Saturday · June 7 · 23 stops today · PA route
Good morning
Today's Stops
23
142 mi · 7 hrs
Active Locations
187
PA + FL + TX
June Revenue
$58,420
+8% vs May
Out-of-Stock %
2.1%
Below 3% target
Today's route — order optimized
Full routeStop 1 · 8:00 AM · Bethel Industrial Park (Bldg A)
CHECK: 2 SNACK + 1 COFFEE · LAST VISIT 4 DAYS AGO
Stop 2 · 8:35 AM · Bethel (Bldg B)
1 SNACK · LAST: 5 DAYS · LIKELY 40% SOLD
Stop 3 · 9:15 AM · Riverside Manufacturing
3 MACHINES · HIGH-VOLUME · 60% TYPICAL SELL
Stop 4 · 10:00 AM · Tech Park 12 (Floor 2 + 5)
COFFEE FLAGGED: WATER FILTER REMINDER · 60-DAY
Stop 5 · 10:45 AM · Mercy Hospital (Cafeteria + 3 break rooms)
4 MACHINES · ANCHOR ACCOUNT · TOP REVENUE
18 more stops
FINISH ESTIMATED 3 PM · DROP CASH AT BANK 3:30
Location Scout — new opportunities
All leadsNew medical office · Cedar Crest Plaza · 80 employees
PERMIT FILED LAST MONTH · OPENS JULY · IDEAL FIT
Construction site · Sunset commercial build
9-MONTH PROJECT · 40 WORKERS · GC INTRODUCED · WARM LEAD
Self-storage facility · Hillcrest · drive-up tenants
UNDERSERVED · CASH-FRIENDLY · 2 SNACK + 1 COFFEE FIT
Top accounts — this week
Mercy Hospital · $2,840 weekly
4 MACHINES · ANCHOR ACCOUNT
Riverside Mfg · $1,940 weekly
3 MACHINES · 24-HOUR PLANT
Tech Park 12 · $1,420 weekly
2 FLOORS · COFFEE-HEAVY
Bethel Industrial (A+B) · $980 weekly
2 BUILDINGS · STEADY
Service alerts
Mercy 2nd-floor coffee · DEX error code 13
JAM IN CUP DISPENSER · CALL TECH
Tech Park snack #2 · refrigeration warning
TEMP RISING · CHECK COMPRESSOR ON ROUTE
Riverside Mfg coffee #1 · water filter due
60-DAY MILESTONE · BRING FILTER
23 stops · 142 mi · 7 hrs · route auto-optimized
Today's Route
Route Optimization
Daily route auto-built from machine telemetry (predicted sell-through), priorities (anchor accounts, problem machines), and geography.
- DEX/MDB telemetry → predicted sell-through per machine
- Anchor accounts always served first
- Service alerts inserted into route
- New-lead drop-by suggestions when geography matches
- Driver mobile app: turn-by-turn + log restock + photo proof
187 active · 142 PA · 28 FL · 17 TX · 92% retention
Active Locations
Location Database
Every location, every machine, every contact, every contract.
- Per-location contract terms (commission %, exclusivity, term length)
- Per-location machine count + type
- Per-location revenue history + trend
- Decision-maker contact + visit notes
- Renewal calendar with auto-reminders
38 active leads · scored by fit + warmth · auto-surfaced from public data
Location Scout
Location Scout Engine
Auto-surface new prospects from permits, business openings, and 50-mile-radius queries.
- New business permits in your radius
- Construction sites (temporary route opportunity)
- Employee-count thresholds for vending fit (40+ for snack, 80+ for combo)
- Competitor-displacement signals (competitor exit announcements)
- Per-lead fit + warmth scoring
- One-tap call list for the next free hour
412 machines deployed · 318 snack · 84 coffee · 10 cold
Machines
Machine Fleet Operations
Per-machine: telemetry, par levels, service history, profitability.
- Per-machine sell-through % vs target
- DEX/MDB error code monitoring
- Per-machine cost basis (purchase / lease / depreciation)
- Service-call history + MTBF tracking
- Replacement scheduling for aging fleet
$18,400 inventory on hand · 240 SKUs · warehouse + truck
Inventory
Two-Tier Inventory
Warehouse + truck inventory tracked separately. Auto-reorder when warehouse hits par.
- Warehouse + truck inventory split
- Auto-restock from warehouse to truck pre-route
- Auto-purchase from supplier when warehouse below par
- Velocity tracking per SKU (fast vs slow movers)
- Expiration tracking with shrinkage alerts
5 active suppliers · weekly orders · pricing locked quarterly
Suppliers
Supplier Management
Per-supplier accounts, pricing, ordering, reconciliation.
- Vistar / Coremark / Pepsi / Coke / local roaster
- Per-supplier ordering schedule
- Price-change alerts (penny per unit matters at volume)
- Receiving + invoice reconciliation
Coin + bill + cashless (NayaX) · per-machine reconciliation
Cash + DEX/MDB
Cash Operations + Telemetry
Cash collected vs expected (per DEX read) — surface shrink immediately.
- Cash drop reconciliation vs DEX expected
- Cashless (NayaX / Cantaloupe) integration
- Per-machine variance alert when cash < expected
- Bank deposit tracking
Per-location · per-machine · per-route profitability
Reports
Business Reports
Numbers that matter for a route operator.
- Per-location gross profit + commission to landlord
- Per-machine ROI (capex / lease vs net)
- Route efficiency (revenue per mile, revenue per hour)
- SKU velocity + margin
- Account churn risk scoring
Sales tax per state · multi-state nexus · 1099 commissions to landlords
Tax & Compliance
↘ Shared engine — from Audit Practice · vending-flavored: per-state vending sales tax (varies wildly), commissions paid to landlords (1099-NEC), nexus across multi-state routes
Sales Tax MTD
$3,420
Across PA · FL · TX
Commission Paid
$4,800
To 23 host locations
1099 Hosts
22
All earning > $600 YTD
States with Nexus
3
PA (home) · FL · TX
Per-state tax — current month
| State | Locations | Sales | Tax Rate (vending) | Tax Due |
|---|---|---|---|---|
| Pennsylvania | 142 | $38,400 | 6% (food-exempt threshold) | $2,304 |
| Florida | 28 | $12,200 | State 6% + county avg 1% | $854 |
| Texas | 17 | $7,820 | 6.25% state + local avg 2% | $626 |
Location contracts · health permits · DOT · machine warranties
Documents
↘ Shared engine — from Audit Practice · vending-flavored: location agreements, health-dept permits, DOT requirements for the truck, machine warranties
| Document | Type | Linked to | Status |
|---|---|---|---|
| Mercy Hospital - Agreement.pdf | Location contract | Mercy Hospital | 5-yr · 2 yrs in |
| Riverside Mfg - Agreement.pdf | Location contract | Riverside | Renews Sep |
| PA Health Dept Vending Permit.pdf | State permit | All PA machines | Current |
| Truck DOT Inspection.pdf | DOT | Service truck | Annual passed |
| Vistar Master Supply Agreement.pdf | Supplier | Vistar | Active |
Equipment financing for new accounts · acquisition deals · machine leases
New-Account Financing
↘ Shared engine — from Furniture cockpit · vending-flavored: new-machine equipment financing for landing big accounts, route acquisitions, fleet replacement
Active financing
| Project | Amount | Lender | Status |
|---|---|---|---|
| 3 new coffee machines for Cedar Crest medical | $18,400 | Crest Capital (vending-specialist) | Pending |
| Route acquisition · 14 locations in adjacent territory | $84,000 | SBA-backed | Application in |
| 2 cashless retrofit · NayaX | $1,800 | NayaX in-house | Approved · 0% promo |