AquaTrace Briefing

Operations dashboard · v0.3
generated Aug 26, 2026 01:17 PT
anchored to 2026-08-26

A single-page operational view for the leadership team. The top panel is the weekly pulse — nine vitals, traffic-light coded, designed to answer “is everything humming?” in ten seconds. Click any tile to drill into the details.

Insight explorer → Full deep dive →

The Vitals

§ weekly pulse · owner view
Revenue · trailing 12 months
$4.83M
-1.0% vs. prior period
5,892 jobs
YoY growth rate
-1.0%
target: +10% YoY
prior T12 $4.88M
Customer concentration
7.8%
top 10 as % of revenue · target <30%
Repeat customer revenue
31.3%
of T12 revenue · target >40%
Gross margin
77.8%
+4.6pt vs. prior period
(revenue − job cost) / revenue
Booked pipeline
$125K
274 jobs · ≈1.3 weeks run-rate
scheduled from today forward
AR outstanding
$1.06M
1,178 open · avg 20.2d to collect
Revenue / billable hour
$267
+23.8% vs. prior period
18,114 billable hours T12
Missed calls · last 30 days
56%
1,808 of 3,220 inbound missed
booking gap answered vs missed: 7.6pts — see deep dive
Below the fold · operator view Aug 26, 2025 → Aug 26, 2026

Money In

payments received · weekly · 26 wks

Demand Pulse

booking momentum
Jobs created, last 7 days 124 · $85,138 -14% wow
Prior 7 days 144 · $69,195
Scheduled this coming week 91 jobs · $115,753

Week Closing

scheduled work · this week
Mon Aug 2416 jobs$45,718
Tue Aug 2516 jobs$8,438
Wed Aug 2622 jobs$15,005
Thu Aug 2730 jobs$13,253
Fri Aug 2818 jobs$17,509
This week total 102 jobs$99,923
Next week (booked so far) 28 jobs$71,515

Receivables Watch

AR aging · open balances
0–30d$228,661 · 123
31–60d$69,628 · 54
61–90d$48,547 · 46
90d+$720,436 · 955
Top unpaid accounts
Paloma Yewbank20d$25,746
Ignatius Coldstream720d$25,067
Dahlia Quillfeather22d$22,644
Almaden Bend Construction936d$19,387
Maren Dunleavy25d$13,079
Calero Apartments0d$12,404

New Business Mix

sources · jobs created last 7 days
Online: Google13 jobs
Online: AquaTrace Website10 jobs
Insurance10 jobs
MISC: Return Customer8 jobs
Technician: Lionel: Bayshore Servi7 jobs
drill-down · click outside to close

Revenue — monthly & annual

Last 24 months
monthjobsrevenueavg ticket
2026-096$4,437$740
2026-08403$323,696$803
2026-07511$450,895$882
2026-06509$375,533$738
2026-05447$431,917$966
2026-04469$425,574$907
2026-03492$415,866$845
2026-02453$361,978$799
2026-01556$439,111$790
2025-12617$391,408$634
2025-11399$294,771$739
2025-10470$409,005$870
2025-09501$469,930$938
2025-08466$391,354$840
2025-07563$423,714$753
2025-06526$352,080$669
2025-05509$401,979$790
2025-04496$397,288$801
2025-03499$385,424$772
2025-02545$427,552$784
2025-01683$494,703$724
2024-12387$347,475$898
2024-11409$378,347$925
2024-10510$445,783$874
Annual
yearjobsrevenueavg ticketgrowth
20214,957$3,838,415$774—
20225,854$4,426,354$756+15.3%
20235,375$4,605,416$857+4.0%
20245,671$4,580,214$808-0.5%
20256,274$4,839,208$771+5.7%
20263,846$3,229,007$840-33.3%
drill-down · click outside to close

Top 15 customers — T12 revenue

customerjobsrevenueshare
Kirkmont Realty24$68,2311.4%
Osric Yardley11$47,7491.0%
Dahlia Quillfeather4$45,1310.9%
Tilda Quillfeather3$39,5650.8%
Imogen Merriwether7$35,2190.7%
Almaden Community Center6$29,8420.6%
Soren Nightingale5$29,3650.6%
Paloma Pembroke6$27,7240.6%
Paloma Yewbank2$27,3240.6%
Beatrix Standish2$26,8000.6%
Zelda Coldstream2$26,0000.5%
Ulric Merriwether7$21,9210.5%
Junia Ellsworth2$21,5230.4%
Leland Plumbing63$21,3510.4%
Greta Cranmore5$20,8080.4%
drill-down · click outside to close

Top repeat customers — T12

customers with jobs before the trailing-12 window
customerT12 jobsT12 revenuelifetime jobs
Kirkmont Realty24$68,23137
Osric Yardley11$47,74912
Dahlia Quillfeather4$45,1315
Beatrix Standish2$26,8004
Zelda Coldstream2$26,0004
Junia Ellsworth2$21,5235
Leland Plumbing63$21,35176
Renata Jessup10$19,62711
Edenvale Community Association4$18,5495
Soren Ivywood1$18,1625
Cormac Yewbank5$18,0446
Tamsin Vexley5$17,8736
Silas Ingersoll5$17,27111
Vasona Apartments7$15,59112
Kieran Heathersett4$15,5765
drill-down · click outside to close

Gross margin by service category — T12

categoryjobsrevenuejob costmargin
Bronwyn438$1,659,291$392,67176.3%
Reroute/Repipe74$523,983$127,79175.6%
Bronwyn + Poly/Reseal/Replaster/Skimmer Replacement107$477,596$93,06980.5%
Skimmer Replacement49$231,353$43,18881.3%
Pool (Res)322$147,690$34,92776.4%
Pressurized Plumbing (Res)322$144,504$24,32083.2%
Poly or Reseal/Replaster Bronwyn99$133,649$30,41277.2%
Main Line (Res)283$130,498$21,08283.8%
Continuation (Inspection)185$107,585$33,49468.9%
Combo (Res)168$98,333$26,10573.5%
Main Line (Callum)123$89,620$16,23581.9%
Complex System Inspection33$85,060$26,92068.4%
drill-down · click outside to close

Scheduled future work

jobs with a start date from today forward (not cancelled)
startcustomercitytechstatustotal
2026-08-26Ignatius AlderwoodCupertinoTilda Lockridge, *>Meeting / Ops$0
2026-08-26Ignatius AlderwoodCupertinoTilda Lockridge, *>Meeting / Ops$0
2026-08-26Ansel MossgroveHalf Moon Bay* VIVIENNE *>PENCILED IN$658
2026-08-26Freya UmberlySan Jose* XIOMARA *, * CAL>SCHEDULED JOB$6,694
2026-08-26Cormac AlderwoodCampbell* LIONEL *>SCHEDULED JOB$419
2026-08-26Silas ColdstreamCupertino* IMOGEN *>SCHEDULED JOB$447
2026-08-26Liesel HeathersettSan Jose* IMOGEN *>SCHEDULED JOB$336
2026-08-26Ulric AshcombeSunnyvale* DAHLIA *>SCHEDULED JOB$505
2026-08-26Damaris MerriwetherSan Jose* IMOGEN *>SCHEDULED JOB$441
2026-08-26Odette HeathersettFremont* VIVIENNE *>SCHEDULED JOB$788
2026-08-26Rosalind YewbankScotts Valley* VIVIENNE *>SCHEDULED JOB$442
2026-08-26Zora VexleyMountain View* IMOGEN *>SCHEDULED JOB$495
2026-08-26Enzo FenwickSan Jose* VIVIENNE *>SCHEDULED JOB$439
2026-08-26Ignatius AlderwoodCupertino* LIONEL *, * VIVI>SCHEDULED JOB$0
2026-08-26Sabine QuillfeatherSaratoga* VIVIENNE *>SCHEDULED JOB$451
2026-08-26Almaden Vista PlumbingFoster City* DAHLIA *>SCHEDULED JOB$1,650
2026-08-26Sabine IngersollSunnyvale* DAHLIA *>SCHEDULED JOB$453
2026-08-26Ignatius AlderwoodCupertinoTilda Lockridge, *>Meeting / Ops$0
2026-08-26Freya JuneberryCupertino* XANDER *>SCHEDULED JOB$0
2026-08-26Dahlia YardleySanta Clara* DAHLIA *-Report Sent$445
2026-08-26Penitencia ServicesGilroy* CALLUM *-Report Sent$0
2026-08-26Doerr ApartmentsGilroy* IMOGEN *-Report Sent$342
2026-08-27Ignatius AlderwoodCupertinoTilda Lockridge, *>Meeting / Ops$0
2026-08-27Ignatius AlderwoodCupertino* LIONEL *, * XAND>SCHEDULED JOB$0
2026-08-27Cormac ZellnerSanta Clara* XANDER *, * RENA>SCHEDULED JOB$3,201
2026-08-27Maren QuillfeatherLos Altos* IMOGEN *>SCHEDULED JOB$550
2026-08-27Liesel ThornburySan Jose* LIONEL *>SCHEDULED JOB$510
2026-08-27Greta EllsworthSunnyvale* IMOGEN *>SCHEDULED JOB$773
2026-08-27Harriet QuillfeatherSanta Clara* XIOMARA *, * CAL>SCHEDULED JOB$3,724
2026-08-27Vasona Crest ConstructionPalo Alto* VIVIENNE *>SCHEDULED JOB$792
2026-08-27Alaric WintergreenSan Jose* IMOGEN *>SCHEDULED JOB$713
2026-08-27Ignatius AlderwoodCupertino* LIONEL *, * VIVI>SCHEDULED JOB$0
2026-08-27Calabazas ServicesSan Jose* VIVIENNE *>SCHEDULED JOB$790
2026-08-27Vivienne IvywoodSan Mateo* VIVIENNE *>SCHEDULED JOB$437
2026-08-27Willa IngersollPalo Alto* DAHLIA *>SCHEDULED JOB$656
2026-08-27Calabazas Property ManagemenSan Jose* LIONEL *>SCHEDULED JOB$438
2026-08-27Zora GrimshawMenlo Park* DAHLIA *>SCHEDULED JOB$0
2026-08-27Cataldi Ridge ApartmentsSanta Clara* LIONEL *>SCHEDULED JOB$669
2026-08-27Delphine ThornburyWatsonvilleThaddeus DunmoreSales Scheduled$0
2026-08-27Bronwyn HeathersettWatsonvilleThaddeus DunmoreSales Scheduled$0
drill-down · click outside to close

Accounts receivable

Aging
bucketopen jobsamount
0–30d123$228,661
31–60d54$69,628
61–90d46$48,547
90d+955$720,436
Top unpaid accounts
customeropen jobsowedoldest
Paloma Yewbank1$25,74620d
Ignatius Coldstream1$25,067720d
Dahlia Quillfeather1$22,64422d
Almaden Bend Construction7$19,387936d
Maren Dunleavy1$13,07925d
Calero Apartments1$12,4040d
Silas Wexford1$10,636259d
Soren Dovetail1$10,12370d
Beatrix Fenwick1$9,51742d
Renata Yardley1$9,28728d
Leland Valley Services17$8,6321138d
Cataldi Crest Property Managem1$8,50016d
drill-down · click outside to close

Technician performance — T12

technicianjobsrevenueavg ticketdays workedjobs/day
* RENATA *488$1,330,179$2,7262491.96
* VIVIENNE *1,976$841,554$4263206.17
* KELLAN *336$720,015$2,1432161.56
* YUSUF *224$671,028$2,9961511.48
* CALLUM *305$644,034$2,1122121.44
* IGNATIUS *218$608,963$2,7931371.59
* DAHLIA *1,061$603,122$5683622.93
* XIOMARA *194$500,471$2,5801041.87
* TILDA *156$493,779$3,1651161.34
* XANDER *399$489,873$1,2282431.64
* IMOGEN *838$401,979$4803052.75
* ODETTE *126$316,910$2,515881.43
* ALARIC *88$247,840$2,816631.40
* BRONWYN *92$219,733$2,388701.31
Case study on representative data: identities are synthetic and figures adjusted to protect client confidentiality; patterns and proportions reflect the real engagement.