Good morning, Sarah
Wednesday, August 26 · 6 appointments · 4 items need you first
Open pipeline
$372,100
Sold this month
$196,450
My money
My day
Full calendar- 7:00 AM480 minInstallationVictor & Elena Ruiz14722 W 88th Terrace, LenexaCrew C - Ellis$31,700
- 8:15 AM15 minFollow-upWalter Hoines5528 Cherokee Dr, FairwayMW$52,300
- 9:30 AM20 minFollow-upAmanda Whitfield8412 Nall Ave, Prairie VillageSM$28,450
- 11:00 AM60 minMaterial DeliveryDaniel Okoye1140 NE Shoal Creek Pkwy, Kansas CityTA$34,900
- 2:00 PM60 minInspectionTerrence Blake7714 Wornall Rd, Kansas CitySM
- 4:30 PM60 minInspectionPatrice Willoughby5507 Locust St, Kansas CityPR
Attention required · tasks
- Amanda WhitfieldConfirm shingle color with homeownerDue Today, 4:00 PM · Owner Sarah Mitchell · Sales
Attention required · jobs
- $28,450Follow up on proposalAmanda WhitfieldSR-2418Proposal Sent
- First call - lead untouched 19 hoursRobert & Kay LindqvistSR-2419New Lead
- $41,200Invoice 11 days overdue - collections callGina PantelisSR-2402Completed
- $38,600Measurement missing - blocks material orderDennis KowalskiSR-2405Sold
- $34,900Install starts Thursday - confirm delivery windowDaniel OkoyeSR-2412Production
- $26,800Build estimate - measurement received 3 days agoNicole SandovalSR-2415Estimating
- $52,300Waiting for production - assign crew & install dateWalter HoinesSR-2410Sold
- Schedule inspection - customer prefers FridayHannah BergSR-2421Contacted
- Order measurement - inspection complete 2 daysChad MullinsSR-2416Inspected
Recent activity
- 2026-08-06 1:30 PMPayment received $13,650Frank Delgado · Office
- 2026-08-22 11:15 AMMaterials deliveredFrank Delgado · Rachel Kim
- 2026-08-20 9:31 AMCustomer contactedLucia Ferraro · Devon Carter
- 2026-08-20 9:18 AMAssigned to Devon CarterLucia Ferraro · Dale Hartman
- 2026-08-06 1:30 PMPayment received $37,400Kevin & Dara Oyelaran · Office
- 2026-08-23 5:12 PMJob completedKevin & Dara Oyelaran · Trey Ellis
- 2026-08-22 11:42 AMInspection scheduledPatrice Willoughby · Priya Raman
- 2026-08-22 9:31 AMCustomer contactedPatrice Willoughby · Priya Raman
- 2026-08-19 4:40 PMEstimate createdGrant Halvorsen · Sarah Mitchell
- 2026-08-19 8:02 AMMeasurement received from ManualGrant Halvorsen · System
- 2026-08-06 1:30 PMPayment received $8,925Olivia Brennan · Office
- 2026-08-21 9:00 AMProduction scheduled for 2026-09-01Olivia Brennan · Rachel Kim
- 2026-08-06 1:30 PMPayment received $11,580Dennis Kowalski · Office
- 2026-08-24 8:20 PMContract signedDennis Kowalski · Customer