Is the market helping?
Each kind of radon work, against the indicators that move it.
Saved figures · refreshing…
Notifications
Market conditions
Mortgage rates, home sales and households, and what they mean for radon work.
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Revenue
Last refresh —
Operator brief
Auditing revenue records…
Forecast accuracy
Replayed against what was invoiced.
What Operator actually said, day by day
Approved work validation
Revenue this month$0
Target for selected period$0
Variance to pace$0—
Revenue required / production day$0Using configured weekdays and holidays
Goal completed0%of $0 period target
Projected revenue, row by row
Actual invoices, scheduled work, approved work and forecast assumptions shown separately.
Invoiced and completed, reconciled
Two lifetime totals for the same business, and what makes up the difference.
Invoice audit, row by row
Every invoice behind the selected-period Revenue total.
Payment ledger, row by row
Compare against Jobber's own export
Available once a comparison comes to zero.
Months already agreed with Jobber
| Period | Agreed at | Today | Moved by | Recorded |
|---|---|---|---|---|
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Counted more than billed
Every row below, exactly as Operator holds it, so it can be opened in a spreadsheet beside Jobber's export or sent on.
This month outlook
Expected finish
$0
Invoiced $0+ booked $0Forecast $0Goal $0
Gap to goal$0Based on the current operating forecast
Each band adds to the one before it: invoiced, then the booked work that will invoice, then the whole expected finish. The tick is the goal.
Forecast compositionClick any cohort to inspect its records
0%Current progress0% of goalForecast confidence0% of goal
Today$0
This week booked$0
Last week$0
Next week scheduled$0
Revenue pace
Production heatmap
See which production days carried the period and where capacity was missed.
GoalNearBelow
Weekends and holidays are not graded.
Revenue intelligence
Service mix
Geographic revenue
Top markets
Geographic service mix
—
Total revenue$0
Completed jobs0
Average ticket$0
Production credit
What the breakdown says
Revenue leak detection
Approved, not scheduled$00 jobs
Completed, not invoiced$00 jobs
Past due$0Owed and past its due date · Finance › Money owed
Discounts this month$0Quoted or invoiced discounts
Zero-dollar / warranty work$00 completed visits
Total identified leakage$0
Potentially recoverable$0
Approved pipeline ready$0
Board
Loading the board…
Loading the To do list…
Follow-ups
Call lists with a drafted message. Nothing sends on its own.
Open this tab to load follow-ups.
Open requests
0What happened to each lead
Every new lead gets one outcome — phone quotes and separately booked jobs included.
| Customer | Property | Intake | Age | Stage | Outcome | Evidence |
|---|
What the lead facts say
Customer journey
0Each customer sits in the furthest stage they have reached.Quote pipeline
0Quotes this period
Open quotes—
Likely to close—Each open quote × its chance of approval
Won this period—
Average quote—
Lead → quote—
Quote → job—
Open quotes by chance of approval
$0
Quotes awaiting a decision × chance of approval
Loading probability bands…
Conversion by quote amount
Conversion by job type
Quotes decided in the selected period, beside every quote open today.
| Job type | Decided | Won | Archived | Won rate | Open now |
|---|
Conversion by job type, all time
Every decided quote on file. These are the rates the approval chances are read from.
| Job type | Decided | Won | Archived | Won rate | Open now |
|---|
Approval chance by quote age
How approval chances are worked out
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What the model has to work with
Closed quotes used0
Company conversion baseline0%
Fully scored open quotes0
Job-type coverage0%
Warranty
Confirmed cases by issue
Confirmed cases by installer
Potential warranty candidates
A $0 return is evidence to review—not proof of a warranty failure.
| Return visit | Original work | Signal | Confidence | Decision |
|---|
Systems entering the failure window
Installed three and a half to five years ago with no return visit on record.
| Property | System | Installed | Age | Job |
|---|---|---|---|---|
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Jobs the reason map cannot read
Zero-value jobs matching no classification rule.
| Job | Title | Service type | Date |
|---|---|---|---|
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Finance
Who to call
Loading…
Needs attention
Bank & cards
Loading…
| Account | Type | Book balance |
|---|
| Date | Type | Account | Payee / memo | Amount |
|---|
Money owed
Reconciling A/R…
Filters
Owed to you$0
How this figure adds up
Auditing source balances and collection workflow…
Call list
Highest priority first. Call or Text logs the contact.
| Customer | Owed | Overdue | Status |
|---|
Coming in
By age
Tap a row to see its invoices.Customer collection accounts
One account per customer; invoice balances aggregate without duplication.
| Customer | Total | Actionable | Invoices | Oldest | Classification | Next action | Actions |
|---|
Invoice-level A/R register
| Invoice | Customer / property | Original | Remaining | Due | Age | Last chased | Customer opened it | Source status | Classification |
|---|
Bad debt & balance cleanup queue
| Customer | Invoice | Balance | Age | Current classification | Reason flagged |
|---|
How the call list is scored
How the collection probability is built
Loading the model behind each percentage…
Outcomes it predicts
| Horizon | Outcome | Matured invoices it learned from | Confidence |
|---|
Checked against held-out history
Deliberately not used
Promises, disputes and adjustments
Payment promises
| Customer | Invoice | Promised | By | Status | Matched payment | Action |
|---|
Invoice follow-ups
| Customer | Invoice | Overdue | Attempts | Last contact | Action |
|---|
Bad-debt review
Aged, uncollected receivables past the review threshold (Finance > Settings).
| Customer | Invoice | Balance | Overdue | Status | Action |
|---|
Disputes
Customer disputes against an invoice or a specific cash/check payment.
| Customer | Reference | Amount | Reason | Status | Action |
|---|
Financial adjustments ledger
| Type | Customer | Reference | Amount | Reason | Status | Action |
|---|
Where the money went
Recurring costs in this period
Next 30 days
From what customers owe now, against the bills already known.
Next 90 days
Bills not yet paid
| Vendor | Amount | Due | Category |
|---|
Cash, next 13 weeks
| Week of | Cash in | Cash out | Net | Running |
|---|
Money in
Payments received
This month so far.
How customers paid
Recent payments
| Date | Customer | Invoice | Type | Amount | Method |
|---|
Money out
Bills, recurring costs and payroll, entered here until QuickBooks is connected.
Reimbursed expenses
Receipts paid back to the team through payroll. When the same purchase shows up in the bank or QuickBooks, it's counted once.
Recurring fixed costs
Rent, insurance, software subscriptions, and similar predictable costs.
| Name | Category | Amount | Frequency | Start | Status | Action |
|---|
Vendor bills
One-off vendor bills.
| Vendor | Category | Amount | Bill date | Due | Status | Action |
|---|
Payroll runs
Company-wide total per pay period -- for cash flow, not per-employee job costing.
| Pay period | Pay date | Total |
|---|
Checks found in the bank
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Card payouts in the bank
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This week's reconciliation table
| Collected | Deadline | Collector | Customer / property | Invoice | Type | Amount | Custody | Deadline | Batch | Reconciliation | Action |
|---|
Deposit batches
| Batch | Bank account | Prepared by | Payments | Expected | Confirmed | Difference | Status | Action |
|---|
Custody step by step Where this week's cash and checks are, from the customer to the bank
Loading cash and check records…
Deadline timeline
By installer What each installer collected and is still holding
This week, by installer
Installer cash & check scorecard
Problems to fix
Checking payments, invoices and deposits…
Cash / check with no collector
| Customer | Amount | Job |
|---|
Cash / check with no deposit batch
| Customer | Amount | Collector |
|---|
Closed jobs with no invoice
| Job | Customer | Completed |
|---|
Invoices with no Jobber job
Billed work with no job behind it — deposits, retests, service calls.
| Invoice | Customer | Issued | Status | What was billed | Amount |
|---|
Paid invoices with no payment record
| Invoice | Customer | Amount |
|---|
Unknown payment method
| Date | Customer | Amount | Raw method |
|---|
Deposit batches with a difference
| Batch | Expected | Confirmed | Difference |
|---|
Duplicate / possible-duplicate candidates
| Customer | Amount | Date | Collector |
|---|
Payments held in exception
| Customer | Amount | Collector | Reason |
|---|
Returned checks
| Customer | Amount | Check | Reason |
|---|
Bank deposits matching nothing
| Date | Description | Amount | Account |
|---|
Every check, as a count What was checked, including the ones that came back clean
Earlier weeks Deposit history, installer custody and timeliness
Weekly cash/check reconciliation
Installer payment custody
Deposit timeliness
Exact where costs are entered; a ~ means estimated from the job type.
Job profitability
| Job | Customer | Completed | Revenue | Material | Labor | Sub | Permit | Disposal | Gross profit | Margin | All in | Action |
|---|
Weekly base salary + per-job pay. Not hourly. ADP live submit stays off until credentials and earning maps are configured.
New payroll period
Adds up base pay and the jobs finished in the period.
Payroll runs
ADP: —
| Period | Pay date | Employees | Gross | Status |
|---|
Payroll detail
Jobs this period
Verify which jobs are being paid and that each one counted correctly.
| Completed | Job | Type | Employee | Role | Rule | Amount | Source |
|---|
Employees
| Employee | Base | Jobs | Job pay | Bonus | Reimb. | Adj. | Gross | Status |
|---|
Reimbursements and adjustments
Approved expenses are added here as reimbursements, once each.
| Employee | What | Amount |
|---|
Exceptions
| Severity | Code | Message |
|---|
Employee pay settings
Weekly base pay and ADP worker ID for each person.
| Employee | Base / week | Default role | ADP worker ID | Status |
|---|
Compensation rules
What each kind of job pays, and from when.
| Name | Type | Job type | Role | Amount | From | Priority |
|---|
ADP earning-code maps
How each kind of pay is labelled in ADP.
| Operator type | ADP code | Label | Configured |
|---|
Monthly P&L and EBITDA
Owner-approved expense map.
Expense classification
| Bucket | Amount |
|---|
Needs your classification
Accounts Operator can't place. You choose the bucket; nothing is assigned for you.
| Account / vendor | Amount | Classify as |
|---|
What the business is worth
Loading…
Monday briefing
Last week in one email, Monday at 7am.
Weekly deposit deadline
Cash/check collectors
Job costing
Labor rate settings
Typical cost per job type
Used to estimate jobs with nothing entered.
Connections
Bank feed
Loading…
Proposed matches
| Bank transaction | Date | Amount | Matched batch | Confidence | Reason | Action |
|---|
Exceptions (no matching deposit batch found)
| Date | Amount | Description | Action |
|---|
Financial audit log
Territory
Last 12 months
Connecticut—
Massachusetts—
Massachusetts share—
Top region—
Top town—
Most open quotes—
Map
Bigger, darker circles did more business. Click one for the town.
Towns, most revenue first
Click a town for its jobs, quotes and service mix.
| Town | Service mix | Revenue | Jobs | vs last year | Quotes won | Open quotes | Score |
|---|
Towns with work waiting
Open quotes against what each town has paid so far, best first.
How the ranking works
Home sales where you work
Loading…
| Area | Your properties | Under contract | vs last year | New listings vs last year | Days on market | Your jobs, 12 months | vs prior 12 | Jobs per 100 under contract |
|---|
Is it time to hire?
Loading…
What would a new area earn?
Pick a conversation on the left to read it and reply.
Texting isn't set up yet, so replies can't be sent from here.
Calls
Loading calls…
Loading calls…
How the phones did
AnsweredMissedCalls out
| Who | Rang | Answered | Missed | Avg length |
|---|
Inventory
Checking upcoming jobs against stock…
Moves between territories change the shelf in both.
New material list
Nothing is saved until you press Save.
Materials
Use this list for
Instructions and notes
Marketing
Last 30 days
Loading…
What if I change the daily budget?
Leads and return at each budget
| Per day | Leads / mo | Jobs / mo | Revenue / mo | Cost of the next lead | Return on the next $1 |
|---|
By campaign
| Campaign | Spend | Leads | Cost per lead | Paying customers | Invoiced so far | Profit after ads | Per ad $ |
|---|
Month by month
The same six figures for each of the last six months.
| Month | Spend | Leads | Cost per lead | Booked | Invoiced so far | Return per $1 |
|---|
This month, whole business
Loading the forecast…
Google's own reportClicks, Google-counted conversions and search terms
| Campaign | Status | Clicks | Avg CPC | Cost | Google conversions | Cost / conversion | Impr. share |
|---|
Measured from synced spend and tracked calls
Town spend
| Town | Spend | Clicks | Conversions | Jobs |
|---|
Search terms that spent and brought nothing
| Search term | Campaign | Spend | Clicks |
|---|
Tracked calls
| Call | Source | Campaign | Town | Customer match | New customer? |
|---|
New leads—New customers, or a new address.
Quotes sent—To leads from any source.
Quotes won—Won by the Board's rule.
Invoiced in period—All sources.
Where leads came from
| Source | Leads | Booked | Conversion | Invoiced in period | Avg job | Lifetime value | How we know |
|---|
Leads with no source
| Customer | First seen | Revenue | Where did it come from? |
|---|
Leads by month, top sources
Missed new callers
Partners who send you customers
| Partner | Type | Customers sent | Paying | Revenue | Last referral |
|---|
Agents at your addresses
| Agent | Broker / office | Contact | Properties | Listings | Last seen |
|---|---|---|---|---|---|
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Which numbers the calls came in on
Inbound calls over the last 30 days, by the number that was dialled.
Every number
| Number | What it is | Channel | Calls | Answered | Already customers |
|---|
Searches that made the phone ring
| Keyword | Calls | From ads | Customers | Revenue | Landing page |
|---|
Google Business Profile
Your listing on Google search and Maps.
Recent reviews
| Reviewer | Rating | Date | Reply |
|---|
Google search (not ads)
Searches that showed your site, from Search Console.
Searches bringing people in
| Search | Clicks | Impressions | CTR | Position |
|---|
Pages they land on
| Page | Clicks | Impressions | CTR | Position |
|---|
Searches you show up for but rarely get clicked
| Search | Impressions | CTR | Position | Opportunity |
|---|
Website visits
From Google Analytics.
Visits by day
New leads by day
Where visits come from
| Channel | Visits | Conversions | Conv. rate |
|---|
Top landing pages
| Page | Visits | Conversions |
|---|
Devices, on-site actions and visitor towns
| Device | Visits | Conversions | Conv. rate |
|---|
| Event | Count |
|---|
| Town | Region | Visits | Conversions |
|---|
Fleet
Loading…
Checking…Routes
Tap a route for its stopsMap
Vehicles
Service and paperwork
Records to fill in
Driving by technician
| Technician | Starts from | Days | Stops | Est. miles | Logged miles | Est. cost | Revenue | Revenue / mile |
|---|
Fuel actually bought
Driving by town
| Town | State | Stops | Revenue | Miles in | Revenue / mile |
|---|
Technician scorecard · last 12 months
| Technician | Jobs | Installs | Revenue | Profit per tech-day | Callbacks | Post-test failures | Reviews naming them |
|---|
Radon exposure, last 12 months
AARST 11.6.2 occupational limit, per technician.
Per technician
Click a name to see the visits and test readings behind their total.
| Technician | Window | Cumulative WLM | Cumulative pCi/L·days | % of limit | Visits (estimate / no test) | Status |
|---|
Radon tests
Loading…
| Date | Property | Result | Test | Source |
|---|
Mitigation outcomes
Pairs ASD, HRV, and Water installs with the matching post-job test.
Installer fail rate
Among installs with a matching post-mitigation test.
| Installer | Tested | Fail | Fail rate | Avg post |
|---|
ZIP fail rate & post levels
Where post-mitigation levels stay highest.
| ZIP | Tested | Fail rate | Avg post | Max post |
|---|
Awaiting post-mitigation test
Install done — no matching air/water test on or after that date yet.
| Property | Type | Installed | Installer | Days open |
|---|
Recent outcomes
Air vs guarantee/2.0 · Water vs 300 pCi/L action level.
| Property | Type | Post test | Result | Outcome | Installer |
|---|
Tests per month
AirWater
Customer delivery
Email test result
Book a visit
Pick a visit window and Operator will create a Jobber request when the email sends.
Pick a visit window and Operator will create a Jobber request when the email sends.
Preview · nothing is sent
Email preview
Radon test result
Send quote
Schedule
Loading…
Loading the schedule…
Properties
| Property | Customer | System | Owed | Last activity | What's next |
|---|
Installed systems
“To verify” means found in job records, not yet checked.
| Property | System | Fan | Make / model | Installed | Installer | Warranty | Status |
|---|---|---|---|---|---|---|---|
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Completed work with no address
These jobs have no service address, so they reach no house.
| Job | Customer | Completed | Title | Revenue |
|---|
Addresses to check
| Record | As entered | Cleaned up | Unit | Match | Why | |
|---|---|---|---|---|---|---|
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Settings
Company-wide. Your own theme, text size and alerts are in .
Basics
Company and targets
Monthly revenue target
The goal Home and Revenue measure each month against.
Company name
Shown under OPERATOR in the menu, for everyone who signs in.
Team home bases
Where each person starts the day. Fleet uses these for drive time and fuel cost.
| Person | Home base | ZIP | MPG |
|---|
Expense approvals
One person approves everyone's expenses, with a phone alert for each.
Their own expenses come to you instead.
Data sync
Where each source's figures come from, how fresh they are, and how often they update.
Current operating mode
Checking database…Operator preserves the local database while live connections are configured.
Connected0
Fresh0
Errors0
Staged records0
Sources not connected yet
Records in Operator
How many of each record Operator holds, from the sources above.
Loading—
Analysis copy
BigQuery
Checking…
Every night, a copy of quotes, jobs, invoices, leads, calls and Google Ads goes to your own Google Cloud project, for analysis. Operator stays the master copy. Names, addresses and phone numbers don't go across.
Redirect URI for Google Cloud
Connection addresses, for whoever sets up a source
Paste each of these into the matching provider's console, exactly as shown.
Audit trail
Recent sync runs
Loading sync history…
Jobber history
Full-history backfills
Loading backfill history…
Sending email
Gmail
Checking…
Sign in as the mailbox that sends results. Customer emails go out from it, as results@, billing@ and chris@ when Gmail lets it send as them.
Redirect URI for Google Cloud
What customers see
Email design
One layout for every customer email. A preview sends nothing.
Does Operator agree with its sources?
Reconciliation
Checking…
Running checks…
Cross-app trust layer
Data accuracy
Auditing…
Canonical job classification
Open accuracy findings
Classification review
Total classified0
Needs review0
Revenue needing review$0
Distinct raw descriptions0
Your overrides saved0
| Raw description | Classified as | Confidence | Reason | Records | Revenue |
|---|
Sales
Automatic follow-ups
Loading…
Text missed calls
A caller nobody called back gets a text and a contact form.
Email test results
Each first-test result that arrives from now on goes to the customer with the lab report. Post-mitigation and water results wait for a person.
Wait before texting
Minutes after the missed call, so somebody can call back first. Texts go 8am to 9pm.
Line, replies and a test message
Text from
Customer replies
Send yourself a test
The four messages
Who is next
| Lead | Stage | Sent | Next | Due |
|---|
What has gone out
| When | Customer | Message | To | Result |
|---|
Sales
Customer cards
Who each card says will get back to them. Name, photo and title come from their profile.
Loading…
Send cards automatically
Off: tap Send card on the Board.
The address customers see in the link.
Dialpad
Customers in Dialpad
Loading…
Home sales
Check new leads on Realtor.com
Board cards say when the house is for sale, under contract or just sold.
Loading…
OpenAI system-design engine
How the AI is set up
Powers the photo-to-concept generator in System Designer.
Not tested yet.
Design style notes
Reference photos
IPQualityScore
Spam calls and bad emails
Recent checks
| Type | When | Checked | Flagged | Status |
|---|---|---|---|---|
| Loading… | ||||
Occupational exposure (AARST 11.6.2)
Radiation safety
Default visit length
hoursUsed when a visit has no end time.
Warn when someone reaches
%Share of the yearly exposure limit at which a person is flagged as getting close.
Expiration watch
Alerts on Home 60 days before anything here expires.
Nothing tracked yet. Add certifications, licenses, insurance and registrations above.
| Item | Category | Whose | Expires | Days left | Renewed? |
|---|
Invite someone
They set a password, then add their photo, cell and email signature.
People
Loading the team…
Owner controls everything. Manager runs day-to-day work. Staff do routine work. Read only can look but not change anything — they can still edit their own profile.
System health
- Backups
- Checking…
- Data last synced
- Checking…
- App version
- Checking…
Developer tools
Property enrichment
Can this server reach the listing services?
Asks each listing service in use about an address known to be listed.
Not run yet.
Database integrity
Is the database under the numbers whole?
Checking…
Supabase schema
Is the durable copy ready for these rows?
Checking…
Paste it into the Supabase SQL Editor and run it.
Data durability
Records that only exist here
Rows a person typed—
Rows born here in total—
Copies in Supabase—
Storage—
| Table | Rows a person typed |
|---|
Re-read from Supabase
Every table, and why
Record identity
Addresses with more than one property—
Properties still missing a key—
Customers with two provider records—
Duplicated requests—
Jobber API introspection · owner only
Payment method field
Invoice number
Jobber invoice number, e.g. 9294.
About
Operator
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