Cooper & Sons HVAC
Dispatch
Bookings
Customers
Pricebook
Invoices & AR
Reports
JC
Jim Cooper · Owner
How the business is running
Apr 1 – Apr 21 · 5 techs · Tampa metro · vs. previous 21 days
Today
This week
Last 21 days
Quarter
YTD
Revenue per truck-day
$1,612
+14% vs prior
Same-day pay rate
68%
+9pts
AR balance
$12,418
3 invoices over 30d
Callback rate
2.4%
down from 3.8%
3 invoices over 30 days unpaid.
Two are commercial; one residential is 47 days out.
Run reminders →
Revenue by trade · last 21 days
Stacked daily revenue — HVAC, Plumbing, Electrical/Garage
$2.4k
$1.8k
$1.2k
$0.6k
Apr1
Apr3
Apr5
Apr7
Apr9
Apr11
Apr13
Apr15
Apr17
Apr19
Apr21
HVAC
Plumbing
Electrical / Garage
AR aging
Total outstanding · $12,418
Current
$7,720
1 – 30d
$3,018
31 – 60d
$1,460
61 – 90d
$0
90d+
$220
Technician scoreboard
Sorted by revenue per truck-day · last 21d
Tech
Rev/day
Avg ticket
Callbacks
MC
Maria Castro
HVAC · 4 yrs
$1,940
$612
0
TJ
Trevor James
Plumbing · Master · 7 yrs
$1,820
$540
1
PK
Priya Kaur
HVAC · Mini-split · 2 yrs
$1,640
$496
1
DA
Deion Allen
Electrical · 5 yrs
$1,450
$680
2
BC
Bret Cole
Garage · cross-trained · 3 yrs
$1,210
$420
0
Open callbacks
Free return visits · need to resolve to keep callback rate healthy
803 Riverside · Outlet not working
Visit 2 of 2 · originally booked Apr 12 · Deion Allen
Callback
220 Linden · Panel buzzing
Customer called back same day · scheduled Apr 22 9am
Scheduled
Revenue per truck-day · $1,612
Last 21 days · up 14% vs prior period
Best truck
Maria Castro · $1,940/day
Lowest truck
Bret Cole · $1,210/day
Driver of growth
Same-day repair conversion (+18%)
Benchmark
Local peers $1,420 · you are ahead
Close
See by tech
Same-day pay rate · 68%
Of completed jobs paid before the truck leaves the driveway
Card at the door
54% (most common)
ACH on-site
14%
Same-day link
0% (room to grow)
What changed
Card reader on every truck since Apr 1
Close
Tune payment flow
AR balance · $12,418
3 invoices over 30 days — 1 residential, 2 commercial
Current
$7,720 · on track
1–30 days
$3,018
31–60 days
$1,460
90+ days
$220 · R. Hahn, panel inspection
Close
Open AR queue
Callback rate · 2.4%
Goal under 3% · trending down from 3.8% last quarter
Open
1 · 803 Riverside electrical
Scheduled
1 · 220 Linden, Apr 22 9am
Common cause
Diagnosis missed second symptom
Tech to coach
Deion Allen (2 last 90 days)
Close
Open callback queue
Send 3 payment reminders?
SMS + email to the listed accounts · reply with "pay" to receive a link
Quigley Realty
$5,890 · 38d · commercial
Hahn Holdings
$220 · 47d · residential
Westgate Mgmt
$1,308 · 33d · commercial
First reminder is friendly; a second goes out at 45d if unpaid.
Cancel
Send 3 reminders
803 Riverside · outlet not working
Callback · visit 2 of 2 · no charge
Original visit
Apr 12 · Deion Allen
Reported again
Apr 19 · "outlet dead after rain"
Now scheduled
Today 10:00a · on the board
Notes
Bring GFCI · check exterior penetration
Close
Reassign
Open job