Friday, November 13 · Sample data
Good morning, Priya
Tagged systems
412
+31 this month
Homeowner scans
168
Last 30 days
Open problem reports
3
Needs a call back
Due in 30 days
27
Tune-ups to book
Reports this month
94
Avg. 61 sec of talking
Problem reports
Reported from the tag · 12 min ago
Not cooling
AirCore AC · K7QM-4R2X
“Blowing warm air since this morning. Thermostat set to 72.”
Dana W. · Maple Court · phone confirmed
Open this unit’s recordHomeowner scans
Per week, last 12 weeks
109
scans in the last 4 weeks · 23 turned into booked calls
| 11 wk ago | 9 |
|---|---|
| 10 wk ago | 12 |
| 9 wk ago | 10 |
| 8 wk ago | 15 |
| 7 wk ago | 14 |
| 6 wk ago | 18 |
| 5 wk ago | 16 |
| 4 wk ago | 21 |
| 3 wk ago | 24 |
| 2 wk ago | 22 |
| 1 wk ago | 29 |
| This week | 34 |
Due for service
Next 30 days · 5 of 27 shown
Robert M.
AC + furnace · Comfort plan
Nov 20
Sofia T.
Heat pump · Comfort plan
Nov 24
Hillcrest HOA
6 rooftop units · Commercial
Dec 1
James K.
Gas furnace · No plan
Dec 3
Mei L.
Mini-split, 3 heads · Comfort plan
Dec 8
Recent visits
Every report written from a voice note
- MR
Fall tune-up
Marcus R. · AirCore AC · Maple Court
9:40 AM
View report - AL
Repair: no heat
Ana L. · Gas furnace · Cedar Lane
8:55 AM
1 min 12 sec
- DK
New install, tag linked
Devin K. · Heat pump · Oak Hollow
Yesterday
1 min 40 sec
- MR
Fall tune-up
Marcus R. · Mini-split · Pine Ridge
Yesterday
47 sec
Team and tags
Blank tags each person has on hand
- MR
Marcus R.
Lead technician
9tags
- AL
Ana L.
Technician
12tags
- DK
Devin K.
Technician
6tags
- PS
Priya S.
Office manager
33tags
Sample data. Crestview Heating & Air is a made-up company for this demo.