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staff
LIVEVoice Calls0
Call IDCustomerPhoneStateServiceDuration
No active voice calls right now
LIVEChat Sessions0
SessionCustomerPhonePhaseServiceIdle
No active chat sessions right now
Recent Events
🔍
Events appear here as calls and bookings happen
🔧 My Jobs Today
Your scheduled HCP appointments for today (Denver time). Tap any job to add notes.
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Lifetime (all-time, from database — survives deploys)
Total Contacts
Total Booked
Conversion Rate
Avg Call Duration
Rescheduled
customer self-serve
Today
0
Contacts
0
Booked
0%
Conversion
0
Office Follow-up Needed
Service Mix
No bookings yet today
Channel Mix
This Week
0
Contacts
0
Booked
0%
Conversion
Email Today
0
Sent
0
Failed
Why Didn't It Book? (today)
Outcome Funnel
No data yet
Reason Breakdown
No incomplete contacts today
Booking Calendar Heatmap (since last restart)
Bookings by day & hour — darker = more bookings
No booking data yet
Booking Log
TimeChannelCustomerServiceTech TagJob #
No bookings yet
⚠️ Abandoned Lead Recovery
Contacts who didn't book. Track follow-up status as your office calls them back.
How status affects analytics: Lead statuses are for your office's tracking only. “Converted” means your team called back and booked them — this is tracked separately from AI bookings and does not change the AI conversion rate. Use it to measure how many AI-missed calls the office recovered.
No abandoned leads — great job converting!
Today's Customer Contacts
All channels — voice, chat, and booking. Resets at midnight Denver time.
⭐ Club Members
0
No PCC members yet today
↩ Returning Customers
0
No returning customers yet today
✨ New Customers
0
No new customers yet today
⭐ Club Member Maintenance Bookings
PCC member maintenance appointments across all channels. From the database — survives deploys.
0
Total Club Bookings
0
Voice
0
Chat (pending PCC detection)
0
Booking Widget
Cooling Maintenance
0
Bookings in range
Heating Maintenance
0
Bookings in range
General / Unknown
0
Bookings in range
All Club Bookings in Range
TimeCustomerPhoneChannelTypeTechJob #View
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Note: Voice and Booking Widget PCC bookings are fully tracked. Chat column stays at 0 until the chat flow adds PCC membership detection (the database + Club tab wiring are already in place — that column will auto-populate once chat sends isPccMember: true on its booking events).
📅 Customer Self-Serve Reschedules
Customers who tapped the SMS link and moved their appointment without calling the office. From the database — survives deploys.
Recent Reschedules (most recent 20)
WhenCustomerPhoneFromToTechJob #
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🌤️ Cold-Weather AC Maintenance Schedule
16-day forecast joined with scheduled AC maintenance jobs from HCP. Cold flag fires when forecast high is below the active sub-tab's threshold: 75°F for Sales Tech (older / more sensitive systems), 70°F for Service Techs (newer / more tolerant systems). Those jobs likely need to be rescheduled because cooling readings come out inaccurate below those temperatures. Office-only view.
Date Day High Low Status AC Maintenance Jobs
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Last updated: · Forecast cached 1hr; jobs cached 5min. · Click any day's View → button for customer details + HCP links.
📰 Call & System Logs
Searchable history from PostgreSQL. All channels. Up to 6 months.
Search
Outcome
Service
TimeCustomerPhoneDurationServiceOutcomeJob #
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Live Monitoring (real-time dependency health + alert history)
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Dependencies
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Alert Dispatcher
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Recent Alerts (last 20, newest first)
No alerts fired yet — that's good!
Legacy Provider Health
Email Providers
Email Stats
Total Sent
Total Failed
Last Provider
Last Sent At
Server
Status
Running
Version
Uptime
Memory
Started At
HCP Integration
API Calls
Failures
Last Call
Pricing & Tech Routing
Service Call Fees

Changes take effect on the next call. Weekend Service Call is wired through to voice and applies to Saturday and Sunday repair calls. Other fields are display-only references for the office — broader wiring is a future ship.

Repair Call (USD)
Maintenance (USD)
PCC Annual (USD)
Estimate (USD)
10+ Yr Diagnostic (USD)
Age Threshold (yrs)
Weekend Service Call (USD)
Tech Routing Tags
0–2 yr → service tech  3–10 yr → service tech 3-10
10+ yr → sales tech  Estimates → sales
Maintenance → maintenance tech  Weekend → saturday tech
Daily Digest

Morning summary of yesterday's calls, bookings, and conversion rate. Posts to Slack (shared webhook with alerts) and emails everyone subscribed to the “Daily Digest” category in the Notification Recipients table below. Changes save immediately and reschedule the next fire.

Send Time (24h local)
Timezone
Cost Savings (estimated dollars saved vs. live answering service)

Current model: a flat rate multiplied by the number of AI-driven bookings. Shows on the Analytics tab (Lifetime, Today, This Week). A future version will factor in real per-call Vapi + Railway costs for a true net-savings number.

Cost Per Booking (USD)
Cold-Day Alert (v2.20.0 — 2-day-advance email)

Each morning, scans AC maintenance jobs scheduled exactly 2 days from today and, if the forecast for that day is below the cold cutoff for either tech bucket (75°F sales tech, 70°F service techs), emails the office a list so customers can be called and rescheduled before the tech arrives. Same thresholds as the Weather tab — the alert can never disagree with what the dispatcher sees in the UI. Email goes to everyone subscribed to the “Cold-Day Alerts” category in the Notification Recipients table below (env-var fallback used if nobody is subscribed).

Send Time (24h local)
Timezone
Sales-Tech Overflow Protection (v2.23.0 — separate Maintenance + Service switches)

Controls whether the sales tag (Chris, dedicated estimator) can be booked for maintenance and/or service calls — each has its own switch below. The sales tech tag (Raphael and other reps in the opportunity-call rotation) is never affected by these switches. Estimates are always allowed regardless of either setting. Turn a switch OFF to keep Chris's calendar clear of that booking type across voice, chat, the booking widget, and the club booking widget.

Last changed: —
AI Model for Tech Notes (used by techs to polish field notes)

Which Claude model the tech dashboard uses when a tech clicks “Enhance with AI” on a job. Higher tiers produce smoother customer-facing writing on complex jobs but cost more per polish. Changes take effect on the next Enhance click — no redeploy needed.

Model
Booking Horizons (how many days each booking widget shows ahead)

Each booking widget can show a different number of days into the future. Smaller numbers feel more immediate; larger numbers let customers plan further out. Hard ceiling: 60 days (infrastructure cap on weather climatology). Changes take effect on the next customer session — no redeploy needed.

Booking Widget (days)
Club Booking Widget (days)
Reschedule Widget (days)
Club Campaign Cutoffs (latest date customers can book through the club widget)

Optional per-service end-date for the club booking calendar. When set, the widget hides any date after the cutoff for that service. Leave blank to use the booking horizon (configured above) as the only window. The active campaign is highlighted with a green dot. Cutoff applies only to NEW club bookings — customers being moved by the office (e.g. cold-day reschedule) always see the full horizon.

Sales Tech Eligible (system age at which a sales tech can take a club booking)

Sets the system age at or above which a sales tech becomes eligible for a Comfort Club member's booking. Keep it at 10+ to reserve sales techs for older systems (the default). Lower it during slow stretches so sales techs can fill empty calendar days on newer systems. Changes take effect on the next club booking — no redeploy needed.

Sales tech services systems aged
Business Hours

Per-day office hours that drive the voice AI's after-hours greetings and callback wording. Open/Close define the business window; Evening Cutoff splits “we'll call you back tonight” (between Close and Cutoff) from “we'll call you back in the morning” (after Cutoff). Mark a day Closed for full-day closure. Changes save immediately and apply to the next call.

Sales Tech Schedule

Which weekdays the sales tech (Raphael) can be booked — across every channel (voice, chat, booking & club). Uncheck a day to stop offering it. Default is Mon–Thu (no Friday). Saturday is handled separately by the “saturday tech” setup and Sunday is never a work day, so neither is listed here. Changes save immediately and apply to the next booking.

Notification Recipients

Add one or more email addresses and choose which notifications each should receive. Check or uncheck any box to toggle a subscription — changes save automatically. If no one is subscribed to a category, notifications fall back to the default office email.

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Team Accounts
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📋 Team Jobs · Performance
Per-technician performance across today, the last 7 days, the last 30 days, and all time. Read-only.
Technician Jobs done Tool generated Tool-pushed Total estimates Open Tool usage Close rate Close rank Sales rank
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Tool usage = eligible completed jobs that used the Tech Connect AI tool; shows — until the recorder has a full window of data. · Close rate is coming soon. · Jobs cached 5min.