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RH

Riverside HVAC

ACTIVE
riversidehvac.com·Phoenix, AZ·Plumbing & HVAC·Client since March 2026·Tom Whitaker
$1,500
You bill them monthly
$479
Your delivery cost
$1,021
Your monthly profit
68%
Margin on this client
$6,126
Earned since March
Needs you
2 items for this client
  • July report ready for review
    Approve to release it to Loyalty's portal under your brand
    B&B
  • Receptionist usage decision
    82% of included minutes with 9 days left in the billing month
    B&B
Onboarding
Complete

Client onboarding done 8 March. Both services onboarded.

Open onboarding →
Analytics
3 of 5 connected

Google Ads and Meta not connected. Calls from search up 34%.

Open analytics →2 MISSING
Reporting
July due 2 Aug

3 reports sent. Dave has opened every one of them.

Open reporting →
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Client details
LEGAL NAME
Loyalty Plumbing LLC
INDUSTRY
Plumbing & HVAC
PHONE
+1 (602) 555–0148
SERVICE AREA
Phoenix, Chandler, Gilbert
COMPANY SIZE
6 vans, 9 staff
AVERAGE JOB VALUE
$420
BILLING CYCLE
Monthly, 1st
CONTRACT
Not uploaded
RENEWAL
Rolling, 30-day notice