Good morning, Michael 👋
System online · ● 42 leads this week · $94K pipeline · 3 campaigns active · 12 jobs in flight
Syncing
Leads This Week
42
↑ All under 60s response
Active Pipeline
$94K
Across proposals + jobs
Revenue This Month
$94K
↑ 31% vs last month
Profit This Month
$32.4K
34% margin · books in Money
Win Rate
51%
↑ 14pts vs baseline
🤖 AI Executive Brief · Monday 7:00 AM
Strong week across all engines. 42 leads captured, every one responded to in under 60 seconds. $94K in active proposals with a 51% win rate, the AI chase sequence recovered two near-lost deals this week. Campaign engine reached 2,847 customers with the Spring HVAC Special; 9 leads directly attributed. Reactivation engine woke up 7 dormant accounts worth $12.4K. 12 jobs in flight, all customers updated at every stage. Collections tight, only one overdue invoice at $2,400. Reviews at 4.9 ★ across 147 total. Recommendation: approve the Crestwood HOA proposal draft, $12,200, high-value commercial, AI flagged it as high-close probability.
Recent Activity
All →
📣
Campaign launched: Spring HVAC Special
1,420 residential customers · 47% open rate
Mar 11● Active
📄
Proposal draft ready: Crestwood HOA · $12,200
AI-drafted from pricing matrix · awaiting approval
47 min agoPending
💞
Reactivation recovered: Martinez · $4,800
Dormant 14 months · booked full install
YesterdayWon ✓
⚡
New lead: Sarah M. · SMS in 22s
HVAC replacement · Parsippany
2 min agoResponded
⭐
5-star review: Northshore Apts
"Couldn't ask for better communication." · Google
2d agoPosted
Owner Action Items· 3 today
All Tasks →
Approve Crestwood HOA proposal: $12,200
Owner
Call back Patel: proposal questions
Owner
Review Bauer overdue invoice: $2,400
Owner
Morning route check-in
Marco
Weekly executive brief reviewed
Owner
🤖 AI Suggestion
Whitfield Properties (high-value, $24K history) opened reactivation email 2x. Recommend personal call today, they're warm.
Leads
42 this week · All responded in under 60s · 9 from campaigns · 7 from reactivation
Total This Week
42
↑ 18% vs last week
From Campaigns
9
Spring HVAC Special
From Reactivation
7
$12.4K recovered
Avg Response Time
22s
↑ 60s guarantee crushed
Lead & Source
Contact
Interest
Status
Response
Created
Sarah M.
Website · Parsippany
555-0144
sarah.m@gmail.com
sarah.m@gmail.com
HVAC Replacement
New
22s · SMS sent
2 min ago
Riverfront Plaza
Campaign · Commercial
555-0288
ops@riverfront.com
ops@riverfront.com
Commercial Multi-unit
Quoted
18s · SMS sent
Mar 9
Martinez Residence
Reactivation · Edison
555-0344
jmart@gmail.com
jmart@gmail.com
System Install
Won ✓
31s · Recovered
Yesterday
Crestwood HOA
Campaign · Parsippany
555-0671
board@crestwood.com
board@crestwood.com
Bulk Service Agreement
Quoted
44s · SMS sent
Mar 8
Patel Property Mgmt
Google · Morris County
555-0299
ops@patelpm.com
ops@patelpm.com
Multi-unit Contract
Quoted
28s · SMS sent
Mar 8
Liberty Industrial
Referral · Edison
555-0844
ops@liberty.com
ops@liberty.com
Commercial HVAC Install
Won ✓
19s · Booked
Mar 7
Mike R.
Website · Morris Plains
555-0188
mike.r@gmail.com
mike.r@gmail.com
Full System Replacement
Quoted
35s · Draft ready
Mar 7
Whitfield Properties
Reactivation · Parsippany
555-0928
info@whitfield.com
info@whitfield.com
Commercial Portfolio
Contacted
Opened 2x · warm
4d ago
Pipeline
6 stages · $94K active value · Lead → cash → repeat
Total Pipeline
$94K
Across all active stages
Won This Month
$118K
↑ 31% vs avg
Avg Deal Size
$8.2K
↑ 22% commercial mix
Win Rate
51%
↑ 14pts with AI chase
New
8
Unresponded → none
Contacted
14
In follow-up
Qualified
9
Ready to quote
Quoted
9
$94K outstanding
Won
27
$118K closed MTD
Nurture
6
Long-term sequence
New
8
Sarah M.
~$6,800
Tom B.
~$2,200
Klein Office
~$4,800
$13.8K
Contacted
14
Whitfield Props
~$18,000
Davis Residence
~$1,200
Park Ave Mgmt
~$9,600
$28.8K
Qualified
9
Morris County HOA
~$22,000
Greg M.
~$4,800
$26.8K
Quoted
9
Metuchen Plaza
$28,500
Patel Property
$12,400
Crestwood HOA
$12,200
$53.1K
Won
27
Liberty Industrial
$14,800
Northshore Apts
$19,000
$118K MTD
Nurture
6
Rodriguez Family
~$680
Janet F.
~$3,800
$4.5K
Proposals
$94K outstanding · 51% win rate · Auto-chased every 48h
🤖
AI PROPOSAL ENGINE: LIVE
Every quote drafted from your real pricing matrix. Reviewed by you in seconds, sent in one click, auto-chased every 48 hours until they respond. Current win rate: 51%: up 14 points since BlueWorks.
Client & Service
Contact
Value
Status
Follow-Up
Sent
Metuchen Plaza LLC
Commercial HVAC overhaul · 3 buildings
555-0922
mgmt@plaza.com
mgmt@plaza.com
$28,500
Viewed 4x
Chase #2 sent
High intent ✓
Mar 9
Patel Property Mgmt
Multi-unit commercial contract
555-0299
ops@patelpm.com
ops@patelpm.com
$12,400
Viewed 3x
Chase #1 sent
48h chase queued
Mar 8
Liberty Industrial
Commercial HVAC install
555-0844
ops@liberty.com
ops@liberty.com
$14,800
Accepted ✓
Booked → Jobs
Apr 2 scheduled
Mar 7
Mike R.
Full HVAC system replacement
555-0188
mike.r@gmail.com
mike.r@gmail.com
$8,200
AI Draft
Awaiting approval
Ready to send →
Draft
Crestwood HOA
22-unit bulk service agreement
555-0671
board@crestwood.com
board@crestwood.com
$12,200
AI Draft
In review
Owner editing
Draft
Anna S.
Complete system replacement
555-0512
annas@gmail.com
annas@gmail.com
$6,150
Sent
Chase scheduled
Mar 14 · 9AM
Mar 6
Linda C.
Annual service plan
555-0612
linda.c@email.com
linda.c@email.com
$1,800
Viewed 2x
Following up
High intent signal
Mar 5
David W.
New system estimate
555-0721
d.weiss@outlook.com
d.weiss@outlook.com
$6,150
Sent
Chase #1 sent
72h chase queued
Mar 7
Janet F.
Estimate · Annual service plan
555-0853
janet.f@email.com
janet.f@email.com
$3,800
Sent
Chase queued
Auto · Mar 15
Mar 4
Jobs
12 active · Customers auto-updated at every stage · $61K in motion
Active Jobs
12
5 due this week
In Progress
5
$22.4K on-site
Awaiting Payment
$18.2K
3 invoices out
Paid This Week
$23.8K
↑ 38% vs avg
Job & Client
Type
Value
Status
Date
Customer
Greenway Office Building
6 Green St · Parsippany
Commercial
HVAC Install
HVAC Install
$11,200
Scheduled
Tomorrow
9:00 AM
9:00 AM
✓ Confirmed
Liberty Industrial
88 Industrial Ave · Morris Plains
Commercial
HVAC Install
HVAC Install
$14,800
Scheduled
Apr 2
7:00 AM
7:00 AM
✓ Confirmed
Smith Residence
142 Oak Ave · Denville
Residential
Repair
Repair
$4,800
In Progress
Due
Thursday
Thursday
✓ Updates sent
Riverfront Plaza
88 River Rd · Parsippany
Commercial
Multi-system
Multi-system
$8,600
In Progress
Day 2 of 3
On track
On track
✓ Updates sent
Murphy Hall
412 Park Dr · Parsippany
Residential
Replacement
Replacement
$5,400
In Progress
Day 1
Started today
Started today
✓ Updates sent
Greg M.
54 Maple Ct · Morris Plains
Residential
Install
Install
$4,800
Scheduled
Friday
8:00 AM
8:00 AM
✓ Confirmed
Northshore Apts
Manager unit · Denville
Commercial
Multi-unit
Multi-unit
$19,000
Paid ✓
Closed
2d ago
2d ago
Review ★★★★★
Kowalski Home
221 Elm St · Parsippany
Residential
Service
Service
$2,400
Complete
Yesterday
5:45 PM
5:45 PM
Invoice sent
Riverfront Plaza Ph.1
Phase 1 of 2
Commercial
HVAC
HVAC
$8,600
Invoiced
Due in
14 days
14 days
Reminders queued
Marketing Campaigns
AI-drafted in your voice · Sent to segmented lists · Tracked end-to-end
Active Campaigns
3
2 email · 1 SMS
Recipients (7d)
2,847
Segmented · Auto-delivered
Leads Generated
9
From this week's sends
Revenue Attributed
$31.4K
↑ 24x ROI · Auto-tracked
📣
CAMPAIGN ENGINE: MARKET LEADER EXCLUSIVE
Launch in 3 clicks. AI drafts in your voice, segments by service type, location, and last contact, schedules at optimal send time, and tracks every click, reply, and booking. You don't write a word.
Spring HVAC Tune-Up Special
Email · Sent Mar 11 · 1,420 residential customers
47%
Open
8.2%
Reply
9
Leads
Active
Commercial Contracts Q2
Email · Sent Mar 9 · 87 commercial accounts
62%
Open
14%
Reply
3
Booked
Active
Service Plan Renewal Reminder
SMS · Sent Mar 10 · 312 expiring plans
89%
Delivered
22%
Renewed
68
Renewals
Active
Winter Furnace Pre-Season
Email · Completed Feb 28 · 1,180 customers
41%
Open
6.4%
Reply
$48K
Revenue
Closed
Summer AC Pre-Season
Email · Scheduled May 1 · Draft ready
—
Pending
—
Pending
—
Pending
Scheduled
Customer Reactivation
Dormant customers · Auto-segmented · Personalized sequences running
Customer
Last Job
Status
Value
Stage
Last Touch
Martinez Residence
Parsippany · 555-0344
System install · 14mo ago
$6,200 history
$6,200 history
Warm
$4,800
Recovered ✓
Yesterday
Booked
Booked
Patricia W.
Denville · 555-0411
Service · 8mo ago
$1,200 history
$1,200 history
Warm
$2,200
Recovered ✓
2d ago
Booked
Booked
Whitfield Properties
Parsippany · 555-0928
Commercial · 13mo ago
$24,000 history
$24,000 history
Hot Asset
~$18,000
Sequence #2
4d ago
Opened 2x
Opened 2x
Hofer Property
Morris Plains · 555-0577
Commercial · 10mo ago
$18,400 history
$18,400 history
Hot Asset
~$22,000
Quote sent
3d ago
Replied
Replied
Davis Residence
Denville · 555-0623
Repair · 11mo ago
$840 history
$840 history
Cold
~$1,200
Sequence #2
5d ago
Sent
Sent
Klein Commercial
Parsippany · 555-0712
Service plan lapsed · 9mo
$8,400 history
$8,400 history
Warm
~$3,600/yr
Sequence #1
1d ago
Opened
Opened
Rodriguez Family
Morris Plains · 555-0834
Install · 16mo ago
$5,200 history
$5,200 history
Cold
~$680
Sequence #3
2d ago
No reply
No reply
Invoicing & Collections
Auto-invoiced on completion · Reminders escalate politely · You stop chasing money
Total Outstanding
$18.2K
Across 5 invoices
Due This Week
$8.6K
2 invoices
Overdue
$2.4K
1 invoice · Reminder 3 sent
Collected This Month
$48.6K
↑ Avg 4.2 days to pay
💰
COLLECTIONS ENGINE: STOP CHASING MONEY
Invoice sent automatically when a job is marked Complete. Cadence: Day 7 (gentle), Day 14 (firm), Day 21 (formal), Day 30 (escalation to you). All AI-drafted in your voice. You only get involved when a customer truly stops responding.
Invoice & Client
Sent
Amount
Due
Reminder Status
Status
INV-2024-088 · Riverfront Plaza
Phase 1 commercial HVAC
Mar 2
$8,600
Mar 16
5 days
5 days
Reminder #1 sent
Day 7 · auto
Sent
INV-2024-089 · Kowalski Home
Residential service
Mar 10
$2,400
Mar 24
13 days
13 days
No reminder yet
Day 7 queued
Sent
INV-2024-087 · Bauer Industries
Commercial service · Multi-site
Feb 14
$2,400
Feb 28
9 days overdue
9 days overdue
Reminder #3 sent
Formal notice
Overdue
INV-2024-090 · Northshore Apts
Commercial multi-unit
Mar 8
$3,200
Mar 22
11 days
11 days
No reminder yet
Day 7 queued
Sent
INV-2024-086 · Drexel Center
Commercial repair
Mar 5
$1,600
Mar 19
8 days
8 days
Reminder #1 sent
Day 7 · auto
Sent
Expenses
Contractor-simple books · Forward a receipt or invoice and it lands here, categorized and linked to its job
Spent This Month
$61.6K
Against $94K revenue
Biggest Category
$28.4K
Materials · 46% of spend
Linked To Jobs
78%
True job costs, not guesses
Vs February
+9.8%
$56.1K last month · more installs
Vendor
Category
Linked Job
Date
Amount
Johnstone Supply
Condenser + line set
Materials
Greenway Office install
Mar 11
$4,860
Weekly Payroll
Marco, Tony + 2 crew
Payroll
Overhead
Mar 10
$8,400
Ferguson HVAC
Furnace + coil
Materials
Murphy Hall replacement
Mar 10
$2,240
Shell Fleet
Trucks #1–#3
Fuel
Overhead
Mar 10
$460
United Rentals
Scissor lift · 2 days
Tools
Riverfront Plaza Ph.1
Mar 9
$640
Johnstone Supply
Blower motor + capacitor
Materials
Smith Residence repair
Mar 8
$1,180
NJ Contractors Insurance
Monthly premium
Insurance
Overhead
Mar 7
$1,150
Home Depot Pro
Vacuum pump + gauges
Tools
Shop
Mar 6
$389
Ferguson HVAC
RTU staging order
Materials
Liberty Industrial install
Mar 4
$6,900
Shell Fleet
Trucks #1–#3
Fuel
Overhead
Mar 3
$412
Where March Went· $61.6K by category
Profit →
Materials
$28.4K
46%
Payroll
$24.2K
39%
Fuel
$2.9K
5%
Insurance
$2.3K
4%
Tools
$1.8K
3%
Other
$2.0K
3%
Bookkeeping That Runs Itself
📸
Snap a receipt: logged in seconds
Vendor, amount, and category read automatically
Any time
🔗
Expenses link to their job
So you see the true cost, and true profit, per job
Auto
🧾
Tax-time export in one click
Clean CSV, categorized: your accountant will thank you
Year-round
Profit
Revenue − Expenses = what you actually made · Updates as invoices get paid and receipts land
Revenue · March
$94.0K
↑ 15% vs February
Expenses · March
$61.6K
Materials + payroll led
Profit · March
$32.4K
34% margin · best month yet
Last 6 Months· revenue vs expenses · profit in gold
Oct
+$19K
Nov
+$16K
Dec
+$13K
Jan
+$19K
Feb
+$26K
Mar
+$32.4K
RevenueExpensesProfit
Where March Went
All expenses →
Materials
$28.4K
46%
Payroll
$24.2K
39%
Fuel
$2.9K
5%
Insurance + Tools + Other
$6.1K
10%
The Real Number
📈
$94.0K came in
Jobs, service plans, campaigns: every paid invoice counts itself
MarRevenue
📒
$61.6K went out
Every receipt categorized against its job, no spreadsheet night
MarExpenses
💰
$32.4K is actually yours
Real profit, not a bank-balance guess · up 25% from February
MarProfit ✓
Team & SOPs
Your operational playbook · Tasks assigned automatically · Hire-ready documentation
📚
YOUR BUSINESS: ON PAPER
Every core process documented. New hires onboard in days, not months. Tasks auto-assigned by role. The business runs on systems, not your memory.
SOP Library· 14 documented processes
All →
📞
New Lead Response Protocol
v3.2
🔧
Service Call Workflow
v4.1
🏢
Commercial Site Survey
v2.8
💰
Quote-to-Close Sequence
v2.0
⚠️
Emergency After-Hours Response
v3.0
🎓
Technician Onboarding
v1.4
📋
Inventory Reorder Process
v2.2
Active Team Tasks· 8 today
All Tasks →
Morning route check-in
Marco
Restock service truck #2
Tony
Greenway pre-install survey
Marco
Approve Mike R. proposal: $8,200
Owner
Smith Residence: Day 2 update
Tony
Call back Patel: proposal questions
Owner
End-of-day equipment check
Tony
Weekly P&L review
Owner
Reviews
Auto-requested after every Paid job · Tracked across Google, Facebook & Yelp
⭐
Reputation Engine: Working Around The Clock
Every customer marked "Paid" receives a personalized review request within 2 hours. AI-drafted in your voice. You haven't manually asked for a review in 90 days, and added 18 new 5-star reviews this month.
4.9
Avg Rating
147
Total Reviews
18
This Month
74%
Response Rate
Average Rating
4.9
★★★★★
↑ 0.3 vs 6 months ago
Response Rate
74%
↑ 14pts vs baseline
This Month
18
5-star reviews added
Pending Requests
7
Auto-chase queued
G
Google Reviews
4.9
★★★★★
f
Facebook Recommendations
38
Recommended
Y
Yelp Reviews
4.8
★★★★★
NA
Northshore Apts ★★★★★
"Couldn't ask for better communication. From quote to install, every step was clear. The automated updates kept our facilities team informed at all times. Highly recommend for commercial work."
Google · Multi-unit · $19,000 · From Spring Campaign
2 days ago● Posted
MR
Martinez Residence ★★★★★
"They reached out after we'd been quiet for over a year, perfect timing. The whole experience felt personal. Got a new system installed in 4 days. Couldn't be happier."
Google · Install · $4,800 · From Reactivation Flow
Yesterday● Posted
RT
Robert T. ★★★★★
"Exceptional service. Had the system replaced same-week and the follow-up communication was outstanding. First time a contractor has kept me this informed. Worth every penny."
Google · Install · $4,800 · Direct lead
3 days ago● Posted
LC
Linda C. ★★★★★
"Been a customer for 3 years. Always reliable. The new text updates and proposal speed are a great touch, feels like a totally different operation now."
Google · Service Plan · $1,800 · Repeat customer
4 days ago● Posted
GM
Greg M. — pending —
Review request sent · auto-chase queued. Job completed yesterday. First request sent at 6:08 PM. If no response in 5 days, AI sends a gentle reminder.
Google Request · Install · $4,800 · Pending
YesterdayPending
AI Activity
Every automated action this week · Claude-powered · ~32 hours saved
Auto-Responses
127
All under 60s
Proposals Drafted
14
12 sent · 2 pending
Campaign Sends
2,847
3 active campaigns
Reactivation Msgs
82
38 customers in flow
Hours Saved
~32
This week alone
📣
Campaign launched: Spring HVAC Tune-Up Special
AI segmented 1,420 residential customers by service history. Drafted personalized email in your voice. Sent at optimal open time (Tue 9 AM). Tracking opens, clicks, replies. 47% open rate.
Mar 11● 47% open
💞
Reactivation booked: Martinez Residence · $4,800
Customer dormant 14 months. AI sent personalized re-engagement referencing their last install. Customer replied within 6 hours, booked full system replacement.
YesterdayRecovered ✓
📄
Proposal drafted: Mike R. · $8,200
AI drafted full HVAC replacement using your pricing matrix. Itemized: equipment $5,200 · labor $2,400 · disposal $600. Awaiting your approval.
47 min agoPending review
💰
Invoice reminder #3 sent: Bauer Industries · $2,400
Formal payment notice. 9 days overdue. AI-drafted firm but professional message. Will escalate to owner on Day 30.
TodayAuto-sent
⚡
Instant SMS: Sarah M. · 22 seconds
"Hi Sarah, thanks for reaching out to Summit HVAC. We got your service request and will be in touch shortly to discuss next steps."
2 min ago● 22s after submit
💞
Reactivation sequence #2: Whitfield Properties · $24K history
High-value commercial account dormant 13 months. AI sent personalized re-engagement referencing their portfolio and service history. Opened 2x already, strong intent signal.
4d agoOpened 2x
📱
Job update sent: Smith Residence
Status changed to "In Progress." Auto-message: "Hi, your technician is on-site and work has begun. Estimated completion Thursday afternoon. We'll keep you posted."
This morning● Auto-triggered
📊
Weekly executive brief generated
42 leads · $94K pipeline · 9 active proposals · 51% win rate · $12.4K reactivation recovered · 3 campaigns active · 32 hours saved. Delivered Monday 7:00 AM.
Mon 7:00 AMDelivered
⭐
Review received: Northshore Apts · ★★★★★
"Couldn't ask for better communication. From quote to install completion, every step was clear. Highly recommend for commercial work.", Google
2 days ago5-star Google
Settings
Full system configuration · All 11 engines operational · Managed by BlueWorks
General
Lead Capture
SMS & Twilio
AI Behavior
Proposal Engine
Job Stages
Campaigns
Reactivation Rules
Collections Cadence
Team & Roles
SOP Library
Integrations
Billing
Business Profile
Used in every outbound communication, proposal, and AI-drafted message.
Business Name
In all outbound messages
Business Phone
SMS caller ID
Service Area
Towns served
Brand Voice
Tone profile for AI-drafted messages
Automation Toggles · All 11 Engines
Full command. Enable or pause any system instantly.
Instant SMS Response
Auto-reply within 60s of every submit
AI Proposal Engine
Claude drafts from your pricing matrix
Proposal Chase Sequences
Auto follow-up every 48h until response
Job Status Customer Updates
Customers notified at every stage
Marketing Campaign Engine
Email + SMS segmented campaigns
Customer Reactivation Flows
Dormant customer re-engagement sequences
Collections Automation
Auto-invoice + 4-stage reminder cadence
Weekly Executive Brief
Monday 7AM AI-written strategic summary
Auto Review Requests
Sent after every Paid job
Owner Approval Before Send
Off = AI sends · On = you approve each
SOP Task Auto-Assignment
Tasks pushed to team by role
System Status
All 11 active engines monitored 24/7 by BlueWorks.
Airtable
CRM, jobs, proposals, customers, campaigns, invoices
Connected
Make Automation
18 active scenarios
16 scenarios built
Twilio SMS
Leads + jobs + reviews + campaigns + collections
Connected
Anthropic Claude API
All AI generation across the system
Active
Email Service
Campaign delivery + invoice delivery
Connected
Payment Processor
Invoice payments + auto-reconciliation
Connected
Watch It Work
The ~40-second hero reel · then click any module for depth on demand
⚡ Live System Demo
The whole command center. Forty seconds. Zero humans.
One tight run through the real engines behind Summit's dashboard, lead answered, pipeline advanced, proposal sent, job booked, dormant customer recovered, invoice paid, 5-star landed, executive brief written. Nothing staged. This is the product.
🎬
1 · The hero reel
Eight chapters, ~5 seconds each: the whole system proving itself end to end.
🔍
2 · Depth on demand
Click any module below to watch just that engine run its own short scene.
🎛
3 · You drive
Pause, replay, jump chapters from the progress bar, or exit any time. Sound on for full effect.
Depth on demand: every module, its own scene
8–15 seconds each · self-contained · opt-in