Command Center
Boerne, TX — Headquarters · This month · role view: Owner / Executive. All figures are fictional demonstration data.
Operations Pipeline
Lead-to-completion visibility across the entire business · fictional demo data
Leads
$684k
42 leads
Estimates
$512k
26 estimates
Sold
$439k
19 jobs
Pre-Production
$327k
14 jobs
Production
$371k
17 jobs
Quality Control
$129k
6 jobs
Complete
$483k
24 jobs this month
Supplement pipeline
Record count and value by stage · click any stage to open records
Identified
$21,400
2 potential
Evidence
$18,200
3 potential
Draft
$44,500
4 draft
Submitted
$44,000
3 submitted
Carrier review
$86,850
6 submitted
Approved
$79,000
6 approved
Paid
$14,600
2 paid
Change order pipeline
Record count and value by stage · click any stage to open records
Identified
$50,700
2 potential
Pricing
$24,600
4 potential
Sent
$38,550
5 proposed
Customer review
$43,700
5 proposed
Signed
$28,800
4 approved
Authorized
$66,480
8 approved
Invoiced
$42,850
5 invoiced
Paid
$12,600
1 paid
Financial snapshot
MTD
Contracted revenue (MTD)
$482,650
+2.4% vs June
Gross profit forecast
$174,420
36.1% margin
Net contribution
$121,880
After marketing & overhead
Cash expected (30 days)
$208,400
$86,750 receivable
Receivable aging
- $32,541Under 30 days
- $24,69531–60 days
- $12,88061–90 days
- $19,93290+ days
Operations snapshot
Production health and risk
Jobs sold / completed
24 / 19
Boerne, TX — Headquarters branch
Jobs in production
17
Active job board
Jobs at risk
3
Permit · margin · weather
Operational bottlenecks
3
Permits, supplement, margin
Sales snapshot
Lead to signed contract
New leads (MTD)
148
103 qualified
Appointments set
81
69 inspections completed
Quotes sent
61
24 jobs sold
Close rate
39.3%
Target 38%
Marketing snapshot
Spend, return and reputation
Marketing spend
$31,400
$371,200 attributed
Marketing return
11.8x
Attributed revenue ÷ spend
Blended CAC
$1,308
Per sold job
Google rating
4.8
23 reviews this month
Supplement snapshot
Insurance supplement revenue and risk
Potential supplement value
$368,900
Opportunity only — not revenue
Submitted to carriers
$89,350
Awaiting carrier decision
Approved
$106,600
Carrier-approved value
Approved but unpaid
$81,800
Awaiting carrier payment
Requires action
14
Missing evidence · overdue carriers · disputes
Approval rate
74%
5 follow-ups overdue
Change order snapshot
Customer-authorized cash-job revenue
Potential change order value
$295,680
Identified and priced — not signed
Awaiting customer approval
$59,900
3 customer actions overdue
Signed value
$150,730
$19,200 deposits outstanding
Invoiced but unpaid
$38,350
$31,580 completed not invoiced
Requires action
17
Deposits · unauthorized work · overdue customers
Average gross margin
30.8%
$19,215 added gross profit
Inbound email
Collected, AI-classified and routed in the last 24 hours
Messages received
35
All monitored aliases
Auto-routed
26
74% of volume
New leads created
11
Into the CRM intake queue
Dollars attached
$91,781
Invoices, approvals, payments
Inbound email — needs a human
Mail the rail could not finish on its own
Awaiting review
5
Mid-confidence classifications
Quarantined
4
Spam or unclassifiable
High priority open
3
Carrier, supplement or service
Unassigned
5
No owner yet
Call intelligence
Recorded, transcribed and AI-scored in the last 24 hours
Calls handled
28
Inbound and outbound
Answer rate
82%
23 connected
Appointments set
8
Booked on the call
Avg talk time
3:51
Connected conversations
Call alerts — needs a manager
Negative sentiment and risk language heard on the phone
Critical alerts
4
Churn risk or escalation
Escalated calls
4
Handed to a manager
No follow-up set
3
Connected with no next step
Revenue exposed
$139,715
Attached to flagged calls
Agency operations — communications
Calls, email and text handled by the remote team this month
Calls answered
287
92.9% answer rate
Missed calls
22
All received text-backs
Missed calls recovered
16
72.7% recovery
Emails answered
88
Avg 8m 06s first reply
Agency ops — sales support
Lead contact through estimate follow-up
New leads contacted
84
4m 18s to first contact
Appointments scheduled
39
46.4% booking rate
Appointments confirmed
34
5 awaiting confirmation
Estimates followed up
61
9 awaiting a decision
Agency ops — service health
Resolution, escalation and commitments
Issues resolved
27
Avg 1d 4h resolution
Open escalations
4
1 critical
Emergency issues
1
Critical severity, live
Promises due today
4
Open commitments to the company
Sales canvassing
Doors, conversations, appointments and attributed revenue
Doors knocked
250
250 of 1,200 assigned homes
Conversations
50
20% contact rate
Appointments set
18
36% of conversations
Contracts signed
5
28% close rate · $109,450 attributed
Door hangers
88
97 QR scans tracked
Reps in field
5
5 active territories · 95% GPS compliance
Canvassing leaderboard
Top reps by attributed revenue · 2 active campaigns
Fleet operations
Vehicles, trailers, equipment and operating cost
Vehicles available
9 of 12
Ready to dispatch
Fleet utilization
70%
Productive vehicle hours
Maintenance due
5
2 overdue · 3 due soon
Fuel cost (MTD)
$5,039
All vehicles · 4.2% above last month
Maintenance cost (MTD)
$4,598
Repairs and service
Equipment tracked
80
5 trailers · 1 driver not checked in
Total dollars at risk
$444,930
Total margin exposure
$137,929
Critical jobs
10
Due within 7 days
45
| Job | Risk reason | Dollars | Margin exposure | Owner | Next action | Due |
|---|---|---|---|---|---|---|
Ferrell Residence JOB-2607-102 · Supplement | Critical Carrier response overdue | $26,900 | $9,146 | Jake Morrison | No carrier response in 11 business days — manager escalation triggered | 2026-07-29 |
Doerr Residence JOB-2603-092 · Supplement | Critical Approved supplement revenue unpaid | $22,400 | $7,616 | Sandra Piel (Accounting) | Accounting escalation — approved 41 days, mortgage endorsement outstanding | 2026-08-04 |
Marchetti Residence JOB-2604-118 · Supplement | Critical Approved supplement revenue unpaid | $15,200 | $5,168 | Sandra Piel (Accounting) | 90+ day aging — collections call scheduled with carrier claims desk | 2026-08-04 |
Carter Residence JOB-2606-131 · Supplement | Critical Carrier response overdue | $14,900 | $5,066 | Sarah Mitchell | Carrier follow-up overdue — log carrier response or send follow-up | 2026-07-28 |
Fairbanks Residence JOB-2606-139 · Supplement | Critical Approved supplement revenue unpaid | $14,200 | $4,828 | Monica Vance | Escalate mortgage endorsement — 40 days aged | 2026-08-04 |
Whitfield Residence JOB-2606-133 · Supplement | Critical Carrier response overdue | $8,650 | $2,941 | Sarah Mitchell | Escalate to carrier supervisor — 14 days with no response | 2026-07-30 |
Elena Fischer JOB-2607-096 · Change Order | Critical Customer payment overdue | $7,100 | $2,920 | Derek Hollis | Resolve storage-duration dispute and collect $4,600 | 2026-08-07 |
Alvarado Residence JOB-2606-135 · Supplement | Critical Carrier response overdue | $6,900 | $2,346 | Mike Rodriguez | Carrier response overdue — send written follow-up | 2026-08-01 |
Fairbanks Residence JOB-2606-161 · Change Order | Critical Work performed without authorization | $3,900 | $1,250 | Derek Hollis | Unauthorized work in progress — obtain signature today | 2026-08-07 |
Marek Residence JOB-2606-141 · Supplement | Critical High-value supplement denied | $800 | $272 | Sarah Mitchell | Prepare appraisal demand package for denied slope replacement | 2026-08-05 |
- Three jobs below target margin (Ortiz, Nguyen repair, Doerr claim)
- Two permits delayed — Ferrell (6 days), Lindquist (3 days)
- One supplier delivery at risk — underlayment low stock at Beacon (demo)
- Four quotes with no activity for five days
- Three customers waiting more than two hours for a callback
- Subcontractor insurance certificate expiring — Hill Country Metal Crew (Aug 22)
- Google Ads cost per qualified lead increased 18% week over week
- Rain forecast affecting two scheduled roof installations (Aug 6–7)
- Boerne$214,800
- Fair Oaks Ranch$82,600
- Leon Springs$31,200
- Comfort$16,400
- Bulverde$48,900
- Spring Branch$42,100
Recommended action: move the Cole metal install to Aug 8 and dry-in the Trevino tear-off by 14:00.
- Review 3 jobs below target margin
- Approve August marketing budget shift
- Sign off on agency pilot pricing
- SalesNew Facebook lead created — Karen Delgado (78006)09:52
- Customer serviceMissed call text-back sent to (830) 555-018709:47
- SalesAppointment scheduled — Peter Lindquist, Aug 3 9:00 AM09:31
- ProductionInspection completed — Michelle Ortiz, decking repair recommended09:12
- SystemAutomation failed — Supplement Status Sync (carrier PDF parse)08:58
- SalesCarter estimate approved — Better option, $24,87508:44
- SubcontractorsCrew assigned — Lone Star Roofing Crew to JOB-2607-01408:30
- ProductionMaterial price changed — architectural shingles +2.4% (demo pricing)08:15
- ProductionSupplier delivery confirmed — ABC Supply, Aug 808:02
- UrgentRain delay recommended — Cole metal install, Aug 607:55