OpsBoard

Bayside HVAC & Appliance Repair · Tampa, FL

LIVE

Revenue (MTD)

$68,420

▲ 12.4% vs last month

Target $65,000, ahead by $3,420

Jobs completed

214

▲ 8.1% vs last month

Avg ticket $320 · 9 open

Outstanding A/R

$18,240

▲ 22%, needs attention

$6,120 over 60 days

Warranty recovered

$9,860

▲ 31% vs last month

Parts covered at $0 to customer

Revenue vs target

Monthly revenue against plan, updated as invoices are paid.

Revenue by service line

Where the money actually comes from.

Jobs by status

Live pipeline right now.

Top customers, last 90 days

By revenue.

Customer	Jobs	Revenue
Harborview Property Mgmt	31	$14,280
Sunset Apartments	24	$11,150
Delgado Restaurant Group	17	$8,940
Bayshore Senior Living	14	$7,610
Tampa Coastal Realty	11	$5,320

A/R aging, action needed

Who owes you, and how late.

Customer	Amount	Age
Gulfside Holdings	$3,410	92d
Palm Ridge HOA	$2,710	74d
Delgado Restaurant Group	$4,180	41d
Sunset Apartments	$5,020	18d
Others (11)	$2,920	<30d

What the numbers are telling you this month

A/R is the problem, not sales. Revenue is 12% up, but $6,120 is sitting past 60 days. Gulfside and Palm Ridge alone are $6,120 of it. That's more than a month of profit tied up.
Warranty recovery is your quiet win. $9,860 in manufacturer-covered parts this month, up 31%, money customers didn't pay and you didn't eat.
Commercial accounts carry you. The top 5 customers are $47,300, about 25% of 90-day revenue. Losing one would hurt; a retention call to Harborview is worth more than 20 new residential leads.
AC work peaks June to August. Plan technician capacity and parts inventory now for the September drop.

📊 Data source: jobs_export.csv, click to see the raw sheet this dashboard reads (first 7 of 214 rows) Show / hide ▾

job_id	date	customer	service_line	status	amount	warranty_recovered	invoice_age_days
J-10412	2026-08-01	Harborview Property Mgmt	AC Repair	Paid	612.00	0.00	2
J-10413	2026-08-01	Sunset Apartments	Refrigeration	Invoiced	480.00	480.00	18
J-10414	2026-08-02	Delgado Restaurant Group	Refrigeration	Invoiced	1,240.00	0.00	41
J-10415	2026-08-02	Gulfside Holdings	AC Install	Overdue	3,410.00	0.00	92
J-10416	2026-08-03	Bayshore Senior Living	Water Heater	Paid	1,150.00	0.00	5
J-10417	2026-08-03	Palm Ridge HOA	AC Repair	Overdue	2,710.00	325.00	74
J-10418	2026-08-04	Tampa Coastal Realty	Appliance	Scheduled	350.00	0.00	0

This demo reads a spreadsheet. In a real build the same dashboard connects to QuickBooks, Jobber, ServiceTitan, HubSpot, Stripe, or your database, whatever you already use. Nothing gets re-entered by hand.

Your dashboard, your data, in about a week.

We connect to the systems you already run, agree the metrics that matter, and hand over a live dashboard your team checks daily, plus a monthly plain-English report. Fixed price, you own it.

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