Good morning, Jake 👋

Thursday, April 9 · 3 active jobs today

✦ Serveium AI Suggestions5 insights
🔥

3 hot leads haven't been contacted in over 5 minutes.

📈

Your highest-converting lead source this month is Google Ads (63% close rate).

💰

You have $4,820 in unpaid invoices older than 14 days.

Luis Reyes has the highest close rate this week at 72%.

🔄

2 recurring customers are due for their seasonal tune-up.

Revenue MTD

$24,810

↑ 18% vs last month

Jobs Booked

34

↑ 6 vs last month

AI Handled Leads

9

Active right now

Outstanding

$3,240

3 invoices

Revenue & profit (7 months)

Revenue
Profit

✦ AI today

Leads responded
9

avg 28s response

Calls answered
4

2 converted

Jobs auto-booked
3

$1,240 value

Follow-ups sent
7

old leads revived

View AI Assistant

Today's jobs

LR

Mike Wilson

AC Tune-up · 10:00 AM

$220

In Progress
CM

Sarah Rodriguez

Duct Cleaning · 1:00 PM

$380

En Route
JM

Tom Keller

HVAC Installation · 2:00 PM

$1,450

Scheduled
?

Amy Liu

Emergency Repair · 2:30 PM

$520

Needs Tech
View all jobs →

Recent leads

DA

David Chen

AC Installation · 5m ago

Google AdsAI Replied
MA

Maria Torres

Heater Repair · 22m ago

Meta AdsBooked
KE

Kevin Park

Annual Maintenance · 1h ago

InstagramFollow Up
(2

(210) 555-4892

Emergency Repair · 2h ago

Inbound CallQuoted
View all leads →

Lead source performance

Leads
Booked

Business health

Close rate

68%

↑ 4%

Avg job value

$365

↑ $42

Repeat rate

68%

of customers

Overdue invoices

$480

1 invoice