Dashboards
Operations manager dashboard
The operations manager dashboard in Thermal is the daily rollup of work order backlog, technician utilization, and agreement margin across every branch — the three numbers an operations manager checks before deciding where to move people and trucks that day.
The tiles.
- Benchmark
- None. There is no universal figure; track it against your own baseline.
What the dashboard shows
Operations managers run multi-branch shops from a small set of numbers: how many work orders are open and aging, how utilized the technician roster is this week, and whether service agreements are still profitable after labor and parts. Thermal's operations manager dashboard puts those three views on one screen, refreshed as work orders move through the schedule — not as a static export someone rebuilds every Monday.
The layout starts with a backlog summary (open, unscheduled, and past-due work orders by branch and priority), moves to a utilization strip (billable hours booked against available hours, by technician and by branch), and closes with an agreement margin view (contract revenue against the labor and parts it actually cost to service, rolled up by branch and by agreement type).
Everything on the dashboard is a live view over the same work order, technician, and agreement records the rest of Thermal runs on — dispatch, invoicing, and the service agreement engine all read and write the same rows, so the dashboard never drifts from what technicians and dispatchers are doing in the field.
How operations managers use it day to day
Most operations managers open this dashboard first thing to answer one question: where is the shop exposed today. A backlog spike in one branch, a utilization dip on a specific crew, or an agreement running under margin all show up as the same kind of flag — a number moving the wrong direction against a target you set.
From there, the dashboard links directly into the work that explains the number: click into a branch's backlog to see the actual work orders, click into a technician's utilization to see their week, click into an agreement's margin to see the line items driving it. Nothing on this dashboard is a dead end — it's a starting point for the fix.
Because it pulls from the same records dispatch and billing use, an operations manager doesn't need to reconcile this dashboard against a separate report before a leadership meeting. The number on the screen is the number in the work order.
Where it lives, and what to read with it
Straight answers.
What KPIs does the operations manager dashboard show?
Work order backlog, technician utilization, and agreement margin, rolled up by branch and by technician, plus first-time fix rate and callback trends pulled from the underlying work order data.
Does the dashboard update in real time?
Yes. It reads live from the same work order, technician, and agreement records dispatch and billing use — there's no separate export or nightly batch job to wait on.
Can I see numbers for one branch instead of the whole company?
Yes. Every view on the dashboard filters by branch, so you can check company-wide totals or drill into a single branch without leaving the page.
Does this replace the reports I already get from my accounting system?
No. QuickBooks Online syncs with Thermal both ways; the Xero, Sage Intacct, and Business Central adapters are on the roadmap — this dashboard is operational, not a general ledger replacement, and the numbers it shows (backlog, utilization, margin) aren't things your accounting system tracks at this granularity.