Dispatch

Tuesday, July 20 · 31 jobs today · 4 waiting for a technician

All zonesTodayNew job

Completed

12 of 31

On site now

5

Driving

1

Running late

1 Marcus, 18 min

Booked revenue

$14,860

Waiting for a technician

4

No cooling#4821

Patricia Lowe · 2 story, elderly resident

Upstairs 88°F. Carrier unit, 11 years. Member.

Hoover · 6.2 miCalled 11:22

Andre is 9 min away and free at 12:10Assign

Leak

Brookwood Dental Suites

Water under the air handler in the server closet.

Vestavia · 3.8 miCommercial

Estimate

Gary and Denise Carter

Replacement quote, 3 ton heat pump.

Homewood · 2.1 miWindow 2 to 4 PM

Tune up

Omar Haddad

Comfort Club spring visit, rescheduled.

Mountain Brook · 4.4 mi

On siteDrivingWaitingDone

Andre WallaceCapacitor swap, Roberts residence

On site 42 minFree ~12:10

Technicians today

7 AM to 5 PM

Job #4815 · Residential · Comfort Club member

Roberts residence, no cooling upstairs

2208 Canterbury Road, Mountain Brook · Andre Wallace · started 10:58 AM

Text customerInvoice

Booked8:14 AM

Dispatched10:21 AM

On the way10:33 AM

Working10:58 AM

Signednext

Paidnext

Diagnosis checklist

7 of 8

Thermostat calling for cool72 set · 81 room
Filter conditionReplaced 20x25x1
Supply and return temperatureΔ 6°F
Condenser fan runningStopped
Run capacitor reading18 of 45 µF
Refrigerant pressures118 / 342 psi
Condensate line clearFlushed
Retest after repairpending

Job details

Customer: Lydia and Sam Roberts
System: Trane XR14, 3 ton, 2015
Last visit: March 12, spring tune up
Warranty: Parts expired 2025
Gate code: #2208
Notes: Dog in the backyard. Use the side gate.

Technician note, 11:31 AM. Run capacitor failed low at 18 µF. Replaced with a 45/5 µF dual. Condenser fan and compressor running; supply air falling.

Photos

4 attached to the report

Invoice

Draft

Diagnostic visit$89.00

Dual run capacitor 45/5 µF$168.00

Filter 20x25x1, pleated$24.00

Comfort Club discount, 15%−$42.15

Total$238.85

Customer signature

Text to payTake card

Sent automatically

On the way text with Andre's photo10:33
Arrival notice to Lydia10:58
Report, invoice and receipt by emailon payment
Review request+2 hours

Heat wave plan

The forecast says 98 to 101 degrees Thursday through Saturday. Here is the plan, ready before the phones start ringing.

AdjustApply the plan

Thursday

98° heat index 106

Friday

101° heat index 110

Saturday

99° heat index 107

No cooling calls expected

3.2x last heat wave's volume

Emergency slots held

18 6 a day

What the plan changes

Nothing moves until you apply it

Change	Who it touches	How they hear
Move 14 fall tune ups to next week	14 Comfort Club members	Text with 3 new times
Hold 6 emergency slots a day	North, Central and South zones	Dispatch board
Check on 23 households first	Customers over 70, and homes with a medical need on file	A call from the office
Members ahead of the line	1,284 Comfort Club members	Priority promised in their plan
Second on call technician	Andre Wallace, Thursday to Saturday nights	Asked, waiting on yes

The text members get

Hi Tamara, it's Coldfront Heating and Air. A heat wave arrives Thursday, so we are keeping your technician free for emergencies and moving your tune up to next week. Pick a time: Tue 9 AM, Tue 1 PM or Wed 10 AM. As a Comfort Club member you go to the front of the line if your system stops.

Load the trucks tonight

From last heat wave

Capacitors: 40 extra, 6 per truck
Contactors: 24 extra
Condenser fan motors: 8, the two sizes that failed most
Refrigerant: R 410A and R 454B topped up
Float switches: 12, for clogged drain calls

Why this matters

In a heat wave the phones decide the schedule. This plan decides it the day before: the right people are free, the trucks carry what breaks, and the customers who cannot wait hear from you first.

Performance

July to date · 20 working days · updated as each job closes

July 2027Export

Revenue collected

$286,410

▲ 18% on July last year

Average ticket

$412

▲ $37 with the new price book

First time fix rate

91%

▲ 6 points since the checklist

Calls answered in 3 rings

96%

▼ 2 points in the heat wave

Revenue by day

Service · Replacement · Memberships

Revenue by technician

Comfort Club memberships

+41 this month

Active members: 1,284
Renewals due: 38 in August, reminders queued
Visits booked: 212 fall tune ups

Replacement pipeline

Estimates given this month

Customer	System	Given by	Status	Value
Carter residence	3 ton heat pump, 16 SEER2	Keisha Grant	Visit today 2 PM	$11,480
Valleydale Church	Two 5 ton rooftop units	Keisha Grant	Board votes Thu	$38,900
Nguyen residence	Furnace and coil	Andre Wallace	Signed	$7,260
Ellis residence	2.5 ton split system	Marcus Reed	Follow up due	$9,840

11:40

Tuesday · 4 of 6 jobs

Good morning, Andre

On site · 42 min#4815

Roberts residence

No cooling upstairs · Trane XR14, 3 ton

Add photoFinish job

Rest of today

Hill residenceTune up · done 9:41

5

Patricia LoweNo cooling · Hoover

12:25

6

Brookwood Dental SuitesLeak · Vestavia

2:10

Truck stock

2 dual capacitors left. Restock is set for 4 PM.

TodayRouteTruckTime

10:34

Your technician is on the way

Arriving 10:58 AM

About 24 minutes · Coldfront van 12

AW

Andre WallaceNATE certified · 7 years with us

Booked · no cooling upstairs

Andre is driving to you from Homewood

You will get the report and the invoice here

In the field

The crew runs the day from a phone. The customer always knows when help arrives.

Technicians see their route, the checklist and the truck stock. Customers get a live arrival link with the technician's photo, then the report and invoice the moment the job is signed.