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Welcome back,
-
Wes Miller
Storm system moving through Louisville Thurs–Fri. Expect inspection requests to spike — check in with your leads.
Posted today · Expires in 3 days
Bradley Logsdon
Great push this week, team. Q3 numbers are looking sharp.
Posted 2 days ago · Expires in 5 days
Leaderboards
Resets in 12d
Lead gen
Revenue
1
Butch Poland
Office VRL-002
47
Leads
2
Chris Helton
Office VRL-004
38
Leads
3
Nolan Mills
Office VRL-007
31
Leads
1
Chris Helton
Office VRL-004
$142k
Closed
2
Butch Poland
Office VRL-002
$118k
Closed
3
Wes Miller
Office VRL-001
$94k
Closed
View hall of fame
Lead generation
1
Butch Poland
Office VRL-002
47
Leads
2
Chris Helton
Office VRL-004
38
Leads
3
Nolan Mills
Office VRL-007
31
Leads
4
Timothy Logsdon
Office VRL-009
26
Leads
5
Wes Miller
Office VRL-001
19
Leads
Revenue generated
1
Chris Helton
Office VRL-004
$142k
Closed
2
Butch Poland
Office VRL-002
$118k
Closed
3
Wes Miller
Office VRL-001
$94k
Closed
4
Nolan Mills
Office VRL-007
$71k
Closed
5
Timothy Logsdon
Office VRL-009
$58k
Closed
Schedule
Full view
Jul 27 – Aug 2
82°F · Clear
Mon
27
10am Color mtg — Reyes
Tue
28
Build start — VRL-2622
Wed
29
Thu
30
Build cont. · 2pm Inspection
Fri
31
9am Safety training
Sat
1
11am Adj. mtg — Harmon
Sun
2
Builds
Appts
Training
Task board
12 open
Call adjuster — VRL-2614
Assigned to you · Sell stage
Diane hasn't heard back on the RCV estimate — follow up before Monday's color meeting.
2d overdue
Send supplement — VRL-2598
Assigned to Bradley · Collect stage
Roof endorsement missing from adjuster estimate — flag for supplement package.
Due today
Order materials — VRL-2622
Assigned to Butch Casey · Build stage
Confirm OC Duration shingle color with customer before submitting order.
Due today
Update job packet — VRL-2601
Assigned to you · Build stage
Attach signed change order to the Documents folder.
Due in 2d
Schedule counseling — Timothy Logsdon
Assigned to Wes · HR
90-day counseling window opens this week.
Due in 4d
Customer database
Search by name or VRL#
Full
Harmon, Diane
VRL-2614
Sell
Days in stage
14
Status
Estimate presented
Task due
-2d
Trade
Roof + Gutters
Rep
Wes Miller
Reyes, Marco
VRL-2598
Collect
Days in stage
3
Status
Supplement sent
Task due
Today
Trade
Roof
Rep
Chris Helton
Whitfield, Sam
VRL-2622
Build
Days in stage
1
Status
Production scheduled
Task due
4d
Trade
Siding
Rep
Butch Poland
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