Dashboard Overview
All systems active
Mon, Mar 16, 2026
MT
Today's Appointments
6
↑ 2 vs yesterday
Open Leads
11
3 need response
Revenue This Month
$18,240
↑ 14% vs last month
Unpaid Invoices
$3,420
2 overdue

Today's Schedule

TimeCustomerServiceEmployeeStatus
8:00 AMJ. HarrisonPipe repairD. LeeConfirmed
10:30 AMC. MartinezBoiler serviceT. KimConfirmed
12:00 PMA. PatelLeak inspectionD. LeePending
2:00 PMS. BrooksNew installT. KimConfirmed
3:30 PMM. WongEmergency repair—Unassigned
5:00 PMR. JohnsonEstimateD. LeeEstimate

Recent Activity

📞

Inbound call answered by AI

New inquiry — water heater installation. Booked for tomorrow 10 AM.

9 min ago

Lead email auto-responded

Sarah M. asked about emergency services — AI sent qualification questions.

24 min ago
💬

48hr reminders sent

4 customers reminded of tomorrow's appointments via SMS + email.

1 hr ago
🤖

Invoice auto-generated

Invoice #1042 sent to J. Harrison — $340 for pipe repair. Payment pending.

2 hr ago

Team Status

DL
D. Lee
📍 12 Maple St → 2 more stops
3 jobs today
TK
T. Kim
📍 En route to C. Martinez
2 jobs today
RB
R. Brooks
🏠 Available — no jobs assigned
0 jobs today

March 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
22
23
24
25
26
27
28
1
2
J. Harrison 8am
3
Inbound call
4
5
3 appointments
6
Team briefing
7
8
C. Martinez 10:30am
9
2 calls
10
A. Patel 12pm
11
2 appointments
12
Invoice batch
13
4 appointments
14
15
M. Wong 9am
16
6 today
AI: 2 calls
17
Water heater install
18
3 appointments
19
Team reviews
20
21
22
2 appointments
23
24
25
R. Johnson est.
26
3 appointments
27
28

Assign New Task

Employee Location Map

Add your Google Maps API key in Settings → Integrations to activate live employee tracking

Live Employee Map

Connect Google Maps API to
view real-time employee locations

Today's Assignments

DL
D. Lee
📍 Currently: 12 Maple St
On Job
TK
T. Kim
🚗 En route to C. Martinez
En Route
RB
R. Brooks
🏠 Home — Available
Available

All Active Tasks

EmployeeCustomerServiceDate & TimeAddressPriorityStatusTypeActions
D. LeeJ. HarrisonPipe repairToday, 8:00 AM12 Maple StHighIn ProgressCustomer
T. KimC. MartinezBoiler serviceToday, 10:30 AM45 Oak AveNormalEn RouteCustomer
D. LeeA. PatelLeak inspectionToday, 12:00 PM88 Pine RdNormalPendingCustomer
UnassignedM. WongEmergency repairToday, 3:30 PM7 Cedar LnEmergencyUnassignedCustomer
Calls Today
12
9 handled by AI
Emails Received
8
6 auto-responded
SMS Sent
24
Confirmations + reminders
Needs Attention
7
Awaiting your review

Communication Feed

📞

AI Call: New booking — Sarah M.

"Water heater installation, 3-bed house." Appointment booked for Mar 17, 10 AM.

9 min

Email: Emergency leak enquiry

Tom B. — "Pipe burst under sink, need someone today." AI sent immediate response + asked for address. Needs review

22 min
💬

SMS Reminder sent — J. Harrison

48hr reminder for tomorrow's pipe repair at 8 AM. Delivered ✓

1 hr
📞

AI Call: Price enquiry — R. Foster

Asked about boiler service cost. AI quoted $180–$240 range and offered booking.

1.5 hr

Email: Quote request — D. Chen

Bathroom refit — full plumbing. AI requested job details and photos. Needs review

2 hr
💬

Appointment confirmed — C. Martinez

Confirmation sent. Customer replied "Thanks, see you then!" ✓

3 hr
📞

Call routed to owner — M. Thompson

Complex commercial job. AI transferred to your mobile after intake. Duration: 6 min.

4 hr

Needs Your Attention

7 items

Tom B. — Emergency leak

AI responded but customer hasn't replied. Follow up?

D. Chen — Quote request

Complex job — manual review recommended before quoting.

📞

P. Walsh — Voicemail

Left voicemail at 7:30 AM. AI transcription: "Calling about annual service."

New Leads (7 days)
14
↑ 3 vs last week
Converted
9
64% conversion rate
Avg. Response Time
38sec
AI-powered
Est. Pipeline Value
$6,800
3 open leads

Active Leads

LeadSourceService RequestedEst. ValueLast ContactAI StatusStageActions
Sarah M.
sarahm@email.com		📞 PhoneWater heater install$1,2009 min agoBookedWon
Tom B.
tb@mail.com		✉️ EmailEmergency pipe repair$38022 min agoAwaiting replyQualifying
D. Chen
dchen@corp.io		✉️ EmailFull bathroom refit$4,2002 hr agoNeeds reviewProposal
P. Walsh
p.walsh@gmail.com		📞 VoicemailAnnual service contract$1,0204 hr agoCall back neededQualifying

AI Email Auto-Response Preview ✦ Customize with AI

SENT AUTOMATICALLY TO: D. Chen at 2:14 PM

Hi D. Chen,

Thanks so much for reaching out to Brightside Plumbing Co.! We'd love to help with your bathroom refit project.

To provide you with an accurate quote, could you let us know:
1. What type of bathroom refit are you looking for (full refit, partial, or specific fixtures)?
2. Approximate size of the bathroom?
3. Do you have a preferred start date in mind?

Feel free to attach any photos if helpful. We'll get back to you with a detailed estimate within 24 hours.

Warm regards,
Brightside Plumbing Co. · Powered by OperaIQ

Outstanding
$3,420
2 overdue
Paid This Month
$14,820
↑ 18% vs last month
Invoices Sent
27
This month
Avg. Payment Time
3.2d
Industry avg: 14d

Create Invoice / Estimate

Recent Invoices

Invoice #CustomerAmountDueStatusAction
#1044C. Martinez$340Mar 18Sent
#1043A. Patel$180Mar 17Sent
#1042J. Harrison$340Mar 14Overdue
#1041S. BrooksMar 12Paid ✓
#1040R. JohnsonMar 10Paid ✓
#1039M. WongMar 8Paid ✓

Appointment Reminder Settings

Upon cancellation, notification sent via customer’s chosen method.

48-hour reminder

Send reminder 48 hours before appointment via SMS + email

24-hour reminder

Send reminder 24 hours before appointment via SMS + email

2-hour reminder

Send a final reminder 2 hours before appointment

Appointment confirmation

Send confirmation immediately when appointment is booked

Cancellation notifications

Notify owner when a customer cancels

SMS Message Template

Invoice & Payment Alerts (email only)

Payment received notification

Notify you when a customer pays an invoice

Overdue invoice alert (3 days)

Alert you when invoice is 3 days overdue

Auto-send overdue reminder

Automatically email customer when invoice is overdue

Deposit request on booking

Automatically request deposit when appointment is confirmed

Weekly revenue summary

Email you a weekly summary every Monday morning

Alert Email Address

Appointments (MTD)
47
↑ 12% vs last month
No-Show Rate
4.2%
↓ from 11% (pre-OperaIQ)
Lead Conversion
64%
↑ from 38%
AI Calls Handled
89%
Without owner intervention

Monthly Appointments

Oct
Nov
Dec
Jan
Feb
Mar
47
This month
42
Last month
+12%
Growth

Revenue Breakdown

Oct
Nov
Dec
Jan
Feb
Mar
Completed Jobs
Deposits

Calls vs Emails

Inbound contact this month
68%
📞 Phone
32%
✉️ Email

Response Rate

Leads responded within 5 min
97%
via AI — 24/7

No-Show Reduction

Since enabling reminders
11%
Before
→
4.2%
After

Business Profile

Integrations

📞 AI Phone (AI Phone Provider)

Inbound call answering and routing

Connected

💬 SMS (SMS Provider)

Appointment reminders and confirmations

Connected

✉️ Email (Email Provider)

Email notifications and follow-ups

Connected

💳 Payments (Stripe)

Invoice payments and deposits

Connected

📅 Calendar (Google)

Appointment sync and scheduling

Needs auth

🗺️ Maps (Google)

Employee location and dispatch

Not connected

AI Voice & Tone