6 on track
Thursday, September 26
Good afternoon, Frank.
Here is what needs your team’s attention before the day wraps.
2 consultations, 3 jobsite visits
2 customer selections, 2 internal reviews
Across 11 signed projects
Priority queue
Keep these moving.
Active project health
Every home, at a glance.
ProjectPhaseProgressNext milestoneStatus
Project operations
The work, organized around the homeowner.
Each project becomes one shared source of truth for scope, schedule, updates, decisions, money, and accountability.
Lead desk
Every new conversation has a next step.
New inquiries can be qualified, assigned, scheduled, and followed up from one calm queue.
Team schedule
The whole day, without the scramble.
Jobsite work, deliveries, inspections, consultations, and team capacity should be visible before the day begins.
Mon 23Mitchell tile walkthrough Harris consultation
Charlotte
Charlotte
Tue 24Anderson permit call
Lake Norman
Wed 25Torres inspection Cabinet delivery
Matthews
Anderson kitchen
Thu 26Mitchell jobsite update
Charlotte
Fri 27Team planning
Office
Selections & approvals
Make decisions once. Keep them clear.
Every homeowner choice, internal approval, vendor detail, and related schedule impact can be recorded in one place.
Customer decision
Mitchell · Vanity hardware
Customer has two finish options. Once confirmed, the decision should be visible to the homeowner and install team.
Approved
Anderson · Cabinet finish
Navy slab-front cabinetry approved September 19. Vendor order is ready to release.
Financial view
See the numbers without losing the story.
Project revenue, deposits, draws, change orders, and collections should always be linked to the work behind them.
Across 8 active projects
3 draws ready to prepare
2 awaiting homeowner approval
ProjectContractCollectedNext step
Mitchell residence$42,800$25,680Finish draw · upcoming
Anderson residence$86,500$51,900Cabinet draw · ready
Torres residence$37,600$15,040Change order review
Team coordination
Everyone knows the plan before they arrive.
Staff access, project assignments, and daily visibility will help the team work as one rather than as disconnected trades.
Jonathan PierceProject Manager · 4 active projects
On site todayAlex RiveraLead Installer · 3 active projects
Anderson kitchenMaria LewisDesign Coordinator · 6 active selections
Available 1:30 PM