Your whole shop on one page at 6 AM
Two products, both fed by the ServiceTitan you already pay for, both built and battle-tested inside a real heating and cooling shop rather than a software lab. The owner dashboard answers the question every owner starts the day with: how are we actually doing? The commission tracker answers the one every tech asks on payday: is this number right? Both are read-only, and both have a working demo further down this page.
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.
Operations: the 6 AM read. Yesterday's revenue, today's book, and the money already sold or already invoiced.
Sales: what the team sold, what is still on the table, and a card per person with their close rate.
Financial: invoiced against collected, then the list of open balances oldest first.
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.
What the owner dashboard costs
Both products are standalone and priced flat, each with its own setup and its own monthly: two products means two of each, not a bundle. Neither one requires the monthly automation service. Buy a dashboard, keep it, and that can be the whole relationship. If you ever want something else automated, that's a separate conversation, a separate price, and you start it.
Setup
$795one-time
I wire the dashboard to your ServiceTitan, set up the logins, and stand up the crew whiteboard if you want it.
Keeping it running
$125a month
Month to month, cancel anytime. The dashboard runs while the monthly runs; if you cancel, it stops, and your data was never mine to keep. It lives in your ServiceTitan.
What the monthly covers:
- Hosting, the hourly ServiceTitan sync, and the nightly AI pass over the crew's Slack.
- Fixes when something breaks, including when ServiceTitan changes its API out from under us.
- Roster upkeep: a tech joins or leaves, and the logins and scorecards follow.
- Custom metrics and new views get scoped and agreed first, so there are no surprise bills.
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 the install whiteboard demoed below, without seeing the owner numbers.
The crew's view: the install whiteboard
Every sold install is a row; every step to a finished, paid, registered job is a checkbox the whole crew shares. The steps ServiceTitan can prove, like equipment recorded, registration filed, and payment collected, check themselves. This one runs on the same fictional company as the dashboard above: click the pills, tick the boxes, type a note.
Cramped in a frame? Open the whiteboard demo in its own tab. The real one lives at a private URL the crew opens on the shop TV and their phones.
One row per sold install. The steps ServiceTitan can prove tick themselves; the rest the crew ticks as they go.
The second product: the commission tracker
Same ServiceTitan connection, a different question. Every commission line your techs and comfort advisors earn, computed from paid invoices instead of assembled in a spreadsheet on the Friday before payroll.
Every line is computed from a paid ServiceTitan invoice, not typed into a spreadsheet: the job, the customer, the basis, the rate, and the dollars, with the qualifying items behind the number one click away.
Each tech gets their own portal. They see their lines and nobody else's, and they tick approve or dispute before payday instead of arguing about it after.
Flat rates, percentages, tier gates, turnover splits, membership spiffs, and one-off manual lines all live in the same rule set, so an unusual agreement does not become an unusual spreadsheet.
You can override a line, zero it, move it to the next pay period, or pay a projected one early. Every edit is recorded with who and when.
Approve the pay period and export it: one row per person, ready for the payroll import. The tracker names anything blocking the export before you press the button.
The ServiceTitan pull is read-only, same as the owner dashboard. It computes pay; it never writes to your system.
$795 one-time to wire it to your ServiceTitan and encode your actual pay agreements, then $125 a month to keep it running. Month to month, cancel anytime. The setup is the real work, because every shop's agreements are different; if yours turn out to be unusual enough that $795 doesn't cover it, I tell you the number before I start, not after. Book a 15-minute fit call.
Same deal: drive it yourself
The real tracker, running on the same fictional company as the two demos above, with the same crew and the same customers. Override a line, tick a dispute, approve the pay period, then export the payroll file. Every edit sticks until you reload, and nothing here has ever touched a real person's pay.
Cramped in a frame? Open the commission demo in its own tab, or see the tech's own portal, which is all any one earner can reach.
The office view: every earner, every line, and the invoice each one was computed from.
What a tech sees: their own lines and nobody else's, with a tick for approve and a tick for dispute.
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.
Or send a note
Not ready to book a call? Ask a question about either product, or tell me what your commission spreadsheet looks like now. I reply within one business day.
One 15-minute call. Bring your ServiceTitan, and I'll show you what your 6 AM page would say.