Weekly Scorecard
Week of Aug 24 – Aug 30 · company-wide, monthly-retainer clients excluded ·
ranked by importance — #1 outranks #2, no debate. Off-track number → its movers become IDS case studies.
Correction (2026-09-01): Re-issued invoices no longer double count (mission 146). When a failed invoice is re-billed, the old one stays 'open' in Stripe forever; the card was counting it AND the paid re-bill. Two weeks change: Aug 17-23 $18,700 → $14,500 billed (Boost Air's $4,200 failed invoice was re-billed Aug 25 as $2,800 — that money sits in Aug 24-30); Aug 24-30 $23,700 → $21,250 (HAP's $1,400 re-bill removed from open; Sam's Air Control's accidental $5,950 bill was partly refunded to $2,100). Re-billed originals now render as 'not counted; needs voiding' — Griffin's lane.
Correction (2026-08-25): The revenue pillar changed how it counts (Sean's call): money now lands in the week it was BILLED, not the week the card charge finally went through — and invoices still open at Monday-morning compute show as an amber Open amount instead of silently missing. Last week's Weather Masters $1,500 was also mis-counted under Unmatched (their payer changed with the ownership handoff); retainer money is excluded by design and the mapping is fixed.
Correction (2026-08-13): Ad spend on the Aug 10 card was understated — a name-mapping defect dropped seven accounts' spend (Boost Air, State Heating, Paradise, Weather Masters, QPS x3). The Aug 3-9 week showed 26% spend-of-revenue at the all-hands; the true figure is 44% ($9,900 on $22,275). Fixed Aug 13; earlier weeks in the strip self-corrected too.
Correction (2026-08-13): Second correction, same day: Amazing Exteriors (both accounts) are monthly-retainer — their ads run on the client's own card, so their spend is now excluded from the B2C spend pillar entirely. The Aug 3-9 spend is $7,842 (35% of revenue), not the $9,900/44% shown earlier today.
1
Revenue counted in the week it was billed — paid vs open is always split out; an open invoice stays visible until it is paid, instead of vanishing into next week
$21,250 billed ▲ $6,750 WoW
Paid: $16,350 · Open: $4,900 ($2,800 Boost Air — billed Thu, not paid yet — card failed ×1, retry scheduled Thu · $2,100 State Heating — billed Thu, not paid yet — card failed ×2, retry scheduled Thu · Heating & Air Paramedics — $1,400 invoice from Thu Aug 27 was re-billed Mon Aug 31 as $1,400 (4 of 4 appointments) — not counted; old invoice needs voiding)
Last week finished at $14,500 billed — $14,500 paid.
| Mover | Last wk | This wk | Δ |
|---|
| Boost Air$4,200 invoice from Thu Aug 20 was re-billed Tue Aug 25 as $2,800 (8 of 12 appointments) — not counted; old invoice needs voiding · billed Thu, not paid yet — card failed ×1, retry scheduled Thu | $0 | $5,600 ($2,800 open) | +$5,600 |
| Sam's Air Control | $3,500 | $5,250 | +$1,750 |
| Cold AC | $1,400 | $350 | −$1,050 |
All clients (12)
| TruLine Heating and Cooling | $700 | $1,750 | +$1,050 |
| Act Right | $700 | $0 | −$700 |
| AirBear STL | $700 | $1,400 | +$700 |
| Heating & Air Paramedics$1,400 invoice from Thu Aug 27 was re-billed Mon Aug 31 as $1,400 (4 of 4 appointments) — not counted; old invoice needs voiding | $700 | $0 | −$700 |
| Hughes Heating and Air | $1,050 | $1,750 | +$700 |
| State Heatingbilled Thu, not paid yet — card failed ×2, retry scheduled Thu | $2,800 | $2,100 open | −$700 |
| Unmatched | $0 | $700 | +$700 |
| Paradise (Veda) below floor | $700 | $350 | −$350 |
| Seth's White Label Accounts below floor | $2,250 | $2,000 | −$250 |
2
Total appointments
76 ▼ 1 WoW
Monthly rock: $100,000 collected — the appointment count needed updates as the month runs.
| Mover | Last wk | This wk | Δ |
|---|
| Sam's Air Control | 19 | 12 | −7 |
| Quality Pro Services - North Charlotte | 8 | 3 | −5 |
| Boost Air | 11 | 14 | +3 |
All clients (13)
| TruLine Heating and Cooling | 9 | 5 | −4 |
| Paradise Heating | 1 | 4 | +3 |
| AirBear STL below floor | 2 | 4 | +2 |
| Cold AC below floor | 4 | 6 | +2 |
| Heating & Air Paramedics below floor | 2 | 4 | +2 |
| State Heating below floor | 10 | 12 | +2 |
| Hughes Heating and Air below floor | 4 | 5 | +1 |
| Quality Pro Services - South Charlotte below floor | 3 | 2 | −1 |
| TruLine Heating and Cooling - ATL below floor | 0 | 1 | +1 |
| Quality Pro Services - Charleston below floor | 4 | 4 | +0 |
3
Dispute rate booked appointments the client disputed or that fell through
10.5% ▼ 10.3 pts WoW
Cancellations: 6.6% of booked
· Kill-switch (wrong-intent, never booked): 7.5% of leads — tracked separately, never counted as disputes.
Freshest week reads a little low by nature — late kills keep landing for a few days; last week's number self-corrects on next Monday's card.
| Mover | Last wk | This wk | Δ |
|---|
| Heating & Air Paramedics below floor | 50.0% | 0.0% | −50.0 pts |
| Quality Pro Services - Charleston below floor | 25.0% | 0.0% | −25.0 pts |
| Quality Pro Services - South Charlotte below floor | 33.3% | 50.0% | +16.7 pts |
All clients (12)
| State Heating | 20.0% | 0.0% | −20.0 pts |
| Sam's Air Control | 15.8% | 0.0% | −15.8 pts |
| TruLine Heating and Cooling below floor | 44.4% | 40.0% | −4.4 pts |
| Boost Air below floor | 18.2% | 14.3% | −3.9 pts |
| AirBear STL below floor | 0.0% | 0.0% | +0.0 pts |
| Cold AC below floor | 50.0% | 50.0% | +0.0 pts |
| Hughes Heating and Air below floor | 0.0% | 0.0% | +0.0 pts |
| Paradise Heating below floor | 0.0% | 0.0% | +0.0 pts |
| Quality Pro Services - North Charlotte below floor | 0.0% | 0.0% | +0.0 pts |
4
B2C ad spend vs revenue same spend, more collected = winning; payroll and software live in the monthly P&L, not here
$8,212 spend on $21,250 collected — 39% of revenue
| Spend mover | Last wk | This wk | Δ |
|---|
| Paradise Heating | $753 | $459 | −$294 |
| Quality Pro Services - North Charlotte | $971 | $703 | −$268 |
| State Heating below floor | $1,047 | $1,197 | +$149 |
All clients (14)
| Quality Pro Services - South Charlotte | $870 | $603 | −$266 |
| Heating & Air Paramedics below floor | $471 | $265 | −$206 |
| Sam's Air Control below floor | $1,227 | $1,040 | −$186 |
| Hughes Heating and Air below floor | $660 | $475 | −$185 |
| Quality Pro Services - Charleston below floor | $940 | $768 | −$172 |
| Hendersonville HVAC below floor | $158 | $0 | −$158 |
| TruLine Heating and Cooling - ATL below floor | $0 | $138 | +$138 |
| AirBear STL below floor | $453 | $321 | −$133 |
| Cold AC below floor | $389 | $345 | −$44 |
| Boost Air below floor | $755 | $741 | −$14 |
| TruLine Heating and Cooling below floor | $1,146 | $1,156 | +$10 |
5
Total leads
214 ▼ 8 WoW
| Mover | Last wk | This wk | Δ |
|---|
| Amazing Exteriors - San Antonio below floor | 11 | 20 | +9 |
| Cold AC below floor | 15 | 6 | −9 |
| Quality Pro Services - Charleston below floor | 16 | 9 | −7 |
All clients (16)
| Boost Air below floor | 42 | 37 | −5 |
| State Heating below floor | 21 | 26 | +5 |
| Quality Pro Services - North Charlotte below floor | 12 | 8 | −4 |
| TruLine Heating and Cooling below floor | 22 | 18 | −4 |
| TruLine Heating and Cooling - ATL below floor | 0 | 4 | +4 |
| Hughes Heating and Air below floor | 10 | 12 | +2 |
| Sam's Air Control below floor | 27 | 29 | +2 |
| AirBear STL below floor | 5 | 6 | +1 |
| Amazing Exteriors below floor | 16 | 17 | +1 |
| Heating & Air Paramedics below floor | 6 | 5 | −1 |
| Hendersonville HVAC below floor | 1 | 0 | −1 |
| Quality Pro Services - South Charlotte below floor | 13 | 12 | −1 |
| Paradise Heating below floor | 5 | 5 | +0 |
Week by week
| Jul 6 | Jul 13 | Jul 20 | Jul 27 | Aug 3 | Aug 10 | Aug 17 | Aug 24 |
|---|
| Revenue billed | $19,750 | $16,400 | $14,500 | $18,301 | $20,175 | $18,550 | $14,500 | $21,250 |
| Appointments | 0 | 0 | 0 | 5 | 78 | 75 | 77 | 76 |
| Dispute rate | — | — | — | 40.0% | 16.7% | 32.0% | 20.8% | 10.5% |
| Ad spend | $7,683 | $7,819 | $7,660 | $7,662 | $7,842 | $9,071 | $9,840 | $8,212 |
| Leads | 1 | 0 | 0 | 57 | 195 | 217 | 222 | 214 |
| Meeting rating | — | — | — | — | — | 8.3 | 8.0 | 9.0 |
Rate the meeting
Last meeting scored 9.0/10 (4 ratings).
- 10 — we hit the real problems, and every problem left with a plan
- 7.5 — most problems left with a plan, but one or two got only talk
- 5 — we talked about problems, but some came to no plan
- 2.5 — mostly talk, almost nothing left with a plan
- 1 — we left problems on the table, or never got to them
Find a week
Each row is a week — click the dollar figure to open that week's card.
Weeks before Aug 3, 2026 show numbers only (snapshots began then).
September 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 31 | 1 | 2 | 3 | 4 | 5 | 6 | |
| 7 | 8 | 9 | 10 | 11 | 12 | 13 | |
| 14 | 15 | 16 | 17 | 18 | 19 | 20 | |
| 21 | 22 | 23 | 24 | 25 | 26 | 27 | |
| 28 | 29 | 30 | 1 | 2 | 3 | 4 | |
July 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 29 | 30 | 1 | 2 | 3 | 4 | 5 | $10,650 |
| 6 | 7 | 8 | 9 | 10 | 11 | 12 | $19,750 |
| 13 | 14 | 15 | 16 | 17 | 18 | 19 | $16,400 |
| 20 | 21 | 22 | 23 | 24 | 25 | 26 | $14,500 |
| 27 | 28 | 29 | 30 | 31 | 1 | 2 | $18,301 |
June 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | |
| 8 | 9 | 10 | 11 | 12 | 13 | 14 | |
| 15 | 16 | 17 | 18 | 19 | 20 | 21 | |
| 22 | 23 | 24 | 25 | 26 | 27 | 28 | $19,800 |
| 29 | 30 | 1 | 2 | 3 | 4 | 5 | $10,650 |
Auto-generated every Monday 10:30 AM Central from the master sheet (appointments), Stripe (revenue collected), and Meta (ad spend). Questions → #🗣️delivery-chat.