Sample data Concept demo — revenue, crew and reviews below are illustrative, not real figures. Back to the storefront

Good morning

Fri, Aug 14

View public site →

Today

Collected MTD

$42,800

19 payments

Gross margin

34%

$14,552 MTD

Jobs this week

7

5 still open

Outstanding AR

$6,200

1 overdue

Needs your attention

  • 1 overdue invoice

    $3,100 past the 15-day term on a completed tile restoration.

    $3,100
  • 2 storm-damage leads gone quiet

    No reply in 2+ days on $9,400 of pipeline — storm leads decay fast, follow up today.

    $9,400
  • Wilfredo out Mon, Aug 17

    Booking calendar already stopped offering that day.

  • $5,250 in deposits held

    Against 2 booked tile-restoration and replacement jobs. Cash in before material gets ordered.

Today's run sheet

  • 7:30a
    Roof InspectionKendall
    $0 en route
  • 9:00a
    Roof Repair — flashing & leakHialeah
    $480 scheduled
  • 11:30a
    Tile Roof RestorationWestchester
    $4,200 in progress
  • 2:00p
    Storm Damage AssessmentDoral
    $0 scheduled

Schedule / Jobs

Run sheet · today

TimeServiceAreaPriceStatus
7:30aRoof InspectionKendall $0en route
9:00aRoof Repair — flashing & leakHialeah $480scheduled
11:30aTile Roof RestorationWestchester $4,200in progress
2:00pStorm Damage AssessmentDoral $0scheduled

This week

7Jobs 5 open
39%Close rate
$3,860Avg ticket
$5,250Deposits held

Pipeline

Leads this week

11

Gone quiet

2

$9,400 at risk

Close rate

39%

Avg ticket

$3,860

Follow-ups that need a nudge

  • 2 storm-damage leads gone quiet

    No reply in 2+ days on $9,400 of pipeline — storm leads decay fast, follow up today.

    $9,400

Customers

Reviews to answer

Jobs this week

7

Close rate

39%

Avg ticket

$3,860

Book health

One-off job model — most revenue is new bookings. Reviews and referrals are the repeat engine; answer new reviews fast and keep the pipeline fed.

Crew

Crew

  • Owner / OperatorOwner
    3 jobs today
  • Wilfredo P.Lead installer
    2 jobs today
  • Yeison G.Roofer
    2 jobs today
  • Dario S.Roofer / storm crew
    1 job today

Coverage

  • Wilfredo out Mon, Aug 17

    Booking calendar already stopped offering that day.

Price book

Service price book

ServicePrice
Roof Repair $250
Tile Roof Restoration $3,500
Full Roof Replacement $8,500

Standard book rates; final number after an on-site walkthrough.

Money

Collected MTD

$42,800

19 payments · — fees

Gross margin

$14,552

34% ·

Outstanding AR

$6,200

— open · 1 overdue

Deposits held

$5,250

against 2 booked jobs

This month

Collected$42,800
Processing fees−—
Gross margin (34%)$14,552
Outstanding receivable$6,200
Deposits held (unearned)$5,250

Payouts

Total to pay

$4,820

This week · Aug 11–17

Paid this period

$1,600

Pending

$3,220

3 workers

Payout run · This week · Aug 11–17

Method: Instant to debit / ACH

WorkerBasisAmountStatus
Wilfredo P.Lead installer 11 jobs · 38 hrs $1,980 pending
Yeison G.Roofer 9 jobs · 35 hrs $1,540 pending
Dario S.Roofer / storm crew 5 jobs · 24 hrs $1,300 pending
Owner / OperatorOwner draw Owner draw $2,100 paid

Demo — no real transfer.

Invoices

Outstanding AR

$6,200

Overdue

$3,100

Payables

$2,450

New invoice

Draft & print
Subtotal
$0
Tax
$0
Total due
$0

Demo generator — the invoice prints, but nothing is saved or emailed.

Invoices sent

#CustomerServiceDueAmountStatus
INV-3021Carmen D. Tile roof restorationJul 30 $3,100overdue
INV-3034Ernesto M. Tile roof restorationAug 19 $4,200paid
INV-3038Yolanda R. Storm damage repair + insurance drawAug 22 $3,100sent
INV-3040Kendall HOA Full roof replacement · clubhouseAug 25 $8,500draft
INV-3012Doral Property Group Roof repair, quarterly contractAug 5 $620paid

Bills received

#VendorItemDueAmountStatus
SUP-6110Miami Roofing Supply Co. Concrete tile, palletAug 18 $1,650unpaid
SUP-6114Coastal Fasteners & Underlayment Underlayment rolls + fastenersAug 16 $800unpaid

Demo — simulated actions.

Supplies

Supplies spend

$12,000

$14,000 budget · $2,000 left

Cost per job

$395

materials per completed job (avg across inspections & installs)

Monthly run rate

$9,391

at current usage

Needs reorder

3

1 out of stock · 2 at reorder point

Stock on hand

ItemUnit costOn handUsed / moCost / moStatus
Concrete roof tile (pallet)Miami Roofing Supply Co. $1,650 /pallet 2 min 1 2 $3,300 in stock
Architectural shingles (bundle)Miami Roofing Supply Co. $42 /bundle 60 min 20 100 $4,200 in stock
Synthetic underlayment (roll)Coastal Fasteners & Underlayment $95 /roll 3 min 3 8 $760 low
Roofing nails (50lb box)Coastal Fasteners & Underlayment $68 /box 5 min 2 4 $272 in stock
Drip edge (10ft stick)Coastal Fasteners & Underlayment $12 /stick 0 min 15 30 $360 out
Flashing sealant tubeSunbelt Roofing Materials $9 /tube 20 min 8 25 $225 in stock
Roof cement (5-gal pail)Sunbelt Roofing Materials $65 /pail 2 min 2 2 $130 low
Ridge vent (4ft section)Sunbelt Roofing Materials $24 /ea 8 min 4 6 $144 in stock

Reorder flags fire when on-hand drops to the reorder point. Demo — no purchase order is sent.

Spend by category · August, month to date

  • Tile & shingles$5,400
  • Underlayment & felt$2,400
  • Fasteners & flashing$1,800
  • Sealants & adhesives$1,200
  • Ridge vents & disposal$1,200

Materials run about 28% of collected revenue — the biggest lever under labor on gross margin.

Recent purchases

DateVendorItemAmount
Aug 13Miami Roofing Supply Co. Concrete tile 1 pallet, shingle bundles x20$2,490
Aug 10Coastal Fasteners & Underlayment Underlayment rolls x3, nail boxes x2$421
Aug 7Sunbelt Roofing Materials Flashing sealant x12, roof cement x1 pail$173
Aug 3Coastal Fasteners & Underlayment Drip edge x30 sticks$360
Jul 30Sunbelt Roofing Materials Ridge vent x8 sections$192
Total$3,636

Assistant

I'm your back-office assistant. Ask me about pricing, storm response time, insurance claims, or licensing.

Reviews

reviews to respond to

Replying within 24h keeps the profile active and ranking well.

Recent reviews

"After the storm we had three companies come look and disappear. De Lo Mío tarped us the same day and walked the whole insurance claim with us start to finish."

Yolanda R. · Hialeah

"Tile restoration made the whole block ask who did our roof. Clean work, showed up when they said they would."

Ernesto M. · Doral

"They found a leak two other roofers missed and fixed it same week. Straight with the pricing, no upsell games."

Carmen D. · Westchester