— to date: — completed, — of the — budget.
Close rate by plumber
Opportunities with a sold estimate ÷ opportunities, for jobs completed in the window. An opportunity is a job where an estimate was created on the appointment.
| Plumber | Close rate | Opps |
|---|
No opportunities in this window yet.
$ per opportunity by plumber
Sold estimate dollars ÷ opportunities, for jobs completed in the window.
| Plumber | $ per opportunity | Opps |
|---|
No opportunities in this window yet.
Completed revenue is the total of jobs completed in the window, by completion day, from ServiceTitan; "estimates sold" is estimates marked Sold in that window. The budget tile and thermometer follow the day chosen at the top: completed revenue from the 1st of that month through that day, against that month's budget. The faded figure on the thermometer (and the dashed line in the tile) is pace: where the budget says the month should be by that day, budget × days elapsed ÷ days in the month, and the gap to it is flagged. The arrow (and the solid line in the tile) is projected: month to date ÷ days elapsed × days in the month, a straight-line run rate, with today counted only as far as the working day has run. The job board is on the Dispatching tab. Click a tech's name for their page: jobs by day with the opportunity call on each, estimates sold and unsold, and a close rate and $ per opportunity trend. An opportunity is a completed job where an estimate was created on the day of the tech's appointment; a job with no estimate, usually an install, is not one. Close rate and $ per opportunity credit that tech, split evenly when two techs had the opportunity. Kaylen Hall is left off close rate and $ per opportunity. Their Today, 7 days, 30 days and Month to date tabs count jobs by completion day. Miles are straight-line distance × 1.3 from the tech's home (home zip where ServiceTitan has no coordinates) or from the previous stop. This is a snapshot from ServiceTitan, not live; ask Claude to refresh it or set up a morning refresh.
— to date: — completed, — of the — budget.
Close rate by tech
Opportunities with a sold estimate ÷ opportunities, for jobs completed in the window. An opportunity is a job where an estimate was created on the appointment.
| Tech | Close rate | Opps |
|---|
No opportunities in this window yet.
$ per opportunity by tech
Sold estimate dollars ÷ opportunities, for jobs completed in the window.
| Tech | $ per opportunity | Opps |
|---|
No opportunities in this window yet.
Completed revenue is the total of jobs completed in the window, by completion day, from ServiceTitan; "estimates sold" is estimates marked Sold in that window. The budget tile and thermometer follow the day chosen at the top: completed revenue from the 1st of that month through that day, against that month's budget. The faded figure on the thermometer (and the dashed line in the tile) is pace: where the budget says the month should be by that day, budget × days elapsed ÷ days in the month, and the gap to it is flagged. The arrow (and the solid line in the tile) is projected: month to date ÷ days elapsed × days in the month, a straight-line run rate, with today counted only as far as the working day has run. The job board is on the Dispatching tab. Click a tech's name for their page: jobs by day with the opportunity call on each, estimates sold and unsold, and a close rate and $ per opportunity trend. An opportunity is a completed job where an estimate was created on the day of the tech's appointment; a job with no estimate, usually an install, is not one. Close rate and $ per opportunity credit that tech, split evenly when two techs had the opportunity. Kaylen Hall is left off close rate and $ per opportunity. Their Today, 7 days, 30 days and Month to date tabs count jobs by completion day. Miles are straight-line distance × 1.3 from the tech's home (home zip where ServiceTitan has no coordinates) or from the previous stop. This is a snapshot from ServiceTitan, not live; ask Claude to refresh it or set up a morning refresh.
Dispatching board —
Both trades' appointments for the day, grouped by tech. Pick a day with the controls above.
Checklist compliance
How often the techs did each checklist item, straight from the Dispatching Checklist sheet (one tab per day). N/A answers are left out of that item; a blank counts as not done. A sales call counts as sold once it has an install date. The trade buttons above apply here too.
Job board —
Grouped by plumber; click a name for their page. Amount is completed revenue or the sold amount; with no sale, the range of estimates written. Miles are estimated from home (first stop) or the previous stop.No plumbing appointments on the board for this day.
Job board —
Grouped by tech; click a name for their page. Amount is completed revenue or the sold amount; with no sale, the range of estimates written. Miles are estimated from home (first stop) or the previous stop.No HVAC appointments on the board for this day.
Amount is completed revenue or the sold amount; with no sale, the range of estimates written. Miles are straight-line distance × 1.3 from the tech's home (home zip where ServiceTitan has no coordinates) or from the previous stop. Click a tech's name for their page.
Completed jobs
Straight from the payroll sheet, one row per job: what it sold for, who sold it, who installed it and the parts, subcontractor and rental costs. No pay figures here.
Jobs completed
Newest first, by install completion date (sold date until the install is done). Installed by shows each tech's split from the sheet.| Completed | Job # | Customer | Sold by | Installed by | Parts | Subcon | Rental | Sold |
|---|
No jobs completed in this window.
Rows come from the payroll spreadsheet (Sheet1), not ServiceTitan, and refresh when the dashboard is rebuilt. A job with no install completion date yet is listed by its sold date and marked "not installed yet". HVAC rows are the ones with an HVAC tier; the rest follow the selling tech's trade. Click a tech's name for their page.
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Jobs
Every appointment this tech ran in the window, newest day first, shaded like the job board. The opportunity column says whether the job counted as one and whether it sold, so the sold count and close rate can be checked by hand.No appointments in this window.
Close rate and $ per opportunity
Each point is the trailing 7 days ending that day: opportunities with a sold estimate ÷ opportunities, and sold estimate dollars ÷ opportunities. A week with no opportunities leaves a gap.
Today, last 7 days, last 30 days and month to date count jobs by completion day; the job list goes by appointment day. An opportunity is a completed job where an estimate was created on the day of this tech's appointment; a job with no estimate, usually an install, is not one. Estimates sold is the sold estimates on those opportunities; unsold estimates is the highest open estimate on each opportunity that did not sell. Both are split evenly when two techs had the opportunity. Completed revenue is the total of the jobs completed, split evenly between the techs on the job.