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HVAC Dashboard

Service calls, installs, and maintenance contracts in one view

July 29, 2026 · Pacific Time

Service Calls Today

14

Installs This Week

6

Maintenance Plans Active

142

Monthly Revenue

$98,500

EMERGENCY CALLS

Wilson Ave — AC Out

HIGH

Crew B en route — ETA 15 min

Maple St — No Heat

HIGH

Unassigned

Oak Dr — Gas Leak Smell

URGENT

Crew A en route — ETA 8 min

ROUTINE CALLS

Pine Rd — Annual Maintenance

MEDIUM10:00 AM

Cedar Dr — Filter Change

LOW2:00 PM

Birch Ln — Thermostat Install

MEDIUM3:30 PM

Elm St — Duct Cleaning

LOW4:00 PM

Spruce Way — Tune-up

MEDIUM11:00 AM

Active Installs

CustomerInstall TypeCrewDayStatusValue
Johnson ResidenceFull System ReplaceCrew CDay 1 of 2In Progress$8,200
Smith HomeAC Unit + FurnaceCrew DDay 1 of 1Scheduled$6,500
Patel PropertyMini-Split (4 zones)Crew ADay 2 of 3In Progress$12,000

Maintenance Contract Tracker

142

Active Plans

18

Up for Renewal (30 days)

12

New Sign-ups This Month

89
38
15
Comfort Club Basic (89) Comfort Club Plus (38) Comfort Club Premium (15)

AI Upsell Recommendations

Auto-generated for active jobs

Johnson Residence (Full Replace): Comfort Club Premium ($29/mo) — 45% accept rate. Script ready.

Smith Home (AC + Furnace): Whole-house air purifier — 30% accept rate, avg $1,200. Script ready.

Pine Rd (Maintenance): UV light install — 20% accept rate, avg $450. Script ready.

Equipment Inventory

Condenser units (3 ton)

4 in stock

Furnaces (80k BTU)

2 in stock

Mini-split indoor units

6 in stock

Thermostats (smart)

12 in stock

Filter 16x25x1

48 in stock

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