CED Systems · Dashboards for HVAC owners
You know your revenue. Here are 7 reasons you still don't know which trucks make it.
Ask most HVAC owners which technician, which job type, and which lead source actually profit — after callbacks, discounts, and drive time — and you'll get a shrug backed by an accounting export. These dashboards were built to answer exactly that, at a glance, every Monday.
See the live demo — push the filters yourself
The HVAC Owner Cockpit, working — shown with sample data, labeled as sample data. Every number on it drills down to the formula and the rows behind it. The demo is the real build, not a mockup.
Call (864) 999-4430 — see my HVAC dashboard Email for a walkthroughSee it with sample data first, in a short walkthrough. Then we talk about connecting yours.
The HVAC collection
- Truck-to-Profit Map — profit by truck, tech, and job type — after callbacks and discounts, not before
- Installed-Base Demand — your existing systems are a demand forecast: age and service history say who's about to need you
- Ad-to-Install Waterfall — follow ad spend through leads, quotes, and installs to see where the money falls out
- Plan-Book Audit — maintenance-plan customers: who's actually profitable, who's coasting, what's renewing
Every view answers one money question. Stack views together and they cross-filter — click one number and the rest of the board answers for that slice of your business.
7 reasons to run your shop on a board instead of reports
Reason 1 · The shrug problem
Gross revenue hides the leaks
A truck can be your busiest and your least profitable — callbacks, warranty returns, and underpriced flat-rate jobs eat the margin invisibly. The Truck-to-Profit Map prices the whole story per job, so the leak has a name and a number.
Reason 2 · Demand you already own
Your installed base is next season's forecast
Every system you've installed or serviced is aging toward repair or replacement on a schedule you can read. Installed-Base Demand turns that history into a work pipeline — before the weather turns and everyone's phone rings at once.
Reason 3 · Ad spend honesty
From click to install, where does it fall out?
Marketing reports count leads. The Ad-to-Install Waterfall counts money: spend → lead → quote → install, per source, so you can see whether the expensive lead source is expensive per lead or cheap per installed job.
Reason 4 · Not a generic report
Built for your trade, not adapted to it
Generic BI tools show you charts of whatever you feed them. These views were designed around the decisions HVAC owners actually make — the money questions are baked in, not configured later by you.
Reason 5 · Reconciles or it doesn't ship
Every number ties back to your source
A dashboard you can't trust is worse than none. Each headline figure reconciles to the underlying records, and you can drill from the headline down to the individual job behind it.
Reason 6 · Already built
You see the real thing, not a mockup
This collection exists — built, working, walkthrough-ready with sample data, clearly labeled as sample data. You're not funding a prototype; you're connecting a finished instrument to your business.
Reason 7 · A weekly rhythm
One board, one short weekly meeting
The board is built for a weekly rhythm: what made money, what leaked, what gets decided this week — the same questions, answered from the same reconciled numbers, every Monday.
How it works
- See it first. Walk through the built dashboard with sample data — the exact views, working — before you commit to anything.
- Connect your data. We connect the dashboard to the systems you already run and map your fields to the views. Every headline number reconciles back to your source.
- Run on it weekly. A Monday-morning board: what made money, what leaked, what needs a decision. We support the dashboard and its functions — your data entry and accuracy stay yours, as they should.
The objections we hear
“My software already has reports.”
It has data exports. The difference is the question: these views were designed around the four decisions you make weekly — crew, pricing, marketing, plan renewals — and they cross-filter, so one click re-answers everything for a single truck or job type.
“Is my data a mess going to break this?”
The connection step includes field mapping and reconciliation against your source. We support the dashboard and how it works; the accuracy of what's entered day-to-day stays with your team — and the drill-downs make bad entries easy to spot.
“What does it cost?”
It depends on whether you take an already-built view or a custom build, and pricing is set on the call — after you've seen the dashboard work. Call (864) 999-4430.