Monday · Jul 13, 2026
Good morning, Jordan.
Here's what your crew and your pipeline need from you today.
Morning briefing
3 itemsPriority · high
Whitfield estimate is missing a permits line — historical projects included avg $1,850 in permits.
Alvarez proposal was viewed 2 days ago with no response. Suggest a follow-up call today.
Pipeline is up 23% week-over-week. Estimating capacity is the current bottleneck.
Open pipeline
$949,400
5 active leads
Estimates in flight
3
1 in review · 1 draft
Awaiting customer
1
Follow up recommended
Win rate · 90d
14%
1 of 7
Pipeline · weighted value
Trailing 7 weeks · thousands USD
+23% WoW