Sample owner office. Records update as you use the website and the customer portal.About this demo
Good morning, Adam.
Your priorities
Only the things that need you, oldest first. Each one has a reason and a button that does the next step. Everything on track stays out of the way.
Crews today
Recent activity
Quote requests
Every photo quote, call and referral, routed to the right brand by ZIP. Open one to see the photos, set a follow-up and build the estimate.
| Received | Customer | Brand | Service | Photos | Source | Status | Follow up |
|---|
Where requests come from
Last 90 days, sampleSpeed to answer
SampleReviews say speed is why people hire Adam. The automatic text back keeps that promise even on a roof.
Estimates
Itemized, guaranteed, sent by text with an approve and pay deposit link. Approval books the crew and creates the deposit invoice.
| Estimate | Customer | Brand | Scope | Total | Status | Sent | Activity |
|---|
Crew schedule
Every crew, every day, with the wind and rain forecast on top. Crews stay off cage roofs above 20 mph. Click any block to move it.
Jobs
From booked to finished. Marking a job complete registers the 5-year warranty, sends the balance due text with a pay link, and queues the Google review request.
Invoices and payments
Card and bank payments online, plus Zelle, check and cash recorded in one tap. Deposits on approval, balances at the walkthrough.
| Invoice | Customer | Brand | For | Amount | Due | Status |
|---|
Profit and brands
Revenue, materials, labor and what is left, month by month, and how each of the three brands is doing. Sample figures.
Last six months
October is month to dateRevenue by service
Share of revenueThree brands, one company
Last 90 days, sampleCare plans
Recurring revenue between rescreens: a yearly inspection, Tapcon check and pressure wash, billed automatically, with first place in line after a storm.
| Plan | Customer | Town | Price | Renews | Status |
|---|
Texts
One inbox for all three business numbers. Templates fill in the name, crew and day for you. Automations handle the routine ones.
Automatic texts
Each one runs on its own once switched on.
Google reviews
A review request goes out the evening each job is marked complete. More five-star reviews means more calls from the next neighborhood over.
Review requests
Recent Google reviews
Real reviews from the current siteWarranty
Every finished job registers a 5-year workmanship warranty with the date, scope and photos. Claims come in from the customer portal.
Open claims
Warranty registry
Warranties ending soon are a natural moment to offer a Care Plan or a rescreen.
| Warranty | Customer | Scope | Installed | Covered until |
|---|
Storm mode
After a storm, calls triple in a day. One switch puts a damage report banner on the website, sorts reports with safety first, and books visits around the wind.
Turn it on after a storm or a named system. The website banner, the damage report form and the triage list switch on together.
Damage reports
Safety first: an open pool cage or a door that will not close outranks a torn panel. Triage books the visit on the schedule.
Materials
Screen rolls, spline, Tapcons, door kits and Super Gutter on the shelf, with reorder points. Approving an upgrade in the portal checks stock automatically.
Purchase orders
| Item | SKU | On hand | Stock level | Unit cost |
|---|
Team and crew phones
Owners see everything. Crew phones see only today’s jobs: address, checklist, materials, a button to text the customer and a camera for job photos.
Logins
| Name | Role | Can see |
|---|