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Welcome
HUNT’S SERVICES · TEAM WORKSPACE
One team. One workspace.
Your people, performance and daily plans—all in one place.
HUNT’S SERVICESService you can trust.
Company overview
THE DAILY PICTURE
Performance over time
Revenue earned and estimates sold, by day.
Revenue
PEOPLE BEHIND THE PERFORMANCE
Technician performance
Every technician. One shared view for service managers.
01Revenue
Recognized invoice revenue for the selected period. Final ServiceTitan mapping awaits reconciliation.
02Calls booked
Booking count attributed to booking date. Distinct bookings, with unassigned work retained in company totals.
03Sales
Estimates marked sold in the selected period, whether or not the related work is complete.
Technician dashboard
Workbook definitions · private report historySelect report history
Private report history
This view uses completed-job report definitions. Sales by sold date require a separate verified source.
Technician comparison
Hidden technicians are excluded from this page’s totals and focus list. Company revenue is unchanged. Saved in this browser.
| Technician | Revenue completed | Installed by others | TGL revenue | True opportunities | Estimates given | Matched warranty* | Memberships | Visibility |
|---|
Monthly history
Months reflect the selected dates and technician.
| Month | Revenue completed | Installed by others | TGL revenue | True opportunities | Memberships |
|---|
Workbook expectations
Select one technician to view monthly expectations. Targets are not prorated.
| Metric | Selected-period actual | Monthly expectation | Difference |
|---|
Action plan
OWN IT. STEP UP. GET SHIT DONE!
Select a technician and load their report to prepare an action plan.
Completion and sale dates
Job measures use Completion Date. Memberships use Sold On. Sold-estimate sales will use sold date, including unfinished work.
Technician credit
Completed revenue uses Primary Technician. Installed by others uses Sold By. TGL revenue uses Lead Generated By. Warranty callbacks use the original job’s Primary Technician.
Historical snapshot
Imported from the four ServiceTitan report exports linked by your workbook. This is a dated snapshot, not a continuous API sync. No customer records are retained.
3 Day Call Board
Today + next three open daysSelect an appointment
See the technician batting order by recent sales generated per opportunity.
Assignment history in HuntsPros
Filter by appointment date, not the date you clicked Deploy. These dates are separate from the board date above.
Review follows appointment dates. Outcomes update as jobs complete and sold work develops. A Dispatch editor opening an unassigned job’s ranking records its visible #1 for future comparison; past decisions without a saved ranking remain unrecorded.
Technician schedule
Plan who is working on each Pacific date. Only active technicians marked Managed in ServiceTitan are listed. Unplanned days include all active Managed technicians for recommendations; a planned day with nobody selected means Off. Saved dates do not carry forward. Past schedules remain available for review. Saving a date confirms the working roster across all three sections; unchecked technicians are off.
Use a technician's Mon-Fri pattern to stage their weekday schedule for this month, then adjust individual dates. This plans working days, not shift hours or travel time, and does not write to ServiceTitan.
Business-unit mapping & revenue priority
Group business units under Plumbing Service, HVAC Service or Electrical. Unmapped jobs remain visible for review. These shared settings apply only to Dispatch.
Priority uses expected sales generated per matching opportunity from the last 30 complete Pacific days, among that date's working technicians in the same mapped trade. Choose the highest expected technician result or the average across technicians with matching history. This is an estimate, not a guaranteed sale or a replacement for urgent-service judgement. Missing history stays unavailable.
Marketing performance
Monthly revenue and expensesDepartments, budgets & holidays
Daily commitments compared with actuals
Compare each saved day’s full commitment with actual revenue for that same date. Recommitted jobs remain in each day’s commitment. Reads include only completed dates; no commitments are changed.
Import historical commitments
Load a reviewed workbook extraction (.json). Original daily dollars and call counts are retained. Existing dates are skipped in full; this never merges into or replaces a saved date.
Monthly budgets & KPIs
Manager-editable expectationsSet monthly expectations by home business unit, then assign each technician to a unit. These recurring monthly targets apply to every reporting month; they are not prorated to custom date ranges. Changes apply to historical comparisons too, and prior settings are retained for audit.
Membership expectations begin with the workbook’s HCC column. Units with no target defined remain unavailable in comparisons.
Keep the data connected.
Check the secure connection that supplies your revenue, sales, appointments and technician reports.
Manager sign-in required to test
Customers with selected memberships
Uses your saved membership types. Each customer appears once; a customer may have more than one membership.
About these membership results
Membership counts are memberships, not unique customers. Cancellations count each membership once within the cancellation period, including memberships later reactivated. Current cancellation dates and verified status-change history supply those dates. Cancellation reasons show the note attached to the matching ServiceTitan cancellation status change; a missing note is shown as unavailable.
Revenue includes regular completed jobs for membership customers across all business units and locations, including problem calls. Customer status is checked at the completion timestamp or estimate sold timestamp using membership dates and status history. A customer with multiple selected memberships counts once per transaction. Other membership types and unverified historical statuses stay separate from nonmembers.
HCC visits are identified by HCC business units and HCC/Care Club job types. Sold work and TGL follow-through use original-job and sold-estimate links. Completed revenue is the job subtotal; sold work is the sold-estimate subtotal and includes unfinished work. Warranty/recall jobs, membership dues, tax and non-job adjustments are excluded from the completed-job comparison. Completed and sold values must not be added together.
Display settings
Manage technician photos
Choose Default photo to upload a shared fallback, or choose a technician for their personal photo. Uploaded employee photos always take priority. Frame photos with zoom and drag controls before saving. Re-upload the original to reframe a previously saved photo. Missing or removed photos use the shared default, or initials if no default has been saved. Single-person crews use their employee photo; multi-person crews use the shared default photo or crew initials.
Manage TV access
Operations editors with Showcase view can pair a read-only TV. Codes expire after 10 minutes and can be used once. Devices remain paired until logout or revocation. Removing the issuing manager’s access also blocks their devices.
Manage install crews
Operations editors can define dated crews shared across displays. Each completed install counts once, credited by its original primary technician and completion date. Set an end date before moving a member to another crew. Use the same crew name across dated definitions to keep one combined card. Install screens always rank completed install revenue, regardless of the service metric.
Metric definitions
Uses verified Team Performance results through the showcase-only endpoint and home business units. Department settings choose who appears, the ranking metric and card details on this display. CA marketed sales equal sold-date sales less sales filtered to job types explicitly marked TGL or technician-generated lead. CA total installed revenue credits completed HVAC install job subtotals to Sold By, independent of sale date, excluding warranties and recalls. Installed totals are not split by lead source. Install crew cards use completed installation revenue, counted once per job and matched to the original primary technician’s dated crew. Service screens exclude install home units. Unmatched installs are flagged instead of assigned to a crew. Completed service revenue is credited to the original primary technician. Individual revenue attribution includes overlapping seller, installer and lead credits and must not be summed as company revenue. TGL revenue uses installed estimate revenue attributed to the lead-generating technician in the existing Team Performance calculation. It overlaps other revenue credits and must not be added to company revenue. Sold-date sales use the separate ServiceTitan technician sales report. Conversion uses service opportunities; it is not the HVAC Sales close rate. Care Clubs are verified active membership sales in the period. Warranties and recalls are excluded from completed service revenue. Current month runs through yesterday in Pacific time. No targets or progress toward goals are inferred; the progress line shows time until the next screen. HuntsPros profile photos identify technicians; initials remain the fallback. Single-person install crews use their employee photo; multi-person crews use the shared default photo or crew initials.
About these results
Service revenue uses true opportunity completed jobs. Installed-by-others credits completed job subtotals to Sold By when the primary technician differs. TGL revenue uses installed estimate value credited to Lead Generated By. These technician credits can overlap and are not company revenue. Service conversion and options use matching completed opportunities; HVAC Sales close rate and average sale use the native sold-date Sales report. Care Clubs count active Hunt’s Care Club 2.0 sold in the selected dates. Technicians are grouped by saved home-unit assignments, with the active ServiceTitan home unit used for new technicians. Group and trade revenue count each regular completed job once at its job business unit; individual attribution credits may overlap. Hidden technicians stay hidden here, while business-unit revenue includes all regular completed jobs.
How these numbers are calculated
Grouped by job type prefix across all business units: 01 Plumbing, 02 HVAC, 03 Electrical. All other prefixes appear in Other job types. Revenue is the completed-job subtotal for regular jobs; warranties and recalls are excluded. Opportunities and converted counts follow ServiceTitan flags. Average ticket = revenue ÷ opportunities. Average sale = revenue ÷ converted jobs. These are completed-revenue measures, separate from Dispatch’s sold-estimate and TGL sales. Expand a job type to see its primary technicians. Annual jobs by month counts the same regular completed jobs once, by completion month. The current year runs through yesterday in Pacific time; future months show a dash and the current month may be partial. Counts include all business units and technicians.
Users & access
Choose any combination of workspace areas. Changes apply to menus and protected data.
Dispatch · ServiceTitan user mappings
Link Dispatch editors to verified ServiceTitan identities. Only the Owner can change the Owner mapping. Existing workspace access is unchanged.
Invite a user
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