Here is what needs attention across sales and production.
Friday, September 19
New leads4All contacted within 5 minutes
Appointments today3Next appointment at 10:30 AM
Open proposals$84,6002 need follow-up
Collected this month$126,25018% ahead of last month
What needs attention
Follow up with Robert MartinezRoof proposal opened twice · $24,850Due now
Confirm tomorrow’s installationJohnson bathroom · Assigned to Mike and LuisToday
Review three jobsite photosWilson addition · Sarah mentioned youProduction
Send final invoiceAnderson windows · Balance $6,420Ready
Quick actions
Recent activity
Deposit paid · $7,455Robertson roofing project
Proposal viewedMartinez opened proposal #1048
New lead assignedKitchen inquiry assigned to Kelly
Sales pipeline
Move every opportunity toward an appointment, proposal or decision.
New leads4
James CarterRoof replacement · St. Petersburg
Potential $22,000
Amy WilsonPrimary bathroom · Tampa
Potential $28,000
Appointment set3
Michael HarrisImpact windows · Today 10:30 AM
Potential $34,000
Lisa GrantKitchen remodel · Monday 2:00 PM
Potential $62,000
Proposal sent5
Robert MartinezOpened twice · Last viewed 9:14 AM
Proposal $24,850
John DavisFollow-up scheduled tomorrow
Proposal $18,600
Sold8
Robertson FamilyDeposit received · Production handoff
Sold $21,300
Anderson FamilyFinal invoice ready
Sold $32,100
Jobs
Notes, photographs, assignments and customer activity stay with the project.
In production
Johnson Primary Bathroom
1901 Bayshore Boulevard · Tampa, FL
Start: Sep 22Value: $27,800Balance: $8,340
Sarah Williams · Production ManagerToday, 8:42 AM
Tile delivery confirmed for Monday morning. @Chris, please review the new niche location in the uploaded photo.
Mike Torres · Project LeadYesterday, 4:18 PM
Demo completed. No hidden plumbing damage found. Subfloor is in good condition.
Jobsite photo Before demolition
Jobsite photo Wall opened
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Create a proposal
Upload project information or answer a few questions. Review everything before it is sent.
Project information
HARRIS HOME SERVICES
Roof Replacement Proposal
Prepared for:Robert Martinez
Remove the existing shingle roofing system. Inspect the roof deck and replace damaged decking as authorized. Install peel-and-stick underlayment, new drip edge, flashing and Owens Corning Duration shingles. Include cleanup, magnetic nail sweep and permit coordination.
Payment schedule
35% due at agreement
35% due at project start
20% due at dry-in
10% due at substantial completion
Contract amount$24,850
Messages
Customer email and text conversations in one place.
Robert MartinezYes, I reviewed the proposal. Can you explain the decking allowance?New
Emily JohnsonMonday morning works for the tile delivery. Thank you.New
James CarterI would like to schedule the roof inspection.New lead
Team
Give employees only the access and project information they need.
Name
Role
Open assignments
Last active
Access
Sarah Williams
Production manager
6 jobs
8 minutes ago
Manager
Kelly Harris
Office administrator
12 tasks
22 minutes ago
Office
Mike Torres
Project lead
3 jobs
1 hour ago
Assigned jobs
Luis Rivera
Installer
2 jobs
Yesterday
Assigned jobs
Campaigns
Follow up with open estimates and send promotions only to eligible contacts.
Open-estimate follow-up184 replies this week
Long-term nurture146Next message Sep 25
Past customers284Eligible for referral campaign
Unsubscribed11Automatically excluded
Active campaigns
Unsold proposal follow-up24-hour, 3-day, 7-day and 14-day sequenceRunning
Past-customer referral requestEmail and text · Consent-filtered audienceScheduled
Fall roof inspection promotionDraft · 327 eligible contactsDraft
Training
Short lessons connected to the work your team performs inside the platform.