Numbers your operator can actually use

What's inside

• Daily revenue dashboard

  What did we close yesterday, last week, last month? Revenue by tech, by trade, by job type. Drill from total to individual work orders in one click.

  Benefit:End the 'where are we vs last year?' guesswork

• First-time fix rate

  FTFR per tech and per trade, with the most common reasons for callbacks (wrong part, wrong skill, customer absent, undiagnosed second issue). Coach to the gaps.

  Benefit:Lift FTFR by 5–10 points = 10–20% more capacity

• Tech utilization + idle time

  Hours billed vs hours scheduled vs hours on the truck. Identify chronic under-billing or over-scheduled techs. Real data, not gut feel.

  Benefit:Recover 5–15% of unbilled tech time

• Average ticket size + trends

  Average revenue per job, segmented by tech, trade, and time. The single most-watched metric in residential trades. Trend it weekly.

  Benefit:$50 ticket lift on 800 jobs = $40K annual

• Quote conversion + reasons-lost

  Quote-to-acceptance rate, average ticket size of accepted vs rejected, and a ranked list of reasons for rejection. Refine pricing and follow-up cadence based on real signal.

  Benefit:Lift quote conversion 5–15 points by killing what doesn't work

• Customer LTV + churn signals

  Customer lifetime value, time-since-last-job, recurring contract retention. Identify churn risk before it shows up in revenue.

  Benefit:Catch at-risk recurring customers before they cancel

Reporting questions