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For HVAC companies

An owner dashboard for HVAC companies

Service agreements, callbacks, and the swing between a busy summer and a slow spring, on one screen before the trucks roll out.

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Your first version is built free. Nothing to pay until it's live.

Kestrel Heating & Air · This morning

Sample data, made-up company
Service agreements 412 38 visits due this month
Callbacks this month 7 2.1% of jobs
Cash in the bank $186,450 QuickBooks, 6:58 AM
Done, not billed $12,640 9 jobs

Needs you today

  1. Larsen install quote, no answer in 6 days$14,800
  2. 11 agreement visits due with nothing booked11 visits
  3. Tech 4 back at the same address twice this week2 trips

What it watches

Built around how HVAC companies run

Every dashboard is set up with you, around what you check. Some of what it can answer for a company like yours, from your own numbers, before the day starts:

  • Are agreements paying?

    • Agreements active and renewing
    • Visits due and not booked
    • Revenue from agreement customers

  • Where are we losing it?

    • Callbacks and repeat visits
    • Jobs done but not invoiced
    • Parts used but not billed

  • Busy season or slow?

    • Hours booked for the next two weeks
    • Installs against service calls
    • Cash through the seasons

  • Who needs a call?

    • Quotes waiting on an answer
    • Who owes you, and for how long
    • Agreements about to lapse

Your tools stay

Built on what you already use

We bring in your numbers from QuickBooks, your job software and the spreadsheets in between. Your office and crews keep working the way they do now.

  • QuickBooks
  • ServiceTitan, Housecall Pro or FieldEdge
  • Spreadsheets

Databink and your job software

Other trades: Plumbing · Electrical · Roofing · Landscaping

Made for you

Your dashboard, not a template

The screens, the numbers and the warnings are set up around how you run your company. What one owner watches every day, another never looks at, so we build it with you.

Your first version is built free, and you see it on your own numbers before you pay anything. How it works

Sample dashboard

See your dashboard before we ever meet

Answer six quick questions about your business. In a few minutes you'll get a working owner dashboard built for a company like yours, filled with sample numbers. No call, no cost.

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Want to see yours?

Pick a time, or call, text or email. We'll talk about how you run things and walk you through a sample built for your company.

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