9:41🔋
HFHS
Hassle-Free Home Services
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9:41🔋
HFHS
JH
Good morning, Jamie!
Here's your day.
Today
Tomorrow
Week
3 appointments today
9:00 AM - 10:30 AM Upcoming
Steph Kimel
📍 1234 Maple Ridge Dr, Columbus OH
🏠 Initial Onboarding
First visit. Full appliance inventory needed.
11:30 AM - 1:00 PM En Route
David Park
📍 456 Oak Lane, Austin TX
📋 Quarterly Check-in
2:00 PM - 3:30 PM Completed
Maria Torres
📍 789 Cedar Blvd
📋 Annual Renewal
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
Monthly Maintenance In Progress
🗺 3 Brantwood Drive, Summit, NJ 07901 ↗
Member Info
👤
Name
Jenna Morr
📞
Phone
908-555-0183
✉
Email
jenna.morr@example.com
👪
Household
2 adults, 2 kids
📋
Contract
High Value Concierge, $440/mo
Pre-Visit Notes
13 open repairs to review. Member mentioned gas fireplaces and water filter system need inspection.
Appliances Documented
8
Documented
8 appliances on file. Verify during visit.
Open Repairs
13
Open
13 repairs currently open. Review and update status during visit.
9:41🔋
Visit Summary
Maria Torres Completed
789 Cedar Blvd
Annual Renewal, March 26, 2026
Time Log
🕑
Arrived
2:05 PM
🕑
Departed
3:25 PM
⏱
Total Time
1h 20m
Work Completed
Reviewed contract renewal termsDone
Checked HVAC filter conditionDone
Inspected water heaterDone
Project Recommendations
Replace HVAC filter
Filter is past due. Recommend scheduling with vendor.
Gutter cleaning needed
Debris buildup on north side. Seasonal maintenance recommended.
Notes
Member was happy with the visit. Renewed for another year. Wants to schedule gutter cleaning before summer.
9:41🔋
HFHS
JH
Members
Your portfolio
🔍
Morr, Jenna
High Value
3 Brantwood Dr, Summit, NJ
📅 Next: 03/26 🔧 13 repairs
Shapiro, Josh
High Value
6 Brook Ln, Westport, CT
📅 Next: 03/26 🔧 16 repairs
Harris, Kelly
High Value
22 Brookside Dr, Westport, CT
📅 Next: 03/26 🔧 25 repairs
Patel, Anita
Standard
145 Oak Ave, Chatham, NJ
📅 Next: 04/02 🔧 3 repairs
Chen, Michael
Standard
88 Elm St, Madison, NJ
📅 Next: 04/05 🔧 7 repairs
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
HFHS
JH
Visits
Today
Upcoming
All
3 visits today
03/26 2:00 PM In Progress
Morr, Jenna
3 Brantwood Dr, Summit, NJ
👤 Scott, La'Quan Monthly Maintenance
03/26 1:00 PM Scheduled
Shapiro, Josh
6 Brook Ln, Westport, CT
👤 Corprew, William Off Cycle
03/26 4:30 PM Scheduled
Harris, Kelly
22 Brookside Dr, Westport, CT
👤 Scott, La'Quan Monthly Maintenance
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
HFHS
JH
Metrics
March 2026
Monthly Incentive
$33,141
Total Completed
$5,913
Gross Profit
$473
Bonus
Portfolio
68
Properties
34
Standard
30
High Value
4
Concierge
Performance
78.5%
Maintenance Completion
N/A
Missing Links
N/A
Repairs/Visit
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
Morr, Jenna
JM
Jenna Morr
High Value Concierge
Member since January 2024
📍
Address
3 Brantwood Drive, Summit, NJ 07901
📞
Phone
(908) 555-0183
✉
Email
jenna.morr@example.com
👪
Household
2 adults, 2 kids
🔑
Access Notes
Ring doorbell, front entrance
❄
HVAC Last Service
Last serviced 6 months ago
Previous Visits
Monthly MaintenanceFeb 26, 2026
Completed. 4 repairs done.
Monthly MaintenanceJan 28, 2026
Completed. 3 repairs done.
🔧
Open Repairs
13 repairs open
13
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
New Onboarding ✕
Step 1 of 4
Member Overview
Confirm the member's info and note any household details.
👤
Name
Steph Kimel
📍
Address
1234 Maple Ridge Dr, Columbus OH 43215
📞
Phone
(614) 555-0142
👪
Household
2 adults, 1 dog
🐾
Pets
Golden retriever, friendly
📅
Member Since
April 2024
📋
Contract
Standard Monthly ($189/mo)
Notes
Member mentioned HVAC issues. Wants kitchen reno conversation.
9:41🔋
New Onboarding
Step 2 of 4
Appliance Inventory
Document every major appliance. Tap an appliance to add details.
❄
HVAC System
Carrier · 24ACC636A003
●●●○○ Condition 3/5
documented
💧
Water Heater
A.O. Smith · GPVL-50
●●●●○ Condition 4/5
documented
+ Add Another
9:41🔋
Add Appliance
What type of appliance?
❄HVAC
💧Water Heater
🧿Dishwasher
👔Washer
🌀Dryer
🧊Refrigerator
🍳Oven/Range
♻Garbage Disposal
🛠Other
Make
Carrier
Model
24ACC636A003
Serial Number
4017A38291
Year Installed
2019
Condition
Poor Excellent
Notes
Any known issues, service history, notes...
Photos
9:41🔋
New Onboarding
Step 3 of 4
Project Intake
Note any repairs or projects the member wants. Set a priority for each.
Repaint exterior (north and east walls, peeling)
🔴 Urgent / Now Painting Est: $2,500
Replace kitchen faucet, dripping
🟡 Soon Plumbing Est: TBD
Install ceiling fan in master bedroom
🔵 Later Electrical Est: TBD
+ Add Project
9:41🔋
Add Project
Description
Describe the repair or project...
Priority
🔴 Urgent / Now
Needs attention right away
🟡 Soon
Within the next visit or two
🔵 Later
No rush, plan for future
⚪ Low Priority
Nice to have when the time is right
Category
Painting Plumbing Electrical HVAC Roofing Landscaping Other
Estimated Cost
$0.00
Notes
Any context from the member...
9:41🔋
New Onboarding
Step 4 of 4
Summary
Review everything before you submit.
Appliances Documented
4
HVAC, Water Heater, Dishwasher, Refrigerator
Projects Identified
3
Repaint exterior 🔴 Urgent / Now Painting
Replace kitchen faucet 🟡 Soon Plumbing
Install ceiling fan 🔵 Later Electrical
Member Notes
Member mentioned HVAC hasn't been serviced in 3 years. Wants to discuss kitchen reno.
Voice Recording
Recorded
▶
14:22 recorded
Walkthrough audio
9:41🔋
Voice Recorder
🔴 Audio ping every 30s. Recording active.
14:22
Recording in progress
■
9:41🔋
Notifications
2 new
New appointment assigned 15m ago
You have a new Initial Onboarding with Tom Rivera on Monday at 10:00 AM.
Project approved by member 2h ago
Steph Kimel approved the exterior painting quote ($2,500).
Message from member 5h ago
Steph Kimel left a message about their HVAC.
🏠
Today
👥
Members
📋
Visits
📊
Metrics
9:41🔋
Calendar
‹ March 2026 ›
Sun
Mon
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Today's Visits
8:00 AM - 12:00 PM Quarterly
Singh, Herman
6914 Blaisdell Rd
1:00 PM - 4:30 PM Monthly
Avit, Anderson
11808 Forum Hill Ct
3:00 PM - 5:30 PM First Visit
Chen, David
1900 Foxhall Rd
4,030 unscheduled Filter
9:41🔋
Daily Books
Monday, March 30
Canaan Schjolin
Singh, Herman 6914 Blaisdell Rd 8:00 AM - 12:00 PM Quarterly Key: 5722
Avit, Anderson 11808 Forum Hill Ct 1:00 PM - 4:30 PM Monthly Key: 3841
Johnathan Sitphaxay
Lindstrom, Claire 2200 N Glebe Rd 9:00 AM - 1:00 PM Monthly Key: 2209
Fischer, James 401 Park Ave 2:00 PM - 5:00 PM Home Review Key: N/A
Tuesday, March 31
Canaan Schjolin
Weaver, Patricia 4520 Bradley Blvd 8:30 AM - 12:00 PM Bimonthly Key: 1105
Jesse Harris
Guzman, Wilmer 7821 Eastern Ave 10:00 AM - 2:00 PM Quarterly Key: 4492
Chen, David 1900 Foxhall Rd 3:00 PM - 5:30 PM First Visit Key: N/A
9:41🔋
Project Work
Group Filter Sort
Active3
Dishwasher failing to drain Drath, Lindsey Customer Requested P3 $107 294 days
Replace bathroom exhaust fan Singh, Herman Maintenance P2 $85 45 days
Exterior paint touch-up north side Avit, Anderson Maintenance P5 $450 120 days
Approved2
HVAC system replacement Fischer, James Subcontractor P1 $8,500 30 days
Window replacement (3 units) Weaver, Patricia Subcontractor P2 $4,200 15 days
Parked1
Deck refinishing Guzman, Wilmer Customer Requested P7 $2,800 180 days
9:41🔋
High Value Members
Singh, Herman
High Value
$4,036,300
📍 6914 Blaisdell Rd, Bethesda
📋 Quarterly 📅 Next: May 5
📞 (301) 642-7330
Weaver, Patricia
Estate
$3,200,000
📍 4520 Bradley Blvd, Chevy Chase
📋 Bimonthly 📅 Next: Apr 12
📞 (301) 555-0188
Fischer, James
High Value
$2,800,000
📍 401 Park Ave, Bethesda
📋 Monthly 📅 Next: Apr 3
📞 (240) 555-0142
Lindstrom, Claire
Concierge
$1,950,000
📍 2200 N Glebe Rd, Arlington
📋 Monthly 📅 Next: Apr 8
📞 (703) 555-0199
9:41🔋
Change Log
All Visits Members Projects Staff
Today, 10:45 AM
Jamie Harris
Updated visit status: Singh, Herman (Mar 30)
Status: "Pending" → "Complete"
Today, 9:30 AM
System
Auto-assigned tech: Avit, Anderson (Apr 2)
Assigned: "Unassigned" → "Canaan Schjolin"
Yesterday, 4:15 PM
Jamie Harris
Added repair: Fischer, James
"Replace bathroom light fixture", Priority: P3
Yesterday, 2:00 PM
Jamie Harris
Updated member: Weaver, Patricia
Contract Status: "Pending Renewal" → "Active"
Mar 28, 11:00 AM
Admin
Updated property: Singh, Herman
Home Value: "$3,800,000" → "$4,036,300"
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