Daily Operations Huddle

Friday, June 12, 2026 · Day 10 of 22 Working Days · 12 Days Remaining
📡 ServiceTitan API + live sheet commitments · MTD through D-1 (6/11) · v21
⚠️ Budget note: the live huddle sheet now shows the HVAC Service monthly goal at $169,659 (daily $7,712), down from $306,579 in yesterday's report. Plumbing, Install, Electrical and Sales budgets are unchanged. The HVAC Service row's remaining-to-goal cell doesn't fully reconcile — please verify this wasn't an accidental edit. Figures below use the live sheet value per SOP. Uncategorized revenue this run: $0 (HVAC: Sales BU carried $0 completed revenue — clean).

📊 Pacing Dashboard — MTD Revenue (June 1–11)

🔧 HVAC Service
$39,647
23.4% of $169,659 budget
Proj $96,916 · 57% of budget
🪠 Plumbing
$64,875
37.5% of $173,211 budget
Proj $158,582 · 92% of budget
⚙️ Install
$385,689
32.9% of $1,173,206 budget
Proj $942,795 · 80% of budget
💼 Sales
$433,012
33.6% of $1,290,527 budget
Proj $1,058,475 · 82% of budget
🎯 Consolidated
$490,211
32.3% of $1,516,077 budget
Proj $1,198,294 · 79% of budget
Pacing = MTD × (22 total workdays ÷ 9 elapsed through D-1). Revenue from ServiceTitan API. Consolidated = HVAC Service + Plumbing + Install (HVAC: Sales BU excluded).

📊 Recap

📅 June 2026 (Projected) vs June 2025 (Actual)

DeptJun '26 ProjJun '25 ActualYoY
HVAC Service$96,916$224,427−56.8%
HVAC Install$942,795$978,176−3.6%
Plumbing$158,582$44,248+258.4%
Consolidated$1,198,294$1,246,852−3.9%
Sales$1,058,475$1,166,383−9.3%
June 2026 projected to month-end vs June 2025 full-month actuals (ServiceTitan API).

📅 Jan 1 – Jun 11 · Year Over Year

DeptYTD '26YTD '25YoY
HVAC Service$669,714$769,535−13.0%
HVAC Install$3,212,217$2,379,122+35.0%
Plumbing$703,048$275,564+155.1%
Consolidated$4,584,980$3,424,222+33.9%
Sales$3,453,563——
YTD CompletedRevenue by BU (ServiceTitan API). Sales = sold-estimate value (Salesmen Sales report).

📅 Year-to-Date Pacing — Projected Dec 31

🔧 HVAC Service
$669,714
YTD through 6/11
Proj Dec 31 $1,508,924
🪠 Plumbing
$703,048
YTD through 6/11
Proj Dec 31 $1,584,028
⚙️ Install
$3,212,217
YTD through 6/11
Proj Dec 31 $7,237,402
💼 Sales
$3,453,563
YTD through 6/11
Proj Dec 31 $7,781,176
🎯 Consolidated
$4,584,980
67.8% pace to $15.24M goal
Proj Dec 31 $10,330,355
Projected Dec 31 = YTD × (365 ÷ 162 days elapsed). 2026 Annual Goal $15,235,653.

📞 Call Board

🔧 HVAC Service

117
Board MTD
9
Commit Today
Cancellations MTD40
Cancellations D-1—

🪠 Plumbing

62
Board MTD
8
Commit Today
Cancellations MTD11
Cancellations D-1—

💼 Sales

32
Board MTD
6
Commit Today
Cancellations MTD0
Cancellations D-1—
Total calls ran MTD: 209. Call-run commitments pulled live from huddle sheet (today's column). Cancellation D-1 detail not yet entered.

⏱️ Today's Ops Snapshot + 🔧 Install Backlog

⏱️ Ops Snapshot

Total Calls Ran (MTD)209
HVAC Service Commit Today9 calls · $6,000
Plumbing Commit Today8 calls · $3,000
Sales Commit Today6 calls · $55,000
Install Hours Sold Today38 hrs
Revenue Expected (scheduled jobs)$34,370

🔧 Install Backlog

Sold Days Available34 days
Sold Days Generated (MTD)20 days
Install MTD Revenue$385,689
Install Daily Target$53,328

🌡️ HVAC Service — Department KPIs

117
Board MTD
9
Commit Today
58
Service Jobs
40
Cancel MTD
MTD Revenue$39,647 / $169,659 goal
Avg Daily Revenue$4,405 / $7,712 target
DEMAND Call Revenue$19,064
COD Call Revenue$0
PMAG Call Revenue$17,230
TGLs Generated MTD5 (4 DEMAND · 1 PMAG)
PMAG Jobs Completed52
MTD Day10 of 22
Pace to Budget57% (behind)

🪠 Plumbing — Department KPIs

62
Board MTD
8
Commit Today
53
Service Jobs
11
Cancel MTD
MTD Revenue$64,875 / $173,211 goal
Avg Daily Revenue$7,208 / $7,873 target
PMAG Call Revenue$2,356
Projected EOM$158,582
Pace to Budget92% (on track)
YTD Revenue$703,048 (+155% YoY)

💼 Sales — Performance Dashboard

$433,012
MTD Sold (API)
$1.06M
Proj EOM
6
Commit Today

👤 Per-Salesperson (MTD)

RepSoldCallsClosedConv
Jackson Vaughan$168,75016850.0%
Koby Clark$168,26014964.3%
Nathan Gough (M)$96,00310660.0%

🧭 Sales by Source (MTD)

SourceSoldShare
TGL$162,37137.5%
Marketing$67,18715.5%
Costco$203,45447.0%
Total$433,012100%

🔬 Per-Rep × Source Detail (MTD)

RepTGL $TGL convMktg $Mktg convCostco $Costco conv
Jackson Vaughan$21,70066.7%$23,50033.3%$123,55057.1%
Koby Clark$72,40380.0%$37,68750.0%$58,17060.0%
Nathan Gough (M)$68,26980.0%$6,00033.3%$21,73450.0%
Headline + per-rep dollars 100% from ServiceTitan API. Costco = job tag 107049565 sold-estimate value. Do not sum per-rep to a "total" — use the API total ($433,012).

⚙️ Install — Performance Dashboard

$385,689
MTD Revenue
$42,854
Avg/Day
34
Sold Days Backlog
54
Jobs Completed
MTD Revenue$385,689 / $1,173,206 goal
Avg Daily Revenue$42,854 / $53,328 target
Sold Days Generated (MTD)20
Projected EOM$942,795
Pace to Budget80%
YTD Revenue$3,212,217 (+35% YoY)
Install MTD per API ($385,689) — runs above the huddle-sheet figure ($373,094), so no under-count correction applied this run (6/3 guard).

📞 Lace AI — CSR Performance

Yesterday

87%
Success
211
Calls
31
Qualified
27
Booked
CSRSuccessBkd/QualCallsCancel
Lacie (AI)80%16/201200%
Erica Marsh100%10/108510%
Brittany Williams100%1/140%
Jessica JohnsonN/A0/020%

Past 30 Days (MTD proxy)

85%
Success
3,343
Calls
490
Qualified
417
Booked
CSRSuccessBkd/QualCallsCancel
Sheyla Trinidad Palma79%89/11292037%
Lacie (AI)83%163/1961,08812%
Erica Marsh89%144/1611,06414%
Brittany Williams100%13/1319923%
Jessica Johnson100%8/8720%

📢 Marketing

⭐ 5-Star Reviews (MTD)

Region5★ MTDGoogle Total
North Carolina233,310
Virginia13379
Goal: 5 reviews per day per region.

📊 ROAS by Channel (YTD 2026, HVAC)

ChannelROAS
PPC3.3x
Paid Social8.8x
SEO39.5x
LSA12.8x
Direct Mail3.0x
Organic∞ (no spend)
YTD channel ROAS (reference) — SEO & LSA leading on return.

📋 Permits + 🚨 Escalations

📋 Permits

Total Jobs20
Open Permits15

🚨 Customer Escalations

Open6
Closed24
Total Tracked32
6 open items date back to Jan–May; oldest: 1/8/26.
Internal Use Only · huddle.jayisontheway.com · D-1 = Thu June 11, 2026 · v21
Revenue & Sales 100% ServiceTitan API · Commitments live from Google Sheet · Lace headless scrape · Generated 6/12/2026