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Needs Attention

Company-wide · live
Open jobs today
143 unassigned
Invoices needing review
7$18,240
Overdue AR
12$42,380 past due
Unapproved timesheets
9Payroll cut-off Fri
Range
Business unit
Revenue
$248,120
+12% vs last mo
Labor hours
1,284
86% utilization
Open jobs
34
+5 today
AR balance
$186,420
18% >30d

Open jobs

Scheduled · dispatched · in progress

View all
  • WO-4821Beacon Hill Residences
    M. Alvarez
    In progress
  • WO-4823Northshore Medical
    J. Chen
    En route
  • WO-4824Copley Tower
    Unassigned
    Scheduled
  • WO-4826Fenway Grocers
    R. Patel
    On site
  • WO-4828Harborview Condos
    S. O'Neill
    Dispatched

Technician clock-in

Live roster

View all
M. AlvarezWO-4821
J. ChenEn route
R. PatelWO-4826
S. O'NeillDispatched
K. NguyenPTO
T. BrooksNot clocked in

AR aging

Outstanding balance by bucket

View all
Total outstanding
$186,420
  • Current$92,84050%
  • 1–30$51,12028%
  • 31–60$24,38013%
  • 61–90$12,4207%
  • 90+$5,6603%

Invoices needing review

Pending internal approval

View all
  • INV-10241Beacon Hill Residences
    Waiting 2d
    $4,820
  • INV-10238Copley Tower
    Waiting 3d
    $1,240
  • INV-10236Fenway Grocers
    Waiting 5d
    $8,610
  • INV-10230Harborview Condos
    Waiting 6d
    $3,540

Vendor bills due

Next 14 days

View all
  • Ferguson Plumbing Supply
    Due Jul 3
    $6,240
  • Grainger Industrial
    Due Jul 5
    $1,820
  • Carrier HVAC Wholesale
    Overdue · Jun 28
    $12,110
  • Home Depot Pro
    Due Jul 9
    $980

Project financial summaries

Active projects · contract vs billed

View all
ProjectContractChange ordersBilledRemaining
Beacon Hill Retrofit$184,000$12,400$128,000$68,400
Northshore Medical – Phase 2$412,000$24,800$302,000$134,800
Copley Tower MEP$96,000—$71,200$24,800
Harborview Condos Fit-out$58,000$4,200$40,100$22,100

Marketing campaigns

Top performers · MTD

View all
Google — Emergency Plumbing
Calls
148
Jobs
42
ROI
4.8×
Facebook — Heating Tune-up
Calls
92
Jobs
24
ROI
3.1×
Referral Program
Calls
61
Jobs
34
ROI
6.2×

Recent deposits

Bank deposits logged

View all
  • Jun 30
    8 payments
    $14,820
  • Jun 27
    5 payments
    $9,240
  • Jun 25
    12 payments
    $22,110
  • Jun 23
    3 payments
    $4,610

Inventory alerts

At or below reorder point

View all
  • 3/4" PVC 90° elbow
    PVC-075-90
    8
    min 40
  • 1/2" copper tee
    CU-050-T
    12
    min 60
  • 20A single-pole breaker
    BRK-20A
    3
    min 25
  • 45µF run capacitor
    CAP-45
    5
    min 20

Labor summary

Hours by business unit

View all
Plumbing486h · 38%
HVAC412h · 32%
Electrical268h · 21%
Construction118h · 9%
Total1,284 h