SAMPLE DATA — illustrative, not client actuals  ·  Houston Heating & Air Conditioning, Inc.  ·  Operations dashboard concept prepared by BICS

Houston Heating & Air Conditioning, Inc.

Lead-to-job operations · Grifton HQ · Greenville · Wanchese (OBX) · Eastern NC since 1973 — 53 years
Sample data — illustrative, not client actuals

Service territory — where the calls come from

Bubble = inbound leads in period · colour = dispatching hub · dashed reach = hub coverage · schematic, not to scale
Grifton HQ (Pitt / Lenoir / Craven / Carteret)Greenville (Pitt / Beaufort)Wanchese / OBX (Dare)

Inbound leads vs booked calls

Calls + web forms, with booked-call conversion
Inbound leadsBooked callsPeak-season weeks

Capacity — booked work vs tech-days available

Above 100% = overtime or next-week backlog
Within capacityOver 100%100% of tech-days

Revenue by service line

Service + install revenue, invoiced
HVACElectricalCommercial refrigeration

Lead-to-job funnel

Period totals · where the leaks are

Fall tune-up window

Maintenance-contract customers due before first freeze (avg. Nov 9, Grifton)

Town-by-town scorecard

Every town Houston serves, ranked by inbound leads in period
Data sources this would connect to Housecall Pro / Jobber / FieldEdge dispatch QuickBooks (Desktop or Online) Website estimate form + call tracking Google Business Profile reviews (3 listings) Distributor / OEM dealer portal County permit records (Pitt, Lenoir, Craven, Carteret, Beaufort, Dare) Delivery: Power BI (primary — requires Power BI licences)  ·  or a no-licence custom web dashboard like this page