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-10847shower
Frameless shower — master bath
Amanda Pritchard · 2104 Tates Creek Rd, Lexington
Revenue
$4,850
COGS
$1,420
GP
$3,430
GP%
71%
New
Quoting
Sold
Waiting
Ready
Scheduled
In progress
Ran
Invoiced
Paid
◆ AISuggested install slot: Tue Apr 29, Chris 7am-12pm
98% match — certified for this shower type, in territory, 7hr capacity open
4/24/2026, 8:00:00 AM · AI Copilot
PO-0148 received — CRL hardware in stock
4/22/2026, 1:40:00 PM · Receiving
PO-0147 acknowledged — ETA April 28
4/20/2026, 8:30:00 AM · 310 Glass
PO-0148 sent to CRL — hardware kit
4/16/2026, 11:12:00 AM · System
PO-0147 sent to 310 Glass — 4 panels
4/16/2026, 11:10:00 AM · System
50% deposit paid — $2,425
Stripe charge ch_3O2p...
4/16/2026, 11:08:00 AM · Amanda Pritchard
Estimate approved + signed (portal)
4/16/2026, 11:05:00 AM · Amanda Pritchard
Estimate generated — $4,850 (G/B/B applied)
4/16/2026, 10:58:00 AM · System
◆ AIAuto-measure pulled from 2024 job — same shower layout
Saved 30 min, confidence 94%
4/16/2026, 10:55:00 AM · AI Doc
Job created — stage: quoting
4/16/2026, 10:24:00 AM · CSR Donna
Inbound call from Amanda Pritchard — VIP
Repeat customer, wants matching shower for hall bath
4/16/2026, 9:15:00 AM · Phone — CSR Donna