Good morning, Jorge 👋
Tuesday, April 1 · 9 jobs today · 2 unassigned
Revenue This Month
$18,420
↑ 23% vs last month
Jobs Completed
47
↑ 8 this week
Outstanding Invoices
$3,840
5 overdue
Affiliate Credits
$150
10 active referrals 🏆
Live Jobs Today
9 active
AC Service — Rivera Residence
Miguel Santos · 9:00 AM · NW Houston
Duct Cleaning — Patel Office
Carlos R. · 10:30 AM · Katy
New Install — Chen Residence
Team B · 1:00 PM · Sugar Land
Emergency Call — Nguyen
Unassigned · ASAP · Pearland
Maintenance — Torres Complex
Ana G. · 2:30 PM · Heights
Warranty Call — Smith Residence
Miguel S. · 4:00 PM · Cypress
Revenue Trend
+23% ↑Avg job value$392
Collection rate94%
Repeat clients67%
Team Status
Miguel Santos
2 jobsCarlos Reyes
En RouteAna Garcia
1 jobTeam B
InstallJose M.
Off todayCalendar
April 2026
Mon 30
Tue 31
Wed 1 ●
Thu 2
Fri 3
Sat 4
Sun 5
8 AM
AC Service · Rivera
Install · Gomez
9 AM
Maintenance · Torres
Rivera Residence
Duct Clean · Patel
10 AM
Emergency · Kim
11 AM
Duct Clean · Patel
Service · Davis
1 PM
Install · Chen
Chen Install · Team B
3 PM
Torres Complex
Jobs
Rivera Residence
AC Service · 9:00 AM
Patel Office
Duct Cleaning · 10:30 AM
Chen Residence
New Install · 1:00 PM
Nguyen — Emergency
ASAP · Pearland
Torres Complex
Maintenance · 2:30 PM
Smith Residence
Warranty · 4:00 PM
Rivera Residence — AC Service
Job #2847 · Created Apr 1, 2026 · Miguel Santos
● Active
Customer
Maria Rivera
Service Type
AC Service & Tune-up
Technician
Miguel Santos
Address
4821 Oak Hollow Dr, NW Houston
Scheduled
Apr 1 · 9:00 AM
Estimated Value
$285
Job Timeline
9:02 AM
Miguel Santos checked in — En route to Rivera Residence
8:47 AM
Reminder sent to customer via SMS
Yesterday
Job confirmed — customer replied ✓
Apr 29
Job created by dispatch
Billing
Outstanding
$3,840
5 invoices
Collected (Apr)
$14,580
↑ 18%
Overdue
$1,240
2 invoices
Recent Invoices
#INV-447
Chen Residence — AC Install
Apr 1, 2026
$2,400
#INV-446
Torres Complex — Maintenance
Mar 30, 2026
$890
#INV-445
Patel Office — Duct Cleaning
Mar 29, 2026
$650
#INV-444
Nguyen — Emergency Service
Mar 28, 2026
$385
#INV-443
Rivera Residence — Service
Mar 27, 2026
$285
Contacts
MR
Maria Rivera
Residential · 3 jobs
WC
William Chen
Residential · 1 job
TC
Torres Complex
Commercial · 8 jobs
RP
Raj Patel
Commercial · 4 jobs
TN
Thanh Nguyen
Residential · 2 jobs
MR
Maria Rivera
📞 (713) 555-0142 · ✉ m.rivera@email.com
4821 Oak Hollow Dr, Houston TX · Customer since Jan 2025
Lead Pipeline
Lead
Quoted
Active ●
Recurring
VIP
Total Spent
$1,240
Jobs Completed
3
Last Service
Apr 1, 2026
Avg Job Value
$413
NPS Score
⭐ 9/10
Referrals Given
2
Service History
Apr 1
AC Service & Tune-up — $285 · In progress
Jan 15
Annual Maintenance — $450 · Paid ✓
Oct 22, 2025
Emergency Service — $505 · Paid ✓
SILVER
Your Affiliate Dashboard
10 active referrals · $150/mo credit applied · 5 away from Gold
10/15 referrals to Gold — Full plan free 🎯
$150
monthly credit
Earned: $1,820 total
Milestone Track
✓
5
Pro+ referrals
$50/mo credit
✓
10
Pro+ referrals
$150/mo credit
15
Pro+ referrals
Free plan 🎯
5 more to go
20
Pro+ referrals
Partner + Bot 🤖
10 more to go
Your Referrals
🔗 citapros.com?ref=apex_hvac
🌡️
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Pro $99 · 8 months active
$30/mo
🔧
Premier Plumbing TX
Business $199 · 5 months active
$60/mo
🌿
GreenScape Houston
Pro $99 · 4 months active
$30/mo
🧹
ClearView Cleaning
Pro $99 · 2 months active
Qualifying…
⚡
Volt Electric Services
Business $199 · 1 month active
Qualifying…
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Team Hub
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Performance KPIs
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