You are walking through a live demo office. Look at everything; changes are switched off.Build my own
SeedSide
Autopilot on

Good afternoon, Dana

Three yeses and the Brandt roof is yours.

  • ~The Brandts have sat on a $23,600 quote for nine days. Keeper wrote the nudge.
  • ~Oakline is six days late on $3,125. Ledger has a polite reminder ready.
  • ~Scout found two builders who sub out roofing, both with permits this fall.
  • ~Three posts are scheduled this week, the next one tomorrow at 10.

First: Approve the Brandt follow-up first. It is the biggest job closest to a yes.

Written 8 d ago by Skipper

The crew, right now

All on watch

Waiting on you

5

Open customers

6

$170,600 in play

Owed to you

$7,685

1 late

Collected this month

$0

0 posts this week

Waiting on your yes

5 ready

Purser

Write-offs, leaks and the tax set-aside

Your write-offs are sorted by tax line for your CPA, a Dropbox charge came through twice, and one subscription is going unused.

  • Log miles for the truckFuel is tagged, but a mileage log for job sites often produces the larger deduction. Pick one method for the year with your CPA.
  • Dropbox was charged twice this monthTwo $19.99 charges a day apart. Ask for the duplicate back.$20
  • Adobe Creative Cloud, $720 a yearNo design work in the last 90 days of posts. Worth cancelling or dropping to a single app.$720
  • Ridgeview board lunch is a business mealHalf of the $86.40 counts. Note who attended.$43
  • Q4 estimate due January 15Set aside toward it from each paid invoice so January is not a surprise.
In your office, one tap approves this.

Navigator

Find this week's residential re-roof permits in the valley

Four residential re-roof permits were filed this week, two by homeowners with no contractor listed. Those two are the warmest leads.

  • 312 Conrad Dr, Kalispell, re-roof, owner-builder, no contractor listed (permits.example.gov/demo/2291)
  • 88 Lakeview Ln, Bigfork, re-roof and gutters, no contractor listed (permits.example.gov/demo/2294)
  • 1406 7th Ave W, Kalispell, re-roof, contractor listed (permits.example.gov/demo/2301)
  • 55 Aspen Ct, Whitefish, re-roof, contractor listed (permits.example.gov/demo/2303)
What Navigator did (4 steps)
  1. navigate https://permits.example.gov/demo/search
  2. form_input ref_4 permit type = Residential re-roof
  3. left_click ref_9 'Search'
  4. get_page_text results page 1
In your office, one tap approves this.

Scout

New builders who sub out roofing

  • Hollis Creek Homes

    Six spec homes permitted in Evergreen this fall

    Source: permits.example.gov (demo)

  • North Fork Builders

    Builder whose site says they sub all roofing

    Source: northforkbuilders.example.com

In your office, one tap approves this.

Ledger

Remind Oakline Property Group about invoice 1039

To Oakline Property Group <ap@oakline.example.com>

Invoice 1039, a friendly reminder

Hi there, A quick reminder that invoice 1039 for $3,125 was due last week. You can see it and pay here: [invoice link] If it is already on its way, thank you and please ignore this. Dana

In your office, one tap approves this.

Keeper

Follow up with Tom and Ellie Brandt

To Tom and Ellie Brandt <brandts@example.com>

Your roof quote, any questions?

Hi Tom and Ellie, Wanted to check in on the quote I sent Tuesday for the full tear-off. Happy to walk through it with you on the phone or at the house, whichever is easier. We are booking into early November now, so if you would like a spot before the snow, just reply and I will hold one. Dana

In your office, one tap approves this.

The crew is working on

  • Next week of postsQueued