Demo workspace
Apex Trade Services
Specula reads the data a contractor already has and turns it into an owner-ready operating view: what changed, where money is leaking, who should act, and what needs attention today.
This demo reflects the Growth plan, the recommended value plan for teams that want accountability, retention protection, and fewer missed follow-ups.
CSV uploaded
sample-metrics.csv
Pain points found
6 owner risks
Actions ready
3 high-impact moves
Revenue
$184,250
Jobs completed
412
Avg ticket
$447
Gross margin
41.8%
Missed Money Watch
$51,486 worth checking
Specula estimates where money may be exposed based on the current import, open recommendations, and owner-risk patterns. Use this as a chase list, not a final accounting number.
Owner protection score
Strong protection
91
Open estimates to chase
$10,621
33 likely follow-ups
A small group of open estimates can quietly become lost revenue when nobody owns the next touch.
Have the office call the highest-value estimates first.
Aging invoice pressure
$18,425
cash timing watch
Completed work only protects the business when it turns into collected cash.
Review older unpaid invoices by value before the next payroll cycle.
Maintenance customers going quiet
$18,685
76 retention touches
Repeat customers and maintenance relationships are easier to protect than replace.
Send a maintenance or tune-up reminder to overdue customers.
Callback and rework drag
$3,755
14 jobs to review
Callbacks eat schedule capacity and hide the real cost of a job.
Review callback-prone job types or routes with the service manager.
Owner pain radar
The problems hiding behind “business is busy”
Built for HVAC, plumbing, and electrical owners who need clarity across labor, margin, cash flow, follow-up, and recurring revenue.
Profit leaks
Avg ticket down 6.1%
$12.8k at risk
Revenue is up, but plumbing margin is slipping as material-heavy jobs close with fewer add-ons.
Specula: Show which job types and tech behaviors are pulling margin down.
Technician productivity
Callbacks up 9%
31 lost labor hours
Two routes are creating repeat visits that block higher-value service calls.
Specula: Rank techs, routes, and job categories by revenue, callback rate, and margin.
Cash flow timing
18 invoices aging
$37.4k unpaid
Completed work is not turning into cash quickly enough to cover payroll and materials.
Specula: Flag slow-pay customers and invoices that need owner attention today.
Missed follow-up
19 jobs need action
$14k pipeline
Estimates and no-shows are sitting untouched while the team chases new calls.
Specula: Turn missed opportunities into a prioritized follow-up queue.
Maintenance plans
31% attach rate
$22k pull-through
Recurring customers are converting, but only some techs are using the winning script.
Specula: Surface plan performance by technician and trade so the playbook can be repeated.
Owner time
6 systems, no answer
Hours lost weekly
The data exists across CSVs, field service tools, accounting, calls, and spreadsheets.
Specula: Summarize what changed, why it matters, and what to do next.
Revenue by job stage
Quick read on where work is moving and where follow-up is needed.
AI action queue
Demo-ready recommendations based on uploaded business data.
Avg ticket is slipping on plumbing calls
Ticket size fell 11% where material cost was above $140. Dispatch notes show fewer add-on recommendations.
Next action: Coach techs on water heater inspection add-ons before Friday routes.
Tuesday mornings are your strongest booking window
Inbound conversion is 22% higher from 8-11 AM, but two CSR seats are idle after 2 PM.
Next action: Move one CSR shift earlier and watch booked revenue for seven days.
HVAC maintenance plans are converting well
Recurring-plan attachment rose to 31% on tune-ups, adding predictable revenue without extra leads.
Next action: Reuse the top-performing script across all tune-up routes.
Owner briefing
This is the story to tell in a demo: Specula is not another dashboard.
- 1. See what matters. Revenue, labor, invoices, callbacks, and follow-up become one operating picture.
- 2. Know what changed. Specula points to the margin, cash, and performance shifts owners usually find too late.
- 3. Act before it costs you. AI turns the signal into a specific next move for the right person.
Positioning line
Specula shows trade business owners where profit is leaking, which jobs are worth chasing, which teams are performing, and what to do next.
Today's action plan
A clear owner-ready queue, not a pile of charts.
| Owner | Action | Expected result |
|---|---|---|
| Service manager | Review plumbing calls over $140 material cost | Recover avg ticket before Friday dispatch. |
| Office manager | Call 18 aging invoices by value order | Pull $37.4k of completed work toward cash. |
| CSR lead | Move one shift into Tuesday 8-11 AM | Protect the strongest conversion window. |
Recent imported rows
Sample rows from the CSV import that feed the owner briefing.
| Date | Trade | Jobs | Revenue | Margin |
|---|---|---|---|---|
| Jun 2 | HVAC | 24 | $13,880 | 43% |
| Jun 1 | Plumbing | 18 | $9,210 | 39% |
| May 31 | Electrical | 15 | $11,740 | 46% |
| May 30 | HVAC | 21 | $12,760 | 42% |
| May 29 | Plumbing | 17 | $8,120 | 37% |