Active jobs
14
3 dispatching today
Deployed value
$142k
of $300k fleet
Utilization
47%
7-day average
Overdue
2
$11.2k at risk
Quotes open
8
$47k pipeline
MTD revenue
$86.4k
↑ 12% vs March
Active Jobs
| Job | Customer / Site | Out | Return | Items | Value | Status |
|---|
Action Queue
Fleet value
$300k
412 tagged assets
In yard
213
$152k available
Deployed
194
$142k in field
Repair
5
$6k flagged
Low stock
3
SKUs ≤ 30% available
Top utilized
YJ-3CH
71% YTD · 3-channel ramp
Inventory · By SKU
| SKU / Product | Category | Owned | In yard | Deployed | Repair | Allocation | Utilization | Replace ea. | Status |
|---|
Active kits
8
Pre-built bundles
Deployed kits
11
Across 14 jobs
Avg day rate
$1,167
Across all kits
Most used
Festival
23 deploys YTD
Highest revenue
Festival
$42k MTD
Partial avail.
2
Awaiting return
Pre-built Kits
Active workflows
7
of 8 configured
Fired this month
168
Across all workflows
Reply rate
52%
Customer responses
Hours saved
~38
Manual work eliminated
Errors
0
Last 30 days
Top fire
Quote f/up
47 fires
Automations
Open tickets
5
$6.2k value flagged
In repair now
3
Active bench work
Avg cycle time
2.4d
Tag → service complete
Closed MTD
11
↑ 22% on-time rate
Past due
1
Reel #07 · 6 days
Service spend MTD
$1.4k
Parts + labor
Service Tickets
| Ticket | Asset | Issue | Opened | From job | Days open | Est. cost | Status |
|---|
Open quotes
8
$47k pipeline
Avg quote size
$5.9k
Across open quotes
Win rate
68%
Trailing 90 days
Avg close time
3.2d
Sent → signed
Stale (5d+)
2
Need follow-up
Won MTD
$86.4k
↑ 12% vs March
Quotes
| Quote | Customer / Event | Sent | Dates | Items | Value | Days open | Status |
|---|
Total customers
38
Active accounts
Repeat rate
71%
Booked again last 12mo
Avg LTV
$18.2k
Lifetime revenue
New this MTD
4
+ 4 first-job
Lapsed (90d+)
6
Re-engagement queue
Top customer
Crash Line
$84k LTV · 11 jobs
Customer Accounts
| Customer | Type | Primary contact | Last job | Total jobs | LTV | Avg job | Status |
|---|
MTD revenue
$86.4k
↑ 12% vs March
YTD revenue
$284k
Pace: $852k annualized
Fleet utilization
47%
Industry avg 41%
Revenue / asset
$689
Per unit MTD
On-time return
94%
↑ 3pts vs Q1
Loss rate
0.4%
Damage + missing
Revenue · Last 12 months
Utilization · By Category
3-Channel Yellow Jacket Ramp71%
Stringer 100ft84%
4/0 Cam-Lok 100ft62%
200A Spider Box59%
Lex 400A Distro54%
5-Channel Linebacker38%
#2 Cam-Lok 50ft33%
Saved Reports
| Report | Type | Last run | Schedule | Recipients | |
|---|---|---|---|---|---|
|
Monthly P&L Summary
Revenue · costs · margin
|
Financial | Apr 1, 2026 | 1st of month | 3 | |
|
Asset Utilization · Detailed
Per SKU · per unit · YTD
|
Operations | Apr 28, 2026 | Weekly · Mon | 2 | |
|
Customer LTV & Repeat Rate
Top 20 by lifetime value
|
Sales | Apr 25, 2026 | Monthly | 1 | |
|
Damage & Loss Log
Insurance reference
|
Operations | Apr 20, 2026 | Quarterly | 2 | |
|
Overdue Returns Analysis
Late by customer · cost impact
|
Operations | Apr 30, 2026 | Daily · 8 AM | 1 | |
|
Quote Conversion Funnel
Sent → opened → signed
|
Sales | Apr 27, 2026 | Weekly | 1 |
Settings
Company
Business name
DBA
Yard address
Main phone
Time zone
Operating hours
Yard Manager Defaults
|
Default rental period
Standard rental length when starting a new quote
|
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Damage waiver %
Added to job total · waivable
|
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Late return fee
After 24hrs past return time
|
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Auto-overdue alert
Hours past return before workflow fires
|
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Asset tag prefix
QR code & barcode prefix on new tags
|
Connected Integrations
|
Twilio · SMS
Customer texts · workflow messaging
|
● Connected | |
|
QuickBooks Online
Invoicing · revenue sync
|
● Connected | |
|
Stripe
Card payments · deposits
|
● Connected | |
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Google Calendar
Job dispatch & pickup events
|
○ Not connected |