🎯 Today's Priority Queue
What needs attention right now
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Membership Roster
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Chart ↗
Nice N’ Easy
—
members
Full Season
—
members
Total Members
—
active
Pre-Paid 2026
—
paid
Membership Trend — Week over Week
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🎂
Team Birthdays
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Proposal Follow-Up
Track, filter, and follow up on all open proposals. Commission-eligible proposals highlighted.
Import from ServiceMinder
Copy proposals table from SM → paste here → hit Import
Review Log
Reviews auto-scanned daily from Google Business Profile. Read-only log below — $10 bonus per tech named.
Review Log
Callback Log
Track customer callbacks and resolutions by technician. Root cause tracking enabled.
4-Week Callback Rate Trend by Tech
| Tech | Wk 1 | Wk 2 | Wk 3 | This Wk | Trend |
|---|
Log New Callback
Callback Log
Startup Sooner
Track customers requesting an earlier startup date. HIGH priority items need immediate action.
Add New Request
Commission Tracker
Track Hunter's 2.5% commission on eligible proposal closes. Proposals 15+ days old qualify.
Commission Rule
Hunter earns 2.5% commission on any proposal that is 15+ days old, still open, and personally closed by Hunter Wenke. Eligibility is automatic once a proposal hits 15 days old.
Eligible Proposals — Sorted by Commission Opportunity
Closed by Hunter — This Month
No closes logged yet this month. Close your first eligible proposal to start earning.
Admin Notes & Issues
Track open issues, blockers, and action items.
Fleet Tracking — Coming Soon
Vehicle and equipment tracking will be available in a future update. For now, manage fleet manually.
Exception Center
All active exceptions grouped by type. Mark items done as they are resolved.
Copilot Tools
Ready-to-paste prompts and generators. Click Copy, then paste into Perplexity Computer.
Recently Used (this session)
No prompts generated yet this session.
Morning Commander
Paste this prompt into Perplexity Computer after your morning update to get a full daily briefing.
Morning Commander — run now using today's data.
Read from:
- View_Owner_TechScorecard (tech rankings, P.I. scores, pace %)
- View_Owner_CompanySummary (WTD, projected, process scores)
- View_Admin_TodayQueue (top 5 proposals)
- Exception_Log (top 3 unresolved HIGH priority)
- View_SystemStatus (data confidence)
Output this exact format:
CONSERVA OS — MORNING COMMANDER [Date · Day N of 5]
COMPANY PULSE
• WTD: $[X] of $25K ([X]%) · Projected: $[X] · [AHEAD/BEHIND/CRITICAL]
• MTD: $[X] · YTD: $[X] (+[X]% YOY)
• Pace needed: $[X]/tech today
PROCESS SCORES
• Health: [X] · Sales: [X] · Tech Quality: [X] · Admin: [X] · Dispatch: [X]
TECH RANKINGS (by Revenue WTD)
1. [Name] — $[X] — [Status] — [1-sentence commentary]
[repeat for all 5]
TODAY'S TOP 5 PROPOSALS (Hunter to touch)
1. [Customer] — $[X] — [X]d old — [Action + rationale]
[repeat top 5]
TOP 3 EXCEPTIONS
1. [Type] — [Entity] — [Description] — [Urgency]
TODAY'S THEME: [Install Push / Pipeline Cleanup / Callback Blitz / Review Blitz / Pace Recovery]
RATIONALE: [one sentence]
Hunter Closer Mode
Pick a proposal and get an instant call script, SMS, and email. Customer selection auto-fills amount and age.
Tech Recovery Mode
Run for any tech below pace to get a coaching action plan.
Proposal Blitz Mode
Generates a prioritized call list of all commission-eligible proposals with individual call angles in one block. Copy and paste into Computer for a full blitz strategy.