Reyes Heating & Air
Cash is fine for now, but $18,200 is sitting in late invoices and fall tune-up bookings are behind last year.
Sales
Watch$84,300 this month
Sales are close to last year, but tune-up bookings are down 18%.
Marketing
Watch$212 per new customer
Google ads bring most new customers, but each one costs more than in the spring.
Finance
Act2.4 months of cash
You have enough cash for now, but $18,200 in invoices is more than 30 days late.
Operations
Good94% on-time
Crews are showing up on time and callbacks are low.
People
Watch61 overtime hours
Overtime is rising as two techs carry most of the service calls.
Product
Good38% margin
Installs make good money. Repair margins slipped a little after the parts price rise.
What to pay attention to
Bayshore Condos owes you $9,400. It's 64 days late.
Finance
Fall tune-up bookings are 18% behind last year. That's about $7,800 in work.
Sales
Your copper parts supplier raised prices 9% and repair prices haven't changed.
Product
Overtime cost you $2,900 last month, mostly on two techs.
People
Google ads cost $212 per new customer, up from $168 in the spring.
Marketing
A new $189 monthly charge started on your card from an app you may not use.
Finance
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