This is what it looks like on a Tuesday morning.
A made-up seven-tech HVAC shop, with its own records read back to it. Click through it. There is no signup and nothing to book.
Open the full trade demos — HVAC, electrical, plumbing and more →
Demo. Redline Mechanical is not a real company and every figure on this screen is made up.
Nothing here is read from a database — it cannot show you anyone's real account, including your own.
Redline Mechanical
HVAC · 7 technicians · TX · as of 12 March
Owed to you
$26,760
Done, not billed
$9,600
What needs doing, in the order it costs you money.
Five things, worst first
- 1Bill Alder Ridge — the job closed 19 days ago and it is $8,450.
- 2Ring Bellweather Foods. Three letters have gone out on $3,980 and the last one was final.
- 3Register in Washington. The threshold went 9 days ago and there is a $31,400 job scheduled there.
- 4Chase the Silverton quote. $96,000, sent 11 days ago, no reply.
- 5Renew three maintenance agreements that lapsed. $4,740 a year between them.
Nobody typed this list. It is what falls out of the jobs and invoices when something is watching them.
Money on the floor
$132,740
found in Redline Mechanical's own records, not projected.
Jobs finished and never invoiced (2)
$9,600
Alder Ridge (19 days) and Northgate (31 days). Both closed on the app, neither billed.
Maintenance agreements lapsed (3)
$4,740
Renewal dates passed with no invoice raised. One of them has been a customer for six years.
Quotes gone quiet (4)
$118,400
No reply in 10+ days. Follow-ups queued — the Silverton one is worth $96k on its own.
What you just looked at
Nobody typed the list
The five things on the Today screen are not a to-do list someone maintains. They fall out of the jobs and invoices, reordered every morning by what is costing the most.
The chasing already happened
Each of those invoices has a letter history against it. The work of writing them is where collections quietly dies in a small company.
The tax line is a date, not a surprise
Washington was crossed nine days ago and there is a job booked there. That is a letter from a state in about four months, or ten minutes now.
At a trade show, or anywhere the signal is bad, there is a version that works without one.
See it with your numbers instead
Someone rings you and asks what is eating your time. If it is not a fit they will say so on the call.