Operations Overview
All locations · Last 30 days · Auto-refreshing every 15 minutes
💰 Revenue
QBO
$142,830
↑ 18.4% vs prev 30d
📈 Gross Margin
QBO
61.2%
↑ 2.3 pts
🔧 Active Jobs
CRM
34
→ 12 in progress
💳 Cash Position
Bank
$87,420
↑ 4.1 mo runway
📈 Monthly Revenue Trend
🎯 Revenue by Job Type
CRMAC Install
$68.6K48%
Maintenance
$40.0K28%
Emergency
$20.0K14%
Service Call
$14.3K10%
👷 Technician Performance · Last 30 Days
CRM + QBO| Technician | Jobs | Revenue | Margin | Status |
|---|---|---|---|---|
| Sarah K. Carmel |
12 | $48,200 | 63.4% | ★ Top |
| Mike R. Indy |
15 | $52,100 | 58.7% | On target |
| Dave T. Greenwood |
9 | $8,400 | 52.1% | Review |
| James W. Indy |
11 | $34,130 | 61.2% | On target |
🏢 Top Customers · Last 90 Days
QBO| Customer | Revenue | Jobs | Margin |
|---|---|---|---|
| Frazier Commercial Real Estate Commercial · monthly maintenance |
$22,400 | 8 | 67% |
| Cornerstone Apartments Multi-unit · service contract |
$18,650 | 14 | 71% |
| Meridian Office Park Commercial · on-call |
$14,200 | 6 | 62% |
| Indy Fitness Club Emergency calls primarily |
$9,800 | 11 | 59% |
💸 Accounts Receivable Aging
Outstanding
$24,180
⚠ 3 invoices > 60 days
💡 Auto-action triggered: 3 reminder emails queued for invoices > 30 days. Will send tomorrow 9am unless paused.
📋 Recent Activity
Auto-aggregated from all systemsPayment received: $8,200 from Frazier Commercial (Invoice #2814)
12 min ago · Stripe → QBO synced
Auto-email sent: Weekly P&L summary delivered to owner@abcmech.com
2 hr ago · Scheduled report
Margin alert: Dave T. service calls trending 7 points below team average
4 hr ago · KPI rule triggered
Job completed: JOB-2842 · Anderson HVAC AC Install · $3,200 revenue logged
Yesterday · CRM → QBO synced
Reconciliation complete: May books reconciled to the penny. Margin: 60.8%
2 days ago · Monthly close automation