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Today
Schedule
Clients
Estimates3
Money2
Marketing
Team
RB
Ray Beacon
Owner
Good morning, Ray
Beacon Plumbing & Air · Thu Jun 11
Ask anything about your business…
Morning briefing
$0tracking today across 11 jobs
$1,240 overdue across 3 invoices. I drafted 3 reminder texts — approve to send.
Daily revenue · trailing 30d
Revenue MTD▲ 12%
$0.0k
Win rate▲ 6%
0%
Avg ticket▼ 2%
$0
Overdue AR▼ $310
$0
Risk radar2 jobs need attention
MW
Marcus is 40 min behind — Hutchins job at risk At Risk
2:00 PM water heater swap will start late. Jake has a gap 1:30–3:30 and is 12 min out.
Part not in stock for tomorrow's Lakeway install
3-ton condenser isn't on the truck. Ferguson on S. Lamar has 2 — hold one for pickup?
Opportunities~$3,640 found
6 spring tune-up customers are due again ~$1,800
I built a re-book SMS campaign in your voice. Review the 6 messages and send.
3 estimates over $2k have gone quiet for 5+ days ~$8,400
Drafted personal follow-ups referencing each job's photos. One tap to send all three.
Pipeline & cash
Estimates outstanding
9 open
$23,900
Expected deposits this week
4 jobs
$6,150
Next payout
Fri Jun 12
$3,418
30-day cash forecast: healthy. Lowest point $11.2k on Jun 24.
Crew pulse · 4 on today
MW
Marcus WebbEn Route
Hutchins · ETA 12 min · 3 of 5 jobs
72%
JR
Jake RiveraOn Site
Mueller · AC tune-up · 2 of 4 jobs
64%
DO
Dana OkaforOn Site
Lakeway · install day 2 · 1 of 1 jobs
91%
TH
Tom HardinScheduled
First job 1:00 PM · 0 of 3 jobs
38%
No overtime drift this week.
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