📊 Insights & Analytics

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Win Rate

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Avg Estimate

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Avg Days to Approve

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Pipeline (Pending $)

📈 Analytics Charts click a chart for all records · click a slice/bar to drill into it

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Total Estimate Value

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Won Revenue

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Avg Estimate

Revenue — Approved & Completed by Month

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Total Estimate Value by Month

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Total Customers

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Repeat Customers

Top Customers by Value

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Repeat vs One-Time

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New Customers by Month

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Most-Quoted Services

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Status Breakdown

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Value Distribution

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🔍 QC Audit — This Week

Random machines pulled from completed work. Record the tech and pass/fail, or print a sheet to take to the machine.

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🏆 QC Scorecard — by Technician

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⏰ Overdue Follow-Ups

Completed jobs not called back after 7+ days. Clear these first.

📞 Follow-Up Calls — This Week

Random customers from completed work — mark each one once you’ve called.

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Revenue — Approved & Completed by Month

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Top Customers

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Most-Quoted Services

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Customer Base

Repeat vs One-Time

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New Customers by Month

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📋 Dashboard

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Calculations

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Estimates

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Scheduled

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Upcoming

📈 Visual Analytics click a chart for details · click a slice/bar to drill in

Estimates by Status

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Calculations by Equipment

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Activity by Type

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Estimate Value by Month

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Top Customers by Estimate Value

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Estimate Insights

⌛ Pending Approval

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✓ Approved

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✓✓ Work Completed

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$0.00

📞 Follow-Up Calls This Week

Upcoming Deliveries

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Recent Activity

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📋 Service Work Orders

📋 Lot Audit

Export every active work order to an Excel checklist. Walk your lot and mark which machines are physically here — includes blank On Lot? (Y/N), Verified By, and Notes columns.

Upload Today’s Work Orders

Snap a photo or screenshot of your current work-order list. It’s read automatically and tracked day-to-day so you get parts follow-ups and stale-order alerts. Tip: for dense lists, take several tighter screenshots (fewer rows each, zoomed in) rather than one wide shot — each reads far more clearly. Add them all, then Analyze once.

📋

Paste screenshots here (Ctrl+V / Cmd+V)

…or tap to choose files. Add as many screens as your board needs.

Active Work Orders

No work orders yet — upload an image to get started.

Delivery Charge Calculator

Customer Delivery Address

Equipment Type

Trip Type

Number of Units

Miles (or use address)

⛽ Fuel Charges

Quick Fuel Calculator

Pick a fuel type and gallons for a quick charge.

Fuel Type

Gallons

Price / gal

Current Fuel Prices

East region — reference 5/15/2026

Gas ($/gal)

Diesel ($/gal)

Non-Ethanol ($/gal)

Update these as prices change — saved on this device.

Tap a machine to calculate its fuel charge.

Fuel Charge Rate Card

🚗 Field Service Estimator

ESTIMATE TYPE: FIELD SERVICE

Estimate a service call performed at the customer's location — travel, labor, parts, and total tech time.

Service Location

Customer Name

Customer # (optional)

Phone (optional)

Work Order # (optional)

Address

City

State

ZIP Code

Machine / Model

Serial # (optional)

Machine Hours (optional)

Estimate #

Estimate Date

Travel

Round trip: Dealership → Customer → Dealership. Set the dealership starting address in Settings.

Labor Category

Choose the base labor rate for this call. Rates are set in Settings.

AG LABOR

$179.00/hr

TURF LABOR

$139.00/hr

Labor

Estimated Diagnostic Time (hrs)

Estimated Repair Labor (hrs)

Charge Travel Labor

Travel0.00 HR × $0.00$0.00

Diagnostic0.00 HR × $0.00$0.00

Repair0.00 HR × $0.00$0.00

TOTAL LABOR$0.00

Technician Time — operational, separate from pricing totals

Travel0.00 HR

Diagnostic0.00 HR

Repair0.00 HR

Total Technician Time0.00 HR

↓ JOB ESTIMATE Same jobs, parts, fees & totals as the standard Estimating Tool. Travel + diagnostic + repair labor above are carried in automatically.

Scheduling — operational

Requested Service Date

Technician

Estimated Arrival Window

Estimated Job Duration

Notes

Service Notes / Customer Complaint

Internal Notes (not printed for customer unless enabled)

Include internal notes on customer printout

Customer Authorization — optional

Approved By (Customer)

Approval Method

Approval Date

Approved Up To ($)

Authorization Notes

Customer Disclaimer — editable (default set in Settings)

Estimating / Pricing Tool

Customer Name

Machine Model #

Work Order #

Estimate #

Quote Status:

⏱ Repair Time Lookup

Averages are pulled from your past saved estimates.

Saved Estimates

No saved estimates yet.

Delivery Scheduler

Type

Customer Name *

Phone *

Delivery Address *

Model / Stock #

Machine Size

Paperwork

COD Amount

Does It Start?

Requestor

Notes

Upcoming Schedule

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Route Management

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Admin Settings

🚗 Field Service Estimator

Starting location and labor rates for field service calls.

Dealership Starting Address

AG Labor Rate ($/hr)

TURF Labor Rate ($/hr)

Default Customer Disclaimer

Delivery Timing

Loading Time (min)

Unload Time (min)

Buffer Time (min)

Business Start (hour)

Business End (hour)

Store Location

8711 Phillips Hwy, Jacksonville, FL 32256

Upload Rate Sheet

Upload the Excel file with delivery rates. Must contain "Delivery Calculator 3-15-22" sheet.

Google Calendar

Connected to: agprojax@gmail.com

Service Pricing

Lawn Mowers

D/E/X/Z Series Residential

Commercial Zero Turns

Z900 Series & Stand-On Mowers

Gators

Utility Vehicles

Handheld Equipment

2026 In Season Pricing

Tractors

1-6 Series & CUT Deck Service

AG Equipment

Balers, Combines, Sprayers & More

Compact Construction

CCE 3 Tier Pricing

Honda Products

Walk Behind Mowers & Generators

Maintenance Plan WO Calculator

Work Order Pricing with Pickup & Delivery

Warranty Claim Assistant | 2026 CDR Format

Machine & Customer Info

Customer Name

Machine Model

Machine PIN

Work Order #

Key/Failed Part #

Complaint & Technician Notes

Customer Complaint

Technician Notes

Time Breakdown

Diagnostic Time

hrs

Repair Time

hrs

Cleanup Time

hrs

Diagnostic0.00 hrs

Repair0.00 hrs

Cleanup0.00 hrs

Total Labor0.00 hrs

Additional Info

CCMS Case # / Solution # (Optional — only for special circumstances)

Abnormal Repair Time Notes

Claim History

Date	Customer	Model	PIN	Work Order	Warranty	Status	Actions

Upload Policy Document

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Click or drag a PDF to upload

WAM, CDR Guide, Warranty Statements, MST Guides, etc.

Document Type

Uploaded Documents

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📊 Insights & Analytics

📈 Analytics Charts click a chart for all records · click a slice/bar to drill into it

🔍 QC Audit — This Week

🏆 QC Scorecard — by Technician

⏰ Overdue Follow-Ups

📞 Follow-Up Calls — This Week

Revenue — Approved & Completed by Month

Top Customers

Most-Quoted Services

Customer Base

📋 Dashboard

⚠ Action Items

📈 Visual Analytics click a chart for details · click a slice/bar to drill in

Estimate Insights

📞 Follow-Up Calls This Week

Upcoming Deliveries

Recent Activity

📋 Service Work Orders

📋 Lot Audit

Upload Today’s Work Orders

⚠ Action Items

Active Work Orders ⏳ Recheck timers

Delivery Charge Calculator

Delivery Charge Result

⛽ Fuel Charges

Quick Fuel Calculator

Current Fuel Prices

Fuel Charge Rate Card

🚗 Field Service Estimator

Saved Field Service Estimates

Service Location

Travel

Labor Category

Labor

Technician Time — operational, separate from pricing totals

Scheduling — operational

Notes

Customer Authorization — optional

Customer Disclaimer — editable (default set in Settings)

Estimating / Pricing Tool

Saved Estimates

Delivery Scheduler

Route Information

Suggested Time Slots

Route Suggestion

Manual Overrides

Upcoming Schedule

Route Management

Admin Settings

🚗 Field Service Estimator

Delivery Timing

Store Location

Upload Rate Sheet

Google Calendar

Service Pricing

Lawn Mowers

Commercial Zero Turns

Gators

Handheld Equipment

Tractors

AG Equipment

Compact Construction

Honda Products

Maintenance Plan WO Calculator

Warranty Claim Assistant | 2026 CDR Format

Machine & Customer Info

Complaint & Technician Notes

Time Breakdown

Additional Info

Warranty Eligibility Check

Claim Risk Warnings

Claim Not Recommended

CDR Output - Ready for PFW/JDWS

Policy Documents Referenced

Claim History

Claim Detail

Upload Policy Document

Uploaded Documents

Search Policy Reference Library

Confirm

Active Work Orders