Every evening, one email: the jobs that closed today with no invoice, a $0 charge, or no payment; the estimates going cold; the memberships whose cards declined; the leads nobody answered. With the dollars attached. Not a dashboard you have to remember to open.
Built by the owner of a One Hour Air Conditioning shop in Austin, TX, who needed it for their own business. Read-only on your ServiceTitan data. Optional QuickBooks Online.
| Job | Tech | Status |
|---|---|---|
| #24520 Ramirez · maintenance | Luis | PAID $189 |
| #24518 Okafor · no cool | Marcus | NO INVOICE |
| #24511 Whitfield · recall | Danny | $0 CHARGE |
| #24497 Dang · capacitor | Marcus | APPLY PAY |
Nothing here needs a login. Every report is built from your ServiceTitan jobs, invoices, payments, estimates, memberships, and call log — the same records you already have, read the way an owner would read them.
Collected, invoiced, memberships sold, reviews, and unanswered calls — then the short red list of what's still open from today, one item per job.
A text or email within the hour when a job closes without the money behind it — while the tech is still in the driveway, not at month end.
Call lists, not charts. Each row has a name, a phone number, a dollar figure, and the action.
One spreadsheet for the manager that stops at operations, and one for the owner that adds financials, AR aging, and per-tech efficiency. Same numbers, two audiences, on purpose.
One email per person, never a group thread, never a leaderboard. Each tech against their own last four weeks and their own ramp target.
For the owner who isn't in the building: what was booked, what got moved, who canceled and why, and the two appointments tomorrow that overlap on the same tech.
A single-location residential HVAC company on ServiceTitan, doing under $1.5M. None of this was visible on the dashboards.
A read-only connection you authorize from your own ServiceTitan settings — we walk you through it on a short call. We never write to your account. ServiceTitan's side of the approval can take a day or two.
Who gets which report, your monthly target, your membership plan names. We fit the reports to the way your account is actually set up, so the numbers match what you see in ServiceTitan.
Connect QBO and the owner's reports add margin, expense-to-revenue, and the invoices that will never make it into your books until someone fixes them.
Founding pricing. Whatever tier you start on stays your rate.
The pieces are: ServiceTitan's Jobs with Empty Invoices and Jobs without Payments reports, plus the dashboards and scorecards. What isn't: one evening list that puts them together — unbilled and $0 jobs, payments not applied, cold estimates, declined memberships, missed paid calls — with the dollars and the name of who to call. FieldOps reads the same data and tells you what to do about it.
No. Read-only. It never creates, edits, or deletes a job, invoice, customer, or payment. The reports link back to the record for you to fix.
You don't get a flash that says $0. If we can't get a clean read from ServiceTitan we send nothing and we get paged. A missing email beats a wrong one.
You decide the recipient list per report. The daily flash and manager scorecard are built to be safe for a GM: no P&L, no payroll, no tech rankings. Financials only go to the owner addresses.
Yes. The billing, estimate, membership, and call logic is the same for any ServiceTitan trade. The add-on and replacement keywords are configured for your pricebook during setup.
No. Everything in Starter runs on ServiceTitan alone. QuickBooks Online adds margin and expense reporting to the owner's weekly file.
ServiceTitan customers only for now. Tell us about your shop and we'll reply with what your first flash would look like on your data. Submitting opens an email in your mail app — nothing is sent until you hit send.