Demo — sample data for Summit Heating & Air, not a real client
A sample of the Intelligence dashboard you’d get. Numbers are illustrative; every honesty rule is live — the true-range interval, the certificate-vs-policy caveat, deadlines computed from today, and prevention counted, never priced.
Business intelligence · last 30 days
Everything Summit Heating & Air did, in one place.
Pulled live from your connected tools into one source of truth. 512 events recorded from calcom, google, square.
Revenue collected
$128,450
47 payments
Invoiced
$141,200
sent this period
Open A/R
$23,900
awaiting payment
Refunds
$1,850
this period
New leads
62
Bookings
41
Reviews
9
4.7★ avg
Messages handled
138
Book rate · calls Morthn answered · last 30 days
Book rate
63%
24 of 38 bookable
True range
56%–67%
5 in review
Missed asks
8
nobody asked to book
Excluded
16
spam / info-only
Booked 24 of 38 bookable calls (63%) this period — spam and info-only calls are excluded from that denominator (industry-standard call classification: only real lead calls count against the rate). For context: the only large published benchmark we know of (June 2022, 3,000+ trade shops — vendor telemetry, no independent benchmark exists) averaged 42%. For your trade, a well-run front desk runs 80–90% booked (industry coaching telemetry — vendor benchmarks, no independent study). The biggest fixable leak: 8 call(s) where nobody ever asked for the booking. A 2025 industry analysis of ~60M calls (vendor telemetry) found only 35% of agents ask — asking is the cheapest fix in the building. Close every lead call with the alternative-of-choice booking close — two concrete windows, word for word: "I can get a tech out today between 2 and 4, or tomorrow morning between 8 and 10 — which works better for you?" (Pipeline On — 6-step alternative-of-choice close (vendor/coaching telemetry, no independent study)). Ask quality: 0 call(s) got a concrete two-time offer, 35 got only a soft, open-ended ask ("what day works?"), and 8 got no ask at all. Turn every soft ask into an alternative-of-choice — use the alternative-of-choice close (two concrete times) above. 3 call(s) were outside the service area — not a coaching issue; if these recur from the same zip codes, that's a marketing-targeting fix. 5 call(s) could not be auto-classified and are in the review queue — until they're reviewed, the true rate is between 56% and 67%.
Ask quality
Two-time offer
0
strongest close
Soft ask only
35
open-ended, no time
No ask
8
never asked to book
By answerer
Scores only the calls Morthn’s AI receptionist answered — booked ÷ real lead calls, with spam and info-only calls excluded from the denominator and anything the rules can’t resolve routed to human review, never guessed. To score your own front desk, import your call transcripts below.
Open invoices
2 overdue · reminders send automatically
Paperwork & compliance · watched daily
permits · licenses & COIs · warranties
Permits
2 watchedMechanical permit #M-2026-0412 · Rivera residence · 1420 Pearl St
Inactivity clock · confirm your AHJ
2 open permits with no passed final inspection — these surface at resale via municipal permit search (title industry: WFG FL bulletin 2019-13) and can stall or re-price the sale years after the job. A job is not done until the final passes.
Licenses & COIs
3 watchedFront Range Electrical LLC: additional-insured endorsement not verified. Being the certificate holder confers no rights — the policy must be endorsed (CG 20 10 ongoing + CG 20 37 completed operations).
On certificates of insurance: We track certificate dates. The certificate is not the policy — ACORD 25 itself says it confers no rights and does not alter coverage. A policy cancelled mid-term (e.g. for non-payment) will still look current here: since the 2010 ACORD revision, certificate holders are not promised cancellation notice — insurers typically must notify only the first named insured. For real protection, require a notice-of-cancellation endorsement in the sub’s policy and verified additional-insured endorsements (CG 20 10 + CG 20 37), and re-verify with the agent, not just the certificate.
Warranties
2 watchedRivera residence · Carrier Infinity 24VNA6
Unregistered = 5yr parts; registered = 10yr parts, or 5yr parts + 3yr labor where the dealer participates — Carrier warranty page.
1 unit installed in 2025 may qualify for the federal 25C credit — the QMID + itemized-invoice checklist is on file. We never promise the credit; the IRS decides on the return.
Snap or upload a permit, insurance certificate, or warranty card and we read the fields — but a human confirms every read before the clock starts, so nothing the AI misreads can start a deadline on its own. You can also enter records by hand. We chase every deadline on a fixed ladder; a deadline we hold has no honest dollar figure, so we count it and never price it.
Activity