Open Leads
47this wk
▲ +12 vs last wk
Estimates Sent
23pending
▲ +4 today
Jobs Scheduled
18this wk
▲ 92% utilization
Revenue MTD
$284K
▲ +18% vs May
Outstanding A/R
$67.4K
▼ 14 invoices
Crew Utilization
87%
— On target
Revenue · Last 12 Weeks
// closed-won by trade · weekly
Revenue
Leads
Margin
Closed Revenue— Trend ($1,200/wk grade)
Pipeline Today
// 47 leads in play
NL
New Leads
↑ 8 new since Mon
14
CT
Contacted
awaiting reply
12
ES
Estimate Scheduled
site visits booked
9
QS
Quote Sent
avg 3.2d → decision
8
WN
Won (week)
$184k contract value
5
LS
Lost (week)
close rate 71%
2
Today's Jobs
// 6 active sites
RF
Pruitt Residence — Roof
Mountain Brook · Crew Alpha · Day 2/2
86%
LD
Adler Backyard Reset
Vestavia · Crew Bravo · Day 4/5
72%
HV
Magnolia Office Tower HVAC
Birmingham · Crew Hotel · Day 1/4
28%
CN
Helena Deck + Pergola
Helena · Crew Delta · Day 6/9
62%
FN
Witcomb 320LF Fence
Hoover · Crew Echo · Day 2/3
68%
TR
Storm Cleanup — 3 Oaks
Trussville · Crew Charlie · Today
42%
Recent Activity
// last 2 hours
$
Pruitt — Final invoice paid
$18,400 · Stripe · 14:32
📷
Crew Bravo — 18 photos uploaded
Adler Backyard · 14:18
📨
New lead — McGehee Estate
Roofing · Birmingham · Google Ads · 13:55
📝
Quote sent — Thornton residence
Fence + Hardscape · $24,200 · 13:41
⚒
Crew Hotel checked in on site
Magnolia Tower · GPS verified · 13:28
★
5-star Google review — Janelle L.
"…better than the next closest bid" · 12:54
Quick Actions
// most-used today
➕
New Lead
Manual entry
N
≡
Start Quote
Quote Builder
Q
⌧
Schedule Visit
Calendar
S
📄
Send Invoice
Stripe
I
⚒
Assign Crew
Drag from kanban
⚙
Run End-of-Day Report
Email to crew leads
Total Pipeline
$486K
▲ +24% MTD
New This Week
14
▲ +6 vs last
Close Rate
71%
90-day rolling
Avg. Time to Close
8.4d
▲ improving
Avg. Deal Size
$11.2K
▲ +$1.4k YTD
New Lead14
McGehee Estate
ROOFING · BIRMINGHAM
~$14k
// today 13:55
RM
Carrera Townhomes
HVAC · HOOVER
~$28k
// today 11:12
JT
Kowalski Residence
FENCE · VESTAVIA
~$7.5k
// today 09:48
RM
Bishop Hardware
ELECTRICAL · TRUSSVILLE
~$22k
// yesterday
JT
Contacted12
Thornton Residence
FENCE + HARDSCAPE
$24.2k
// site visit Fri 9a
DW
Lakeview Apartments
LANDSCAPING · QUARTERLY
$48k/yr
// awaiting plans
RM
Patel Family — Forest Park
CONSTRUCTION · ADDITION
~$185k
// arch drawings sent
DW
Est. Scheduled9
Russo Garage Build
CONSTRUCTION · DETACHED
~$72k
// THU 6/4 · 10:30a
DW
Fairmount Office Park
ROOFING · 3 BUILDINGS
~$148k
// FRI 6/5 · 8:00a
RM
Davenport Residence
PLUMBING · REPIPE
~$18k
// SAT 6/6 · 11:00a
JT
Quote Sent8
Bellinger Estate
ROOFING + GUTTERS
$28.6k
// sent 2d ago · 1 view
RM
Crestwood Country Club
LANDSCAPING + IRR.
$94k
// sent 5d ago · viewed 4x
DW
Cahaba Heights Spec Home
ELECTRICAL ROUGH-IN
$17.8k
// sent 1d · awaiting
JT
Won5
Pruitt Residence
ROOFING · TIMBERLINE HDZ
$18.4k
// closed today ✓
RM
Adler Family
LANDSCAPING · FULL RESET
$11.6k
// closed yesterday ✓
DW
Magnolia Office Tower
HVAC · DUAL 5-TON
$32.4k
// closed 2d ago ✓
JT
Lost2
Berkeley Residence
ROOFING
$22k
// went w/ insurance preferred
RM
Henderson Garage
CONSTRUCTION
$38k
// budget · "next yr"
DW
Roofing
Landscape
Fence
HVAC
Plumb
Elec
Customer
Property Address
Roofing Spec
Tear-off
Overlay
Squares
Pitch
Add-Ons
Margin Target
28%
34%
40%
SUMMIT HOME SERVICES
1840 Oxmoor Rd · Birmingham AL · AL-58241
Quote
#Q-2026-0847
Issued 06/03/26 · Valid 30d
Bill ToPruitt Family
2148 Vintage Way
Mountain Brook AL 35223
2148 Vintage Way
Mountain Brook AL 35223
ProjectFull roof tear-off & replacement
GAF Timberline HDZ · Charcoal
32 squares · 6/12 pitch
GAF Timberline HDZ · Charcoal
32 squares · 6/12 pitch
Description
Qty
Rate
Total
GAF Timberline HDZ Shingles
Charcoal · Includes accessories
Charcoal · Includes accessories
32 sq
$285.00
$9,120
Tear-Off — Existing Layer
Haul-away & disposal incl.
Haul-away & disposal incl.
32 sq
$72.00
$2,304
Synthetic Underlayment
GAF Tiger Paw, full coverage
GAF Tiger Paw, full coverage
32 sq
$48.00
$1,536
Ridge Vent — Full Run
82 lf
$14.00
$1,148
Ice & Water — Valleys + Eaves
9 sq
$98.00
$882
Decking Allowance
10 sheets ½" CDX · billed if used
10 sheets ½" CDX · billed if used
10 ea
$62.00
$620
Labor — Install Crew (3)
2 days
$1,395
$2,790
Subtotal$18,400.00
Materials margin (34%)incl.
Sales taxExempt (cap improvement)
Total$18,400.00
15-yr GAF System Plus + 10-yr Summit workmanship warranty
$0 down financing available · 0% APR / 18mo or 6.99% / 84mo · GreenSky
$0 down financing available · 0% APR / 18mo or 6.99% / 84mo · GreenSky
▦
Active Projects
12
✓
On Schedule
9
⚠
At Risk
2
$
Active Contract Value
$486K
Active Projects
// drag to reorder · click for kanban detail
All
Roofing
Landscape
HVAC
Construction
| Project | Customer | Service | Crew | Progress | Contract | Status |
|---|---|---|---|---|---|---|
Pruitt — Full Roof Replace Day 2/2 · Mountain Brook |
Sarah & Mike Pruitt | ROOFING | RM JT DM |
86% · 2/2 days |
$18,400 | ON SCHEDULE |
Adler Backyard Reset Day 4/5 · Vestavia |
Adler Family | LANDSCAPING | CB LR PV +1 |
72% · 4/5 days |
$11,600 | ON SCHEDULE |
Magnolia Office HVAC Day 1/4 · Birmingham |
Magnolia Holdings LLC | HVAC | HG SK NT |
28% · 1/4 days |
$32,400 | START DAY |
Helena Deck + Pergola Day 6/9 · Helena |
Mark & Lisa Russo | CONSTRUCTION | DC EH TF |
62% · 6/9 days |
$24,800 | ON SCHEDULE |
Witcomb 320LF Cedar Fence Day 2/3 · Hoover |
Witcomb Family | FENCING | EC RD JM |
68% · 2/3 days |
$8,950 | ON SCHEDULE |
Hayworth Pool Patio Day 3/12 · Birmingham |
Caleb Hayworth | CONSTRUCTION | DC BW |
22% · 3/12 days |
$42,800 | PERMIT REVIEW |
Cahaba Heights Repipe Day 4/4 · Cahaba |
Tom & Yolanda Davenport | PLUMBING | PG SN |
96% · 4/4 days |
$14,200 | FINAL WALK |
Bellevue Lighting Retrofit Day 3/6 · Hoover |
Bellevue HOA | ELECTRICAL | AK VS JR |
48% · 3/6 days |
$28,400 | WAITING PARTS |
Mon 06/01
Tue 06/02
Wed 06/03
Thu 06/04
Fri 06/05
7:00a
Pruitt Roof — Day 1
CREW ALPHA · 7a–4p
Pruitt Roof — Day 2 ✓
CREW ALPHA · 7a–3p
Magnolia HVAC — Day 1
CREW HOTEL · 7a–4p
Magnolia HVAC — Day 2
CREW HOTEL · 7a–4p
Magnolia HVAC — Day 3
CREW HOTEL · 7a–4p
8:00a
Adler Sod Prep
CREW BRAVO · 8a–5p
Adler Sod Day 2
CREW BRAVO
Adler Sod Day 3
CREW BRAVO
Adler — Lighting Final
CREW BRAVO · 8a–4p
Crestwood Site Visit
DYLAN · 8a–9:30a
9:00a
Helena Deck — Day 4
CREW DELTA
Helena Deck — Day 5
CREW DELTA
Helena Deck — Day 6
CREW DELTA
Russo Garage Estimate
DYLAN · 10:30a
Helena Deck — Day 8
CREW DELTA
10:00a
Witcomb Fence — Layout
CREW ECHO
Witcomb Fence — Day 2
CREW ECHO
Witcomb Fence — Day 3 ✓
CREW ECHO
Bellevue Lighting Day 3
CREW INDIA
Fairmount Office Bid Walk
RYAN · 8a–11a
11:00a
Cahaba Repipe — Day 1
CREW FOXTROT
Cahaba Repipe — Day 2
CREW FOXTROT
Cahaba Repipe — Day 3
CREW FOXTROT
Cahaba Repipe — Final ✓
CREW FOXTROT
Davenport Estimate
JT · 11a–12:30p
1:00p
Service Call: Berkeley Rd
SERVICE TRUCK 4
Trussville Storm Cleanup
CREW CHARLIE
Service Call: Bishop HW
SERVICE TRUCK 2
3:00p
Thornton Site Visit
DYLAN · 3p–4:30p
McGehee Initial Call
RYAN · 3p–3:45p
Kowalski Walk
RYAN · 3p–4p
Crew Lead Stand-down
ALL HANDS · 3:30p
Mon 06/01
6 jobs
7:00a
Pruitt Roof — Day 1
CREW ALPHA · 7a–4p
8:00a
Adler Sod Prep
CREW BRAVO · 8a–5p
9:00a
Helena Deck — Day 4
CREW DELTA
10:00a
Witcomb Fence — Layout
CREW ECHO
11:00a
Cahaba Repipe — Day 1
CREW FOXTROT
3:00p
Thornton Site Visit
DYLAN · 3p–4:30p
Tue 06/02
6 jobs
7:00a
Pruitt Roof — Day 2 ✓
CREW ALPHA · 7a–3p
8:00a
Adler Sod Day 2
CREW BRAVO
9:00a
Helena Deck — Day 5
CREW DELTA
10:00a
Witcomb Fence — Day 2
CREW ECHO
11:00a
Cahaba Repipe — Day 2
CREW FOXTROT
1:00p
Service Call: Berkeley Rd
SERVICE TRUCK 4
Wed 06/03 · TODAY
7 jobs
7:00a
Magnolia HVAC — Day 1
CREW HOTEL · 7a–4p
8:00a
Adler Sod Day 3
CREW BRAVO
9:00a
Helena Deck — Day 6
CREW DELTA
10:00a
Witcomb Fence — Day 3 ✓
CREW ECHO
11:00a
Cahaba Repipe — Day 3
CREW FOXTROT
1:00p
Trussville Storm Cleanup
CREW CHARLIE
3:00p
McGehee Initial Call
RYAN · 3p–3:45p
Thu 06/04
6 jobs
7:00a
Magnolia HVAC — Day 2
CREW HOTEL
8:00a
Adler — Lighting Final
CREW BRAVO · 8a–4p
9:00a
Russo Garage Estimate
DYLAN · 10:30a
10:00a
Bellevue Lighting Day 3
CREW INDIA
11:00a
Cahaba Repipe — Final ✓
CREW FOXTROT
3:00p
Kowalski Walk
RYAN · 3p–4p
Fri 06/05
5 jobs
7:00a
Magnolia HVAC — Day 3
CREW HOTEL
8:00a
Crestwood Site Visit
DYLAN · 8a–9:30a
10:00a
Fairmount Office Bid Walk
RYAN · 8a–11a
11:00a
Davenport Estimate
JT · 11a–12:30p
3:00p
Crew Lead Stand-down
ALL HANDS · 3:30p
Total Employees
38
▲ +2 hires (May)
Field Crews
9active
all dispatched
On-Site Now
28
GPS verified
Hrs This Week
1,184
▲ +6% vs avg
Labor Cost MTD
$94K
on budget
Field Crews
// 9 active crews · realtime status
ActiveAllOff-Duty
RM
Ryan Martinez
CREW ALPHA · ROOFING LEAD
ON SITE
GAF MASTEROSHA-30FALL CERTCDL-A
CB
Carla Bishop
CREW BRAVO · LANDSCAPE LEAD
ON SITE
RAIN BIRDHARDSCAPELICENSED IRR.
HG
Hector Gomez
CREW HOTEL · HVAC LEAD
ON SITE
NATEEPA 608TRANE CERTCARRIER
DC
Devin Carter
CREW DELTA · CONSTRUCTION
ON SITE
GC LICENSEDOSHA-30LEAD-SAFE
EC
Elena Cruz
CREW ECHO · FENCE LEAD
ON SITE
ALA CONTR.OSHA-10
PG
Pedro Galvan
CREW FOXTROT · PLUMBING LEAD
LUNCH
MASTER PLUMBBACKFLOWGAS CERT
AK
Aaron Knight
CREW INDIA · ELECTRICAL LEAD
ON SITE
MASTER ELECEV CHARGERGEN. CERT
JK
James Kingsley
CREW JULIET · TREE LEAD
OFF DUTY
ISA ARBORISTCHAINSAW CERTCRANE OP
JT
Jordan Tran
SERVICE TRUCK 2 · MULTI-TRADE
EN ROUTE
EPA 608OSHA-10PLUMB JRMNELEC JRMN
Total Assets
47
tracked
Trucks & Trailers
14
11 deployed
Power Equipment
22
mowers, saws, etc
Heavy Equip
8
2 rented out
Maintenance Due
3
this week
Equipment Roster
// click any asset for maintenance log
All
Trucks
Trailers
Power
Heavy
Service Due
| Asset | ID / VIN | Type | Assigned To | Location | Hours/Miles | Next Service | Status |
|---|---|---|---|---|---|---|---|
| 🚚Ford F-350 Crew #1 | SUM-T01 | Truck | Crew Alpha | Mountain Brook | 87,420 mi | +1,200 mi | ACTIVE |
| 🚛Ford F-450 Dump | SUM-T04 | Truck | Crew Bravo | Vestavia | 42,180 mi | +3,800 mi | ACTIVE |
| 🚐Service Van #2 | SUM-V02 | Van | Jordan Tran | En route | 61,940 mi | +200 mi | SVC DUE SOON |
| ▭20ft Enclosed Trailer | SUM-TR03 | Trailer | Crew Echo | Hoover | — | Inspection Aug | ACTIVE |
| ▭16ft Dump Trailer | SUM-TR05 | Trailer | Crew Bravo | Vestavia | — | Tires due | CHECK |
| 🌾Toro Z-Master Mower | SUM-M01 | Power | Crew Bravo | Vestavia | 892 hrs | +15 hrs | ACTIVE |
| 🌾Toro Z-Master Mower #2 | SUM-M02 | Power | Crew Golf | Yard | 1,140 hrs | Overdue 20h | SVC OVERDUE |
| ⛟Bobcat S570 Skid Steer | SUM-H01 | Heavy | Crew Delta | Helena | 1,860 hrs | +40 hrs | ACTIVE |
| ⛏Kubota Mini Excavator | SUM-H02 | Heavy | Crew Charlie | Trussville | 2,418 hrs | +120 hrs | ACTIVE |
| ⛏Stump Grinder 35HP | SUM-H04 | Heavy | Crew Juliet | Yard | 540 hrs | +60 hrs | STAGED |
| ⚡Honda EU7000i Generator | SUM-P03 | Power | Crew Alpha | Mountain Brook | 320 hrs | +80 hrs | ACTIVE |
| ⚡Stihl MS500i Chainsaw | SUM-P08 | Power | Crew Juliet | Yard | — | Chain replace | CHECK |
LEGEND
Active job site (8)
Open lead (4 shown / 47 total)
Crew in transit (1)
Service zone overlay
Crew Density · This Week
// by zip code
35213
Mountain Brook
3 active jobs · $61k contract
3
35216
Vestavia Hills
2 active jobs · $24k contract
2
35226
Hoover
2 active jobs · $37k contract
2
35080
Helena
2 active jobs · $68k contract
2
Drive-Time Heat Map
// avg windshield time per crew
A
Crew Alpha — Roofing
28 min avg · within target
28m
B
Crew Bravo — Landscape
22 min avg · within target
22m
D
Crew Delta — Construction
48 min avg · above target
48m
H
Crew Hotel — HVAC
62 min avg · re-route this wk
62m
Portal Inbox
// 3 unread customer threads
SP
Sarah Pruitt
2m ago
Sarah: photos look great — when does the final invoice…
JA
Jeff Adler
14m
You: all set — Carla's crew finishes lighting…
MR
Mark Russo
1h
Mark: can we add post-cap lighting before final?
YD
Yolanda Davenport
3h
Yolanda: approving change order $1,840…
CW
Cassie Witcomb
yesterday
You: sending the warranty packet now…
CH
Caleb Hayworth
2d
Caleb: any update on the city permit?
SP
Sarah Pruitt
// Project: Roof Replacement · #Q-2026-0847 · Mountain Brook
SP
Hey Dylan! Photos look amazing — driveway is spotless. When does the final invoice come through? Want to make sure I can pay before the weekend.Today 2:14 PM
So glad you're happy! Final invoice goes out automatically after Ryan does the walk-through tomorrow at 9am — should hit your portal by 11. Stripe link inside, takes 30 seconds. Today 2:16 PM
FYI your 10-yr workmanship warranty is already attached to the project — you can download the PDF from your portal anytime. Also enrolled you in our complimentary 1-yr inspection. Today 2:17 PM
SP
Perfect — and we're still good on the leaf guard add-on Ryan mentioned? Today 2:19 PM
Total Leads (30d)
182
▲ +24% MoM
Cost Per Lead
$48
▼ -$9 vs target
Lead → Customer
38%
▲ +4pp
CAC
$126
▼ improving
ROAS
8.4x
▲ +1.2x
G
Google Ads
Performance Max + LSA
68
Spend
$3,240
CPL
$48
Conv.
41%
f
Facebook + IG
Lead-form + Carousel
42
Spend
$1,840
CPL
$44
Conv.
28%
W
Website Direct
Organic + SEO
38
Spend
$0
CPL
$0
Conv.
46%
★
Referral / Repeat
Past customers + reviews
34
Spend
$0
CPL
$0
Conv.
62%
Top Performing Campaigns
// last 30 days · by ROAS
| Campaign | Source | Leads | Spend | Pipeline | ROAS |
|---|---|---|---|---|---|
| Roof Storm Damage — May | Google PMax | 34 | $1,420 | $48k | 11.2x |
| Backyard Reset — Spring | FB Carousel | 22 | $890 | $28k | 9.8x |
| Tune-Up Specials — HVAC | Google LSA | 28 | $680 | $14k | 7.4x |
| Fence Financing — All Year | FB Lead Form | 20 | $950 | $18k | 6.2x |
| Tree Storm Response | Google Search | 12 | $420 | $8k | 4.8x |
Review Funnel
// 1-yr Google + BBB inflow
📨
Auto-Send: Post-Job Survey
SMS · 1 day after final walk
412 sent
★
5-Star → Google Public Review Ask
Automatic SMS w/ direct link
186 left
⚠
≤ 4-Star → Internal Triage
Routed to Dylan for direct call
8 flagged
📈
Google Star Average
418 reviews · last 12mo
4.9 ★
★
BBB Rating
A+ · since 2014
A+
Revenue MTD
$284,140
// 28 invoices closed · +18% MoM
A/R Outstanding
$67,420
// 14 invoices · avg 9.2 days
Bank Position
$184,920
// Regions Ops · synced 14:32
A/P Due (7d)
$42,180
// suppliers + subs + payroll
Open Invoices
// Stripe + QuickBooks synced · 14 outstanding
AllOverdueThis Week
| Invoice | Customer | Project | Amount | Sent | Status |
|---|---|---|---|---|---|
| INV-2026-0918 | Sarah Pruitt | Roof Replacement | $18,400 | queued for 06/04 | QUEUED |
| INV-2026-0917 | Magnolia Holdings | HVAC — Deposit | $16,200 | 2 days ago | SENT |
| INV-2026-0915 | Adler Family | Landscape — Progress | $5,800 | 5 days ago | VIEWED |
| INV-2026-0911 | Russo (Helena) | Deck — Materials Draw | $8,400 | 7 days ago | PAID 06/02 |
| INV-2026-0908 | Witcomb | Fence — Final | $4,475 | 9 days ago | PAID 06/01 |
| INV-2026-0902 | Berkeley | Plumbing Repair | $1,840 | 14 days ago | OVERDUE 4d |
| INV-2026-0898 | Bellevue HOA | Electrical — Deposit | $14,200 | 18 days ago | OVERDUE 8d |
Cash Flow
// 8-week forecast
ClosedProjected (avg 76%)
Integrations
// sync status
$
Stripe
last sync 2m ago · all green
●
QB
QuickBooks Online
last sync 14m ago
●
G
GreenSky Financing
webhook active
●
SY
Synchrony
webhook active
●