A sample digest

Monday, 7:00 AM. This is what lands.

This is the digest our sample workspace generates in the real product: Northside Comfort, a fictional HVAC & plumbing shop. Guidepost read their last ~230 completed jobs, their QuickBooks invoices, and their ad spend. The numbers are the sample shop’s, not a customer’s; yours come from your own Jobber or Housecall Pro and QuickBooks accounts. You’ll poke at the live version in the demo.

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What needs attentionMon, 7:00 AM
Worth acting on $11,700 at stake
You’re owed $11,700, and it’s aging fast.
Three commercial accounts are 60 to 90+ days past due: Riverside Apartments ($6,200), Bella Vista Cafe ($3,400), and Greenpoint Dental ($2,100). The longer they sit, the less likely they get paid. Sending reminders is the obvious move; the list is one tap away.
From: QuickBooks invoices · Jobber jobs
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Worth acting on revenue
Last month’s revenue dropped, and it was all plumbing.
Revenue held near $22k a month all year (about $13k HVAC, $9k plumbing). In May it fell off: plumbing came in around $1k while HVAC stayed close to normal. That lines up with Tina Alvarez, your plumbing lead, being out most of the month. Not a pricing or demand problem. Here are the plumbing jobs that didn’t happen.
From: Jobber completed jobs · service line
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Worth a look marketing
Meta is outspending Google but bringing back less.
You spent more on Meta than Google last quarter, but Google brought in more booked work per dollar. Meta’s return has cratered while Google held. Worth reviewing those Meta campaigns before next month’s spend; we won’t pretend to know which way to move the budget.
From: Meta & Google Ads spend · Jobber bookings
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Worth a look quality
Dwight Okafor has 3 callbacks this month.
Your newest HVAC hire has more redo visits than the rest of the crew. Worth seeing what those three jobs have in common (equipment, parts, the install checklist) before anything else. New-hire ramp, most likely, not a pattern yet.
From: Jobber jobs flagged as callbacks
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Since last time: HVAC revenue is holding near its yearly average, and your overall close rate hasn’t moved. The dip really is the plumbing gap, not the whole shop. Nothing else needs you this week.

And here it is the way the app shows it, on that same sample shop:

The Guidepost weekly digest for Northside Comfort, our labeled sample shop: overdue money, a cross-source revenue gap, and a callback flag.
The Guidepost digest for Northside Comfort, our labeled sample shop.

A few things worth noticing: the digest is short by design, every item shows where its number came from, and it only spells out a next step when the data backs one (when acting would mean guessing, like moving ad budget, it shows what changed and leaves the call to you).

The revenue item is the one no single tool can give you: it joins your jobs, your service lines, and who was working to explain why last month dropped: a plumbing gap, not a shop-wide slump. Tapping any item opens a chat pre-loaded with that data point, where you can ask follow-ups in plain English: “which three invoices?”, “show me plumbing revenue month by month.”

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