The Monday Packet

Week of Aug 10–16 · prepared for the owner of a ~$12M home-services company running HVAC, plumbing, and electrical (fictional). Built from your field-service software and QuickBooks. In your inbox every Monday at 6:30am — nobody assembles it.

Three things that need you this week

Chase the 17 techs holding job paperwork — $38,400 of finished work can't invoice.Serious · $38,400

17 of the 41 stuck tickets are waiting on tech paperwork. The packet lists the techs by name so the office chases people, not paper.

Put the three lagging CSRs on your top bookers' script — the booking gap is the week's biggest lever.Watch · ~$40K/wk

Your two best CSRs booked 71% of answered calls; the other three averaged 54%. Call volume by hour is attached for scheduling.

Fill September from the 210 members owed a tune-up — none are on the calendar.Watch · ~$93K

That's two slow September weeks filled from customers you already have — at the week's blended ~$442 ticket, roughly ~$93,000 of schedule.

The week in four numbers — with the eight weeks behind them

$214,600▲ 6% collected this week, all trades 8-wk collected

486▲ 14 jobs run by 41 techs 8-wk jobs

$38,400▲ $6.2K completed jobs not yet invoiced — 41 tickets 8-wk uninvoiced — climbing

62%▼ 3 pts calls booked vs. answered (588 of 946) 8-wk booked % — slipping

By trade — jobs, revenue, and average ticket

Trade	Jobs	Revenue	Avg ticket $350 target	Note
HVAC	212	$118,900	$561	install season tailing off
Plumbing	148	$54,200	$366	steady
Electrical	74	$27,300	$369	two panel upgrades sold from tune-ups — see item 3 above
Drain / other	52	$14,200	$273	weekend calls up

Memberships — 1,240 active agreements, by status

934IN GOOD STANDING

96DUE 30D

210TUNE-UPS OWED

+18 new agreements this week.
96 renewals due in 30 days — reminders queued to go out automatically.
210 tune-ups owed and unscheduled — September schedule filler (item 3).

Calls — 946 answered

588 booked · dark358 not booked · amber

Your two best CSRs booked 71% of answered calls; the other three averaged 54% (item 2). At the week's blended ~$442 ticket, closing that gap is worth roughly ~$40,000 a week. Call volume by hour is attached for scheduling.