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HVAC contractor

Upperbrook Junction Heating & Air · HVAC contractor · Duluth, MN

Adaeze Radcliffe dispatches for Upperbrook Junction Heating & Air, a residential HVAC company in Duluth, and uses this to carry every service call from the first phone call to the handoff while homeowners follow their own call in a portal.

Construction and tradesProjectsClient portals4 tables · 5 views · 1 form · 2 dimension sets · 1 portal · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Call board

Service calls
Call taken4
Neufeld — install quoteIvo NeufeldNeufeld — heat pump
Boudreaux — no heatFreya BoudreauxBoudreaux — boiler
Heidenreich — tune-upLavinia HeidenreichHeidenreich — gas furnace
Drummond — thermostatStellan DrummondDrummond — air conditioner
Dispatched5
Mackenzie — no coolingAnneke MackenzieMackenzie — gas furnace
Iverson — tune-upCormac IversonIverson — heat pump
Rutledge — tune-upUlrich RutledgeRutledge — gas furnace
Engstrom — install quoteUlla EngstromEngstrom — air conditioner
Rosenthal — no coolingWillem RosenthalRosenthal — mini-split
On site3
Bellweather — no heatUlrich BellweatherBellweather — air conditioner
Yarborough — tune-upCormac YarboroughYarborough — boiler
Dellinger — thermostatSorcha DellingerDellinger — mini-split
Waiting on parts4
Zimmerli — no heatNiall ZimmerliZimmerli — boiler
Westbrook — no coolingGaspard WestbrookWestbrook — mini-split
Sinclair — duct repairYves SinclairSinclair — gas furnace
Trevelyan — no heatNiall TrevelyanTrevelyan — heat pump
Work complete4
Oglesby — no heatGriselda OglesbyOglesby — mini-split
Heidenreich — thermostatLavinia HeidenreichHeidenreich — gas furnace
Pettigrew — no coolingKonrad PettigrewPettigrew — heat pump
Drummond — duct repairStellan DrummondDrummond — air conditioner
Handed off9
Rutledge — no heatUlrich RutledgeRutledge — gas furnace
Isakson — tune-upZeno IsaksonIsakson — heat pump
Engstrom — thermostatUlla EngstromEngstrom — air conditioner
Quinlivan — no coolingDietrich QuinlivanQuinlivan — boiler
Rosenthal — duct repairWillem RosenthalRosenthal — mini-split
4 more

Tables

Service calls

29 sample rows · 19 columns

Every call from the phone ringing to the handoff of the paperwork, with the technician, the day and what was billed.

CallCustomerSystemKind of callPriorityStageTechnician
Mackenzie — no coolingAnneke MackenzieMackenzie — gas furnaceNo coolingSame dayDispatchedStellan Ibsen
Iverson — tune-upCormac IversonIverson — heat pumpTune-upScheduledDispatchedFaustina Upshaw
Rosenthal — no coolingWillem RosenthalRosenthal — mini-splitNo coolingSame dayDispatchedStellan Ibsen
Neufeld — install quoteIvo NeufeldNeufeld — heat pumpInstall quoteScheduledCall takenFaustina Upshaw
Heidenreich — tune-upLavinia HeidenreichHeidenreich — gas furnaceTune-upScheduledCall takenOrson Ellerbe
Drummond — thermostatStellan DrummondDrummond — air conditionerThermostatScheduledCall takenStellan Ibsen
Yarborough — tune-upCormac YarboroughYarborough — boilerTune-upScheduledOn siteUlrich Finnegan
Rutledge — tune-upUlrich RutledgeRutledge — gas furnaceTune-upScheduledDispatchedUlrich Finnegan
Boudreaux — no heatFreya BoudreauxBoudreaux — boilerNo heatEmergencyCall takenUlrich Finnegan
Bellweather — no heatUlrich BellweatherBellweather — air conditionerNo heatEmergencyOn siteFaustina Upshaw
Dellinger — thermostatSorcha DellingerDellinger — mini-splitThermostatSame dayOn siteOrson Ellerbe
Engstrom — install quoteUlla EngstromEngstrom — air conditionerInstall quoteScheduledDispatchedOrson Ellerbe

17 more rows

Customers

22 sample rows · 10 columns

The homeowners served: how to reach them, where the system is and whether they hold a maintenance plan.

CustomerPhoneEmailService addressCityMaintenance planCustomer since
Anneke Mackenzie(218) 555-0125anneke.mackenzie@duluthridgeinbox.net560 Sable Ridge DrDuluthGold priority planJun 30, 2018
Cormac Iverson(218) 555-0126cormac.iverson@rangetownmailbox.net613 Foxglove SpurHermantownNoneFeb 19, 2018
Cormac Yarborough(218) 555-0123cormac.yarborough@rangetownmailbox.net454 Cinder Pine CtCloquetSilver tune-up planMar 19, 2019
Dietrich Quinlivan(218) 555-0108dietrich.quinlivan@rangetownmailbox.net359 Brackwater LnCloquetNoneAug 4, 2024
Freya Boudreaux(218) 555-0113freya.boudreaux@duluthridgeinbox.net624 Ledgerock AveCloquetSilver tune-up planOct 19, 2022
Gaspard Westbrook(218) 555-0119gaspard.westbrook@duluthridgeinbox.net242 Oldmill Switch RdEskoNoneAug 24, 2020
Griselda Oglesby(218) 555-0114griselda.oglesby@rangetownmailbox.net677 Tamarind Hollow RdEskoGold priority planJun 10, 2022
Ivo Neufeld(218) 555-0111ivo.neufeld@rangetownmailbox.net518 Oldmill Switch RdHermantownGold priority planJul 8, 2023
Konrad Pettigrew(218) 555-0116konrad.pettigrew@duluthridgeinbox.net783 Brackwater LnHermantownSilver tune-up planSep 21, 2021
Lavinia Heidenreich(218) 555-0115lavinia.heidenreich@northshorecovepost.com730 Cinder Pine CtDuluthNoneJan 30, 2022
Niall Trevelyan(218) 555-0121niall.trevelyan@northshorecovepost.com348 Ledgerock AveHermantownGold priority planDec 6, 2019
Niall Zimmerli(218) 555-0118niall.zimmerli@northshorecovepost.com889 Foxglove SpurCloquetGold priority planJan 2, 2021

10 more rows

Systems

22 sample rows · 5 columns

The furnaces, heat pumps and air conditioners each customer owns, with age and filter size for the tech's truck stock.

SystemTypeInstalledFilter sizeCustomer
Rutledge — gas furnaceGas furnace2,00416x25x1Ulrich Rutledge
Dellinger — mini-splitMini-split2,004—Sorcha Dellinger
Zimmerli — boilerBoiler2,005—Niall Zimmerli
Goldsmith — air conditionerAir conditioner2,00620x20x4Zeno Goldsmith
Isakson — heat pumpHeat pump2,00720x25x1Zeno Isakson
Mackenzie — gas furnaceGas furnace2,00716x25x1Anneke Mackenzie
Westbrook — mini-splitMini-split2,008—Gaspard Westbrook
Boudreaux — boilerBoiler2,009—Freya Boudreaux
Engstrom — air conditionerAir conditioner2,01016x20x1Ulla Engstrom
Iverson — heat pumpHeat pump2,01020x25x1Cormac Iverson
Sinclair — gas furnaceGas furnace2,01120x20x4Yves Sinclair
Oglesby — mini-splitMini-split2,012—Griselda Oglesby

10 more rows

Also included

  • Customer portalClient portal
  • Call boardStage rules
  • Calls waiting on partsDigest
  • Dispatched textNotificationTexts the homeowner when a technician is assigned so they know someone is coming.

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