Good morning, Mike
Tuesday, September 29, 2026 · Austin Operations
Open Leads
24
↑ 12% this week
Today's Jobs
18
15 confirmed · 3 pending
Recurring Services Due
12
5 need scheduling
Outstanding
$4,820
6 invoices overdue
Today's Schedule
Full schedule09:00 · Johnson Residence
Quarterly General Pest · SarahConfirmed
Quarterly General Pest · SarahConfirmed
10:30 · ABC Property Management
Commercial Inspection · MikeEn route
Commercial Inspection · MikeEn route
12:00 · Wilson Residence
Rodent Protection · JamesScheduled
Rodent Protection · JamesScheduled
14:30 · Green Valley HOA
Monthly Commercial · SarahScheduled
Monthly Commercial · SarahScheduled
Needs Attention
3 leads have not been contacted within SLA.
5 services are due this week but not scheduled.
2 agreements expire within 30 days.
6 invoices are overdue.
Revenue · Last 6 Months
$84.6k totalRecent Activity
Quote #Q-1087 approved
John Wilson · 10 minutes ago
Service report signed
Sarah · Green Valley HOA · 34 minutes ago
Payment received
INV-1914 · $149 · 1 hour ago
Leads & Opportunities
Capture, qualify, follow up and convert new service requests.
| Lead | Property | Problem | Source | Created | Owner | Status |
|---|---|---|---|---|---|---|
| John Wilson | 124 Oak Street | Ants | Website | Today 08:42 | Mike | New |
| Sarah Miller | 82 Pine Avenue | Rodents | Phone | Today 07:15 | Sarah | Contacted |
| Green Valley HOA | Multiple | Commercial | Referral | Sep 27 | Mike | Quote Sent |
| Robert King | 17 Cedar Lane | Roaches | Website | Sep 27 | James | Inspection |
John Wilson · Lead #LD-1048
Residential · Website lead · Created Sep 29, 2026 08:42
Lead Captured→Qualified→Inspection→Quote→Won
Request & Property
CustomerJohn Wilson · (512) 555-0148
Address124 Oak Street, Austin, TX 78701
ProblemAnt activity around kitchen and exterior perimeter
UrgencyAs soon as possible
Preferred contactPhone · Morning
NotesCustomer reports increased activity after recent rain.
Next Actions
Contact customerDone
Schedule inspectionToday 11:30
Prepare inspection reportPending
Prepare quotePending
Communication
Customers
Customers, contacts, properties, agreements and service history.
| Customer | Type | Properties | Active Plan | Next Service | Balance | Status |
|---|---|---|---|---|---|---|
| John Wilson | Residential | 1 | Quarterly General Pest | Oct 02 | $149 | Active |
| Sarah Miller | Residential | 1 | Rodent Protection | Sep 30 | $0 | Active |
| Green Valley HOA | Commercial | 18 | Commercial Pest | Sep 29 | $1,240 | Review |
John Wilson
Residential customer · Customer #CUS-2048
Customer Details
Phone(512) 555-0148
Emailjohn.wilson@example.com
Preferred contactPhone / SMS
Customer sinceJan 05, 2026
Property
Address124 Oak Street, Austin, TX
Property typeSingle Family Residential
Square footage2,240 sq ft
Access notesBack gate code on file. Pets kept inside.
Account Summary
Active agreementQuarterly
Next serviceOct 02 · 9:00 AM
Balance$149.00
Last serviceJul 02, 2026
Recent Service
Jul 02 · Quarterly PestReport
Apr 04 · Quarterly PestReport
Properties
Locations, pest history, access instructions and treatment zones.
124 Oak Street
John Wilson · Residential
Active planQuarterly
Last issueAnts
Next serviceOct 02
82 Pine Avenue
Sarah Miller · Residential
Active planRodent
Last issueRodents
Next serviceSep 30
Green Valley HOA
Commercial · 18 properties
Active planCommercial
Service zoneWest
Next serviceToday
Inspections
Inspection workflow, findings, treatment recommendations and evidence.
| Inspection | Customer | Property | Inspector | Findings | Quote | Status |
|---|---|---|---|---|---|---|
| INSP-2088 | John Wilson | 124 Oak Street | James | Ant activity | $249 | In Progress |
| INSP-2085 | Robert King | 17 Cedar Lane | Sarah | Roach entry points | $399 | Complete |
| INSP-2081 | Green Valley HOA | Building A-C | Mike | Multiple | $1,850 | Complete |
Quotes & Estimates
Create, send, approve and convert estimates into service agreements.
| Quote | Customer | Scope | Amount | Sent | Expires | Status |
|---|---|---|---|---|---|---|
| Q-1087 | John Wilson | Initial ant treatment + 12mo protection | $749 | Sep 29 | Oct 13 | Approved |
| Q-1083 | Robert King | Roach treatment | $399 | Sep 28 | Oct 12 | Sent |
| Q-1079 | Green Valley HOA | Commercial monthly program | $1,850/mo | Sep 26 | Oct 10 | Negotiation |
Schedule & Dispatch
Calendar, technician capacity, route grouping and dispatch status.
Time
Sarah · North
James · Central
Mike · Commercial
09:00
Johnson Residence
Quarterly Pest
Quarterly Pest
Wilson Residence
Rodent
Rodent
ABC Property
Inspection
Inspection
10:30
Green Valley HOA
Monthly Service
Monthly Service
ABC Property
Inspection
Inspection
12:00
Wilson Residence
Follow-up
Follow-up
14:30
Green Valley HOA
Commercial
Commercial
Oak Plaza
Estimate
Estimate
Dispatch Queue
3 jobs awaiting assignmentAction
2 technicians over 80% capacityReview
5 jobs within 30-minute travel windowOptimised
Route View
1
2
3
Service Jobs
Track job lifecycle from assigned to completed service report.
| Job | Customer | Service | Technician | Scheduled | Duration | Status |
|---|---|---|---|---|---|---|
| JOB-4821 | John Wilson | Quarterly General Pest | Sarah | Oct 02 · 09:00 | 45 min | Scheduled |
| JOB-4818 | ABC Property | Commercial Inspection | Mike | Today · 10:30 | 90 min | En Route |
| JOB-4812 | Green Valley HOA | Monthly Commercial | Sarah | Today · 14:30 | 2 hr | Scheduled |
Technicians
Availability, workload, certifications and field performance.
Sarah Thompson
AvailableToday's jobs5 / 6
AreaNorth
Rating4.9 / 5
CertificationCurrent
James Carter
On JobToday's jobs4 / 5
AreaCentral
Rating4.8 / 5
CertificationCurrent
Mike Parker
Admin / FieldToday's jobs3 / 4
AreaCommercial
Rating4.9 / 5
CertificationCurrent
Service Agreements
Recurring plans, service cadence, renewals and contract status.
| Agreement | Customer | Plan | Frequency | Next Service | Renewal | Status |
|---|---|---|---|---|---|---|
| AGR-2041 | John Wilson | General Pest | Quarterly | Oct 02 | Jan 05, 2027 | Active |
| AGR-2014 | Sarah Miller | Rodent Protection | Monthly | Sep 30 | Dec 30, 2026 | Active |
| AGR-1988 | Green Valley HOA | Commercial Pest | Monthly | Sep 29 | Oct 20, 2026 | Renewal Due |
Billing & Payments
Invoices, payment status, recurring charges and collections.
This Month
$14,620
Collected
Outstanding
$4,820
6 overdue
Auto-pay
82%
of recurring customers
Failed Payments
3
Need review
| Invoice | Customer | Service | Amount | Due | Payment | Status |
|---|---|---|---|---|---|---|
| INV-2041 | John Wilson | Quarterly Service | $149 | Sep 30 | Card ·••42 | Due |
| INV-1914 | Sarah Miller | Rodent Protection | $189 | Jun 30 | ACH | Paid |
| INV-2052 | Green Valley HOA | Commercial Program | $1,850 | Sep 29 | ACH | Overdue |
Inventory & Materials
Products, usage, technician stock and reorder levels.
| Item | SKU | On Hand | Allocated | Reorder At | Location | Status |
|---|---|---|---|---|---|---|
| General Pest Bait | GP-100 | 84 | 22 | 30 | Warehouse | Healthy |
| Rodent Bait Station | RB-220 | 19 | 14 | 20 | Warehouse | Reorder |
| Exterior Granule | EG-310 | 8 | 6 | 12 | Sarah Van | Low |
Reports & Analytics
Operational KPIs, revenue, technician utilisation and customer retention.
Lead Conversion
34.8%
Website leads converted to paid service.
Recurring Retention
91.2%
Customers retained over 12 months.
On-time Arrival
96.4%
Jobs started within service window.
Operational KPI Snapshot
Average response time18 min
Average job duration52 min
Quotes accepted68 / 94
Recurring services completed312 / 326
System Settings
Users, service catalog, notifications, payment configuration and workflow rules.