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.

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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

Morthn AI24/38 booked63%

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

Whitaker residence · Furnace replacement2 reminders9d overdue$12,400
Bergstrom residence · Mini-split service1 reminder4d overdue$675
Nguyen residence · AC diagnostic + capacitor1d overdue$485

Paperwork & compliance · watched daily

permits · licenses & COIs · warranties

Permits

2 watched

Mechanical permit #M-2026-0412 · Rivera residence · 1420 Pearl St

Inactivity clock · confirm your AHJ

12d · 2026-10-05

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 watched
2 current1 expiring0 expired

Front 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 watched
1 registered1 due

Rivera residence · Carrier Infinity 24VNA6

Unregistered = 5yr parts; registered = 10yr parts, or 5yr parts + 3yr labor where the dealer participates — Carrier warranty page.

25d · 2026-10-18

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

After-hours text-back → new lead · 720-555-0148Sep 23
Booked · no cooling · Rivera residenceSep 23
Payment received · AC capacitor + diagnostic+$485Sep 22
Missed-call text-back sent · 6:42pmSep 22
New 5★ Google review · Hannah M.Sep 21
Invoice sent · furnace replacement · Whitaker+$12,400Sep 21
Booked · heat pump maintenance · OkaforSep 20
Payment received · furnace install · Delgado+$2,980Sep 19
Overflow call captured · mini-split quoteSep 18
Refund · duplicate charge corrected$185Sep 17
New 4★ Google review · parking noteSep 16
Review request sent after finished job · BergstromSep 15
Invoice sent · AC diagnostic + capacitor · Nguyen+$485Sep 14