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 |
|---|
Call Booking Queue
| Time | Customer | Request | Priority | Status | Actions |
|---|
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
Proposal pipeline, follow-up queue, and approvals.
| # | Customer | Option | Status | Total | Expires | Actions |
|---|
Follow Up Queue
Open proposals that still need customer contact.
Financing & Upsell
High-value opportunities and proposal notes.
Invoices & Payments
Open balances, collections, and recent payment activity.
| # | Customer | Status | Total | Balance | Due | Actions |
|---|
A/R Watchlist
Invoices that need collection follow-up.
Recent Payment Activity
Latest invoice updates and payment events.
Installed Equipment
System records, warranty visibility, and service planning.
| Customer | Equipment | Location | Next Service | Warranty | Actions |
|---|
Warranty Watch
Units with warranty milestones coming up.
Upcoming Service Reminders
Next PM visits and special service notes.
Service Agreements
Membership revenue, renewals, and included visit planning.
| Customer | Plan | Billing | Next Visit | Status | Actions |
|---|
Renewals Coming Up
Agreements that need outreach soon.
Visit Queue
Included visits and PM commitments on deck.
Inventory Management
Stock control, reorder planning, and location visibility.
| Part | Category | On Hand | Location | Status | Actions |
|---|
Restock Suggestions
Parts below target or at risk of delaying work.
Location Snapshot
How stock is distributed between warehouse and trucks.
Revenue This Month
$0 Closed invoice totalAverage Ticket
$0 Based on paid invoicesAgreement Renewal Rate
0% Active plans vs expiring plansLow Stock Alerts
0 Parts under thresholdTop Services
Technician Production
Campaigns
Automation Center
Automatically send after paid invoice closes.
Notify agreement members before seasonal tune ups.
Prompt open estimate customers with reminder messaging.
Encourage replacement consults before coverage ends.