Home Services Command Center

Calls · Trucks · Crews · At‑A‑Boy Wall
On a roll · 5 days
JT
JT Mechanical
HVAC · Plumbing · Electrical

Today’s Script

Today’s Script
Three calls to book, two callbacks to save, one big job you do NOT want to lose. Clear this list and every truck rolls with purpose.
One call, one dispatch, one satisfied customer at a time.
📞 Call Wilson about no‑heat call from last night
Dispatch · ~7 min
Shows up before they blast you on Facebook or call the next guy
🚚 Confirm today’s first‑call windows with techs
Crew · ~10 min
Make sure nobody is sitting in the shop at 9:30 "waiting on paperwork"
📎 Send estimate follow‑up on 3 open quotes
Office · ~15 min
Pull a couple grand off the table just by asking
Today’s Script: 3 / 7 complete
At‑A‑Boy. Morning chaos just turned into a game plan.

Board · Calls & Jobs

Today’s Board 4 calls
Wilson – No Heat Emergency
Furnace 15+ yrs · likely replacement candidate
● Get a tech there before noon
Garcia – Leaking Water Heater Same‑Day
Pan full · water shutoff already
● Swap & upsell tankless if fit
Lee – Panel Upgrade Scheduled
Permit pulled · inspector at 3pm
● Make sure crew is on site early
Owens – Maintenance Plan PM
Annual tune‑up · great upsell candidate
● Offer duct cleaning / IAQ package
Quote Pipeline 3 open
Smith – System Replace $9,800
Follow‑up sent Mon · no answer yet
● Second follow‑up today
Patel – Tankless + Softener $6,200
Wants to "talk to spouse"
● Check in before weekend
Harris – Small Commercial PM Contract
Waiting on property manager sign‑off
● Nudge with quick value summary

At‑A‑Boy Wall

Today’s Wins
  • 4 calls scheduled into real windows
  • 3 open quotes got a follow‑up instead of crickets
  • 0 trucks sitting idle after 9am

This is how you stop feeling like the phone’s in charge of you.

Streaks & Badges

You don’t need perfect days. You need fewer wasted ones.

On a roll · 5 days No Idle Trucks Quote Follow‑Up Machine
Scoreboard
  • Calls booked today: 4
  • Quotes in pipeline: 7
  • Membership plans active: 56
  • Unassigned calls: 0

This is the stuff that makes payroll, not the busywork.