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Your real-time overview of equipment, work orders, and revenue.

AI Insights

5

Overdue service, repeat failures, churn risks & revenue opportunities

  • 14 units are past their service due date

    Greenfield Industrial has 6 HVAC units averaging 47 days overdue. Continued deferral increases failure risk by ~3x and may void warranty coverage.

    47 days avg overdueLast checked 4 min ago
  • Summit Logistics: 3 compressors past due

    Refrigeration compressors at Summit Logistics' warehouse have missed their Q1 2026 service window. Schedule before summer peak load.

    +23 daysDue Q1 2026
  • Carrier 50XC unit failing repeatedly at Apex Corp

    Unit #EQ-1042 has had 5 work orders in 90 days — all for the same fault code (E04). Root cause has not been addressed. Consider replacing the condenser coil assembly.

    5x in 90 days5 repairs in 90 days
  • Apex Fabricators contract renewal opportunity

    Their current PM Plan contract ends June 30. Upselling to Full Coverage could add $8,200 ARR. Prior engagement history shows 92% renewal rate for accounts with 3+ completed PMs.

    +$8,200 ARR est.Renewal due Jun 30
  • Marcus Webb is approaching capacity this week

    Marcus has 4 confirmed jobs this week at 88% utilization. If WO-2044 is added, reassigning to Sandra Liu (75% utilized, same skill set) would prevent overtime.

    4 jobs this week88% utilization

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Recent Work Orders

View all
WO #CustomerEquipmentTechnicianPriorityStatusDue
WO-2041Riverstone LogisticsToyota 8FGU25 ForkliftMarcus WebbHighIn Progress2026-04-30
WO-2040Apex FabricatorsHaas VF-2SS CNC MachineSandra LiuCriticalOpen2026-04-30
WO-2039Metro WarehousingCarrier 50XCZ060 HVACTyler OakesNormalCompleted2026-04-29
WO-2038Summit ConstructionLiebherr LTM 1050-3.1 CranePriya MehtaHighScheduled2026-05-02
WO-2037Clearfield FoodsHeatcraft LCE060AGD RefrigerationJames TorresNormalOpen2026-05-05

Equipment Due This Month

View schedule
  • Toyota 8FGU25 Forklift

    Riverstone Logistics · Semi-Annual PM

    2026-04-30

  • Ingersoll Rand UP6-15 Air Compressor

    Apex Fabricators · Quarterly PM

    2026-05-03

  • JLG 600S Boom Lift

    Summit Construction · Hydraulic Service

    2026-05-06

  • Crown PTH50 Pallet Jack

    Metro Warehousing · Quarterly PM

    2026-05-08

Expiring Warranties

Manage
  • 15d

    Cat 320 GC Excavator

    Summit Construction

    Expires

    2026-05-15

  • 128d

    Ingersoll Rand UP6-15 Air Compressor

    Apex Fabricators

    Expires

    2026-09-05

  • 114d

    Crown PTH50 Pallet Jack

    Metro Warehousing

    Expires

    2026-08-22

Repeat Repair Alerts

3 flagged
  • Haas VF-2SS CNC Machine

    Apex Fabricators

    Motor Overheating

    4×

    Last: 2026-04-22

  • Heatcraft LCE060AGD Refrigeration

    Clearfield Foods

    Pump Seal Failure

    3×

    Last: 2026-04-10

  • Liebherr LTM 1050-3.1 Crane

    Summit Construction

    Cable Tension

    3×

    Last: 2026-04-25