Collected MTD
$9,240
58 payments
Good morning
Wed, Aug 13
Today
Recurring MRR
$12,580
68 accounts
Visits this week
74
19 still open
Outstanding AR
$3,410
6 overdue
Needs your attention
-
6 overdue monthly invoices$1,640
$1,640 unpaid this cycle. Chase them.
-
4 leads gone quiet$920
No follow-up in 5+ days, $920 of pipeline.
-
Danny out Fri, Aug 15
Route needs a re-sequence or a fill.
-
2 accounts due for fertilization$190
Seasonal add-on, ~$95 each. Queue the offer.
Today's run sheet
-
7:30a
Coral Gables weekly route9 stops · Granada / Rivierain progress
-
12:00p
Palm & tree trim (one-off)Granada Blvd$220 scheduled
-
2:30p
Mulch install (one-off)Riviera$480 scheduled
Schedule / Visits
Run sheet · today
| Time | Service | Area | Price | Status |
|---|---|---|---|---|
| 7:30a | Coral Gables weekly route | 9 stops · Granada / Riviera | — | in progress |
| 12:00p | Palm & tree trim (one-off) | Granada Blvd | $220 | scheduled |
| 2:30p | Mulch install (one-off) | Riviera | $480 | scheduled |
This week
74Visits
19 open
68Recurring accounts
$12,580MRR
$185Avg ticket
Pipeline
Leads this week
9
Gone quiet
4
$920 at risk
Close rate
50%
Avg ticket
$185
Follow-ups that need a nudge
-
4 leads gone quiet$920
No follow-up in 5+ days, $920 of pipeline.
-
2 accounts due for fertilization$190
Seasonal add-on, ~$95 each. Queue the offer.
Customers
Recurring accounts
68
MRR
$12,580
Avg / account
$185/mo
Open receivable
$3,410
6 overdue
Book health
Recurring-heavy book — route density is the margin driver. Keep monthly invoices current and the churn low; every retained account compounds.
Crew
Crew
-
OwnerOwner / Estimator
-
Marcos R.Crew lead
-
Danny P.Crew
Coverage
-
Danny out Fri, Aug 15
Route needs a re-sequence or a fill.
Price book
Service price book
| Service | Price |
|---|---|
| Weekly Maintenance | $140 /mo |
| Full-Service (mow + beds + hedges) | $240 /mo |
| Palm & Tree add-on | $120 from |
Standard book rates; final number after an on-site walkthrough.
Money
Collected MTD
$9,240
58 payments · $262 fees
Gross margin
$4,435
48% · After crew pay, fuel & equipment
Outstanding AR
$3,410
14 open · 6 overdue
Recurring MRR
$12,580
68 accounts
This month
| Collected | $9,240 |
| Processing fees | −$262 |
| Gross margin (48%) | $4,435 |
| Recurring MRR | $12,580 |
| Outstanding receivable | $3,410 |
Voice agent
Calls (30 days)
58
64% reached a person
Jobs booked
12
21% of conversations
Booked value
$2,960
work on the schedule from calls
Agent spend
$19.15
155× return on call cost
Call log
-
Aug 122:20p↓ inbound quote Marisol Vega · (786) 555-0177 New weekly maintenance sign-up, Pinecrest. Route added for Thursday.booked3m 12s · $0.33
-
Aug 1210:05a↑ upsell offer The Hendersons · (786) 555-0142 Fertilization add-on offer for the fall cycle — accepted, added to next visit.booked1m 48s · $0.19
-
Aug 114:47p↑ quiet-lead nudge Coral Reef Estates HOA · (305) 555-0155 Left voicemail on a stalled full-service quote from last week.no answer0m 41s · $0.09
-
Aug 109:12a↓ inbound quote Priya Anand · (786) 555-0163 Wanted a palm-trimming estimate beyond the standard add-on. Routed to owner.quote requested2m 06s · $0.22
-
Aug 91:33p↓ billing question Oakhurst Townhomes · (786) 555-0121 Confirmed this month's invoice was received and payment scheduled.resolved1m 20s · $0.14
Messages & AI
Messages sent
71
all channels
Texts
52
confirmations, reminders
Emails
19
invoices, receipts, review requests
Automated
63
nobody typed these
Your daily brief
Morning dispatch brief
07:00 dailyGood morning. 18 visits today across 2 crews, 4 still need a route slot. First stop is Pinecrest at 8:00a.
End of day
18:30 daily16 of 18 visits complete. 2 rescheduled for rain. Tomorrow's route starts at 8:00a.
Weekly money
Monday 08:00Week so far: MRR $12,580 across 68 accounts, collected $2,940, outstanding $3,410. Reply MARGIN for the breakdown by service.
Exception alerts
-
6 overdue monthly invoices
$1,640 unpaid this cycle. On the day it crosses 14 days.
-
4 leads gone quiet
No follow-up in 5+ days, $920 of pipeline. Immediately.
-
2 accounts due for fertilization
Seasonal add-on, ~$95 each. Offer queued for next visit.
Payouts
Total to pay
$2,030
This week · Aug 11–17
Paid this period
$340
Pending
$1,690
3 workers
Payout run · This week · Aug 11–17
Method: Instant to debit / ACH
| Worker | Basis | Amount | Status | |
|---|---|---|---|---|
| Marcos R.Crew lead | 5 routes · 38 hrs | $780 | pending | |
| Danny P.Crew | 5 routes · 36 hrs | $650 | pending | |
| OwnerOwner draw | Owner draw | $600 | pending | |
| Diego R.Seasonal helper (1099) | 2 hardscape days | $340 | paid |
Demo — no real transfer.
Invoices
Outstanding AR
$3,410
Overdue
$1,640
Payables
$440
New invoice
Draft & printDemo generator — the invoice prints, but nothing is saved or emailed.
Invoices sent
| # | Customer | Service | Due | Amount | Status | |
|---|---|---|---|---|---|---|
| INV-3301 | Coral Reef Estates HOA | Weekly maintenance contract, 3 months past due | Jul 28 | $940 | overdue | |
| INV-3309 | Meridian Corporate Plaza | Full-service landscape contract | Aug 1 | $700 | overdue | |
| INV-3315 | The Whitfield Estate | Backyard hardscape & design build-out | Aug 24 | $1,770 | sent | |
| INV-3288 | Oakhurst Townhomes | Monthly maintenance | Aug 5 | $240 | paid |
Bills received
| # | Vendor | Item | Due | Amount | Status | |
|---|---|---|---|---|---|---|
| SUP-5510 | Redland Sod & Nursery | Palm & shrub stock, monthly order | Aug 18 | $260 | unpaid | |
| SUP-5514 | Gables Mulch & Materials | Cypress mulch, bulk delivery | Aug 17 | $180 | unpaid |
Demo — simulated actions.
Supplies
Supplies spend
$1,200
$1,450 budget · $250 left
Cost per job
$4.25
materials per visit (mow, edge, bed care)
Monthly run rate
$990
at current usage
Needs reorder
3
1 out of stock · 2 at reorder point
Stock on hand
| Item | Unit cost | On hand | Used / mo | Cost / mo | Status | |
|---|---|---|---|---|---|---|
| Cypress mulch (bag)Gables Mulch & Materials | $6.50 /bag | 40 min 15 | 60 | $390 | in stock | |
| Bulk topsoilGables Mulch & Materials | $32 /yd | 2 min 2 | 2 | $64 | low | |
| Granular fertilizer (50lb)Redland Sod & Nursery | $38 /bag | 5 min 2 | 3 | $114 | in stock | |
| Palm & shrub stockRedland Sod & Nursery | $45 /ea | 0 min 3 | 3 | $135 | out | |
| St. Augustine sodRedland Sod & Nursery | $165 /pallet | 1 min 1 | 1 | $165 | low | |
| Pre-emergent herbicideRedland Sod & Nursery | $58 /gal | 3 min 1 | 1 | $58 | in stock | |
| 2-cycle trimmer oil mixCoral Gables Power Equipment | $14 /gal | 6 min 2 | 3 | $42 | in stock | |
| Trimmer line & mower bladesCoral Gables Power Equipment | $22 /kit | 4 min 2 | 1 | $22 | in stock |
Reorder flags fire when on-hand drops to the reorder point. Demo — no purchase order is sent.
Spend by category · August, month to date
Materials run about 13% of collected revenue — the biggest lever under labor on gross margin.
Recent purchases
| Date | Vendor | Item | Amount |
|---|---|---|---|
| Aug 12 | Gables Mulch & Materials | Cypress mulch x40 bags, topsoil 1 yd | $292 |
| Aug 9 | Redland Sod & Nursery | Palm & shrub stock x4, fertilizer x2 bags | $256 |
| Aug 6 | Coral Gables Power Equipment | Trimmer oil x4 gal, blade kit x2 | $100 |
| Aug 2 | Redland Sod & Nursery | St. Augustine sod, 1 pallet | $165 |
| Jul 29 | Redland Sod & Nursery | Pre-emergent herbicide x2 gal | $116 |
| Total | $929 | ||
Assistant
I'm your back-office assistant. Ask me about MRR, today's routes, overdue invoices, or payouts due.
Reviews
2 reviews to respond to
Replying within 24h keeps the profile active and ranking well.
Recent reviews
"Same crew every week, and they actually care what the yard looks like."
The Alvarez family · Coral Gables
"They redesigned our whole backyard and it drains perfectly now, even in August."
Karen M. · Pinecrest
"Quote in two days, work started the next week. No chasing."
Tomás L. · South Miami