Booked today
83 ran · 5 to go
Revenue pacing
$15.7k85% of $18.5k goal
Tech utilization
72%6 techs on · 1 PTO
Unassigned
2all fresh
Waiting material
41 >7d — escalate
AR on ran jobs
$12.8knot yet invoiced or collected
Call conversion
61%book→ran 88%
GD-C-2050CloseoutCommercial · Net 45
Diner #3 — vestibule glass
Lexington Diner Group · 1650 Harrodsburg Rd · Jake Robinson (lead) + Reggie Watson
1
Photos
Required: 1 before, 1 during, 1 after. Auto-upload from truck iPad.
[photo uploaded]
✓ Before7:42 AM
[photo uploaded]
✓ Progress11:15 AM
[photo uploaded]
✓ After (final)2:52 PM
✓ All required photos captured and uploaded.
2
Work performed
Auto-pulled from measure sheet + POs. Confirm or adjust.
Scope completed
✓ Removed existing entry storefront
✓ Installed 4 × 1/2" tempered panels (PO-0149)
✓ Set patch fittings + pulls, FHC hardware
✓ Perimeter caulk + cleanup
Materials used
PO-20260417-0149 · 310 Glass
2 line items · $3,400
3
Invoice line items
Auto-filled from sold scope + POs. Dispatcher verifies before send.
| Description | Qty | Unit | Ext |
|---|---|---|---|
| Vestibule glass install (4 panels 1/2" tempered) | 1 | $5740.00 | $5,740 |
| SSS patch fittings + pulls | 1 | $1640.00 | $1,640 |
| Labor — 2-man crew, 8hr | 8 | $102.50 | $820 |
| Subtotal | $8,200 | ||
| Tax 6% | $492 | ||
| Total | $8,692 | ||
◆ AI check: GP margin 58% — within healthy band for commercial vestibule installs.
4
Customer sign-off
Captured on iPad at completion.
Mike Henson
Mike Henson · Ops Mgr
On behalf of Lexington Diner Group
Signed 2026-04-24 2:58 PM
✓ Walkthrough passed · No punch items flagged on-site
5
Payment
Commercial → Net 45 → AR. Residential collects on-site via card, cash, check, or ACH.
Invoice
$8,692.00
generated on close
Deposit
$0.00
commercial — none
Balance
$8,692.00
Net 45 · due Jun 8
Commercial account — invoice will be sent to AR with Net 45 terms. Due Jun 8. No collection needed on-site.
6
Review ask
Residential only. Commercial skips this step.
Skipped — commercial customer. Enable at job-type level in settings.