Mock client portal
June performance - Summit Comfort Pros
Welcome back, Alex
Here is what Service Hero drove for your business this month. Every number below is sample data.
Revenue influenced this month
Booked and won jobs Service Hero can trace back to a call, form, ad, or review it manages.
Needs your attention
4- Review & sign
2 documents need your signature
TodayAEO add-on agreement and the ACH authorization form are waiting on you.
- Approve
Approve the heat-wave budget shift
TodayKellen wants to push +$40/day into emergency AC search through Friday while demand spikes.
- See call
1 missed call to return
Today(801) 555-0177 asked about emergency plumbing 2 hours ago and left no voicemail.
- Review plan
Approve June content calendar
This weekBailey queued 8 posts and 3 review stories. They publish Monday once you give the nod.
Leads by week
Trending upWhere your leads came from
127 leads this month, blended cost per lead $49.
Pipeline snapshot
Open lead board5
$32K
4
$31K
4
$48K
3
$26K
3
$39K
2
$7K
Recent wins
See activity- $25K
Office park - RTU replacement
Google Local Services - Closed won yesterday
- $9K
Owens family - furnace replacement
YouTube retargeting - Invoice paid 2d ago
- $5K
Uptown Yoga - maintenance contract
Facebook nurture - Agreement signed 3d ago
Your team this month
- 37
- tasks completed by your team
- 14/18
- tracked zips ranking top-3
- 9
- ad creatives shipped & tested
- 38 min
- avg. review reply time
Mock preview - your live dashboard fills in automatically once channels are connected during onboarding.