GuildHall

Live example

Morning dispatch and margin, in one board.

A template for an HVAC company: six crews on today’s timeline, margin by job type, and the jobs that need a look before lunch.

Home services template. Example figures.

Book a free 30-minute call See more examples Home services page
Home Services Template · Dispatch & Margin
LIVE 10:42 AM

This week’s weather

Cold snap Thursday: expect more no-heat calls.

  • Mon68°
  • Tue64°
  • Wed55°
  • Thu41°
  • Fri47°
  • Sat58°
24Jobs scheduled today
6Crews dispatched today
34%Average margin today
9Quotes waiting on a reply

Dispatch board

  • Scheduled
  • En route
  • On site
  • Done

9 done · 3 on site · 2 en route · 10 scheduled, across 7 a.m. to 6 p.m.

Now
Crew 1Dale
Maintenance
Install
Repair
Repair
Crew 2Priya
Repair
Maint.
Install
Install
Crew 3Sam
Install
Repair
Maint.
Emergency
Crew 4Jo
Maint.
Emergency
Repair
Maint.
Crew 5Ravi
Maint.
Repair
Repair
Install
Crew 6Beth
Install
Maint.
Repair
Emergency

Margin by job type

Margin by job type, today Maintenance 24 percent margin, repair 33 percent, install 27 percent, emergency 46 percent. Maintenance: 24% margin, average ticket $220 24% Maint. Repair: 33% margin, average ticket $410 33% Repair Install: 27% margin, average ticket $2,150 27% Install Emergency: 46% margin, average ticket $540 46% Emergency

Quotes this month

  • Sent 58
  • Discussed 44
  • Won 37

Example monthly figures.

Needs attention

  • Crew 4’s emergency no-heat call is 30 minutes past its 2-hour estimate.
  • Quote Q-1042, a furnace replacement, has waited 5 days without a reply.
  • A backordered capacitor is holding Crew 2’s 1:00 install. Expected Friday.

Ask

What this screen shows

Six crews are dispatched across the day from 7 a.m. to 6 p.m., with each job color-coded as scheduled, en route, on site, or done. A margin chart compares profit by job type: maintenance, repair, install, and emergency calls, with emergency calls carrying the highest margin today. A funnel tracks quotes sent, discussed, and won this month. A needs-attention list flags a job running past its estimate, a quote waiting five days for a reply, and a backordered part. A weather strip previews the week ahead, since colder days tend to bring more no-heat calls. An Ask box answers a sample question with a canned, clearly-labeled response.