// SAMPLE DELIVERABLE
WEEKLY METRIC BRIEFING — HARBORLINE PLUMBING CO.
Week 32 · Aug 3–9, 2026Numbers pulled from your connected systems at 05:00 Friday and compared against the trailing 6-week trend. Three movements exceeded normal variance — all three below with a hypothesis and a suggested action.
| Metric | This week | Last week | 6-wk avg | Δ WoW |
|---|---|---|---|---|
| Booked jobs | 47 | 52 | 49.3 | −9.6% |
| Revenue (collected) | $38,412 | $41,290 | $39,805 | −7.0% |
| Avg. ticket | $817 | $794 | $781 | +2.9% |
| Callback rate | 2.1% | 3.4% | 3.1% | −1.3 pts |
| Quote-to-close | 61% | 54% | 55.8% | +7.0 pts |
Hypothesis: Two techs were on vacation (Aug 4–6), shrinking available slots — fewer bookings despite stronger closing. Demand did not drop: inbound calls were flat at 138 vs. 141.
Suggested action: Hold pricing. Re-check next week with full crew; if bookings stay below 45 with a full roster, pull the call-source breakdown.
Source: ServiceTitan jobs API · CallRail call log, pulled Aug 8, 2026 05:00
Hypothesis: Water-heater installs (avg. $1,940) were 6 of 47 jobs vs. a 6-week average of 3.2 — mix shift, not price creep.
Suggested action: No action needed. If mix holds two more weeks, revisit the water-heater upsell script for the CSR team.
Source: ServiceTitan invoice line items, pulled Aug 8, 2026 05:00
Hypothesis: The new post-job checklist (rolled out Jul 27) is catching incomplete shutoffs before techs leave site.
Suggested action: Keep the checklist. Credit Marcus (8 jobs, 0 callbacks) in Monday’s standup — his completion notes are the model to copy.
Source: ServiceTitan callback tags · checklist adoption log, Aug 8, 2026
Briefing #27 · archived · logged to the value ledger, Friday Aug 7, 2026 17:00
Every Friday at 5pm you get this with your real numbers — every figure cited, every anomaly argued, every action yours to approve.
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