24
Active Jobs
4 this week
$182K
Pipeline Value
12% vs last month
8
Estimates Pending
2 overdue
5
In Production
2 on-site today
$48K
Collected This Month
8% vs last month
Lead6
Robert Harmon
412 Magnolia Dr, Lakeland
Patricia Vance
88 Sycamore Ln, Winter Haven
Carl Nguyen
7 Birchwood Ct, Bartow
Estimate5
Sandra Kowalski
330 Pelican Ave, Auburndale
Mike & Tina Ellis
2200 Oak Park Blvd, Haines City
Helen Marsh
18 Greystone Rd, Davenport
Contract4
Thomas Brennan
1 Cypress Hollow, Polk City
Diane Ruiz
540 Lakeview Dr, Lake Alfred
Production5
James & Carol Whitfield
801 Heritage Oak Dr, Lakeland
Bruce Olson
99 Tanglewood Pass, Mulberry
Loretta Simms
402 Flamingo Cove, Winter Haven
Complete4
Angela Torres
23 Maplecrest Way, Haines City
Frank & Judy Deluca
658 Winding Creek Blvd, Auburndale
Lead
Estimate
Contract
Deposit
Production
Inspection
Final Payment
Complete
Overview
Roofing
Windows & Doors
Estimate
Documents
Activity
James & Carol Whitfield
(863) 555-0147
jwhitfield@email.com
801 Heritage Oak Dr, Lakeland, FL 33813
Marco Velardi
Referral – Torres job
June 3, 2025
July 14, 2025
$38,600
$9,650 — June 5, 2025
$28,950
Farmers #CLM-2025-44871
Customer requested GAF Timberline HDZ in Pewter Gray. Carol prefers morning appointments. HOA requires debris netting. Windows: Andersen 400 series — measure confirms needed before ordering. Adjuster visit completed June 10.
Roof Measurements
Material Selections
Warranty & Insurance
Window & Door Units
| # | Location | Type | Size (W×H) | Rough Opening | Series | Options | Status |
|---|---|---|---|---|---|---|---|
| 1 | Living Rm — Front | Double Hung | 36×48 | 37¼×49¼ | Andersen 400 | LowE, White frame | On Order |
| 2 | Living Rm — Side | Double Hung | 36×48 | 37¼×49¼ | Andersen 400 | LowE, White frame | On Order |
| 3 | Kitchen | Casement | 24×36 | 25¼×37¼ | Andersen 400 | LowE, White frame | On Order |
| 4 | Master BR | Double Hung | 36×54 | 37¼×55¼ | Andersen 400 | LowE, Grilles | Delivered |
| 5 | BR 2 | Single Hung | 30×36 | 31¼×37¼ | Andersen 400 | LowE, White frame | Delivered |
| 6 | BR 3 | Single Hung | 30×36 | 31¼×37¼ | Andersen 400 | LowE, White frame | Delivered |
| 7 | Front Entry | Entry Door | 36×80 | 38×82½ | Therma-Tru | Fiberglass, Sidelites, Keypad | On Order |
| 8 | Back — Patio | Sliding Glass | 96×80 | 97½×81½ | PGT WinGuard | Impact rated, Bronze frame | Meas. Pending |
Unit #8 (patio slider) requires field re-measure before order can be placed. Assigned to Marco — scheduled July 12.
Estimate #EST-2025-0089
Created May 28, 2025 · Marco Velardi
Materials $24,180 + Labor $14,420
$38,600
Roofing — Materials
$14,280
| Description | Unit | Unit Cost | Qty | Total |
|---|---|---|---|---|
| GAF Timberline HDZ — Pewter Gray | Square | $112.00 | $3,360 | |
| GAF FeltBuster Synthetic Underlayment | Square | $28.00 | $840 | |
| GAF WeatherWatch Ice & Water Shield | Square | $62.00 | $372 | |
| GAF Seal-A-Ridge Cap | Bundle | $54.00 | $432 | |
| Aluminum Drip Edge — White | 10ft piece | $8.50 | $136 | |
| Replace OSB Decking (4×8 sheets) | Sheet | $48.00 | $768 | |
| Pipe Boot Flashings | Each | $22.00 | $110 |
Roofing — Labor
$11,200
| Description | Unit | Unit Cost | Qty | Total |
|---|---|---|---|---|
| Tear-off & Haul Away (1 layer) | Square | $85.00 | $2,423 | |
| Re-roof Install (labor per square) | Square | $210.00 | $5,985 | |
| Decking Replacement (labor) | Sheet | $18.00 | $288 | |
| GAF Golden Pledge Certification | Flat | $350.00 | $350 | |
| Dumpster / Haul Away | Flat | $425.00 | $425 |
Windows & Doors — Materials
$9,900
| Description | Unit | Unit Cost | Qty | Total |
|---|---|---|---|---|
| Andersen 400 Series Double Hung — LowE | Unit | $480.00 | $1,920 | |
| Andersen 400 Series Single Hung — LowE | Unit | $380.00 | $760 | |
| Andersen 400 Series Casement — LowE | Unit | $520.00 | $520 | |
| Therma-Tru Fiberglass Entry Door w/ Sidelites | Unit | $2,400.00 | $2,400 | |
| PGT WinGuard Impact Slider 96×80 | Unit | $3,200.00 | $3,200 |
Windows & Doors — Labor
$3,220
| Description | Unit | Unit Cost | Qty | Total |
|---|---|---|---|---|
| Window Install — Standard | Unit | $185.00 | $1,295 | |
| Slider / Large Unit Install | Unit | $350.00 | $350 | |
| Entry Door Install | Unit | $575.00 | $575 | |
| Interior Trim & Casing | Unit | $85.00 | $680 | |
| Haul Away / Cleanup | Flat | $320.00 | $320 |
Folders
Photos — Before12
Photos — After0
Contract2
Insurance4
Measurements3
Permits1
Invoices2
Photos — Before (12 files)
IMG_0841.jpg
IMG_0842.jpg
IMG_0843.jpg
IMG_0844.jpg
IMG_0845.jpg
IMG_0846.jpg
Supplement approved by Farmers Insurance
Supplement #2 approved: $1,840 for additional decking and pipe boots. Adjuster: Kevin Stroud.
Deposit received — $9,650
Check #4412. Deposited to Regions Business Checking. Receipt emailed to customer.
Contract signed
Estimate sent to customer
Site assessment completed
28.5 squares. 2-story. 1 existing layer. Minor hail damage confirmed. 4 sheets decking needed. Windows: 7 standard + 1 slider + 1 entry door.
Lead created — inbound referral
Referred by Angela Torres (job #EST-2025-0071). Interested in full re-roof + windows & doors.
JW
James Whitfield
801 Heritage Oak Dr · Job #EST-2025-0089
JW
Hi Marco, just wanted to confirm the Andersen windows in Pewter Gray are still what we're going with. Carol is also asking about the patio door — is the bronze frame available?
Hi James! Yes, Pewter Gray confirmed. The PGT patio slider is available in bronze — actually a great choice for impact resistance in your area. I'll have that on the order.
MV
JW
We're excited to get this started! What's the timeline looking like now?
Email
SMS
$842K
Revenue YTD
18% vs last year
67
Jobs Completed
11 more than last year
$12,570
Avg Job Value
Up $840 vs last year
38%
Close Rate
Same as last year
Monthly Revenue — 2025
Sales Rep Performance
| Rep | Jobs | Revenue | Close % |
|---|---|---|---|
| Marco Velardi | 24 | $318K | 44% |
| Denise Carr | 19 | $241K | 41% |
| Tom Berwick | 15 | $188K | 32% |
| Kayla Nash | 9 | $95K | 29% |
Jobs by Type
Roofing only41 jobs · $498K
Windows & Doors only14 jobs · $168K
Roofing + Windows12 jobs · $176K
All
Roofing
Windows & Doors
Labor
| Customer | Phone | Job Type | Status | Rep | Value | |
|---|---|---|---|---|---|---|
| James & Carol Whitfield | (863) 555-0147 | Roofing + Windows | Production | Marco Velardi | $38,600 | |
| Thomas Brennan | (863) 555-0298 | Roofing | Contract | Denise Carr | $22,800 | |
| Sandra Kowalski | (863) 555-0381 | Roofing | Estimate Sent | Marco Velardi | $18,400 | |
| Angela Torres | (863) 555-0112 | Roofing | Paid in Full | Tom Berwick | $19,900 | |
| Bruce Olson | (863) 555-0476 | Roofing | Material ETA | Denise Carr | $16,200 |
SUN
MON
TUE
WED
THU
FRI
SAT
7
8
9
9am — Whitfield assess.
10
2pm — Kowalski estimate
11
12
10am — Velardi re-measure Olson
13
14
15
All day — Whitfield roof crew
16
All day — Whitfield roof crew
17
All day — Whitfield roof crew
Click a job from the Pipeline or Customers to view its estimate.
Whitfield — RoofOn Track
July 14, 2025
PHASES
Permit pulled
Material ordered
Material delivered (ETA July 13)
Tear-off
Install
Final inspection
Loretta Simms — WindowsInstall Day
Today — July 8
Ordered — Andersen 400
All units delivered
Installing — 4 of 6 complete
Final walkthrough
Bruce Olson — RoofMaterial ETA
July 21, 2025
Permit pulled
Shingles ETA July 18 (delayed)
Tear-off
Install
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