Saturday, September 5

Good morning, Jordan.

Here’s what’s happening across Coastal today.

Live demo command center: Revenue, jobs, pipeline, estimates, and tasks respond as you operate the showroom.

Session data

Revenue this month

$84,620

1 paid invoices · updates with payments

Open estimates

$11,790

2 awaiting approval

Active jobs

4

1 currently in the field

Tasks due

4

2 need attention

Today’s schedule

4 featured jobs · 1 in the field

JobCustomerServiceArrivalStatus
Maya RodriguezAC tune-up9:00 AMEn route
Daniel BrooksWater heater repair11:30 AMScheduled
Sunset Villas HOAPreventive maintenance1:00 PMScheduled
Angela CarterDuct inspection3:30 PMAwaiting parts

Sales pipeline

$27,985 weighted value

New lead 2$6,280
Qualified 1$6,200
Estimate sent 2$16,370
Approved 1$12,480
Next up

Weekly operations review

Monday at 8:30 AM · Office

JKAMRLTS

Revenue trend

Last 6 months

Team snapshot

Today’s field activity

AM

Alex Morgan

3 jobs · 2 active

RL

Riley Lopez

2 jobs · 1 active

TS

Taylor Singh

2 jobs · 1 active

Unassigned

0 jobs · 0 active