Operations Board
compared with 2026-08-03 to 2026-08-26
updated 2026-09-23 07:05:44 (76 API calls)
Today is a partial day
Demand and maintenance are down $201,466 (-36%) against the same point last month, generating $365,210. The biggest move is Plumbing demand, down $124,579. $336,365 of that was installed by a crew, and $65,872 more is scheduled but not yet installed. A further $7,738 came from calls outside demand and maintenance. Technicians also sold $18,003 of extra work on visits already in progress.
HVAC
HVAC demand is down $71,857 (-42%), generating $99,826 against $171,684. You ran 29 fewer leads (20 vs 49), closed at 30.0% against 55.1%, and averaged $16,638 per sale against $6,359. Of that, -$101,609 is lead volume and $29,751 is value per lead.
HVAC
HVAC maintenance is up $15,690 (72%), generating $37,369 against $21,679. You ran 2 more leads (51 vs 49), closed at 21.6% against 24.5%, and averaged $3,397 per sale against $1,807. Of that, $885 is lead volume and $14,805 is value per lead.
Plumbing
Plumbing demand is down $124,579 (-38%), generating $204,650 against $329,228. You ran 4 fewer leads (191 vs 195), closed at 58.1% against 53.8%, and averaged $1,844 per sale against $3,136. Of that, -$6,753 is lead volume and -$117,825 is value per lead.
Plumbing
Plumbing maintenance is down $20,720 (-47%), generating $23,365 against $44,085. You ran 20 more leads (81 vs 61), closed at 27.2% against 36.1%, and averaged $1,062 per sale against $2,004. Of that, $14,454 is lead volume and -$35,174 is value per lead.
Pipeline
Jobs 50197155, 50701971, 49806990 carry most of it. A handful of large installs, not an average — if three slip, the month moves.
Other origins
Installed work whose sale traces back to a call outside the four cards — comfort-advisor appointments, install-on-install work, and a little that cannot be traced. Shown so removing the install cards does not make this money disappear.
Needs closing out
Work that happened but was never completed in ServiceTitan, so it cannot invoice. Clear these monthly.
- 49924374 · HVAC - Maintenance22 days
- 50123407 · Plumbing - Service22 days
- 50138902 · Plumbing - Service22 days
- 50149141 · Plumbing - Service22 days
- 50144667 · Plumbing - Maintenance21 days
- 50245392 · Plumbing - Install20 days
Installs at $0
An install at $0 is usually an office error — the sold estimate was not used. Recall installs are already suppressed.
- 50378268 · Plumbing - Install2026-09-11
- 50482738 · Plumbing - Install2026-09-14
Stalled on hold
Sold work on hold. Excluded from pipeline because it is not forecastable — but it is money someone can go unstick.
- 47757711 · Plumbing - Install$5,554
- 50512678 · HVAC - Install$2,541
- 50101789 · Plumbing - Install$1,628
- 50169358 · Plumbing - Install$1,486
- 50725181 · Plumbing - Service$1,063
- 50175384 · Plumbing - Install$958