- DEPOSIT $1,728 applied · 13 May
- LINK SENT 4:43 PM
- VIEWED 4:51 PM · A. Solano
- CLEARING RTP · awaiting
One operating layer for the whole service day.
Schedule crews, dispatch jobs, track estimates, invoice, and watch payments clear — on one operating layer.
Private beta — fit reviewed within 48h.
The live job on the board — Riverbend · JOB-7402 — is the one you’ll follow from dispatch to invoice to margin signal.
01 · INTAKE
Win the Work.
Calls, photos, parts, pricing, approval, and deposit stay on one record — nothing re-keyed.
- 23 inquiries
- 11 estimates sent
- 8 approved
- Inbound call Tue 09:14 · 4m 12s
- Website form
- Text message
- Customer portal
- Referral
- Repeat customer
- +5 channels
Compressor failure on rooftop unit · waiting room temps climbing · 6 exam rooms affected
Nameplate scan and photos prefill the estimate — compressor matched, in stock — dispatcher reviews before it sends.
5 lines $8,640
- Compressor (12-ton)$4,280
- Refrigerant + recovery$640
- Labor · 6h × 2 techs$2,880
- Disposal + permit$300
- Tax$540
- Estimate sent 7 May · 14:22
- Viewed 8 May · 16:08
- Approved 9 May · 11:38
Approved estimate becomes JOB-7402.
02 · DISPATCH
Run the Work.
The dispatcher's board and the tech's schedule are the same object, updating live.
- 4 crews
- 13 jobs
- 1 SLA tight
-
9:00
Vandermark Brewing JOB-7381quarterly maintenance · $940 contract
-
10:45
Crestline Veterinary JOB-7396blower motor + capacitor · $1,420 invoiced
-
12:40
EN ROUTERiverbend Family Practice JOB-7402ETA 12:40 PM · 12-ton RTU compressor$8,640 · deposit cleared
-
8:30
Aldridge Townhomes Bldg C JOB-7391water heater swap · $2,180 invoiced
-
10:15
Marigold Bistro JOB-7398drain line · $640 invoiced
-
11:45
ON SITEPelham Court JOB-7405slab leak detection · 57m in
-
9:00
Westwind Auto Body JOB-7389200A panel upgrade · $4,200 invoiced
-
11:30
HOLDBeacon Drug JOB-7407permit revision · resched Thu 8 AM
-
12:30
ON SITEGoldenrod Office Park JOB-7403EV charger install · 12m in
-
3:00
UPCOMINGCornerstone Bakery JOB-7418240V outlet drop
-
8:00
Heatherwood Residence JOB-7384heat exchanger · $3,180 invoiced
-
11:00
Saddleback Ridge HOA JOB-73936-unit furnace inspection · contract
-
1:45
EN ROUTEBirchwood Estates JOB-7409no-cool callback · ETA 2:00 PM · SLA 2HR tight
Crew arrives with the estimate, deposit, customer history, and invoice context already attached.
03 · INVOICE
Get Paid.
One approved estimate becomes invoice, payment, and ledger — reconciled to your books.
- $34,820 today
- 11 invoices
- 1 awaiting ACH
Payment clears — invoice, job, and ledger reconcile.
04 · PULSE
Catch drift before it costs you.
Zaras surfaces drift across jobs, payments, and margin the moment it starts.
- 6 surfaced
- 3 resolved
- 1 margin risk
-
Margin variance today · 5:18 PM
Riverbend margin tightened by 4.8 pts
Compressor freight surcharge of $312 posted to JOB-7402 after invoice issue. Gross margin landed at 32.1% vs 36.9% estimate. Commercial RTU class average 35.4%.
Recommended Review vendor cost variance before next RTU estimate.
Review job -
Customer risk today · 11:42 AM
Birchwood Estates — second SLA miss in 14 days
why this surfaced
High-value residential account (annual contract value $42K, 3-year tenure). Two no-cool callback responses past the 2-hour SLA in this window. Pattern detected against trailing 90 days.
Recommended Escalate to account owner within 24h.
Open customer -
Utilization 5d window
Crew 04 — 31% idle time over 5 days
why this surfaced
Trailing 30-day idle baseline 8%. No PTO, no equipment hold logged. Likely routing or queue-balance issue rather than crew availability.
Recommended Audit route density and dispatch sequencing.
Review dispatch -
Parts drift moments ago
R-410A refrigerant — usage 34% above 30d average
why this surfaced
14 jobs in the trailing 14 days consumed refrigerant above unit-spec. Could indicate undetected leak rework, technique drift on charge procedure, or commercial-mix pull.
Recommended Audit refrigerant-heavy jobs for callback patterns.
Audit usage
The system flags margin drift before it becomes a pattern.
Shape-of-business form. Crew count, current stack, where it hurts.
Scope + stack check. No queue, no waitlist — fit reviewed within 48h.
Workspace live, imports done, first dispatch on the operating layer.
Run every job, estimate, and invoice on one operating layer.
Private beta for service businesses running 1 to 40 crews. Apply once, get a fit review within 48 hours, and onboard into dispatch, estimates, invoices, payments, and reporting on one operating layer.