A
Handled overnight
9
without you
Needs your call
2
everything else is done
Caught early
3
$4,640 protected
Revenue this month
$18,400
+12%

Ahead of you

2 need you
Watching the Johnson supplier thread for a Thursday confirmation

Good morning, Alex. It handled 9 things overnight. These 5 are what is left.

She sent three questions at 8:42 this morning and hit your pricing page twice overnight. Two of the three are already answered in your prep brief. The third one is permits, which is the exact objection that lost you the Aguilar bid in February. I moved permit handling to the top of the brief.

GmailCalendarWebsite
What it read
18:42 AM — three questions arrived from jessica.torres@gmail.com
2Your site logged /pricing visits at 11:04 PM and again at 6:15 AM, same device
3Comparing 3 contractors, per her first email on Apr 2
4Aguilar (Feb) was lost after the same permit question went unanswered for 2 days
5Prep brief rewritten to lead with permits and the 2-week start date

Caught before it cost you

3 open

Two systems disagreed. Nobody would have noticed until it was expensive.

Sarah is off Friday. Jake is scheduled alone on a two-person day.

You approved Sarah's PTO on Tuesday. Friday is Johnson cabinet install, which has never been a one-person job. Mike R. has an open Friday and has done cabinet hangs on three of your jobs.

A wasted crew day is about $840 plus a slipped deadline
Calendarmonday.com
The Garcia proposal is quoting February lumber.

Cedar went up 14% in March. Your supplier invoices show it, but the Garcia bathroom proposal still prices materials off the February sheet. It has been viewed three times and has not been resent.

About $1,900 of margin if it gets accepted as written
QuickBooksGmail
Westside Dental renews May 1. The card on file expires May 3.

The renewal charge will land, then the card dies two days later and the next one fails. This is exactly how Peak Athletics went dark for a month last year before anyone noticed.

$3,000 retainer at risk of a silent lapse
QuickBooksGmail

Today's Schedule

Tasks

Six of seven wrote themselves.

Approval Queue

4

Written, not sent. Nothing leaves without you.

Instagram Post
New project showcase -- Johnson kitchen before/after
Jake uploaded the finish photos to Drive last night and this is your best-performing post format
DriveGoogle Business
Review Response
Reply to 5-star Google review from Maria Santos
Review posted 4 hours ago. You reply to every review within a day and that streak is worth protecting
Google Business
Follow-up Email
Check-in with Westside Dental on retainer renewal
Renews May 1, and the card on file expires May 3
QuickBooksGmail
Client Note
Heads-up to Mark Johnson on the drywall delay
Supplier pushed delivery to Thursday. Crew is already moved, but he should hear it from you
Gmailmonday.com

Email

3 drafts ready

14 arrived overnight. These are the three that needed a person.

PDF filler

Drop a form in. It fills everything it can already prove and tells you what it can't.

Drop a PDF here
or pick one you fill often

Activity log

8:44 AM
Rewrote the Torres prep brief
Her three questions changed what matters in that meeting
GmailCalendar
7:15 AM
Priced the Denver Coffee Co. lead
$3,200, from your last three RiNo buildouts
monday.comQuickBooks
6:40 AM
Caught the Garcia proposal pricing off February lumber
Held it back from the follow-up send
QuickBooks
6:03 AM
Pulled Search Console and Google Business numbers
Sessions up 12% week over week
WebsiteGoogle Business
5:02 AM
Drafted the reply to Maria Santos's 5-star review
Waiting in your approval queue
Google Business
4:30 AM
Reconciled 6 transactions to jobs
Home Depot, Ferguson, and the fuel card
QuickBooks