Dashboard

Every inbound lead in one place, with the next action on each.

Sample data
Morning brief
Good morning, Drossos.
Friday, September 4

2 new leads overnight: Bayside Property Group and Suncoast Hospitality. One was caught by Maria after hours, so that caller still needs a callback from a person.

One lead is due for a touch today, worth $90k together. One of them has never been contacted.

$22k is out for signature across 1 bid. The oldest is Harbor Dental, sent 2026-09-02.

2 jobs are on the ground: Meridian Retail Partners and Gulfview Medical Plaza. $2k in change orders so far.

On the year: $274k of the $3,000k commercial goal, 9% of the way there.

Today
  • Call back, qualify: Suncoast HospitalityHotels & hospitality · $90k · 727-555-0110

Money

Booked work
···
Contracts plus change orders
Out for signature
···
1 open
Won this month
···
Avg bid margin
···
$2k in change orders
Supplies. 16 items are at the reorder point, across Sherwin-Williams and Home Depot. One machine is due for service: Ultra Max II 495 PC Pro Airless.See the list

What to work on

Do now

Urgent and important

2
  • Call back the Suncoast Hospitality caller
    Front Office · due 2026-09-04
  • Get the regional facilities manager at First Gulf
    Drossos · due 2026-09-05

Schedule

Important, not urgent

3
  • Walk the Bayside plaza
    Drossos · due 2026-09-09
  • Follow up on the Harbor Dental bid
    Drossos · due 2026-09-08
  • Non-school commercial photos from Drossos
    Drossos · blocked

Delegate

Urgent, not important

1
  • Punch list walk at Gulfview Medical
    Drossos · due 2026-09-06

Later

Neither urgent nor important

0

Nothing here.

Commercial sales goal
··· in new commercial work
9%

Needs attention

All leads
Suncoast HospitalityTom Whitaker
Hotels & hospitality · Tarpon Springs
New···
Call back, qualify

Bids out

Harbor Dental
Sent 2026-09-02
···

Jobs running

Meridian Retail Partners
Wesley Chapel, FL · in progress
···
Gulfview Medical Plaza
Clearwater, FL · punch list
···