Checking your data… Preview · sample data where noted
customer base · July

Good morning, Eileen — your customer base grew this month.

July closed +5 households net: 14 new families started service and 9 stopped. Of the 9, seven were early-tenure — your long-term customers are staying put.

▲ 3rd straight positive month
Details →
862
Active households
▲ +5 net in July
Details →
61%
First-clean rebook rate
▲ 7 pts over 6 months
Details →
$612K
Revenue on the books · 30 days
▲ 3.1% vs. last month
Details →
37
At-risk households
▲ 6 more than usual — worth a look

Customer health, six months

First-clean rebook rate — the make-or-break number

welcome-back offer launched. Establishment rate (surviving to clean 9) is up too:

Money, trailing four weeks vs. last year

Completed revenue by week · pale bars are last year

Revenue per household is $347/mo, up $9 in six months — growth from frequency upgrades, not price.

This week's touchpoints

What your milestone program is doing for you right now
Hartley household · 4th clean
Field manager visit — Brookside
Tue, Aug 4
Okafor household · 4th clean
Field manager visit — Overland Park
Wed, Aug 5
Vance household · 8th clean
Email check-in — Prairie Village
Thu, Aug 6
3 households · 1st clean
Welcome-back offer — highest-impact moment
Fri, Aug 7

Every number above opens a detail page with the full table behind it, exportable to CSV.

KPI detail

AI-generated

Customer Insights

What your data is trying to tell you — found automatically, written in plain English. Recent is quick and actionable; Trending looks across the last six months.

Churn early-warning

12 biweekly households quietly slipped to monthly in July

A slowing rhythm is the most reliable early churn signal in your data — it precedes most departures by two to three months. All 12 are reachable now, while they're still customers. Suggested: fold them into this week's at-risk outreach.

Routing win

Three of this week's milestone visits are within two miles of each other

The Hartley 4th-clean visit plus two reward drop-offs all sit in the Brookside–Waldo pocket. One field manager, one afternoon, three touchpoints.

Win-back window

9 Prairie Village households lapsed within weeks of each other

They cluster tightly around early June — a pattern that usually points to a shared cause rather than nine separate decisions. Clustered lapses respond unusually well to a single tailored win-back offer. Suggested: one Prairie Village campaign, not nine generic emails.

First-clean watch

August's new customers skew toward one-time deep cleans

8 of 13 new bookings this month are one-time jobs — a segment that rebooks at less than half the rate of recurring starts. The welcome-back offer matters twice as much for this cohort; timing it within 48 hours of the clean is what moves it.

Insights are generated from your data each morning and reviewed for accuracy before publishing. Each one links to the underlying numbers — nothing here is a black box.

Retention program

Milestones

Every household approaching a program milestone. Filter by threshold, act from the table, export any view.

Primary nameAddressNext milestoneLast cleanCadenceNext scheduledAction
Nguyen4821 W 67th St, Leawood1st cleanBiweekly (requested)Aug 7
Ibarra5115 Holmes St, Kansas City1st cleanMonthly (requested)Aug 12
Hartley5406 Wornall Rd, Kansas City4th cleanJul 21BiweeklyAug 4
Okafor12208 Grant St, Overland Park4th cleanJul 22BiweeklyAug 5
Beaumont220 W 62nd Ter, Kansas City4th cleanJun 8MonthlyNot scheduled
Vance4010 Somerset Dr, Prairie Village8th cleanJul 23BiweeklyAug 6
Kowalski9911 Rosewood Dr, Overland Park8th cleanJul 18MonthlyAug 14
Delgado8615 Madison Ave, Kansas City25th cleanJul 24WeeklyAug 6
Trần7315 Delmar St, Prairie Village25th cleanJul 2BiweeklyAug 11
Ashford Realty4700 Belleview Ave, Kansas City50th cleanJul 30WeeklyAug 5
Meridian Dental8880 Lackman Rd, Lenexa50th cleanJul 28WeeklyAug 8

Note Clean counts for customers who started before 2021 are estimated from visit frequency, since earlier history isn't in the records. Estimates always round in the customer's favor. Names and addresses shown are synthetic.

Ask anything

Ask

Plain-English questions, answered from your own customer and scheduling data. A running conversation — follow-ups welcome.

Morning! I'm connected to your customer database and this morning's schedule. Ask me anything about your business — try one of the suggestions below, or type your own.

Answers are computed from your data at the moment you ask. In the live portal, each answer cites the data it used, and anything the assistant can't verify, it says so instead of guessing.

Library

Reports

Three headliners, the full library below, and a custom report builder when the canned ones don't answer the question.

Customer Intelligence — Summer 2026 New

Retention curves, neighborhood mix, and win-back candidates across 17,803 households.

Retention Curve Analysis

Where customers actually leave — the first-clean cliff and the risk window through clean 9.

Monthly Snapshot — July 2026

One page: bookings, revenue, program activity, and anything needing your eyes.

All reports

Milestone Program — Decision Memo

The clean-count milestone design and launch decisions.
Jul 2026

Win-back Candidates

Lapsed households scored by likelihood to return, refreshed monthly.
Jul 2026

Neighborhood Mix

Where your customers live, mapped by ZIP with density and revenue.
Jun 2026

Monthly Snapshot — June 2026

Prior month's one-pager, kept for comparison.
Jun 2026

Monthly Snapshot — May 2026

Prior month's one-pager, kept for comparison.
May 2026
AI · Custom report

Describe the report you need

Plain English is perfect. The assistant builds it from your data, tells you anything worth knowing about the result, and hands you a CSV.

Usually takes a few seconds
One front door

Support

Issues, ideas, enhancement requests, questions, and anything needing your input — with the full conversation visible on every item.

Automation health right now

4 healthy 1 needs attention

Failures are detected automatically and open an incident here within minutes — you never need to report an automation problem yourself.

What to expect

< 1 bus. dayFirst response on any request
Same dayAutomation failures — worked automatically
MonthlyEnhancement requests reviewed & planned

Start something

Pick a type, describe it your way — we'll take it from there.

Needs your input 3

DEC-01Longtime customers: how do we credit cleans we can't see?416 households predate detailed history · blocks milestone launchWaiting on you
3rd Sun LabsOur recommendation: estimate earlier cleans from visit frequency, rounding in the customer's favor. Full memo in Reports. Alternatives: recorded-only counts, or a launch-day reset.
DEC-02How often should the milestone list arrive?Weekly recommendedWaiting on you
3rd Sun LabsWeekly on Monday mornings gives the team lead time to schedule visits. Twice-monthly is lighter on the inbox but tightens scheduling windows.
DEC-03Launch day: customers already past a milestone?Next-milestone rule recommendedWaiting on you
3rd Sun LabsWe recommend recognizing the next milestone each customer reaches — everyone gets a moment, spend stays predictable. The alternative (all missed rewards at once) is generous but costly and confusing in one envelope.

Open items

SUP-1148th-clean check-in: 2 emails didn't sendIncident · opened automatically · Aug 2In progress
Detected automatically Aug 2, 6:05 AM — the email service rejected 2 of 4 check-in addresses. 3rd Sun support was notified; no action needed from you.
John · 3rd Sun Labs · Aug 2, 9:12 AMBoth addresses look mistyped in the customer record (a ".con" and a missing "@"). I'm correcting them and will re-send the two check-ins today. Adding a validation step so typos get caught before send in the future.
Eileen · Aug 2, 10:40 AMThank you! The Kowalskis mentioned they changed emails — that's probably one of them.
John · 3rd Sun Labs · Aug 2, 11:02 AMThat's exactly the one. Updated, re-sent, delivered. Leaving this open until the validation step ships later this week.
SUP-109Add a Saturday capacity view to the OverviewEnhancement · from Mark · Jul 24Planned
Mark · Jul 24Saturdays keep filling up before the week does. Could the Overview show weekend capacity separately?
John · 3rd Sun Labs · Jul 25Great catch — Saturday demand is up 12% over six months in your data. Planned for the next portal update; I'll post here when it ships.
SUP-102Can the weekly list sort by neighborhood?Question · from Eileen · Jul 8Resolved
Eileen · Jul 8Sorting by neighborhood would help us plan routes for milestone visits.
John · 3rd Sun Labs · Jul 8Done — the Monday list now groups by area, closest-together households first. This week's already went out in the new format.
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Eileen R.
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The systems below run your portal — data syncs, quality checks, schedules, and access. They're shown so you can see what's working on your behalf, and maintained for you so you never have to think about them. Questions? Message John.

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Nightly pull · 2:00 AM Central · last run OK, 5,238 rows · quality checks and safety net enabled
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