Climate Comfort Co.

Charleston · Lic. SC-HVAC-31402Resi · Light commercialNATE-cert techs
Logged: R. Voss · ops mgr
Holy Automation Aero · Live

14 TRUCKS
OUT.
96° AT 9AM.
AERO ROUTED IT.

Heat advisory hit overnight — Aero answered 23 emergency calls before sunrise and pre-routed 9 of them onto today's PM stops to avoid second trips. Three condensers shipped at 5am for tomorrow's installs. Filters and capacitors restocked truck-by-truck.

Calls · today
87
▲ +34 vs avg · heat wave
First-trip fix
94%
▲ was 78%
Avg response
2.4hr
▼ from 6.1hr
Dispatch · Wednesday, August 13

Truck board

14 trucks rolling Heat advisory
Tech · van
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
DM
Dale Mercer
V-04 · NATE Sr
Halversonno-cool · 5T heat pump
Pell · I&O3T condenser fan
Calhoun PM2-system tune
Whitfieldlow refrigerant · R410A
Ruiz install assist5T condenser set
JL
Jasper Lin
V-07 · NATE
Bryce — no ACcap blown · stocked
Tideland Realty3 units · commercial
Park · ductworkreturn leak suspected
Hoffler PMfilter + coil
Greer — draincondensate float
Ashton — thermosmart-stat install
SO
Sienna Ortiz
V-11 · install lead
Magnusson — 5T heat pump installcondenser + air handler · day 1 of 2
Wadmalaw retestrefrigerant charge check
Survey · Follymanual J prep
RB
Rico Bauer
V-02 · senior
Sloan — no ACCB tripped · breaker
Hartwell · airflowblower wheel clean
Vega — quotereplace 18yo system
Mosely PMspring tune late
Carter — leakUV dye traced
Lim — thermoEcobee replace
Walsh — emergadded by Aero · 2:48p
MA
Marcus Ahn
V-09 · apprentice
Devereaux PM2 systems
Beaumont PMfilter swap
Otsuka PM3 sys · annual
Dunn — retestcallback · 14d
Hayes PMcap test + clean
Reyes PMcoil clean
Ride-along · Ortizinstall assist
KP
Kira Patel
V-05 · NATE
Cordial HotelRTU-3 commercial · contract
Holcombeelderly · priority
Walker · zoningdamper fault
Mehta · IAQUV light + media
Park PM3-yr loyal
Aldobrandimini-split tune
TG
Crew Garza
V-13 · install · 3
Whitmore — full system change-out · 4-ton dual fuelcondenser + AHU + line set + pour pad · 2-day · day 2 of 2
Yard resetrestock
Service Install PM tune Emergency
Aero re-routed 6 stops at 06:14 — saved est. 47 windshield-min
Service tickets · open · this morning

The queue

5 P1 · <2hr 22 active
Prio
Customer · issue
Equipment
Tech
ETA
Quote
P1
Halverson · Sullivan's Isl.
"House is 84° — kids home." Capacitor failed; Aero pre-stocked truck.
Carrier 5T HPSN · 2018 · 24-7-A4
Mercer · V-04NATE Sr · 8 mi
07:42arr ✓
P1
Holcombe · West Ashley
86yo · mod. respiratory · flagged elderly priority by Aero.
Trane 3T XR162019 · install ours
Patel · V-05NATE · 11 mi
09:15en route
P1
Bryce · Mt. Pleasant
No cool · run cap blown. Truck-stocked replacement.
Goodman 4T2016 · GSX16
Lin · V-07NATE · on-site
07:58arr ✓
$284
P2
Pell · Folly Beach
Reduced airflow · cond fan motor seized. Coastal corrosion suspected.
Lennox 3T XC212017 · salt-rated
Mercer · V-04after Halverson
10:30scheduled
$612
P2
Whitfield · Daniel Island
Uneven cooling — likely low refrigerant. Leak search included.
Bryant 4T2014 · 18yr life
Mercer · V-0411:30
11:30scheduled
$340+
P2
Cordial Hotel · RTU-3
Maintenance contract · variable speed compressor fault code 14.
Carrier 10T RTU2021 · 50TC
Patel · V-05commercial
07:45arr ✓
contract
P3
Vega · West Ashley
Quote: replace 18yo system — failed cap 3rd time. Customer warming up.
York 3T (legacy)2006 · R-22
Bauer · V-0211:00
11:00scheduled
$11,400 est
P3
Ashton · downtown
Smart thermostat install · customer-supplied Ecobee 5.
2-stage gas + AC2020 · ours
Lin · V-073:30
15:30scheduled
$185
7-day forecast · NOAA · KCHS

Heat load · this week

Advisory · Wed–Fri Aero pre-staffed
Wed · today
Aug 13
96°
76°
Load · SEVERE
Thu
Aug 14
98°
78°
Load · SEVERE
Fri
Aug 15
94°
75°
Load · HIGH
Sat
Aug 16
86°
72°
Load · MOD
Sun
Aug 17
82°
70°
Load · LIGHT
Mon
Aug 18
84°
72°
Load · LIGHT
Tue
Aug 19
90°
74°
Load · MOD
Heat advisory Thu–Fri. Aero pulled forward 7 PM tunes from next week to today, opened OT slots Thu evening, and texted 14 elderly customers offering same-day priority. Sunday rain → flip 4 install slots to ductwork days.
After-hours agent · Aero

Booked at 2:14 AM

Live
DH
HalversonCall02:14
My AC quit. House is 84 and the kids can't sleep. Anyone there??
A
AeroAfter-hours02:14
Hi — I'm Aero with Climate Comfort. I'm sorry, that's miserable on a hot night. I have you down for the 5-ton heat pump we serviced in May, correct? I can put you first on Dale's truck at 7:30am — he can also bring a portable while diagnosing if you'd like. Diagnostic $89 · waived if repair > $250 · ETA confirmed
DH
HalversonCall02:15
Yes please. The portable would be amazing.
A
AeroAction02:15
Done. Dale will have a 14k BTU portable — I've added it to his V-04 inventory. I'll text confirmation now and a tracker link at 6:50am. Try to sleep on the lowest floor; I'll have him there by 7:30. Booked · added cap to truck · sent SMS · marked elderly preferred ✓
Drafting · Walsh callback 23 overnight · 0 missed · 7 same-day booked
This week's numbers · Aero

Hours back

vs prior 4-wk
Calls answered · 24/7
312
▲ 0 missed · 100% pickup
Same-day booked
184
▲ +47 vs prior wk
Hours back to office
38h
CSR + dispatch
Conversion · call → job
71%
▲ from 49%
Truck inventory · Aero re-stock

Parts · trucks

3 low
Part
Stock · 14 trks
Bar
Status
Run capacitors · 45/5 µFmost-used · summer
28 · low
order ✓ · 8a
R-410A refrigerant30 lb cylinders
22
stocked
Condenser fan motors · 1/4 HPuniversal · 6 SKU
7 · low
order ✓ · 9a
Filters · MERV 11 · 16x25x1most-used PM
186
re-stock 9a
Contactors · 2-pole · 30Asummer-spike SKU
42
watch
Smart thermostats · Ecobee Proupsell SKU
31
stocked
II.

Install pipeline

system change-outs · new construction · commercial · 28 active opportunities

Sales pipeline · this month · $384k weighted

From quote to gas-on

28 active $384k weighted $48k closed · MTD
Quoting8
Vega · W. Ashley
Replace 18yo R-22 system. 3rd cap fail.
$11,400site Wed
Walsh Family
Wholehome change-out · dual fuel option
$18,200aero qual
Tideland Realty
7 RTU re-place over 18mo · phased
$94,000commercial
Bayard · Sullivan's
Mini-split addition · 2 zones
$8,400site Thu
Proposal Out7
Hartwell
5T HP + financing options · day 4
$14,800F/U Wed
Lim
Dual-fuel + smart-zone · day 6
$21,400stale
Cordial Hotel · phase 2
8 PTAC replacements · contract
$48,000awaiting
Park
3T HP + IAQ bundle
$12,900sent 8/11
Approved5
Magnusson
5T HP · install today + tomorrow
$13,200in-prog
Whitmore
4T dual-fuel · day 2 of 2
$15,600today
Ruiz
5T condenser swap · today PM
$8,400today
Schmitz
3T HP · scheduled Mon
$11,8008/18
Ferraro
Financing approved · GreenSky 0%
$16,4008/20
Installing3
Whitmore
Crew Garza · day 2/2 · pad set
$15,600▶ today
Magnusson
Ortiz · cond + AHU · 1/2
$13,200▶ today
Ruiz
Mercer assist · cond swap PM
$8,400▶ 1pm
Won · MTD12 · $48k
Hoffler
2T mini-split · paid in full
$6,2008/8
Reyes
5T HP · GreenSky financed
$13,4008/5
Otsuka
Dual-fuel + IAQ + UV bundle
$19,8008/2
+ 9 more · this month
Avg ticket: $13,400 · ▲ +$1,800
$48kclosed
III.

The book · PM agreements

recurring service plans · the moat

Service plans · Climate Care Club

Members · 1,284

▲ +52 MTD
Active members
1,284
▲ +52 net · MTD · ▼ churn 1.2%
MRR · contracts
$24.6k
▲ +$1,840 vs prior mo
Annualized · ARR
$295k
28% of YTD revenue
Renewals · this month
94%
Aero auto-confirmed 71
PMs scheduled · 30d
412
Aero booked · 84% no-call
Avg lifetime
4.2yr
$1,890 LTV · plan + add-ons
Reviews · last 7 days · 4.91 ★ avg

What customers are saying

4.91 ★ · 1,847
G
★★★★★
Tech: Mercer · Sullivan's
"Called at 2am with no AC and a baby. Got a real person — not a recording — who put us first on the morning route AND brought a portable to bridge us. Dale showed up at 7:30 sharp, fixed it in 40 minutes, and waived the diagnostic. Customers for life."
Halverson · Google · 2h— Aero replied warmly
F
★★★★★
Tech: Patel · 3-yr loyal
"Kira has now done four PM visits at our house and I trust her completely. She caught a worn contactor before it failed and saved us a summer call. Climate Care Club has more than paid for itself."
Park · Facebook · yest— flagged for Patel ♥
N
★★★★☆
Tech: Ortiz · install
"Beautiful install — clean lines, copper sweated, pad poured straight. Lost half a star because the install ran 30 min over the window. Otherwise flawless."
Magnusson · Nextdoor · 2d— Voss personal reply
IV.

The ledger · MTD & YTD

QuickBooks · ServiceTitan · live sync

Revenue · MTD · 13d
$184k
▲ pacing $412k · best Aug
Revenue · YTD
$2.84M
▲ +18% YoY · plan $3.4M
Gross margin · MTD
52%
▲ from 44% · upsell mix
A/R · 30+ days
$38k
▼ chase: 6 commercial
Avg ticket · service
$586
▲ +$94 · diag-to-fix
Avg ticket · install
$13.4k
▲ +$1.8k · dual-fuel mix
Tech utilization
87%
▲ from 64% · Aero routing
CAC · new customer
$84
▼ from $312 · referrals up
Active installs · job-cost view

Install ledger

7 active avg margin 38%
JOB #
Customer · scope
Contract
Costs · used
Costs · est
Margin
Status
CC-2148
Whitmore 4T dual-fuel change-out · 2-day · day 2/2
$15,600
$8,840 57% used
$9,400 est
40% $6.2k
▶ today
CC-2151
Magnusson 5T HP install · cond + AHU + line set · day 1/2
$13,200
$3,200 24% used
$8,200 est
38%
▶ today
CC-2144
Ruiz 5T condenser swap · same-system retrofit · 1-day
$8,400
$0 scheduled
$5,200 est
38%
▶ 1pm
CC-2139
Schmitz 3T HP change-out · spring stock · 1-day
$11,800
$0 not started
$7,800 est
34%
8/18
CC-2155
Ferraro 5T HP + IAQ bundle · GreenSky 0% financed · permit pulled
$16,400
$0 permit ✓
$10,200 est
38%
8/20
CC-2102
Cordial Hotel · phase 1 3 RTUs replaced · phase 2 in proposal
$84,000
$54,200 65% used
$58,000 est
31% commercial
finishing
CC-2127
Bayard 2-zone mini-split addition · awaiting customer countertop
$8,400
$1,200 survey ✓
$5,400 est
36%
⚠ delayed
Outstanding receivables · top 6

The chase

$38k 30+ days
Cordial Hotel · phase 1Commercial · NET-30 · invoice CC-2102
$18,400
42d
Aero ✓ · 8a
Tideland RealtyMgmt fee + 3 RTUs · NET-45
$8,640
38d
Aero ✓ · 9a
Otsuka5T HP + IAQ · awaiting GreenSky disbursement
$4,200
22d
on track
BeaumontService ticket · disputed cap charge
$284
31d
Voss · today
Park · light commercialRecurring · auto-pay declined 8/9
$1,840
14d
Aero · CC re-run
HartwellService · awaiting home warranty
$4,640
28d
claim sent
Aero · last 24h activity

Agent feed

Live
!
Booked emergency · Halverson2:14am call · slotted onto Mercer's truck · added portable to V-04 inventory
2:14a
Re-routed 6 stopsHeat advisory rev. — pulled forward 7 PM tunes · saved 47 windshield-min
6:14a
$
A/R chase · CordialDrafted reminder · routed to A/P contact Stahl · waiting for Voss approval
7:02a
Renewed Climate Care · 14 membersauto-confirmed · sent Aug invoices · queued PMs for Sept
7:48a
P
Permit · FerraroCity of Charleston portal · approved at 8:21am · scheduled 8/20
8:21a
Review reply · ParkDrafted in Patel's voice · flagged her for callback · awaiting Voss send
8:42a
Upsell · WhitfieldDetected 14yo coil · queued IAQ + UV bundle quote for next visit
9:04a
2026 plan · YTD pacing

The year

Revenue · plan
$3.4M
$2.84M YTD · 84%
Climate Care · plan
1,500
1,284 · 86% · ▲ trend
Installs · count
96
71 YTD · 74% · pace
Add tech · NATE
2
1 hired · 1 in offer
ServiceTitan adoption

System health

82% score
Truck inventory · live sync 98%
Tech time-on-site logged 91%
Photos before/after · jobs 73%
Customer signature · capture 52%
Manual J · install survey 100%
Aero suggests: push tech sign-off prompt at end-of-job — should bring sig capture > 90% in 30d.