
Admin
Rosa Martinez
Dispatcher
Brian Cole
Technician
Derek Young
Technician
Luis Medina
Technician

Permissions — Admin

Technician Management

Name
Truck
Actions
Brian Cole
#12
Derek Young
#8
Luis Medina
#5

DiagnosticsHeat PumpsCommercialDuctwork
StocktonLodiManteca

Pricebook

Flat Rate Repairs Equipment Installs Maintenance Services Diagnostic Fees

Pricing Controls

Item
Price
Actions
Capacitor Replacement
$325
Diagnostic – Standard
$129
Maintenance – AC Tune-Up
$189

Equipment Library

FurnaceACHeat PumpMini SplitRTUBoiler

Default Warranty

Model
SEER/AFUE
Actions
XR16 – 3 Ton
16 SEER
S9X1 Furnace
96 AFUE

Service Agreements

Plan
Price
Actions
Silver Comfort
$189/yr
Gold Priority
$299/yr

Dispatch Settings

EmergencyHighNormalLow

Inventory Settings

Location
Type
Actions
Main Warehouse
Warehouse
Truck #12
Truck Stock

SupplyHouseJohnstoneGrainger

Notifications

Event
Email
SMS
Job Assigned
Job Completed
Estimate Approved
Payment Received
Low Inventory

After Hours

Backup & Data Protection

Auto Backup

Storage

Estimate Options

Wells Fargo HomeSynchronyService Finance

Add-on
Price
Active
2-Year Labor Extension
$249
Surge Protector
$179
Filter Subscription (12 mo)
$99

Job Status Customization

Status
Color
Actions
Scheduled
Blue
Driving
Indigo
On Site
Amber
Diagnosing
Orange
Waiting Approval
Purple
Repairing
Green
Completed
Slate

Customer Visibility

Payment Settings

Shown on estimates when “Financing” is enabled.
SynchronyService Finance