Good afternoon, Marco
Here's what's happening at Glam Roofing today.
Business Metrics
Revenue this month
$38,400
+12%vs last month
Jobs completed (week)
7
across 4 customers
Open leads
4
2 awaiting reply
Outstanding invoices
$6,200
across 3 invoices
Cash Position
Cash on hand$24,300
Outstanding receivables$6,200
Due this week$3,400
To-Dos
Jobs
Johnson re-roof— Scheduled Thursday
Patel re-roof— Materials not yet ordered
Garcia leak repair— In progress, on track
Henderson repair— Delayed — weather hold
Martinez gutter clean— Rescheduling needed
Needs Attention
5 itemsMissed call from (818) 555-0147
Drafted follow-up SMS ready to send.
Estimate ready for Johnson re-roof
$4,800 estimate drafted based on job description.
Invoice #52 overdue by 11 days
Payment reminder drafted for Chen residence.
CA Statement of Information not filed
Your annual California Statement of Information is due. Glam Roofing has not yet filed for the current period.
Insurance coverage gap detected
Glam Roofing extended operations to Orange County, but your general liability policy does not reflect the expanded coverage area.