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Daniel Carter daniel@summitair-demo.com
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Step 1 of 3
Requests
2 New
Active (6) Emergency (1)
Quotes
6 Awaiting
Draft (2) Accepted (3)
Jobs
21 Active
Unscheduled (0) Completed (50) This Week (18)
Invoices
4 Awaiting
Past Due (2) Paid (42)

Today's Appointments

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

Recent activity

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

  • System completed Refrigerant Recharge
    1h
  • System started Refrigerant Recharge
    1h
  • System arrived at Refrigerant Recharge
    1h
  • System is on the way to Refrigerant Recharge
    1h
  • System completed 50-Gal Water Heater Replacement
    1h
  • System started 50-Gal Water Heater Replacement
    1h
  • System arrived at 50-Gal Water Heater Replacement
    1h
  • System is on the way to 50-Gal Water Heater Replacement
    1h
  • System started Kitchen Drain Cleaning
    1h
  • System arrived at Kitchen Drain Cleaning
    1h

Financial

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

New Requests

2

Awaiting triage

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

Operational

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

Revenue Trend

Today $30,240.73
This Week $52,632.23
This Month $82,448.61

Quick Actions

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