TODAY'S QUEUE — Top Calls for Hunter
Proposal Follow-Up Overview
All open proposals sorted by age. Rows color-coded by urgency.
Proposal Follow-Up
Track, filter, and follow up on all open proposals. Commission-eligible proposals highlighted.
Review Log
Track review requests per technician and log new review data.
Log Reviews Today
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 20+ days old qualify.
Commission Rule
Hunter earns 2.5% commission on any proposal that is 20+ days old, still open, and personally closed by Hunter Wenke. Eligibility is automatic once a proposal hits 20 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.
Vehicle Maintenance
Track preventive maintenance for all fleet vehicles. Update mileage and service records as work is completed.
Fleet Overview
Full Service Log
All maintenance records. Add new entries via the Log Service button.
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.