VRL
VeteranOS
Command Center
Customer database
Search by name or VRL#
List view
List view
Job board
Job board view available on tablet and desktop
Harmon, Diane
VRL-2614
Sell
Days in stage
14
Status
Estimate presented
Task due
-2d
Reyes, Marco
VRL-2598
Collect
Days in stage
3
Status
Supplement sent
Task due
Today
Whitfield, Sam
VRL-2622
Build
Days in stage
1
Status
Production scheduled
Task due
4d
—
—
Profile
Documents
Notes
Stage
—
Status
—
Phone
(502) 555-0148
Address
4013 W Main St
Trade
Roof + Gutters
Assigned rep
Wes Miller
Proposal — v2.pdf
Signed contract.pdf
Insurance summary.pdf
Inspection photos (14)
Customer requested afternoon appointments only going forward.
Wes Miller · 3 days ago
Adjuster meeting rescheduled due to weather.
Wes Miller · 6 days ago
VETERANS RESTORATION OF LOUISVILLE
JOB PACKET — VRL-2614
Close
Cover sheet
Financial worksheet
Sell checklist
Build checklist
Collect checklist
Builder tools for this stage — Sell
Proposal Builder
Photo Studio — Inspection
Measurement Builder
1
Homeowner information
Homeowner(s)
Diane Harmon
Street address
4013 W Main St, Louisville, KY 40212
Phone
(502) 555-0148
Best contact method
Call and text
2
Sales / scope
Sales rep
Wes Miller
Sales rep #
(502) 919-0278
Scope
Full roof replacement, gutter replacement — storm damage claim.
3
Insurance
Insurance co.
State Farm
Claim #
SF-88213-40
Adjuster name
Mark Ferris
Adjuster phone
(800) 555-2210
1
Financial worksheet — roofing
RCV
$18,420.00
ACV
$14,890.00
Depreciation
$3,530.00
Deductible
$1,000.00
Job total
$18,420.00
1
Sell checklist
Inspection completed
Rep agreement signed
Estimate presented
Contract signed
Deposit collected
1
Build checklist
Material order submitted
Crew scheduled
Production complete
1
Collect checklist
Supplement submitted
Final invoice sent
Payment collected