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Daniel Carter daniel@summitair-demo.com
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Requests
2 New
Active (6) Emergency (1)
Quotes
6 Awaiting
Draft (2) Accepted (3)
Jobs
21 Active
Unscheduled (0) Completed (50) This Week (10)
Invoices
4 Awaiting
Past Due (2) Paid (42)

Today's Appointments

Calendar →
Total 6
Active 3
Completed 0
Remaining 6
Duct Cleaning — Whole Home
Nathan Brooks
Scheduled
Mini-Split Install (2 Heads)
Nathan Brooks
Scheduled
Smart Thermostat Install
David Anderson
Scheduled
Kitchen Drain Cleaning
Madison Greer
In progress
Furnace No Heat — Repair
Hannah Sullivan
In progress
Bathroom Leak Repair
Hannah Sullivan
In progress

Recent activity

Quotes, jobs, payments, and edits — everything your team does shows up here.

  • System completed Refrigerant Recharge
    29m
  • System started Refrigerant Recharge
    29m
  • System arrived at Refrigerant Recharge
    29m
  • System is on the way to Refrigerant Recharge
    29m
  • System completed 50-Gal Water Heater Replacement
    29m
  • System started 50-Gal Water Heater Replacement
    29m
  • System arrived at 50-Gal Water Heater Replacement
    29m
  • System is on the way to 50-Gal Water Heater Replacement
    29m
  • System started Kitchen Drain Cleaning
    29m
  • System arrived at Kitchen Drain Cleaning
    29m

Financial

2 overdue $7,680.34 View →
4 open invoices $8,405.61 pending View →

New Requests

2

Awaiting triage

• Unknown: AC making loud buzzing noise
• Unknown: Annual furnace inspection

Operational

0 unscheduled jobs
6 quotes awaiting Follow up →
10 jobs this week Schedule →

Revenue Trend

Today $30,240.73
This Week $30,240.73
This Month $51,073.44

Quick Actions

New Request New Job New Quote New Invoice

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