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Revenue (This Month)
$28,450
+12% vs last month
Active Jobs
โ€”
Live from database
Techs On-Site
4
Live now
TrustScore
โ€”
Click to recalculate

Recent Jobs

JobCustomerTechStatusValue
HVAC Install
4821 Morse Rd, Columbus
R. PattersonT. HayesActive$3,200
Furnace Repair
102 E Main St, Westerville
L. KowalskiD. OkonkwoIn Progress$850
AC Tune-Up
5510 Reed Rd, Dublin
M. TorresK. WilliamsPending$249
Duct Cleaning
771 Bethel Rd, Columbus
S. O'BrienT. HayesComplete$420

Revenue This Month

HVAC
$12,800
Electrical
$7,200
Plumbing
$5,850
Handyman
$2,600
Total
$28,450
Pending Invoices
$4,120
2,450
Aegis Points
๐Ÿฅˆ Silver
2,550 to Gold

Active Techs

TH
Tyler Hayes
On site โ€” 4821 Morse Rd
Active
DO
Darius Okonkwo
En route โ€” 102 E Main St
Transit
KW
Karen Williams
On site โ€” 5510 Reed Rd
Active
JR
Jose Ramirez
Available
Standby

All Jobs

12 Total
#Job TypeAddressCustomerTechStatusValueDate
#1042HVAC Install4821 Morse Rd, ColumbusRick PattersonTyler HayesActive$3,200Mar 27
#1041Furnace Repair102 E Main, WestervilleLisa KowalskiDarius OkonkwoIn Progress$850Mar 27
#1040AC Tune-Up5510 Reed Rd, DublinMaria TorresKaren WilliamsPending$249Mar 26
#1039Duct Cleaning771 Bethel Rd, ColumbusSean O'BrienTyler HayesComplete$420Mar 25
#1038Heat Pump Install300 Kenny Rd, ColumbusDiane ChambersJose RamirezComplete$4,800Mar 24
#1037Electrical Panel902 Indianola AveT. NguyenTyler HayesIssue$1,200Mar 23
#1036Plumbing Repair1144 Grandview AveF. WashingtonDarius OkonkwoComplete$390Mar 22

Pending Dispatches

3 Unassigned
HVAC Emergency โ€” No HeatUrgent
3310 Olentangy River Rd 45 min ago $600โ€“$1,200
AC Install QuoteQuote
890 Cleveland Ave 2h ago $3,500โ€“$5,200
Furnace Tune-UpScheduled
2200 Morse Rd Mar 28 @ 9:00 AM $150โ€“$299

Tech Availability

TH
Tyler Hayes
HVAC Cert โ€ข 5 yrs
1 Active Job
DO
Darius Okonkwo
HVAC + Plumbing โ€ข 3 yrs
1 Active Job
KW
Karen Williams
HVAC + Electrical โ€ข 7 yrs
1 Active Job
JR
Jose Ramirez
HVAC Cert โ€ข 2 yrs
Available Now

Customer List โ€” TrustScore

RP
Rick Patterson
4821 Morse Rd โ€ข 3 jobs
94
High Trust
LK
Lisa Kowalski
102 E Main, Westerville โ€ข 1 job
88
High Trust
MT
Maria Torres
5510 Reed Rd โ€ข 2 jobs
71
Med Trust
SO
Sean O'Brien
771 Bethel Rd โ€ข 1 job
67
Med Trust
TN
Thanh Nguyen
902 Indianola Ave โ€ข 1 job (disputed)
38
Low Trust
DC
Diane Chambers
300 Kenny Rd โ€ข 4 jobs
97
High Trust

Job Photo Gallery

Job #1042 โ€” 4821 Morse Rd, Columbus โ€” Tyler Hayes

Before โ€” Mar 27 9:02am
Before โ€” Mar 27 9:04am
During โ€” Mar 27 11:20am
During โ€” Mar 27 12:45pm
After โ€” Mar 27 2:10pm
Upload

Create Invoice

Description
Qty
Rate
Total
Subtotal: $2,815  |  Tax (7%): $197
Total: $3,012

Recent Invoices

InvoiceCustomerAmountStatus
#INV-1042R. Patterson$3,200Sent
#INV-1041L. Kowalski$850Draft
#INV-1039S. O'Brien$420Paid
#INV-1038D. Chambers$4,800Paid

Create New Contract

+25 pts per contract

Select a template to auto-populate the contract form:

 Change orders modify the original contract. Both parties must sign.
 A lien waiver protects the property owner from future claims once payment is made.
The parties agree this is an independent contractor relationship. The contractor is not an employee and is responsible for their own taxes, insurance, and equipment.
 Investor/Rehab Contract โ€” used for fix-and-flip, BRRRR, and rental turnover projects.
PhaseTradeMaterialsLaborTotal
Contractor Signature
Date:
Customer / Client Signature
Date:

Saved Contracts

8 Total
Service Agreement โ€” Rick Patterson
Job #1042 ยท HVAC Install ยท Signed ยท Mar 27, 2026
Signed
Change Order CO-001 โ€” L. Kowalski
Job #1041 ยท Furnace Repair ยท Pending signature
Pending
Lien Waiver โ€” Sean O'Brien
Job #1039 ยท Duct Cleaning ยท Signed ยท Mar 25, 2026
Signed
Investor Rehab Contract โ€” D. Chambers
Job #1038 ยท Heat Pump ยท Signed ยท Mar 24, 2026
Signed
IC Agreement โ€” Jose Ramirez
Staff tech contract ยท Mar 1, 2026
Signed
Scope of Work โ€” T. Nguyen
Job #1037 ยท Electrical ยท Draft
Draft
2,450
Aegis Points Balance
Silver Member
2,550 points to Gold โ€” keep completing jobs!
+350
This Week
14
Jobs Completed
7
5-Star Reviews
2
Courses Done

Recent Activity

Job Completed โ€” Duct Cleaning #1039
Today, 2:14 PM
+100 pts
5-Star Review โ€” Sean O'Brien
Today, 2:30 PM
+50 pts
Contract Created โ€” Service Agreement
Today, 9:15 AM
+25 pts
Photos Uploaded โ€” Job #1039 (5 photos)
Today, 9:00 AM
+10 pts
Course Completed โ€” How to Write Winning Estimates
Yesterday
+100 pts
Fast Lead Response โ€” within 15 min
Yesterday
+75 pts

How to Earn Points

+100 pts
Complete a job
+50 pts
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+25 pts
Use a contract
+10 pts
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+500 pts
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+10 pts
Daily login
+200 pts
License verified
+75 pts
Fast lead response
+100โ€“500 pts
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Balance: 2,450 pts
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Earn CE credits, renew your license, and grow your business โ€” all inside Azure Aegis.
OSHA 10 & 30 Certified State CE Requirements Business Training 500 Aegis Points per course
12
CE Hours Earned
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Courses Completed
1
In Progress
+600
Points from Academy
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10 hrs 10 CE credits 200 pts
Completed100%
$49 Electrical
NEC 2023 Electrical Code Update
4 hrs 4 CE credits 500 pts
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2 hrs 2 CE credits 100 pts
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EPA 608 Refrigerant Certification Prep
6 hrs 6 CE credits 500 pts
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3 hrs 3 CE credits 200 pts
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