Live demo · ~5 minutes

A day with IgniteIQ. From the first coffee to the last truck back in the yard.

Meet Scott Reilly, CEO of TAPPS HVAC. Six trucks. Four markets. One Tuesday.

What follows is a real day from when his alarm goes off to when the trucks come back in. Six surfaces. Six decisions. Each one shows up at the moment of decision — in the tool he was already going to open. Scroll through it like it’s actually happening.

CEO
Scott Reilly
CFO
David Park
Operations Lead
Mike Vega
Head of Marketing
Sarah Chen
Scroll to begin the day
6:00 AM Before the first truck leaves the yard Gmail
· Where Scott is right now
At his kitchen table. Coffee. The trucks are still cold in the yard.

Scott opens his inbox. The brief from IgniteIQ is already at the top — sent at 5:58 AM, before he was awake. Three things going right. Two things that need his attention. One decision he needs to make today. He reads it in three minutes. He knows what kind of day this is.

IgniteIQ Brief Your Tuesday Morning Brief — May 28 — 3 going right · 2 needing attention · 1 decision required today 6:00 AM
Stripe Weekly summary · TAPPS HVAC — Net volume $284,210 — up 8.2% week over week. 5:42 AM
David Park Re: Q3 hiring plan — I think we hold on the SDR until the August numbers come in. Mon
Calendly Reminder · 10:30 AM with Mark Reilly — Coffee at Lofty Coffee — your calendar is clear after. Mon

Your Tuesday Morning Brief — May 28

✓ Going right
Booked revenue up 12.4% WoW. Membership renewals are running ahead of plan. Callback rate down to 3.1%.
! Needs attention
Q2 install margin tracking 2.4 pts below plan. Driver: Yelp channel jobs running 6 pts under target margin.
● Decision required today
Approve a $4,200 budget shift from Yelp → Google Local. Forecast lift: +11 booked jobs / week. Review →
8:47 AM The morning rush Slack
· Where Scott is right now
At the shop. Mike, the ops lead, is already in #intelligence.

By the time Scott rolls into the shop, the morning rush is in full swing. Five trucks rolled out at 7:30. A sixth is finishing a tune-up across town. Mike, the ops lead, is already in the #intelligence channel — there's a route opportunity worth $2,400 today. Mike clicks reroute. Done. Moved.

# intelligence
Operational intelligence · 12 members
iQ
IgniteIQ APP 8:47 AM
● Route opportunity
Tech #47 finishes their HVAC call near 92121 at 11:30 AM. A high-margin install in zip 92122 is unassigned and 6 miles away. Margin impact: +$2,400 today vs. pulling Tech #18 from the south route.
↳ Mike (Ops Lead) — Done. Moved.
10:30 AM Weekly review with the CFO Excel
· Where Scott is right now
David’s office. The operating plan. Cell C3.

Scott walks into David's office for the weekly review. David — the CFO — opens the Q2 operating plan. Row 3, the install gross margin cell, is flagged red. Hovering it, IgniteIQ has already explained why: Yelp-sourced jobs running 6 points under target. Plus the path to close it. They don't have to ask. The platform already told them.

X Q2 Operating Plan — Tapps HVAC.xlsx
File Home Insert Formulas Data Review View
D3 =ACTUAL!B12 - PLAN!B12
A
B
C
D
1
Metric
Plan
Actual
Δ
2
Booked revenue
$2,840,000
$2,914,200
+2.6%
3
Install gross margin
34.0%
31.6%
-2.4 pts
4
Membership ARPU
$412
$428
+3.9%
5
Marketing CAC
$184
$219
+19.0%
6
Tech utilization
78%
81%
+3.0 pts
7
Avg. ticket
$1,240
$1,318
+6.3%
● IgniteIQ Comment
C3 variance — Install gross margin. Tracking 2.4 pts under plan YTD. Primary driver: Yelp-sourced jobs running 6 pts under target margin (sample: 84 jobs · $284K revenue). Reallocating $4.2K/wk from Yelp → Google Local recovers ~$58K of margin by EOQ. One-click model in /pricing.
12:14 PM On the road iMessage
· Where Scott is right now
Driving back from a customer site. Phone in the cupholder.

On the way back from a customer site, Scott's phone buzzes. Friday's revenue is going to miss plan by $18K unless they add two more bookings today. Two recovered leads from Tuesday were never called back. CSR-AI is ready to reach them in the next hour. Scott texts: “Yes, go.” Within ninety seconds, calls are dialing.

9:41 • • • •
iQ
IgniteIQ
iMessage · Today 7:14 AM
Hey Scott — Friday’s revenue is going to miss plan by ~$18K unless we add 2 more bookings today.
Two recovered leads from Tuesday were never called back. I can have CSR-AI reach them in the next hour with your approval.
Yes, go.
On it. Calling now. I’ll text when both are booked.
CSR-AI · Live · 2 calls queued
1:30 PM A hard question from marketing Claude
· Where Scott is right now
Sarah’s desk. The marketing dashboard she stopped trusting two years ago.

Sarah, head of marketing, has been asking the same question for six months: which channels are actually profitable, not just busy. She opens Claude. Types the question in plain English. The IgniteIQ connector reads the live ontology — 1,247 jobs, 612 leads, every dollar attributed. The answer: Yelp is losing money. The next budget shifts before the day ends.

Marketing — Q2 attribution · Sonnet 4.5
You · 8:42 AM
Which marketing channels are actually profitable this quarter — once you account for closed revenue and gross margin, not just bookings?
Claude
Based on the live ontology in your warehouse — 1,247 jobs and 612 leads across Q2 to date:
Channel Spend Booked CAC Margin
Google Local Services $12,400 $184,200 $94 36.2%
Google PPC $18,200 $201,800 $142 31.4%
Yelp $9,800 $54,300 $284 24.1%
Direct mail $6,400 $71,200 $118 33.0%
Referral $0 $118,400 $0 41.8%
The honest answer: Yelp is unprofitable at current margin. Google Local Services and Referral are doing the heavy lifting. I’d reallocate $4.2K/wk from Yelp into Google Local — projected lift ~11 booked jobs/week.
Grounded in IgniteIQ ontology · 1,247 jobs · 612 leads · live as of 4 min ago
3:00 PM The afternoon debrief ChatGPT
· Where Scott is right now
Eric’s office. End-of-day service ops review.

Eric, the VP of service ops, pulls up ChatGPT to answer the question average ticket has always hidden: which techs are actually profitable? With the IgniteIQ connector, ChatGPT reads the resolved ontology, factors in callback costs, and ranks the real performers. Two techs the team thought were stars are bleeding margin. Not a roster change. A coaching conversation.

GPT-5
Which of my technicians are actually profitable? Don’t show me average ticket — that lies. I want true contribution margin once callback costs and rework are factored in.
ChatGPT
Pulled from the IgniteIQ ontology — YTD across 4,218 completed jobs. Average ticket is misleading; here’s true contribution margin after callbacks and rework:
Technician Avg ticket Callback True margin Read
Eric M. $1,684 2.1% +$342K Top performer
Marco D. $1,432 3.4% +$268K Strong
James R. $1,612 9.8% +$118K Looks good — isn’t
Tony S. $1,298 4.1% +$224K Solid
Kevin P. $1,540 11.2% +$84K Bleeding margin
Daryl B. $1,388 3.0% +$251K Solid
The honest read: James and Kevin look like top techs on the dispatch board — high tickets, busy days. But once callback cost is factored in, James is making half what Eric is, and Kevin is barely contributing. Worth a coaching conversation, not a roster change.
Grounded in IgniteIQ ontology · 4,218 jobs · 6 technicians · YTD as of this morning
Ask anything about the business…
4:00 PM Daily standup in the kitchen Daily dashboard
· Where Scott is right now
In the shop kitchen. CEO, CFO, three techs around the TV. Coffee refills.

By 4 PM the trucks are rolling back in. Scott, David, and a handful of techs gather in the kitchen for the daily standup — same ritual every day. But today the dashboard on the wall TV tells a different kind of story. Every number on it is live, pulled from the ontology in real time. And tucked at the bottom: three big wins from the day, each one traceable back to a decision the team made hours ago. The dispatcher reroute. The CSR-AI callbacks. The budget shift. The dashboard doesn’t just report the day. It ties it together.

TAPPS HVAC Daily · Tue May 28
Live · Powered by IgniteIQ
Revenue today
$42,840
▲ +18% vs avg Tue
Jobs booked
23
▲ +5 vs avg Tue
Avg ticket
$1,862
▲ +6.3% vs avg Tue
Gross margin
34.2%
▲ +2.6pts vs avg Tue
Booked revenue · 6 AM → 4 PM Pacing 22% ahead
Today Avg Tuesday
3 Big Wins Today
8:51 AM
Reroute paid off
Tech #47 reroute (from this morning’s Slack alert) captured a high-margin install in 92122.
+$2,400
12:38 PM
CSR-AI recovered 2 leads
Two missed leads from Tuesday were booked within 90 minutes of Scott’s approval. Both quoted membership.
+$8,400 booked
2:14 PM
Yelp budget reallocated
Yelp cut $4.2K/wk → Google Local Services. Forecast: +11 booked jobs/wk.
+11 jobs/wk
5:42 PM End of day

The trucks are back in the yard. The trucks are back in the yard. Scott’s home in time for dinner.

Intelligence shows up where the work already happens. Seven surfaces. Six teams. Forty-seven decisions sharper than they would have been yesterday. None of them required Scott to go find the answer. The intelligence found him in the applications he was already going to open anyway.

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