Dashboard
Snapshot of your roofing operation · Division
New Leads
0
0 total this view
Inspections Scheduled
0
0 total
Estimates Sent
0
$0 outstanding
Jobs In Progress
0
0 jobs in pipeline
Follow-Ups Needed
13
Across all divisions
Completed Jobs
0
This quarter
Yosemite Club Members
128
+6 this month
Pipeline Value
$0k
Division
No jobs in this division.
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
No leads in this division.
No upcoming inspections.