Owner / GM

Review your monthly numbers

  • Est. time saved30 min per month
  • Works withCopilot · ChatGPT · Gemini
  • GroupRun the Shop
  • Ref.WO-0061

Part of kit: Owner weekly numbers review (step 3 of 5)

Never paste: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute.

When to use it

First week of the month, when your P&L and FSM reports (ServiceTitan, Housecall Pro, Jobber) are in.

The prompt

Copy this, then replace everything in [brackets].

Help me review last month's numbers for my [HVAC / plumbing / electrical] service business.
Revenue: [total, by service vs. install vs. maintenance]
Jobs: [count], average ticket: [$], close rate: [%]
Callbacks/recalls: [count]
Membership count: [start / end]
Gross margin: [%], labor as % of revenue: [%]
Same month last year: [key numbers]

Tell me what improved, what slipped, the 3 things worth my attention, and one question to ask my service manager. Plain English, no lecture.

Before / after

Before: Staring at a P&L and not knowing what to do about it.

After (example output):

Average ticket is up 9%, but jobs are down 14% vs. last October, so revenue is flat. Callbacks doubled (6 to 12). Worth your attention: (1) call volume, so check marketing spend and booking rate; (2) callbacks, so ask which techs and what repair types; (3) memberships grew by 18. Question for the service manager: are we losing calls at booking?

Tips

  • Compare to the same month last year, not last month. Seasonality lies.
  • Use real numbers from your own reports. Never let the AI invent them.
  • Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
  • Review every draft before you send it. You’re accountable for what goes out.