Pilot HVAC Dashboard

Good Afternoon, Maria

Tuesday, May 13 · 12 jobs scheduled today · $4,820 booked so far
Today's Revenue
$4,820
▲ 18% vs avg Tuesday
Jobs Today
12 / 16
7 done · 3 active · 2 upcoming
Pilot Club Members
412
▲ 9 this month
New Leads (7d)
28
▲ 6 vs last week

Today's Jobs

Live
9:00
AM
Rachel Soto · 14228 Mesa View Dr, Victorville
Repair AC not cooling — capacitor swap diagnosed
DM
Danny
✓ Done
10:30
AM
Priya Tandon · 7821 Manzanita St, Hesperia
Tune-Up Pilot Club spring tune-up · 2 systems
MR
Marie
✓ Done
1:00
PM
James Mitchell · 9105 Apple Vly Rd, Apple Valley
Repair Furnace ignitor replacement · est. $228
Carlos
In Progress
1:30
PM
Lisa & Tom Kerrigan · 12440 Cottonwood Ave, Phelan
Estimate Full system replacement · 4-ton quote
DM
Danny
In Progress
2:00
PM
Anita Park · 3318 Joshua Ln, Oak Hills
Emergency No heat — toddler in home · ASAP
MR
Marie
Dispatched
3:30
PM
Greg Salinas · 6612 Buena Vista Rd, Spring Valley Lk
Install Mini-split bedroom unit · day 1 of 2
Carlos
Upcoming
4:30
PM
Sarah Whitmore · 2249 Sage Brush Way, Adelanto
Tune-Up Annual furnace inspection · new customer
DM
Danny
Upcoming

Crew On Shift

3 of 4 Active
DM
Danny Morales
Sr Tech · NATE Master · Truck 01
4Today
On Site
MR
Marie Reyes
Tech · NATE Cert · Truck 02
3Today
Driving
Carlos Reyna
Install Lead · Truck 02
3Today
On Site
RM
Ron Marrone
Owner · Master Tech
2Today
Off Route

Recent Inbox

View All →
Anita Park · SMS
"Is the technician still coming? Heat hasn't worked since 7AM and the kids are getting cold…"
2 min
Google · New 5-Star Review
Rachel S. left 5★: "Called at 10AM Saturday. Danny was at the door by 1PM…"
23 min
Greg Salinas · Email
Confirmed mini-split install for Thursday. Asking about adding a second zone — quote?
1 hr
Voicemail · (760) 555-0917
New lead from Hesperia — wants quote on furnace replacement. Referred by Priya Tandon.
2 hr

Revenue · Last 7 Days

Wed
Thu
Fri
Sat
Sun
Mon
Tue
Booked $28,420
Collected $19,180
7-Day Total · vs Avg ▲ 14%

Call Volume · Today

38 Calls
7 — 9 AM
9
9 — 11 AM
12
11 — 1 PM
7
1 — 3 PM
5
3 — 5 PM
4
5 — 7 PM
1

Recent Customers

CRM View All →
Customer Last Visit Job Type Lifetime Membership Status
RS
Rachel Soto
Today, 9:00 AM Repair $1,840 ★ Pilot Club ✓ Paid
PT
Priya Tandon
Today, 10:30 AM Tune-Up $3,210 ★ Pilot Club ✓ Paid
JM
James Mitchell
Today, 1:00 PM Repair $640 Standard Pending
LK
Lisa & Tom Kerrigan
Today, 1:30 PM Estimate $0 New Lead Quote Sent
AP
Anita Park
May 12, 4:15 PM Emergency $2,180 Standard Active Job
GS
Greg Salinas
May 11, 11:00 AM Install $4,920 ★ Pilot Club Scheduled

Jobs Board

All active, upcoming, and completed jobs across the team.

All Jobs

Live

Week Schedule

May 12 — May 18 · 4 techs · 2 trucks
Repair
Tune-Up
Install / Estimate
Maintenance

Customer Book

1,284 customers · 412 Pilot Club members · 26 new this month

All Customers

— matches
Customer City Last Visit Visits Lifetime Membership Status

Invoices & Billing

$28,420 booked this week · $19,180 collected · $4,820 overdue
Booked (Week)
$28,420
▲ 14%
Collected
$19,180
▲ 11%
Pending
$4,420
8 invoices
Overdue
$4,820
3 over 30d

All Invoices

Customer Reviews

★ 4.8 / 5 · 642 Google · 218 Yelp · BBB A+ · 3 awaiting reply

Recent Reviews

Crew & Technicians

4 technicians · 12 jobs in flight · avg ★ 4.85 customer rating

The Team

Parts & Inventory

312 SKUs tracked · 8 below reorder threshold · $42,180 inventory value

Stocked Parts

8 Low

Trucks & Routes

2 service trucks · 1 in shop today · live GPS

Fleet Status

Truck 01
CA · 9HVK231 · 2022 Ford Transit
Active
Driver: Danny Morales
Now: 12440 Cottonwood Ave, Phelan — estimate
Next: 2249 Sage Brush Way, Adelanto · 4:30 PM
Miles today: 87 · 4 stops complete · 2 remaining
Truck 02
CA · 8GLM402 · 2020 Chevy Express
On Site
Driver: Marie Reyes & Carlos Reyna
Now: 3318 Joshua Ln, Oak Hills — emergency
Next: 6612 Buena Vista Rd · 3:30 PM (mini-split install)
Miles today: 64 · 3 stops complete · 3 remaining
Truck 03
CA · 7BRR918 · 2018 Ford Transit (backup)
In Shop
Status: Brake service at Mike's Garage
ETA back: Tomorrow 11 AM
Last service: May 2 · 138,420 mi
Note: Backup unit. Used when Truck 01 or 02 is down.

Account & Settings

Shop preferences, notifications, billing, and integrations.

Shop Profile

Business Name
Shown on invoices and customer-facing receipts.
Phone Number
Where customers reach you.
Service Address
14228 Hesperia Rd, Victorville, CA 92395
Diagnostic Fee
Flat-rate, waived with repair.

Notifications

New Lead SMS
Text Maria when a new lead comes in.
+1 (555) 010-4821
Job-Complete Receipt
Email customer when a job is marked done.
Auto-send
Review Request
Ask for a Google review 24h after job.
Auto-send · 24h delay
Overdue Reminder
Auto-email when invoice is 14 days past due.
Off

Integrations

Stripe Payments
Accept cards & ACH on invoices.
✓ Connected · acct_7K81…
Google Business Profile
Sync reviews + appointment requests.
✓ Connected
QuickBooks Online
Sync invoices & expenses to QBO.
Not connected
Twilio SMS
Two-way customer texting.
✓ Connected · +1 (555) 010-4830