Today’s brief
Reading today’s operating picture…
Saved figures · refreshing…
Team chat
Select a teammate
Operator inboxNotifications
Reading today’s operating picture…
Good morning
Lead response
Unreturned calls
Call performance
External conditions × N.E. Radon Doctors performance
Economic Conditions & Demand Intelligence
Metric cards
Every card is clickable for source, freshness, and radon-business-impact detail.
Loading economic overview…
Demand outlook
Loading demand outlook…
Compare an Operator metric with an economic indicator
Historical Treasury yields
2-year, 5-year, 10-year, and 30-year constant-maturity yields.
Current yield curve
Mortgage spread over 10-Year Treasury
30-year mortgage rate vs. 10-year Treasury
Federal funds rate vs. mortgage rate
National housing indicators
Loading housing indicators…
Regional building permits -- MA / CT / NY
Loading regional permits…
Not yet modeled
Requested by the spec but with no committed free data source identified in Phase 1.
National consumer conditions
Same cards as the Overview tab, for reference alongside the regional detail below.
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State unemployment -- Massachusetts, Connecticut, New York
BLS state unemployment rate, seasonally adjusted, mirrored on FRED.
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Regional CPI
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Regional Fed sentiment survey
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Coverage notes
Radon demand signals by segment
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Sales Relationship Lab
Indexed series over time
Scatter -- economic indicator vs. Operator metric
Correlation
Rolling correlation
Best-lag scan
| Lag | r | n | Small sample? |
|---|
Leading & Lagging Indicators
Coming in a later phase (Phase 4): a composite Radon Demand Index and systematic lead/lag ranking across all indicators.
Forecast & Scenarios
| Indicator | Frequency | n | Confidence | Method | Next forecast value |
|---|
Indicator forecast detail
Data provider sources
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Data health
Series health
| Indicator | Geography | Provider | Last observation | Status |
|---|
Recent sync runs
| Indicator | Started | Status | Added |
|---|
Manual CSV import
Indicator impact map
Revenue
Revenue
Last refresh —
Operator brief
Auditing revenue records…
Cash & Collections
Validated A/R aging
Production opportunity
Approved work validation
Revenue this month$0
Target for selected period$0
Variance to pace$0—
Revenue required / production day$0Using configured weekdays and holidays
Goal completed0%of $0 period target
Cash collected
Money recorded as paid in Jobber this month. Revenue remains based on completed work.
Cash collected · This month$0
Payments + deposits0
Deposits collected$0
Refunds$0
Tips collected$0
Outstanding A/R now$0
Cash collected is calculated from unique live Jobber payment records using each payment date. Refunds are shown separately.
Payment types
Recent recorded payments
| Paid date | Customer | Invoice | Collected |
|---|
Forecast proof
Projected revenue, row by row
Actual invoices, scheduled work, approved work and forecast assumptions shown separately.
Revenue proof
Invoice audit, row by row
Every invoice behind the selected-period Revenue total.
Reconciliation
Payment ledger, row by row
Compare against Jobber's own export
Available once a comparison comes to zero.
Counted more than billed
Every row below, exactly as Operator holds it, so it can be opened in a spreadsheet beside Jobber's export or sent on.
Revenue command center
This month outlook
Expected finish
$0
Current $0Forecast $0Goal $0
Gap to goal$0Based on the current operating forecast
Forecast compositionClick any cohort to inspect its records
0%Current progress0% of goalForecast confidence0% of goal
Earned so far$0Invoiced
Committed finish$0Earned + scheduled
Reachable upside$0Pipeline that can still land
Goal$0Selected-period target
Today$0
This week booked$0
Last week$0
Next week scheduled$0
Momentum
Revenue pace
Daily production
Production heatmap
See which production days carried the period and where capacity was missed.
GoalNearBelow
Revenue intelligence
Service mix
Geographic revenue
Top markets
Geographic service mix
—
Total revenue$0
Completed jobs0
Average ticket$0
Production credit
What the breakdown says
Revenue leak detection
Approved, not scheduled$00 jobs
Completed, not invoiced$00 jobs
Overdue receivables$0Issued revenue not yet collected
Discounts this month$0Quoted or invoiced discounts
Zero-dollar / warranty work$00 completed visits
Total identified leakage$0
Potentially recoverable$0
Approved pipeline ready$0
Revenue opportunities
Shortest path to monthly goal
Sales
Pipeline
Last refresh —
Operator brief
Reading the live pipeline…
Needs attention
Quotes Operator would work first.
Lead progression
Every new lead gets one tracked outcome — informal phone quotes and separately booked jobs included.
| Customer | Property | Intake | Age | Stage | Outcome | Evidence |
|---|
◆
Requests
0◇
Customer journey
0Each customer sits in the furthest stage they have reached.◈
Quote pipeline
0Executive pipeline
Auditing open opportunities…
Priority, close probability, and model confidence remain separate measures.
Priority queue
Filtered quotes0
Filtered pipeline$0
Expected revenue$0
| Score | Customer | Job type | Age | Approval chance | Value | Contact / dispatch |
|---|
Quote performance
Awaiting response—
Approved—
Scheduled—
Period conversion—
Avg quote—
Avg close time—
Pipeline coach
Opportunity meter
$0
Probability-weighted open pipeline
Likely$0
Possible$0
Long shot$0
Conversion rates by job type — selected period
| Job type | Closed quotes | Won | Archived | Conversion rate | Open pipeline |
|---|
Conversion by quote amount
| Quote amount | Closed quotes | Won | Conversion rate |
|---|
Approval chance by quote age
| Still open at | Quotes that reached this age | Eventually won | Approval chance |
|---|
Model transparency
Population & definitions
Loading resolved quote reconciliation…
Predictive model health
Closed quotes used0
Company conversion baseline0%
High-confidence open quotes0
Job-type coverage0%
Quality control
Warranty Returns
Confirmed cases, response ownership, direct cost, and quality signals.
Warranty & quality control OS
Protect the customer. Fix the cause. Track the cost.
Detector signals stay in review until an operator confirms a real warranty case.
Loading audited records…
Today’s operating focus
Reviewing warranty exposure…
Loading confirmed cases and unresolved detector candidates.
Case workflow
Confirmed cases only. Click a card to inspect ownership, cost, and next action.
Warranty case register
The durable source of truth for confirmed warranty work and resolution history.
| Case | Customer / property | Issue | Owner | Status | Direct cost |
|---|
Confirmed cases by issue
Confirmed cases by installer
Potential warranty candidates
A $0 return is evidence to review—not proof of a warranty failure.
| Return visit | Original work | Signal | Confidence | Decision |
|---|
Metric contract
Warranty returns this period0
$0 return visits completed after an invoice in the displayed month.
Warranty return rate0%
$0 callback candidates divided by eligible invoiced jobs in the displayed month.
Confirmed0
Candidates manually confirmed as true callbacks.
Needs review0
Ambiguous candidates manually placed into review.
Repeat customers0
Unique customer or property records with callback activity this period.
First-time fix rate—
Callbacks resolved on the first return visit.
Repeat warranty returns0
Properties requiring more than one callback.
Warranty cost$0
Zero-dollar callback visit value estimated from original job value when applicable.
Avg. days to callback—
Average days from invoice issuance to the $0 return.
Installer warranty leader—
Installer with the highest callback count this period.
Warranty return reasons
Warranty returns by original service
Responsibility
Outcome
Installer callbacks
Warranty return review queue
| Return visit | Original work | Reason / evidence | Days later | Visit value | Classification |
|---|
How Operator captures callbacks
1. Same Jobber job
A completed $0 visit after the linked invoice is flagged.
2. Same property, new job
3. Hard exclusions
Cash control
Accounts Receivable
Actionable collections, promises, disputes, forecast, and balance cleanup.
A/R
Collections
Reconciling A/R…
Actionable overdue A/R
$0Auditing source balances and collection workflow…
Collection priority queue
Attention score, collection likelihood, expected cash, and next action stay separate.
| Priority | Customer | Balance | Oldest | Status | Probability | Expected cash | Actions |
|---|
Collection forecast
Promises, plan installments, and verified closing proceeds are committed once. General probability-weighted balances exclude those workflow states.
Customer collection accounts
One account per customer; invoice balances aggregate without duplication.
| Customer | Total | Actionable | Invoices | Oldest | Classification | Next action | Actions |
|---|
Invoice-level A/R register
| Invoice | Customer / property | Original | Remaining | Due | Age | Source status | Classification |
|---|
Detailed A/R aging
Forecast horizons
Bad debt & balance cleanup queue
| Customer | Invoice | Balance | Age | Current classification | Reason flagged |
|---|
Finance command center · Phase 1
Cash, custody, and collections in one place
Last refresh —
Cash & check deposit deadline
Loading…Attention required
QuickBooks bank & cards
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| Account | Type | Book balance |
|---|
| Date | Type | Account | Payee / memo | Amount |
|---|
Cash & check custody
Deposit reconciliation status
Accounts-receivable aging
Payment-method mix
Revenue by service type
Revenue by territory
Recent finance activity
Finance data health
Confidence reflects how many known data-quality issues remain unresolved.
Loading cash and check records…
Deadline timeline
Installer weekly view
This week's reconciliation table
| Collected | Deadline | Collector | Customer / property | Invoice | Type | Amount | Custody | Deadline | Batch | Reconciliation | Action |
|---|
Installer cash & check scorecard
Deposit batches
| Batch | Bank account | Prepared by | Payments | Expected | Confirmed | Difference | Status | Action |
|---|
This is a finance-focused summary. The full collection workflow (accounts, promises, disputes) remains on the Collections page — nothing here replaces it.
Collection funnel
Payment method mix
Cash breakdown
Recent Jobber payments
| Date | Customer | Invoice | Type | Amount | Method |
|---|
Accounts-receivable totals below are the same reconciled Collections aging calculation used on the Collections page (one source of truth), with finance aging-bucket configuration layered on top.
Aging buckets
Overdue accounts
Highest-priority accounts first; opens the full record on the Collections page.
| Customer | Balance | Overdue | Oldest | Classification | Next action | Action |
|---|
Collection workflows Phase 3
Payment promises
| Customer | Invoice | Promised | By | Status | Matched payment | Action |
|---|
Invoice follow-ups
| Customer | Invoice | Overdue | Attempts | Last contact | Action |
|---|
Bad-debt review
Aged, uncollected receivables past the review threshold (Finance > Settings).
| Customer | Invoice | Balance | Overdue | Status | Action |
|---|
Disputes
Customer disputes against an invoice or a specific cash/check payment.
| Customer | Reference | Amount | Reason | Status | Action |
|---|
Financial adjustments ledger
| Type | Customer | Reference | Amount | Reason | Status | Action |
|---|
Revenue and material cost are real (revenue from invoices matched to a job number; material cost read directly from the Inventory job material plan for that job). Labor, subcontractor, permit, and disposal cost are entered by hand below -- a job shows "Insufficient data" for any of those categories until a real entry exists for it. Finance never assumes an un-entered cost is $0; an explicit $0 entry is how you mark a category "complete, and zero" (e.g. no subcontractor was used).
Labor rate settings
Log a job cost
Job profitability
| Job | Customer | Completed | Revenue | Material | Labor | Sub | Permit | Disposal | Gross profit | Margin | Action |
|---|
Cash in reuses Revenue's own canonical cash-collected calculation (all payment methods) for the selected period, unmodified. Cash out is vendor bills, payroll runs, and recurring fixed costs, all entered on the Expenses tab. The forward projection's expected cash in reuses Collections' own 30-day AR forecast; it never invents a longer-horizon income figure.
Cash out breakdown
Recurring expense occurrences this period
Next 30 days
Next 90 days (known cash out)
Unpaid vendor bills
| Vendor | Category | Amount | Due |
|---|
Recurring fixed costs, one-off vendor bills, and payroll runs -- all manually entered (no vendor-bill, payroll, or fixed-cost feed exists anywhere in Operator). These feed the Cash Flow tab's cash-out figure.
Recurring fixed costs
Rent, insurance, software subscriptions, and similar predictable costs.
| Name | Category | Amount | Frequency | Start | Status | Action |
|---|
Vendor bills
One-off vendor bills.
| Vendor | Category | Amount | Bill date | Due | Status | Action |
|---|
Payroll runs
Company-wide total per pay period -- for cash flow, not per-employee job costing.
| Pay period | Pay date | Total |
|---|
Weekly base salary + per-job pay. Not hourly. ADP live submit stays off until credentials and earning maps are configured.
New payroll period
Builds gross proposed pay from base salary + completed jobs in the period.
Payroll runs
ADP: —
| Period | Pay date | Employees | Gross | Status |
|---|
Payroll detail
Jobs this period
Verify which jobs are being paid and that each one counted correctly.
| Completed | Job | Type | Employee | Role | Rule | Amount | Source |
|---|
Employees
| Employee | Base | Jobs | Job pay | Bonus | Reimb. | Adj. | Gross | Status |
|---|
Exceptions
| Severity | Code | Message |
|---|
Employee pay settings
Weekly base salary and ADP worker ID. Rates are not hard-coded in the UI.
| Employee | Base / week | Default role | ADP worker ID | Status |
|---|
Compensation rules
Effective-dated per-job rules (flat, role, split, half-credit, no-pay).
| Name | Type | Job type | Role | Amount | From | Priority |
|---|
ADP earning-code maps
Operator type → ADP code. Placeholders until ADP metadata is configured.
| Operator type | ADP code | Label | Configured |
|---|
QuickBooks bank & cards
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Account balances
| Account | Type | Book balance |
|---|
Recent charges & transfers
| Date | Type | Account | Payee / memo | Amount |
|---|
Bank feed (Plaid)
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Proposed matches
| Bank transaction | Date | Amount | Matched batch | Confidence | Reason | Action |
|---|
Exceptions (no matching deposit batch found)
| Date | Amount | Description | Action |
|---|
Cash / check with no collector
| Customer | Amount | Job |
|---|
Cash / check with no deposit batch
| Customer | Amount | Collector |
|---|
Closed jobs with no invoice
| Job | Customer | Completed |
|---|
Paid invoices with no payment record
| Invoice | Customer | Amount |
|---|
Unknown payment method
| Date | Customer | Amount | Raw method |
|---|
Deposit batches with a difference
| Batch | Expected | Confirmed | Difference |
|---|
Duplicate / possible-duplicate candidates
| Customer | Amount | Date | Collector |
|---|
Weekly cash/check reconciliation
Installer payment custody
Deposit timeliness
Accounts-receivable aging
Data-quality exceptions
Job Profitability, Cash Flow, and Expenses have their own tabs
Those tabs are their own real, dedicated reports (job-level gross profit, period cash in/out, and the recurring/vendor/payroll ledgers) rather than being folded into this Reports tab.
Weekly deposit deadline
Cash/check collectors
Roles & permissions (architecture)
| Role | Intended access |
|---|---|
| Finance viewer | Read-only across all Finance tabs |
| Installer / collector | Confirm custody and transfer for their own payments |
| Deposit preparer | Create and edit deposit batches |
| Reconciler | Confirm bank matches, resolve exceptions |
| Manager | All of the above, plus Finance Settings |
| Administrator | Full access, including collector configuration |
Financial audit log
Market intelligence
Territory Intelligence
Geographic operating command center
Market performance & expansion
Auditing geographic coverage…
Trailing 12 months
Operating-region performance
Select a region to filter towns and map markers; select it again to clear.
Loading geographic summary…
Town revenue map
Selected market
Normalized market rankings
Click any row for its service profile. Every rate includes its sample.
| Market | Service mix | Revenue | Jobs | Growth | Final win rate | Open pipeline | Performance |
|---|
Selected market
Qualified opportunities
Score methodology
Geographic reconciliation
Imported state normalization
| Imported value | Standard | Status | Properties |
|---|
Geographic cleanup queue
Source values are preserved; nothing is silently rewritten.
| Property | Town | Imported state | ZIP | Classification |
|---|
Massachusetts revenue$0
Connecticut revenue$0
MA share of MA + CT0%
Top operating region—
Top town—
Operating-region revenue
Click a territory to open its revenue and job-type dashboard.
Territory dashboard
—
Territory revenue$0
Company share0%
Completed jobs0
Average ticket$0
Open pipeline$0
Revenue by job type
Click a job type for deeper territory detail.
Territory pipeline
Quote value and status inside this market.
Approved$0
Awaiting response$0
Draft$0
Archived / lost$0
Selected job type
Select a job type
Revenue$0
Jobs0
Average ticket$0
Town breakdown
| Town | Revenue | Jobs | Avg |
|---|
Installer production
| Installer | Revenue credit | Jobs |
|---|
Town market rankings
Select a town to open its full market profile.
| Town | Region | Revenue | Jobs | Avg job | Conversion | Open pipeline | YoY |
|---|
Selected market
Select a town
Click any market in the ranking or heat map.
Revenue—
Completed jobs—
Average job—
Quote conversion—
Open pipeline—
Average days to close—
YoY growth—
Market rank—
Service mix
Average radon level will activate when a testing-results export containing measured radon levels is added to Operator.
Revenue heat map
Darker markets have generated more completed-work revenue.
Conversion opportunity map
Markets with meaningful quote volume and below-company conversion.
Dialpad
Calls
Checking data health…
Last sync —
Inbound answer rate
—
Answered unique inbound callsUnrecovered missed calls
—
Distinct callers needing follow-upNew / unmatched potential leads
—
No linked customer in this periodMedian answer time
—
Connected inbound callsTotal unique calls—
Inbound—
Outbound—
Matched customers—
Matched properties—
Average duration—
Callbacks completed—
Call volume
Unique calls by time bucket
Answered inboundMissed inboundOutbound
Team performance
| Employee | Offered | Answered | Missed | Rate | Avg duration |
|---|
Call intake
Transcript review
Answered Dialpad calls are summarized automatically. Jobber writeback requires your approval.
No transcript intakes are waiting for review.
Attention required
Missed-call recovery
No later callback or answered return call from the same number.
| Last missed | Caller | Customer match | Missed attempts | Waiting | Action |
|---|---|---|---|---|---|
| Loading missed leads… | |||||
Lead intake
Potential leads awaiting Jobber intake
Answered callers not yet in Jobber.
| Last answered | Caller | Customer match | Answered calls | Status |
|---|---|---|---|---|
| Loading onboarding candidates… | ||||
Recent calls
Unique Dialpad conversations; department legs are grouped into the employee record.
| Date & time | Caller / customer | Result | Duration | Property | Follow-up | Actions |
|---|---|---|---|---|---|---|
| Loading Dialpad data… | ||||||
Page 1
Inventory, job readiness & purchasing
Installation & Testing Readiness
Attention required
Checking upcoming jobs…Jobs are allocated in scheduled order against Massachusetts and Connecticut stock.
LoadingUpcoming job readiness
Click any job to inspect its requirements, allocation, source evidence, and cost.
| Date | Customer / property | Crew | Job type | Fan | Test kit | Status | First missing | Est. cost |
|---|
Massachusetts inventory
Chris + Angelo
| Item | Category | On hand | Reserved | Available | Par | Target |
|---|
Connecticut inventory
Ed + Josue
| Item | Category | On hand | Reserved | Available | Par | Target |
|---|
Testing-kit inventory
Valid kit stock and expiration readiness
No testing products are invented. Add real kit SKUs through the catalog when available.
| Location | Kit | On hand | Reserved | Available | Earliest expiry | Lot status |
|---|
Reusable standards
Material templates
No template is created until you define and save it.
Template editor
Create a material template
Standard quantities remain separate from job-specific planned and actual usage.
Standard material list
Template quantity is the standard. Waste is added only to the planned requirement.
Catalog itemQtyWaste %RequiredTrackedPreferred location / notes
Jobber mapping
Connect Jobber work to material templates
| Jobber field | Source value | Territory | Template | Version |
|---|
Purchasing plan
Order recommendations
| Location | Item | Qty | First affected job | Order by | Supplier | Projected total | Reason |
|---|
Catalog & settings
Materials, fans, testing kits, cost and lead time
| SKU | Item | Category | Unit | Unit cost | Supplier | Lead time |
|---|
Growth control
Marketing
Know what is producing issued revenue—and where the next dollar should go.
Decision windowTrailing 30 days
Operator recommendation
Live decision modelWhere should the next dollar go?
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Marketing Efficiency Index
Daily recommendations
Capacity overlay
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Campaign performance
| Campaign | Status | Impressions | Clicks | CTR | Avg CPC | Cost | Conversions | Conv. rate | Cost / conv. | Impr. share | Phone calls |
|---|
Local discovery
Google Business Profile
Profile health
Recent reviews
| Reviewer | Rating | Date | Reply |
|---|
Organic search
Organic demand
Google Search Console
Queries bringing people in
| Search | Clicks | Impressions | CTR | Position |
|---|
Organic landing pages
| Page | Clicks | Impressions | CTR | Position |
|---|
Organic opportunities
| Search | Impressions | CTR | Position | Opportunity |
|---|
Website behavior
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Sessions vs. Jobber new leads, by day
GA sessions
Jobber new leads
Traffic by channel
| Channel | Sessions | Conversions | Conv. rate | Revenue |
|---|
Top landing pages
| Page | Sessions | Conversions |
|---|
Sessions by device
| Device | Sessions | Conversions | Conv. rate |
|---|
Top on-site actions
| Event | Count |
|---|
Where visitors are, by city
| City | Region | Sessions | Conversions |
|---|
New leads0
New clients, or a known client at a new address.
Quotes sent0
Quotes sent to leads from any source.
Quotes won0
Approved or Converted status
Revenue$0
Invoiced revenue from clients with a lead source, issued in the period.
Revenue by lead source
Leads by month, top sources
Lead source performance
| Source | Leads | Quotes sent | Won | Lost | Conversion | Avg job value | Revenue | LTV | Repeat % | Cancellation | Bad debt | Avg payment days |
|---|
Where calls arrive
Inbound calls grouped by the number that was dialled, over the last 30 days.
| Number | What it is | Channel | Calls | Answered | Already customers |
|---|
Last-touch attribution by source
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Spend & return by source
| Source | Leads | Quotes sent | Quotes won | Jobs completed | Revenue | Spend | CAC | ROAS |
|---|
Geographic Intelligence
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Revenue, jobs, and win rate by market
| Town | State | Region | Revenue (12mo) | Jobs | Win rate | YoY growth | Open pipeline | Spend | ROAS | CAC |
|---|
Budget Optimizer
Diminishing returns model
| Daily spend | Leads/day (est.) | Leads/mo (est.) | Jobs/mo (est.) | Revenue/mo (est.) | Marginal CPL | Marginal ROAS |
|---|
Marketing Forecast
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Marketing Lab -- what-if sandbox
Scenario diminishing-returns curve
| Daily spend | Leads/day | Leads/mo | Jobs/mo | Revenue/mo | Marginal CPL | Marginal ROAS |
|---|
Data sources & provider status
Recent sync runs
| Provider | Started | Status | Records | Message |
|---|
Manual spend import
Recent manual spend
| Date | Channel | Amount | Imported by |
|---|
Editable assumptions
Marketing Efficiency Index weights
| Component | Direction | Weight |
|---|
Route, mileage & cost intelligence
Fleet
Fleet operating control
Readiness, routes and true vehicle cost
Reconciling fleet…
Loading the fleet command center…
Operating plan
Today’s routes
Planning only
Route recommendations
Geographic operating view
Route stop map
Driver-day routes
Route planning & actual variance
| Date | Driver | Vehicle | Stops | Est. miles | Actual miles | Variance | Est. cost | Revenue | Confidence |
|---|
Permanent fleet inventory
Vehicles
Estimated operating burden
Driver performance
| Driver | Base | Routes | Stops | Est. miles | Actual | Est. cost | Revenue | Revenue / mile |
|---|
Actual transaction ledger
Recorded fleet cost
Territory burden
Travel demand by service market
| Town | State | Stops | Revenue | Inbound leg miles | Revenue / mile |
|---|
AARST 11.6.2 -- occupational exposure limit
Jobsite radon exposure, rolling 12 months
Per-employee rolling 12-month exposure
Click an employee to see the visits and test readings behind their total.
| Employee | Window | Cumulative WLM | Cumulative pCi/L·days | % of limit | Visits (estimate / no test) | Status |
|---|
Service calendar
Maintenance
Legal readiness
Registration, inspection & compliance
Data quality
Missing and conflicting records
Estimated route miles0Home → stops → home
Estimated drive hours0 hrRoute miles ÷ road speed
Fuel used0 galEmployee vehicle MPG
Fuel cost$0Historical monthly fuel prices
Total travel cost$0Fuel + wear + drive labor
Revenue per mile$0Completed revenue ÷ estimated miles
Fleet performance by employee
| Employee | Home base | Stops | Route days | Est. miles | Drive hrs | Fuel | Travel cost | Revenue | Revenue/mile |
|---|
Cost methodology
1. DAILY ROUTE
Visits are grouped by employee and date, ordered by scheduled start, and connected to the employee home base.
2. MILEAGE ESTIMATE
Operator uses regional ZIP centroids plus town-level positioning and a road factor. Results are planning estimates, not GPS mileage.
3. HISTORICAL FUEL
Gallons are based on employee MPG. Fuel price follows the month in which the route occurred.
4. TOTAL TRAVEL COST
Fuel cost + vehicle wear per mile + paid driving labor.
Daily route estimates
| Date | Employee | Stops | Est. miles | Drive hrs | Fuel cost | Travel cost | Revenue | Towns |
|---|
Territory travel burden
Revenue and estimated travel allocation by service market.
| Town | State | Stops | Revenue | Allocated miles | Travel cost | Revenue/mile |
|---|
Radon testing intelligence
Testing Command Center
Airthings and AccuStar results, connected to permanent property records.
Testing health
Every test. One property history.
Loading testing records…
Testing activity
Post-mitigation verification
Mitigation outcomes
Pairs ASD, HRV, and Water installs with the matching post-job test.
Installer fail rate
Among installs with a matching post-mitigation test.
| Installer | Tested | Fail | Fail rate | Avg post |
|---|
ZIP fail rate & post levels
Where post-mitigation levels stay highest.
| ZIP | Tested | Fail rate | Avg post | Max post |
|---|
Awaiting post-mitigation test
Install done — no matching air/water test on or after that date yet.
| Property | Type | Installed | Installer | Days open |
|---|
Recent outcomes
Air vs guarantee/2.0 · Water vs 300 pCi/L action level.
| Property | Type | Post test | Result | Outcome | Installer |
|---|
Test results
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| Date | Property / unit | Customer | Source | Type | Result | Weather | Device / log | Property match | Actions |
|---|
Customer delivery
Email test result
Elevated result — schedule the fix
Pick a visit window and Operator will create a Jobber remediation request when the email sends.
Pick a visit window and Operator will create a Jobber remediation request when the email sends.
Dispatch command
Weekly schedule
Loading Sunday–Saturday…
—
Tasks & remindersLoading…
Loading weekly schedule…
SunMonTueWedThuFriSat
Loading month…
Field operations
—
Loading team schedule…
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Company memory by address
Property Intelligence
Every unique service address is consolidated into one long-term property record.
Permanent property record
Every address. Every system. Every operating signal.
Reconciling property records…
Auditing normalized properties…
Normalized property directory
Loading permanent property records…
| Property | Customer | Systems | Lifetime value | Jobs | Pipeline | Balance | Last activity | Status |
|---|
Property memory
Select a property
Property attention queue
Financial impact, last activity, validated issue, and recommended next action.
| Property | Customer | Issue | Financial impact | Last activity | Owner | Recommended action |
|---|
Installed-system inventory
Source-derived candidates stay “needs inspection” until equipment details are verified.
| Property | System | Fan | Manufacturer / model | Install evidence | Installer | Warranty | Next service | Status |
|---|
Property data-quality queue
| Property | Original address | Normalized address | Unit | Confidence | Reason | Action |
|---|
Realtor partners
| Agent | Broker / office | Contact | Properties | Listings | Last seen |
|---|---|---|---|---|---|
Loading realtor records… | |||||
Unique properties0
Towns served0
Completed revenue$0
Properties with repeat visits0
| Property | Town | Revenue | Visits | Quotes | Last activity |
|---|
Property profile
Select a property
Choose a row to open its complete history.
Proposal visualization
Radon System Designer
Overlay a proposed mitigation route on the job photos, then attach it to the quote.
Not saved
Basement
No basement photo yetTake or upload a photo of the mechanical space. The route draws on top.
Exterior
No exterior photo yetTake or upload a photo of the discharge wall. Exhaust placement draws on top.
Saved designs for this quote
Operator configuration
Settings
Connections, data quality, safety, and access controls — all in one place.
Basics
Company & Targets
Monthly revenue target
Used for progress, projection gap, and health score.
Company name
Displayed in Operator’s header.
Reset dashboard data
Return to all six embedded Jobber reports.
Unified data engine
Import Health
Operator now includes six embedded Jobber exports.
Visits0
Quotes0
Invoices0
Transactions0
Clients0
Products & services0
Company profile
Employee Home Bases
| Employee | Home base | ZIP | MPG |
|---|---|---|---|
| Chris Botti | Hingham, MA | 02043 | 20 |
| Brittany Lewis | Hingham, MA | 02043 | 20 |
| Josue Pivaral | Farmington, CT | 06032 | 20 |
| Ed | Simsbury, CT | 06070 | 20 |
| Angelo Acierno | Greenville, NH | 03048 | 20 |
Live data control plane
Data Sync
Supabase/PostgreSQL readiness, source freshness, schedules, records, and errors.
Current operating mode
Checking database…Operator preserves the local database while live connections are configured.
Data freshness
Connected0
Fresh0
Errors0
Staged records0
Before you connect
Redirect URIs to register
Paste each of these into the matching provider's console, exactly as shown.
Audit trail
Recent sync runs
Loading sync history…
Jobber history
Full-history backfills
Loading backfill history…
Does Operator agree with its sources?
Reconciliation
Checking…
Running checks…
Cross-app trust layer
Data Accuracy & Reconciliation
Auditing…
Canonical job classification
Open accuracy findings
Normalization audit
Product & Client Intelligence
Product names0
Products needing review0
Active clients0
Client lifetime invoiced$0
Highest-value product/service names
| Jobber name | Invoiced qty | Invoiced value | Suggested category |
|---|
Classification review
Total classified0
Needs review0
Revenue needing review$0
Distinct raw descriptions0
Your overrides saved0
| Raw description | Classified as | Confidence | Reason | Records | Revenue |
|---|
Ask Operator
Ray Donnelly
Ask Ray from the top bar for live Operator insights.
OpenAI system-design engine
AI System Design
Powers the photo-to-concept generator in System Designer.
Not tested yet.
Design style notes
Reference photos
IPQualityScore
Spam Call & Invalid Email Detection
Recent checks
| Type | When | Checked | Flagged | Status |
|---|---|---|---|---|
| Loading… | ||||
AARST 11.6.2 -- occupational exposure
Radiation Safety
Default visit duration
Assumed hours on-site for a visit with no parseable scheduled time window.
Approaching-limit threshold
%Owner controls
Users & Permissions
Invite approved users and assign the minimum access they need.
| User | Status | Last sign in | Role |
|---|---|---|---|
| Loading approved users… | |||
Owner controls everything. Manager can manage operational workflows. Staff can perform routine actions. Read only can view dashboards without changing records.
Property enrichment
Can this server reach the listing services?
Asks both services for an address known to be listed.
Not run yet.
Supabase schema
Is the durable copy ready for these rows?
Checking…
Paste it into the Supabase SQL Editor and run it.
Data durability
Records That Only Exist Here
Rows a person typed—
Rows born here in total—
Copies in Supabase—
Storage—
| Table | Rows |
|---|
Re-read from Supabase
Every table, and why
Record identity
Addresses with more than one property—
Properties still missing a key—
Customers with two provider records—
Duplicated requests—
Jobber API introspection · owner only
Payment Method Field Diagnosis
Invoice number
Jobber invoice number, e.g. 9294.
About
Operator
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