Client portal
Northline HVAC

Overview

Your front desk activity at a glance.

Preview mode is active. This overview is showing demo business data until Supabase is configured.

Coverage health
94
Excellent

Your front desk coverage is excellent.

Strong performance across calls, bookings, and requests.

View full report
Calls handled
128 handled
0 missed
Great job!
Booking rules active
All rules up to date
No conflicts detected
On track
Requests reviewed
2 open in admin queue
Avg. response 2h 14m
Keep it up
This week at a glance
Calls128Up 12%
vs May 5 - May 11
96%Handled
Bookings32Up 8%
vs May 5 - May 11
100%Completed
Leads27Up 18%
vs May 5 - May 11
19New this week
Usage72%Up 6%
vs May 5 - May 11
648 / 900Minutes used
Plan usage
72%
of included minutes

648 of 900 minutes used
252 minutes remaining

View usage details
Conversation timeline
WhenCallerOutcomeDuration
Today, 9:41 AM(404) 555-0184Service inquiryAC not coolingHandled7m 12s7:12
Today, 8:32 AM(425) 555-0199Schedule appointmentMaintenanceBooked9m 05s9:05
Yesterday, 4:16 PM(253) 555-0122Pricing questionDuctile statusHandled4m 21s4:21
May 16, 10:18 AM(425) 555-0166New system quoteHeat pumpBooked8m 15s8:15
View all conversations
Booking calendar
May 12 - May 18, 2026
8 AM10 AM12 PM2 PM4 PM6 PM
Mon 12
Tue 13
Wed 14
Thu 15
Fri 16
Sat 17
Sun 18
Maintenance
10:00 AM
Installation
10:00 AM
Estimate
10:00 AM
Follow up
12:00 PM
Maintenance
12:00 PM
Conflict
12:00 PM
Estimate
4:00 PM
Service call
4:00 PM
Service Call
10:00 AM
Installation
2:00 PM
Schedule health2 Conflicts1 Pending change0 UnconfirmedView calendar
Lead opportunities
View all leads

New system quote

High priority

Emily Davis
Redmond, WA

Heat pump quote for 2,400 sq ft

$8,200Est. valueNew lead
May 17

Maintenance plan

Warm

Tom Garcia
Kirkland, WA

Annual plan for system installed in 2022

$480Est. valueFollow up
May 16

Duct cleaning

Warm

Lisa Chen
Renton, WA

Whole-home duct cleaning request

$650Est. valueNew lead
May 16

Emergency routing change

High

Submitted May 18, 7:22 AM

Customer reported complete system failure. Requesting after-hours emergency routing.

Standard update

Normal

Submitted May 17, 3:11 PM

Add May 26 as a company holiday. Close for Memorial Day.

Transcript archive
View all transcripts

AC diagnostic booking

Today, 9:15 AM - 7 min

Answered

Maintenance plan review

Today, 1:30 PM - 5 min

Booking

After-hours owner call

Yesterday, 8:42 PM - 6 min

Request