Operations Dashboard
A trade-flexible operations board for HVAC, electrical, plumbing, refrigeration, technicians, trucks, pricing, and customer updates.
Today's jobs
1
Scheduled work orders
Today's estimates
2
Sales / quote appointments
Unscheduled
1
Needs dispatch attention
Active techs
4
Available field capacity
First good morning prototype
Prototype: job-board MVP fixture data until calendar/dispatch sync is connected
Jobs / estimates on books
Weather by job area
Timing / travel concerns
Priority: Walk-in cooler no-cool diagnostic is still unscheduled — Call back within 30 minutes if still unscheduled.
Customer: Today estimate lead
Phone: 704-555-0142
Address: Spencer / Rowan County area
May 19, 2026, 9:00 AM – 10:00 AM
Scheduled
Job type: Mini split estimate
Date/time: May 19, 2026, 9:00 AM – 10:00 AM
Assigned tech: Leo
Truck: Tundra #2
Status: Scheduled
Follow-up: Not flagged — Send estimate after site visit.
Notes: Estimate appointment; separate from Concord Driving Range job.
Customer: Kyle Zimpleman
Phone: 704-555-0188
Address: 2600 Armentrout Dr, Concord, NC 28025
May 19, 2026, 1:00 PM – 5:00 PM
Scheduled
Job type: Mini split install
Date/time: May 19, 2026, 1:00 PM – 5:00 PM
Assigned tech: Juan
Truck: Promaster 3500
Status: Scheduled
Follow-up: Needed — Confirm receipt photos and schedule post-install check-in.
Notes: Labor-only install for two 12k mini splits. Receipts required for all materials. No truck stock unless a receipt is assigned to this job.
Material / receipt notes
Receipts required for all materials. No truck stock unless a receipt is assigned to this job.
Customer: Repeat customer
Phone: 704-555-0199
Address: Kannapolis, NC
May 20, 2026, 10:30 AM – 11:30 AM
Scheduled
Job type: Panel upgrade estimate
Date/time: May 20, 2026, 10:30 AM – 11:30 AM
Assigned tech: Leo
Truck: Tundra #2
Status: Scheduled
Follow-up: Not flagged — Follow up after estimate is sent.
Notes: Future electrical workflow placeholder.
Customer: Commercial refrigeration lead
Phone: 980-555-0164
Address: Salisbury, NC
Unscheduled
Unscheduled
Job type: No-cool diagnostic
Date/time: Unscheduled
Assigned tech: Unassigned
Truck: No truck
Status: Unscheduled
Follow-up: Needed — Call back within 30 minutes if still unscheduled.
Notes: Needs quick triage because product loss may be involved.
Sales & conversion
Track and convert approved estimates directly into scheduled jobs and open invoices.
Step 1
Draft estimate
Step 2
Send for approval
Step 3
Convert approved estimate to scheduled job
Step 4
Convert completed job to invoice
Step 5
Mark invoice paid
16 SEER Heat Pump Replacement
EST-1001
Tankless Water Heater Install
EST-1002
200A Panel Upgrade
EST-1003
Walk-in Cooler Compressor Replacement
EST-1004
Company setup
Set company identity, enabled trades, default labor/diagnostic fees, minimum trip fees, and pricebook rules. If a company only enables HVAC, electrical or plumbing screens stay hidden.
Company name
Your Company Name
Phone
(555) 555-5555
Service area
Your City and surrounding areas
Global adjustment
Increase/decrease all prices by %, or apply only to a trade/category.
HVAC
ONLabor $125/hr · Diagnostic $99.99
Trip minimum $125
Electrical
ONLabor $135/hr · Diagnostic $125
Trip minimum $125
Plumbing
ONLabor $135/hr · Diagnostic $119
Trip minimum $125
Refrigeration
ONLabor $150/hr · Diagnostic $149
Trip minimum $150
Maintenance
OFFLabor $95/hr · Diagnostic $89
Trip minimum $100
Active now: HVAC, Electrical, Plumbing, Refrigeration. Toggle trades in settings to simplify the whole app.
Built-in pricebook
HVAC diagnostic
Standard HVAC service call and troubleshooting.
DIAGNOSTIC
Mini split deep cleaning
Indoor head cleaning with coil/blower wash.
LABOR
12k mini split install labor
Labor starter item for single-zone mini split installation.
LABOR
Electrical diagnostic
Troubleshoot breaker, outlet, panel, or circuit issue.
DIAGNOSTIC
Dedicated 120v/240v circuit
Starter labor line for dedicated appliance or mini split circuit.
LABOR
Plumbing diagnostic
Standard plumbing service call and troubleshooting.
DIAGNOSTIC
Water heater flush
Flush tank water heater and inspect basic operation.
LABOR
Commercial refrigeration diagnostic
Urgent refrigeration diagnostic for walk-ins, reach-ins, prep tables, and ice machines.
DIAGNOSTIC
Quo API integration
Original field-team workflow: techs can draft approved customer texts like “I’m on the way,” “running late,” “arrived,” and visit wrap-ups through Quo/OpenPhone.
On my way
Tech is heading to the customer with ETA.
Running late
Sets expectations if previous call runs long.
Arrived
Tech has arrived and is looking for access/parking.
Wrap-up / next step
After visit summary and next action.
Customer SMS draft
Hey Kyle, this is Leo with Your Company Name. I’m on the way and should be there in about 28 minutes. Thanks!