This is what your free report looks like.
Every number below is made up. It just shows the shape of the report. Yours uses your jobs and your dollars. We print our rates too, so you can push back on them.
Money on the table: ABC Roofing
Built from one jobs export. Nothing in your CRM was changed.
1. Unsigned estimates, last 18 months
| Age | Count | Total value |
|---|---|---|
| 0–30 days | 14 | $61,200 |
| 1–6 months | 22 | $98,400 |
| 6–18 months | 25 | $58,800 |
61 estimates. $218,400 total. Never signed.
2. Insurance jobs with an open balance
| Type | Jobs | Open balance |
|---|---|---|
| Depreciation, not released | 9 | $24,700 |
| Mortgage check, not deposited | 4 | $11,900 |
| Deductible, not collected | 6 | $4,700 |
19 jobs. $41,300 sitting with carriers and lenders.
3. What we can likely get back in 90 days
We use a conservative rate on each pool. Some of the old quotes. Most of the insurance money. On this sample, that is $38,900. Your report shows our rate. Tell us if your shop closes faster or slower than that.
4. Where this came from
| Owner name | J. Patterson |
| CRM | JobNimbus |
The owner name is blurred here on purpose. You can send your export with names stripped. We do not need them for this report. How we handle your data.
What happens after you see your own numbers
Nothing, unless you want it to. The report is yours either way. If the number is worth chasing, the next step is one 20-minute call. We walk through it together.