DemoDemo Environment — all customers, addresses, jobs, financials and communications shown are fictional.

Demo module — Change order values, customer approvals, signatures and payments are simulated for demonstration only. Change Orders are separate from insurance Supplements.

Drafts

Priced internally, not yet sent to the customer.

7 of 7
$80,650
CO / JobCustomerReasonPriceGPMarginStageSignatureOwnerNext actionDaysRisk
CO-110 v1
JOB-2607-014
Mark & Elaine Carter
214 Fictional Ridge Trail, Boerne
Customer-requested upgrade$5,350$2,00337.4%Ready To SendNot sentDerek HollisSend package to customer — pricing approved internally1Low
CO-111 v1
JOB-2607-078
Warren & Kate Doyle
1477 Fictional Stone Gate, Fair Oaks
Material substitution$8,900$2,01922.7%Internal ReviewNot sentDerek HollisManager review — margin below threshold2Elevated
CO-112 v1
JOB-2607-085
Nolan Bishop
220 Fictional Prairie View, Bulverde
Access issue$3,600$1,40038.9%Pricing In ProgressNot sentDerek HollisEstimator to finish equipment pricing (due today)2Medium
CO-113 v1
JOB-2607-090
Silverleaf HOA
Fictional Silverleaf Commons, San Antonio
Additional room or area$46,500$16,70035.9%Scope Being DocumentedNot sentDerek HollisComplete measurements on Building D3Medium
CO-114 v1
JOB-2607-096
Elena Fischer
744 Fictional Cypress Row, Boerne
Hidden damage$4,200$1,78042.4%Opportunity IdentifiedNot sentDerek HollisDocument with photos and moisture readings, then price1Low
CO-144 v1
JOB-2606-164
Trevino Residence
9 Upper Balcones, Boerne, TX
Customer-requested upgrade$8,900$1,88021.1%Pricing In ProgressNot sentDerek HollisEstimator to finish pricing — waiting on supplier quote6Low
CO-145 v1
JOB-2606-165
Carter Residence
912 Ranger Creek Rd, Boerne, TX
Material substitution$3,200$34010.6%Pricing In ProgressNot sentDerek HollisPricing stalled 10 days — assign estimator10Medium