Summit Field Services
Gutters · Fencing · Sealcoating
Synced 2 min ago
RD
Ray DelgadoOwner
Morning, Ray.
Tuesday, four jobs on the board. Two things need a decision from you before noon. Everything else is already moving.
!
Okafor's invoice is 9 days old$980 · two reminders sent, no reply yet
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Cordova sealer needs ordering by 3:00 PMWednesday 7:00 AM start · 14 gal sealer, edge tape
+
New request from Ridgeline HOACame in 6:12 AM · asking about spring cleanup
$8,420
Booked this week
▲ $920 over last week
14
Jobs on the board
4 today · 6 still open
$2,140
Waiting on payment
3 invoices · oldest 9 days
92%
Arrived on time
▲ 6 pts this month
Your day
tap any job to open itCrew right now
3 clocked inMoney in this week
Mon–FriSummit Field Services is a made-up company. The numbers are made up. The dashboard is real, and it reads from a spreadsheet exactly like this one.
ZEITRAJobs
Every job Summit has on the books this week, straight off the schedule sheet.
4
Today
6
Rest of week
2
Quotes pending
1
Needs rescheduling
Money
What's come in, what hasn't, and who to chase first.
$8,420
Booked this week
$6,280
Collected
$2,140
Outstanding
$31,780
Month to date
▲ 18% vs June
Unpaid invoices
oldest firstMoney in this week
Where the work came from
last 30 daysCrew
Who's out, what they're on, and how the week's going for each of them.
Customers
Sorted by what they've spent with Summit. The repeat ones are the business.
68
Total customers
41%
Came back
▲ 5 pts this year
$1,204
Average job
9
Not seen in 6 months
worth a call