Dashboard
A snapshot of your roofing operation today.
New Leads
12
+3 this week
Inspections Scheduled
7
Next: Tomorrow 9:00 AM
Estimates Sent
18
$412k outstanding
Jobs In Progress
5
2 crews deployed
Follow-Ups Needed
9
4 due today
Completed Jobs
42
This quarter
Yosemite Club Members
128
+6 this month
Revenue Pipeline
$1.24M
+18% vs last month
Tessa Greene
J-3310 · Sarah Chen · 1d in pipeline
$16,800
Marcus Holloway
J-3309 · Cody Martinez · 2d in pipeline
$14,500
Diana Whitfield
J-3308 · Cody Martinez · 3d in pipeline
$9,800
Anthony Park
J-3307 · Devon Kim · 4d in pipeline
$12,200
Sierra Logistics
J-3306 · Jamie Robinson · 5d in pipeline
$86,400
Rebecca Lin
Declined estimate — re-engage with revised pricing
Mendez Residence
Yosemite Club payment past due — 2 cycles
Anthony Park
Send revised quote with skylight upgrade
Marcus Holloway
Confirm material color choice (Weathered Wood vs Charcoal)
Tessa Greene
Schedule on-site inspection
Lakeside Office Park
Decision expected on Phase 1 estimate
Sierra Logistics
Pending signed proposal for TPO replacement
Northgate Plaza
Insurance carrier reviewing supplemental claim
Bryant Family
Awaiting adjuster final report
Whitfield Home
Yosemite Club renewal — Basecamp expires Sep 14
Sierra Logistics
Multi-Property Account renewal — proposal sent
Park Family
Request Google review — job completed Apr 28
Brookhaven Plaza
Request review — job paid May 03
Marcus Holloway
Roof Replacement · Google Ads
Sierra Logistics LLC
Commercial Roofing · Referral
Diana Whitfield
Roof Repair · Door Knocking
Anthony Park
Shingle Roofing · Facebook
Northgate Plaza
TPO Roofing · Website
Marcus Holloway
1842 Pine Crest Dr, Fresno, CA
May 16, 2026
Devon Kim
Diana Whitfield
77 Oakwood Ln, Clovis, CA
May 16, 2026
Cody Martinez