Dealer Dashboard — For Service Professionals
Overview
The Dealer Dashboard is the command center for service professionals on the Shipshape platform. It gives contractors, HVAC companies, plumbers, and multi-trade service businesses a unified view of every connected home — their equipment, health scores, monitoring alerts, and service opportunities. The dashboard transforms the traditional "wait for the phone to ring" model into a proactive, data-driven approach to customer retention and revenue growth.
Access the dashboard at home.shipshape.ai or through the Shipshape dealer app.
Homes Connected View
The primary view shows every home connected to your business:
- Home list — Sortable by name, address, health score, last service date, or alert status
- Health score at a glance — Each home displays its current 0-100 score with color coding (green/yellow/orange/red)
- Quick filters — Filter by score range, alert status, equipment type, or time since last service
- Map view — Geographic visualization of all connected homes, useful for route planning and territory coverage
- Search — Find any home by address, homeowner name, or equipment details
Each home card shows a snapshot: health score, number of active alerts, equipment count, and days since last service. Click into any home to see its full profile.
Engagement Rates
Track how effectively you are maintaining customer relationships:
- Active engagement rate — Percentage of connected homes that have had a service interaction in the last 12 months
- Alert response rate — How quickly and consistently you respond to homeowner alerts and service requests
- Assessment completion rate — Percentage of homes with a current (within 12 months) Home Health Assessment
- App adoption — How many of your homeowners have downloaded the app and are actively using it
- Monitoring penetration — Percentage of connected homes with active monitoring hardware
These metrics help you identify where customer relationships are strong and where they may be at risk of lapsing.
Monitoring Alerts
A centralized feed of all alerts across your connected homes:
- Real-time alert feed — Critical and high-priority alerts surface immediately
- Alert queue — Organized by priority, with newest first. Filter by alert type, priority level, or home
- One-click outreach — From any alert, reach out to the homeowner with a pre-drafted, context-aware message
- Alert history — Full log of past alerts and resolutions for each home
- Batch actions — Select multiple similar alerts (e.g., all overdue HVAC maintenance) and create a campaign to address them
The alert feed is the most direct path to proactive service. Instead of waiting for customers to call with a problem, you see the problem forming and can reach out first.
Revenue Opportunities
SAM identifies service and replacement opportunities across your entire customer base:
- Replacement candidates — Equipment approaching or past end-of-life, ranked by urgency and estimated project value
- Maintenance pipeline — Homes with overdue or upcoming maintenance, organized by service type
- Upsell opportunities — Homes that would benefit from monitoring hardware, additional service plans, or upgraded equipment
- Revenue projections — Estimated revenue from pending opportunities based on typical project values
- Won/lost tracking — Track which opportunities convert and which do not, to improve close rates over time
Shipshape dealers see an average 5 to 7 percentage point lift in close rates and +$600 in revenue per project when using SAM's data to inform customer conversations.
Multi-Location Rollups
For enterprise dealers and multi-location businesses:
- Portfolio view — See aggregate metrics across all locations: total homes connected, average health score, total revenue opportunity
- Location comparison — Compare engagement rates, alert response times, and revenue metrics across branches
- Centralized reporting — Export consolidated reports for leadership review
- Role-based access — Corporate users see portfolio-wide data; branch managers see their location; technicians see their assigned homes
- Brand consistency — Ensure consistent service standards across locations using shared benchmarks
Customer Communication Tools
Stay connected with homeowners without leaving the dashboard:
- Contextual messaging — Send messages to homeowners with full alert and equipment context attached. The homeowner receives a notification in their Shipshape app
- Campaign tools — Send targeted communications to groups of homeowners (e.g., all homes due for fall HVAC maintenance)
- Automated follow-ups — Set reminders and automated check-ins after service visits
- Service scheduling — When a homeowner responds to an alert or message, scheduling flows directly into your calendar
- Review requests — Prompt satisfied customers for reviews at the right moment after successful service
Key Metrics for Dealers
| Metric | What It Measures | Why It Matters | |--------|-----------------|----------------| | Homes Connected | Total homes on your Shipshape platform | Scale of your managed-home relationships | | Average Health Score | Mean score across all connected homes | Overall customer base health — lower means more opportunity | | Active Alerts | Number of unresolved alerts | Immediate service pipeline | | 12-Month Retention | % of homes still connected after 12 months | Customer relationship durability | | Revenue per Home | Annual service revenue per connected home | Business value of the platform | | Response Time | Average time from alert to dealer action | Service responsiveness |
Getting Started as a Dealer
- Onboard with Shipshape — Your Shipshape account manager sets up your dashboard and configures your business profile
- Connect existing customers — Import your customer list or invite homeowners directly from the dashboard
- Perform Home Health Assessments — Train technicians on the "Scan. Record. Score. Send." workflow
- Monitor and engage — Use the alert feed and revenue opportunities to drive proactive service
- Expand — As your connected home count grows, so does your recurring revenue and customer retention