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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.
Marketing performance
Monthly revenue and expensesMonthly 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.
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.
Users & access
Choose any combination of workspace areas. Changes apply to menus and protected data.
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