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Tuesday, August 26

Good morning, Sarah.

Here’s what needs your attention in Northline Mechanical.

New leads

8Since Monday

Open pipeline

$48,25019 opportunities

Booked today

4Next: 10:30 AM

Active projects

122 finishing this week

YOUR DAILY BRIEFING

You have 6 things that need a response today. Two new leads arrived after hours and one estimate has been waiting for a follow-up.

PRIORITY QUEUE

Needs attention 6

See all

Missed call from Michael Brooks

critical

New bathroom renovation enquiry · 12 min ago

New lead with no response yet

Text message needs a reply

high

Nadia Singh asked for an estimate update

Unread client message

Estimate follow-up is overdue

high

Kitchen renovation · $14,800

Open estimate idle for 6 days

Site visit follow-up

normal

Confirm tomorrow’s time with the client

Task due today

SALES SNAPSHOT

Pipeline

Open pipeline
New enquiries8
$18,600
Estimate sent6
$48,250
Ready to book3
$21,700
Active projects12
$96,000

RECENTLY HAPPENED

Activity

New lead added

Michael Brooks · Bathroom renovation

Estimate viewed

Nadia Singh · Kitchen renovation

Appointment booked

Site visit · Thursday, 10:30 AM

Project won

Avery Chen · HVAC replacement

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