BETA

You have 2 overdue follow-ups and 1 expired estimate — reach out to keep these leads warm

View CRM

REVENUE WON

$142,850

+12% from last month

PENDING ESTIMATES

8

3 need follow-up

PIPELINE LEADS

14

+5 new this week

FOLLOW-UPS DUE

6

2 overdue

Estimate Pipeline
Draft (3)$45,200
In Review (2)$38,400
Sent to Adjuster (4)$89,600
Approved (1)$22,500
Supplement Pending (2)$31,800
Recent Activity

Payment received — Martinez Residence — $4,200

2h ago

Estimate sent — Thompson Water Damage — $12,800

3h ago

Note added — Oakwood Mold Remediation — adjuster requested photos

5h ago

Payment received — Riverside Fire Damage — $8,450

Yesterday

Estimate approved — Henderson Residence — $22,500

Yesterday

Inspection completed — 742 Evergreen Terrace

Yesterday

Follow-up scheduled — Willow Creek Flood Mitigation

2 days ago

Supplement submitted — Maple St. Storm Damage — $6,300

2 days ago
Follow-ups Due

Garcia Residence

Phoenix, AZ

2d overdue

Thompson Water Damage

Scottsdale, AZ

1d overdue

Maple St. Storm Damage

Mesa, AZ

Due today

Henderson Residence

Tempe, AZ

Tomorrow

Oakwood Commercial

Chandler, AZ

In 2 days
CRM Pipeline
14Lead
8Estimate
3Negotiation
12Won