Equipment Due This Month
47
Scheduled for service
+5 from last month
Overdue Service
12
Immediate attention needed
Open Work Orders
83
Across all technicians
+11 this week
Monthly Revenue
$184K
April 2026
+7.1% vs March
Expiring Warranties
19
Within 30 days
3 expire this week
Repeat Repair Alerts
6
Flagged units
Open Work Orders
355 totalAI Insights
5Overdue 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 agoSummit 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 2026Carrier 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 daysApex 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 30Marcus 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 # | Customer | Equipment | Technician | Priority | Status | Due |
|---|---|---|---|---|---|---|
| WO-2041 | Riverstone Logistics | Toyota 8FGU25 Forklift | Marcus Webb | High | In Progress | 2026-04-30 |
| WO-2040 | Apex Fabricators | Haas VF-2SS CNC Machine | Sandra Liu | Critical | Open | 2026-04-30 |
| WO-2039 | Metro Warehousing | Carrier 50XCZ060 HVAC | Tyler Oakes | Normal | Completed | 2026-04-29 |
| WO-2038 | Summit Construction | Liebherr LTM 1050-3.1 Crane | Priya Mehta | High | Scheduled | 2026-05-02 |
| WO-2037 | Clearfield Foods | Heatcraft LCE060AGD Refrigeration | James Torres | Normal | Open | 2026-05-05 |
Equipment Due This Month
View scheduleToyota 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
- 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
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