In Minneapolis, MN, Angela P runs a 10-tech hvac operation. Dispatch, QuickBooks, a performance spreadsheet, reviews, Google Ads, billing — seven tabs every morning, and never a picture she fully trusted.
What was actually bleeding
Angela’s morning was seven tabs — dispatch, QuickBooks, a tech-performance spreadsheet she maintained by hand, Google reviews, Google Ads, and billing — then trying to synthesize a picture she never fully trusted, because the numbers were never from the same moment. The breaking point was a tech who slid from a 4.8 to a 3.1 over six weeks with seven negative reviews attached — and she only found out when a customer mentioned it on a call, weeks late. No alert, no dashboard, nowhere that signal would have surfaced on its own.
What Angela asked us to build
“Give me one executive dashboard that pulls every source together — revenue, margin per job by tech, labor utilization, invoice aging, review scores by tech with week-over-week movement, marketing ROI — plus threshold alerts to my phone so I find out the same day.”
— Angela P, HVAC — Minneapolis, MN
What we built
We built a single executive dashboard wired to her real data: live revenue, EBITDA and margin by job and by tech, labor utilization as a heat map, invoice aging, per-tech review scores updated in real time with flagging when a score drops past a threshold she defines, and marketing ROI against actually-booked jobs. A threshold alert system fires to her phone the moment something crosses a line.
Tap “Go live” to watch jobs, payments, recoveries and reviews roll in.
How the tool works
The screen below is the owner’s command center. Flip the range, hit “Go live” to watch real activity roll in, and check the per-tech analytics and threshold alerts — including a review score that drops far enough to flag.
- One screen pulls every source together — revenue, margin, utilization, reviews, and marketing ROI — instead of seven tabs.
- Per-tech analytics show jobs, margin, utilization, and review score with week-over-week movement.
- When a tech’s review score drops past your threshold it flags — and an alert fires to your phone the same day.
- Open it for ten minutes in the morning and you know exactly where the business stands.
A single executive dashboard, wired to your real data with the alerts you define, is the cockpit of the Service OS we build. It connects dispatch, invoicing, reviews, and ad spend so you stop assembling the picture by hand.
What came back
She opens one screen in the morning. Ten minutes, and she knows exactly where the business stands. When a tech’s score drops or a campaign spends without converting, she knows the same day — not six weeks later.
That’s not a projection — it’s what changed after we shipped the build.
The tool you just used isn’t a mockup — it’s the kind of thing we build inside our Service OS, one module of a system made for your trade and owned by you. If you’re carrying a version of this problem, the fastest way to see what a system would catch in your operation is to run your own numbers.
The takeaways
- Running a 10-tech shop on manually-assembled numbers means deciding on an incomplete picture.
- One screen should pull every source together — revenue, margin by tech, utilization, reviews, ad ROI.
- Threshold alerts mean you find out the same day, not six weeks later.
Ex-Microsoft operations and fractional COO for $5M+ field service operations. He writes about the systems that let trade companies scale without the owner holding everything together by hand.
These are the things we build inside our Service OS.
Every tool in this story is one module of a custom operating system we build for trade businesses — built for your trade, owned by you. Spin up a free OpsVault account and run your own operation through it: the Live Bleed Calculator, the Journey Map, the whole Vault. No credit card, no sales call.