Sunday morning
7 items need attention
Emails
5 unread
Stalled Jobs
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Tags
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My Tasks
3 new
Unread Emails
Client emails
Mike Thompson
7:42 am
Re: Roof estimate - ready to move forward
Hey Danny, we talked it over and we are ready to sign...
Sandra Kowalski
6:15 am
Question about the insurance supplement
I just got off the phone with my adjuster and she said...
JobNimbus alerts
JobNimbus JN
8:01 am
Note added - Anderson Roof Replacement
Jake Smith added a note: "Adjuster confirmed Wednesday..."
JobNimbus JN
7:30 am
Status change - Kowalski Siding
Job moved to Supplement Sent by Ryan M.
JobNimbus JN
6:55 am
Payment received - Williams Exterior
Final payment of $8,400 recorded on Williams Exterior.
Stalled Jobs
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Tags
My Tasks
Follow up on supplement approval
Overdue
High
Follow Up
Anderson Roof Replacement
Adjuster wants a response by EOD. Check supplement amount before calling back.
Due by Mar 14
Send revised estimate to homeowner
Due today
Medium
Estimate
Martinez Siding
Revised to include soffit and fascia. Homeowner is waiting.
Schedule production kickoff meeting
Due Mar 19
Low
Meeting
Johnson Roof - Insurance
Coordinate with crew lead. Materials arrive Mar 18.
Due by Mar 19
Revenue MTD
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Total revenue collected this month based on deposit invoices paid.
Jobs Sold MTD
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Number of unique jobs with a deposit invoice paid this month.
Close Rate MTD
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Jobs moved to Sold this month divided by total jobs created this month.
Stalled Jobs
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5+ days no movement
Active jobs with no status change in 5 or more days.
Open Leads
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Jobs currently sitting in a Lead stage.
My Goal %
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Your personal revenue vs your goal target for the period.
Team Calendar
Microsoft 365 calendar integration - coming soon.
Jobs with recent tags
Anderson Roof Replacement
Estimate
$31,200
Adjuster Scheduled
Note - 2 days ago
Jake Smith tagged you - "Adjuster confirmed Wednesday at 2pm..."
Recent Activity
Tag
Jake Smith - 2 days ago
"@danny Adjuster confirmed Wednesday at 2pm. Homeowner will be present. Scope should cover full tear-off plus soffit repair."
Note
Jake Smith - 4 days ago
"Called homeowner to confirm adjuster appointment. They are available Wednesday."
Status Change
Jake Smith - 5 days ago
Moved to Adjuster Scheduled from Initial Appointment
Note
Jake Smith - 7 days ago
"Spoke with homeowner. Damage confirmed on back slope and east side. Submitted claim to carrier."
Email
System - 8 days ago
Email received from homeowner: "Looking forward to working with Crown Exteriors."
Martinez Siding
Estimate
$14,800
Presenting Estimate
Note - 1 day ago
Sarah R. tagged you - "Need your approval on revised scope..."
Recent Activity
Tag
Sarah R. - 1 day ago
"@danny need your approval on the revised scope before I send it over. Added soffit and fascia to the original quote."
Note
Sarah R. - 3 days ago
"Met with homeowner. They want to add soffit and fascia. Revising estimate now."
Appointment
Sarah R. - 4 days ago
Estimate presentation at homeowner property - 2:00 PM
Note
Sarah R. - 6 days ago
"Initial walkthrough complete. Siding on all four sides plus gutters. Estimate in progress."
Status Change
Sarah R. - 8 days ago
Moved to Presenting Estimate from Create Initial Estimate
Johnson Roof - Insurance
Contract
$28,400
Supplementing
Status Change - 3 days ago
Jake S. tagged you - "Looping you in on the adjuster update..."
Recent Activity
Tag
Jake S. - 3 days ago
"@danny looping you in on the adjuster update - they approved the full scope. Moving to supplement now."
Status Change
Jake S. - 3 days ago
Moved to Supplementing from Adjuster Scheduled
Note
Jake S. - 5 days ago
"Adjuster came out today. Full scope approved including ice and water shield upgrade."
Appointment
Jake S. - 5 days ago
Adjuster inspection at property - 10:00 AM
Note
Jake S. - 9 days ago
"Adjuster confirmed for next Tuesday at 10am. Homeowner will be home."
All stalled jobs
Williams Exterior
Estimate
$22,800
Supplement Sent
9 days
Ryan M. - 9 days ago - "Waiting on adjuster callback. Left voicemail twice."
Recent Activity
Note
Ryan M. - 9 days ago
"Waiting on adjuster callback. Left voicemail twice. Will follow up Friday."
Status Change
Ryan M. - 11 days ago
Moved to Supplement Sent from Supplementing
Peterson Siding
Contract
$18,400
Contract Review and Sign
12 days
Jake S. - 12 days ago - "Sent contract via email. Homeowner said they needed a week to review."
Recent Activity
Note
Jake S. - 12 days ago
"Sent contract via email. Homeowner said they needed a week to review."
Status Change
Jake S. - 13 days ago
Moved to Contract Review and Sign from Presenting Estimate
Anderson Roof
Estimate
$31,200
Adjuster Scheduled
7 days
Sarah R. - 7 days ago - "Adjuster set for Monday. Confirmed with homeowner."
Recent Activity
Note
Sarah R. - 7 days ago
"Adjuster set for Monday. Confirmed with homeowner."
Martinez Gutters
Estimate
$6,200
Presenting Estimate
6 days
Mike T. - 6 days ago - "Sent estimate PDF. No response yet."
Recent Activity
Note
Mike T. - 6 days ago
"Sent estimate PDF. No response yet."
Status Change
Mike T. - 8 days ago
Moved to Presenting Estimate from Create Initial Estimate
My tasks
Follow up on supplement approval
Overdue
High
Follow Up
Anderson Roof Replacement
Adjuster wants a response by EOD. Check supplement amount before calling back.
Due by Mar 14
Send revised estimate to homeowner
Due today
Medium
Estimate
Martinez Siding
Revised to include soffit and fascia. Homeowner is waiting.
Schedule production kickoff meeting
Due Mar 19
Low
Meeting
Johnson Roof - Insurance
Coordinate with crew lead. Materials arrive Mar 18.
Due by Mar 19
Confirm adjuster call with homeowner
Due Mar 18
Medium
Call
Williams Exterior
Confirm homeowner will be available for Wednesday adjuster visit.
Review contract before sending
Due Mar 20
Low
Review
Peterson Siding
Check scope matches what was discussed in the walkthrough before sending to homeowner.
Due by Mar 20
My Calendar
Microsoft 365 personal calendar - coming soon.
Pipeline by Status
Lead
Estimating
Sold
In Production
Accts Receivable
Leaderboard
JH
Jake H.
$142,800 · 11 jobs
2
SR
Sarah R.
$118,200 · 9 jobs
3
MT
Mike T.
$94,500 · 7 jobs
4
AL
Amy L.
$72,100 · 5 jobs
Goal Progress
Revenue MTD
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Jobs Sold MTD
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Close Rate MTD
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lead to sold, this month
Lead to Estimate Rate
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YTD - active reps only
Estimate to Sold Rate
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YTD - active reps only
Lead to Sold Rate
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YTD - active reps only
Jobs Sold This Week
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Stalled Jobs
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Open Leads
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Revenue YTD
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Pipeline Value
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