Cortex HVAC
Cortex HVAC

Command

Your morning briefing — Suncoast Air Co. · Tampa Bay & Central Florida

Health 78/100
Business health
78/ 100
Revenue84
Operations76
Financial71
Marketing82
Team74
Revenue yesterday
$22.4K
9.7%vs $24.8K avg
Jobs completed
34
38 booked
Missed calls
9
12.0%lost bookings
Cash on hand
$486K
Renewals due
214
next 30 days
CSAT
4.7/5
Top: Tanya
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Cortex answers from live data — no reports, no digging.
Cortex

Yesterday booked $22,400 vs a $24,800 daily average — about $2,400 light. Three drivers: 9 inbound calls went unanswered (mostly on Grant Foley's shift), two techs closed under 45%, and install margin ran 34% vs 40% plan on a job quoted off a stale price book. The missed calls alone are the biggest single lever.

The 3 things to do today

ranked by $ impact
  1. 1Recover the biggest leak: 22 missed calls on Grant Foley's shift (~$14,600/mo). Route overflow to the AI receptionist.
  2. 2Close the membership gap — turn on the post-repair offer to lift conversion from 31% → 45% (~$11,300/mo).
  3. 3Coach Whitaker & Frost today; their close rate is 20 pts behind the team (~$9,200/mo).

Executive team says

At
AI CEO
Health 78
Or
AI COO
Util 77%
Ad
AI CFO
GM 52%
Ve
AI CMO
ROI 6.1x
Meet the AI executive team