LiveThu, May 21 · 11:21 PM

Owner's Dash

Real-time executive view · 1st Choice Mechanical
HCPQBO
JC
ConnectorsHousecall Pro·connected· just nowQuickBooks Online·missing credentials· just nowMarketing Platform·disabledCall Tracking·disabledIntegration Health
Revenue Today
Derived
$18,420
84% of goalGoal $22K
just now
Scheduled Today
Housecall Pro
$14,872
9 jobs · 9 remaining
just now
Revenue MTD
QuickBooks
$412.8K
+18% YoYProjected EOM $638.4K
just now
Gross Margin
QuickBooks
47%
Net MTD $78.9K
just now
Avg Ticket
Derived
$612
Close Rate
Housecall Pro
58%
Estimate Conv.
Housecall Pro
42%
Booking Rate
Derived
74%
Tech Utilization
Housecall Pro
78%
Open Opportunities
Housecall Pro
9
Revenue pacing — last 7 days
Daily revenue vs $22,000 target · breakeven at $18,500
Derived
Financial snapshot
QuickBooks
Cash collected today$9,420
Open AR$38,420
Overdue invoices6 accounts
Expenses MTD$218,900
Net income MTD$78,900
Revenue vs breakeven (today)-$80
Technician leaderboard
Housecall Pro
1
Priya Anand$12.5K
0 done·0 left·71% close
2
Marcus Hill$2K
1 done·2 left·58% close
3
Devin Marsh$1.7K
2 done·3 left·62% close
4
Rico Alvarez$945
1 done·4 left·41% close
5
Sasha Brooks$0
0 done·3 left·52% close
Service line · today
Housecall Pro
Owner alerts
3 active
2 P1 jobs unassigned
Greta Lindholm · No heat 4–6pm · Hassan Karimi · Warranty 3–5pm
Open AR > $35K
6 invoices overdue · $38,420 outstanding
Rico Alvarez avg ticket $248
42% below team avg — coach upsell on remaining 4 jobs
2 jobs canceled today
Reschedule to recover ~$780 scheduled revenue
High-value jobs today
Housecall Pro
JobCustomerService lineTechnicianStatusAmount
JOB-3042Crestmoor ApartmentsInstallPriya AnandOn job$12,480
JOB-3046Westbrook DentalDemandMarcus HillAssigned$1,240