Your whole shop on one page at 6 AM
The Owner Dashboard answers the question every service-shop owner starts the day with: how are we actually doing? Yesterday's revenue and calls, the next 30 days of booked work, sold installs waiting, invoices not yet collected, and the red flags your crew mentioned in Slack overnight. It refreshes itself hourly from ServiceTitan, read-only, and it was built and battle-tested inside a real heating and cooling shop, not a software lab.
Don't take the tour. Drive it.
This is the real product running on invented numbers: a fictional company, a fictional crew, every name and dollar synthetic. Everything else is exactly what you'd get. Switch the tabs, click the panels, open the charts.
Cramped in a frame? Open the full demo in its own tab. It works on your phone too, because that's where owners actually read it.
What an owner sees
Six views: Operations for the morning read, then Service, Sales, Install, Office, and Financial when you want to go deeper.
Yesterday, without asking anyone. Revenue, appointments run, calls booked, estimates sold. The numbers your office would piece together by 10 AM are on the page before the first truck rolls.
The next 30 days of booked work. Service book percentage day by day, install hours against crew capacity, and sales appointments on the books. You see the slow week coming while there's still time to fill it.
Red flags and wins from your crew's Slack. An AI pass reads the job channels every night and surfaces what needs an owner's eyes: a denied financing application, a failed inspection, a customer going cold. Wins get the same treatment, so the good news travels too.
Money sold but not yet installed. Every sold install waiting on the schedule, totaled and trended, so backlog is a number instead of a feeling.
Money finished but not yet collected. Invoiced work with an open balance, oldest first, with receivables aging behind it. The polite name for it is cash flow; the page just shows you the list.
Close rates, phones, and people. Booking rate with turned-away calls broken out, sold-estimate leaderboards, per-person scorecards on their own tabs, memberships, and the hours that deserve a second look.
How it works
Three moving parts, none of them yours to babysit:
Read-only pull from ServiceTitan
The dashboard reads jobs, invoices, estimates, calls, and schedules through ServiceTitan's API with read-only credentials. It can't change a thing in your system, and it refreshes every hour through the workday.
Nightly AI triage of the crew's Slack
If your crews talk in job channels, an AI pass runs after close and pulls out the handful of messages an owner should actually see, sorted into red flags and wins.
One page, on any device, behind a login
Everything bakes into a single fast page: no app to install, no seats to buy, no dashboard builder to learn. Your crew can get their own view, like an install whiteboard, without seeing the owner numbers.
Your numbers stay yours
A dashboard full of customer names and revenue is exactly the data that shouldn't wander:
The ServiceTitan credentials are read-only. The dashboard can look; it can never touch.
It can run entirely on a machine inside your building, so customer information never leaves your walls. A managed hosted option exists when you'd rather not own hardware.
Access is a per-person login you control. Remove someone from the list and they're out.
The demo above proves the point in miniature: it ships through a validator that blocks the build if a single real name slips in. Handling your data carefully isn't a promise here, it's tooling.
Who it's for
Owners of HVAC, plumbing, electrical, and other service shops that run on ServiceTitan and are tired of learning the bad news a week late. If your version of a dashboard is asking the office manager to run three reports, this replaces that conversation. Curious what else can run itself? Here's the full list of what I build.
One 15-minute call. Bring your ServiceTitan, and I'll show you what your 6 AM page would say.