Dashboard

April 15, 2026

Revenue This Month

$28,340

Outstanding

$10,510

Open Jobs

7

Pending Estimates

4

Open Jobs

View all

AC Tune-Up & Filter

The Whitfield Family

Apr 18

Scheduled

Furnace Replacement

Hartley Brothers Plumbing

Apr 19

In Progress

Duct Cleaning

Gwendolyn Ashworth

Apr 21

Open

Heat Pump Install

Preston & Carol Newbury

Apr 24

Open

+ New Job

Outstanding Invoices

View all

Hartley Brothers Plumbing

#INV-0088

$3,800

Sent

Preston & Carol Newbury

#INV-0087

$5,100

Sent

Clarence Rutherford

#INV-0085

$1,610

Overdue

Stonegate Commons HOA

#INV-0086

$1,800

Sent

+ New Invoice

Customers

Name

Type

Jobs

Revenue

Since

The Whitfield Family

Residential

4

$9,200

2022

Hartley Brothers Plumbing

Commercial

8

$16,800

2020

Gwendolyn Ashworth

Residential

2

$4,100

2024

Stonegate Commons HOA

Commercial

6

$11,400

2021

Preston & Carol Newbury

Residential

3

$7,900

2023

Clarence Rutherford

Residential

2

$2,800

2023

Ridgecrest Medical Group

Commercial

5

$14,200

2019

Jobs

Job #0091

Hartley Bros — Furnace

In Progress

412 Birchwood Dr · Today 9am

Replacement · Team A

$3,800

TW

BF

Job #0090

Newbury — Heat Pump

Scheduled

88 Clover Ln · Apr 19, 1pm

Installation · Team B

$5,100

DS

Job #0089

Ashworth — Duct Cleaning

Open

204 Maple Ridge Rd · Apr 21

Duct Cleaning · Unassigned

$1,200

?

Job #0088

Whitfield — AC Tune-Up

Scheduled

33 Summerset Blvd · Apr 18

Maintenance · Team C

$380

MH

Job Detail

← Jobs

Job #0091 — Hartley Brothers Plumbing

In Progress

Customer

Hartley Brothers Plumbing

Address

412 Birchwood Dr, Franklin, TN

Crew

Team A — Tyler W., Brett F.

Scheduled

April 15, 2026 · 9am–2pm

Job type

Furnace replacement

From estimate

EST-0084 · $3,800

Schedule

Week of Apr 14, 2026

Time

Mon 4/14

Tue 4/15

Wed 4/16

Thu 4/17

Fri 4/18

8 AM

Hartley — Furnace
Tyler, Brett

Whitfield — Tune-Up
Marcus · $380

10 AM

Rutherford — Filter
Tyler · $240

HOA — Service Call
Derek · $620

1 PM

Newbury — Heat Pump
Derek S. · $5.1k

Ashworth — Ducts
Unassigned

Estimates

#

Customer

Description

Amount

Status

Date

#0088

Stonegate HOA

Rooftop unit service

$2,400

Sent

Apr 11

#0087

Ridgecrest Medical

HVAC system overhaul

$8,900

Sent

Apr 9

#0086

Hartley Brothers

Furnace replacement

$3,800

Accepted

Apr 7

#0085

Gwendolyn Ashworth

Duct cleaning

$1,200

Draft

—

#0084

Preston Newbury

Heat pump installation

$5,100

Accepted

Apr 5

Estimate Detail

← Estimates

EST-0088 — Stonegate Commons HOA

Sent

Draft

Ready

Sent

Accepted

Job created

Customer

Stonegate Commons HOA

Service

Rooftop unit full service

Valid until

April 25, 2026

Created by

Robert C.

DescriptionQtyUnitTotal

Carrier RTU coil cleaning2$420$840

Filter replacement (MERV-13)6$48$288

Labor — service tech (hrs)8$95$760

Refrigerant check & top-off1$512$512

Total$2,400

Invoices

#

Customer

Job

Amount

Status

Due

#0088

Hartley Brothers

JOB-0091

$3,800

Sent

May 2

#0087

Preston Newbury

JOB-0090

$5,100

Sent

May 5

#0086

Stonegate HOA

JOB-0086

$1,800

Sent

May 9

#0085

Clarence Rutherford

JOB-0083

$1,610

Overdue

Mar 18

#0084

The Whitfield Family

JOB-0084

$2,640

Paid

Apr 3

Follow-ups

📬

New lead welcome

Trigger: Lead created → Send email immediately

22

runs

⏰

Estimate follow-up #1

Trigger: Estimate sent, 2 days no reply → Email

8

runs

📱

Estimate follow-up #2

Trigger: Estimate sent, 5 days no reply → SMS

4

runs

🔔

Invoice overdue reminder

Trigger: Invoice 7 days past due → Email

3

runs

📣

Seasonal promo blast

Trigger: Manual / date → Email blast

0

runs

Review Requests

The Whitfield Family★★★★★

AC Tune-Up · Job #0088

"Robert and his crew showed up on time and were done in under two hours. Highly recommend Apex!"

Google · 3 days ago

Gwendolyn Ashworth★★★★★

Duct Cleaning · Job #0082

"Thorough and professional. Explained everything before they started. Great value."

Google · 6 days ago

Clarence Rutherford★★★★★

Furnace Repair · Job #0079

"Good work overall. Took a bit longer than the estimate said but the result was solid."

Google · 2 weeks ago

Profile

Your account

Name

Email

Phone

Role

Owner

Billing

Current plan

Plan

Pro — $199/mo

Next billing date

May 15, 2026

Card on file

Visa ···· 4242

Plan options

Starter

$79/mo or $790/yr

Pro Current

$199/mo or $1,990/yr

Master

$399/mo or $3,990/yr

Catalog

Item