Operator Control Room
Today Operations
Reconciling Jobber and Dialpad operating data…
Today’s scheduled jobs
Speed to lead
Missed-call intelligence
Call performance
Technician live board
Schedule snapshot; GPS and telematics are not present in the current imports.
Revenue velocity
Live business feed
Pipeline command
| Largest quotes | Value | Odds |
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Collections radar
Operator recommendations
Revenue Command Center
Earned revenue, cash, production opportunity, and collection exposure—kept financially distinct.
Validated A/R aging
Actionable Past Due balances are separated from paid-balance conflicts, draft records, and legacy balances.
Approved work validation
Only quotes still marked Approved are treated as schedulable. Converted quotes are not counted again.
Cash collected
Money recorded as paid in Jobber this month. Revenue remains based on completed work.
Recent recorded payments
| Paid date | Customer | Invoice | Collected |
|---|
Revenue forecasts
Earned revenue plus valid scheduled production remaining this month.
Committed forecast plus probability-weighted active pipeline.
Expected forecast plus a realistic share of fresh approved work.
Target status
Revenue pace: current month vs target, last month, and last year
Daily revenue calendar
Revenue intelligence
Revenue by service
Geographic revenue
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Production credit by team member
Revenue leak detection
Revenue opportunities
Shortest path to monthly goal
Pipeline Command Center
Actions, conversion analytics, and model definitions at one quote per record.
Auditing open opportunities…
Priority, close probability, and model confidence remain separate measures.
Population & definitions
Loading resolved quote reconciliation…
Pipeline coach
Opportunity meter
Priority queue
| Score | Customer | Job type | Age | Approval chance | Value | Next action |
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Conversion scoreboard
Conversion rates by job type
| Job type | Closed quotes | Won | Archived | Conversion rate | Open pipeline |
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Conversion by quote amount
| Quote amount | Closed quotes | Won | Conversion rate |
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Approval chance by quote age
| Age | Historical sample | Eventually won | Approval chance |
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Predictive model health
Warranty Returns
Confirmed cases, response ownership, direct cost, and quality signals.
Protect the customer. Fix the cause. Track the cost.
Detector signals stay in review until an operator confirms a real warranty case.
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 |
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Metric contract
Warranty return reasons
Warranty returns by original service
Responsibility
Outcome
Installer callbacks
Warranty return review queue
Confirm or dismiss candidates. Decisions are stored only in this browser and immediately update the dashboard.
| Return visit | Original work | Reason / evidence | Days later | Visit value | Classification |
|---|
How Operator captures callbacks
Accounts Receivable
Actionable collections, promises, disputes, forecast, and balance cleanup.
Collect the right balances. Know the next action.
Source balances remain intact; workflow classifications determine what is genuinely actionable.
Auditing 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 | Owner |
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Collection forecast
Customer collection accounts
One account per customer; invoice balances aggregate without duplication.
| Customer | Total | Actionable | Invoices | Oldest | Classification | Next action |
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Invoice-level A/R register
Every source balance retains its invoice, property, job, payment history, and collection classification.
| Invoice | Customer / property | Original | Remaining | Due | Age | Source status | Classification |
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Detailed A/R aging
Forecast horizons
Metric definitions
Bad debt & balance cleanup queue
Review classifications and create an audit trail; source accounting records are never directly rewritten here.
| Customer | Invoice | Balance | Age | Current classification | Reason flagged |
|---|
Territory Intelligence
Revenue, jobs, conversion, pipeline, service mix, and growth by operating market and town.
Market performance & expansion
Auditing geographic coverage…
Operating-region performance
Town revenue map
Aggregated markets positioned at validated Census ZIP centroids—not exact properties
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 |
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Selected market
Qualified opportunities
Score methodology
Geographic reconciliation
Imported state normalization
| Imported value | Standard | Status | Properties |
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Geographic cleanup queue
Source values are preserved; nothing is silently rewritten.
| Property | Town | Imported state | ZIP | Classification |
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Operating-region revenue
Click a territory to open its revenue and job-type dashboard.
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Revenue by job type
Click a job type for deeper territory detail.
Territory pipeline
Quote value and status inside this market.
Select a job type
Town breakdown
| Town | Revenue | Jobs | Avg |
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Installer production
| Installer | Revenue credit | Jobs |
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Town market rankings
Select a town to open its full market profile.
| Town | Region | Revenue | Jobs | Avg job | Conversion | Open pipeline | YoY |
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Select a town
Revenue heat map
Darker markets have generated more completed-work revenue.
Conversion opportunity map
Markets with meaningful quote volume and below-company conversion.
Calls & Communications
Call volume
Team performance
| Employee | Offered | Answered | Missed | Rate | Avg duration |
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Missed-call recovery
| Last missed | Caller | Customer match | Missed attempts | Waiting | Action |
|---|---|---|---|---|---|
| Loading missed leads… | |||||
Potential leads awaiting property details
| Last answered | Caller | Customer match | Answered calls | Handled by | Status |
|---|---|---|---|---|---|
| Loading onboarding candidates… | |||||
Recent calls
| Date & time | Caller / customer | Result | Handler | Duration | Property | Follow-up | Actions |
|---|---|---|---|---|---|---|---|
| Loading Dialpad data… | |||||||
Fleet
Operator estimates daily home → stops → home mileage from service ZIP and town data. Mileage is clearly labeled as planning-grade until exact road routing is added.
Readiness, routes and true vehicle cost
Actual records and planning estimates stay separate. Recommendations never change the schedule automatically.
Today’s routes
Route recommendations
Route stop map
Route planning & actual variance
| Date | Driver | Vehicle | Stops | Est. miles | Actual miles | Variance | Est. cost | Revenue | Confidence |
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Vehicles
Driver performance
| Driver | Base | Routes | Stops | Est. miles | Actual | Est. cost | Revenue | Revenue / mile |
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Recorded fleet cost
Travel demand by service market
| Town | State | Stops | Revenue | Inbound leg miles | Revenue / mile |
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Maintenance
Registration, inspection & compliance
Missing and conflicting records
What each number means
Fleet performance by employee
| Employee | Home base | Stops | Route days | Est. miles | Drive hrs | Fuel | Travel cost | Revenue | Revenue/mile |
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Cost methodology
Visits are grouped by employee and date, ordered by scheduled start, and connected to the employee home base.
Operator uses regional ZIP centroids plus town-level positioning and a road factor. Results are planning estimates, not GPS mileage.
Gallons are based on employee MPG. Fuel price follows the month in which the route occurred.
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 |
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Territory travel burden
Revenue and estimated travel allocation by service market.
| Town | State | Stops | Revenue | Allocated miles | Travel cost | Revenue/mile |
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Property Intelligence
Every unique service address is consolidated into one long-term property record.
Every address. Every system. Every operating signal.
Source records remain traceable; uncertain normalization and system evidence stay in review.
Normalized property directory
Loading permanent property records…
| Property | Customer | Systems | Lifetime value | Jobs | Pipeline | Balance | Last activity | Status |
|---|
Select a property
Recently active and high-value records are listed alongside the directory until you choose an address.
Property attention queue
Financial impact, last activity, validated issue, and recommended next action.
| Property | Customer | Issue | Financial impact | Last activity | Owner | Recommended action |
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Installed-system inventory
Source-derived candidates stay “needs inspection” until equipment details are verified.
| Property | System | Manufacturer / model | Install evidence | Installer | Warranty | Next service | Status |
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Property data-quality queue
No uncertain property is silently merged. Merge and split decisions require preview and audit history.
| Property | Original address | Normalized address | Unit | Confidence | Reason | Action |
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| Property | Town | Revenue | Visits | Quotes | Last activity |
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Select a property
Choose a row to open its complete history.
Data Sync
Supabase/PostgreSQL readiness, source freshness, schedules, records, and errors.
Operator preserves the local database while live connections are configured.
Recent sync runs
Settings
These settings are stored in this browser.
Data Accuracy & Reconciliation
One completion rule, one service taxonomy, and source-grain checks across every operating module.
Canonical job classification
Open accuracy findings
Import Health
Operator now includes six embedded Jobber exports.
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 |
Product & Client Intelligence
Highest-value product/service names
| Jobber name | Invoiced qty | Invoiced value | Suggested category |
|---|
Service Classification Manager
Every completed job is classified once here. Revenue, geography, installer production, and service mix all use this same result.
| Raw Jobber text | Classified as | Revenue | Jobs | Confidence | Override |
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