Good morning, Jordan
Here's what matters at Red Oak Construction today.
Your morning briefing
Revenue is up 12% this month. 2 items are behind schedule — Smith Co., Downtown Lofts. Smith Co.'s invoice is overdue at $4.2K.
86Strong
Business health
Revenue growth and a clean books are outweighing any open issues.
Inventory value
$5,646
Stock risk
3 reorders needed
Inbound
2 purchase orders
What needs my attention
- 2 jobs overdue — Smith Co., Downtown Lofts
- 5 invoices unpaid
- 2 purchase requests awaiting your approval
What changed today
- Riverside Properties signed the remodel contract2 days ago
- 4 new leads added to the pipelineThis morning
- 9 tasks marked complete this weekToday
- Priya Shah started as Lead Estimator3 days ago
- Invoice INV-1038 (Smith Co.) is now 9 days overdueToday
- Uploaded Riverside-Progress-Photos-Jun.zip3 days ago
- Scheduled: Riverside Kickoff Walkthrough4 days ago
- Sent 3 messages in #salesToday
- Job status changed to In Progress — Fifth Avenue Retail Fit-out5 days ago
- Workflow "New Lead Onboarding" ran for Nora IslamToday
- Purchase request approved — scaffold rental extensionYesterday
- Job marked Done — Oakwood Warehouse Roof1 week ago
- Invoice INV-1029 (Oakwood Logistics) paid in full1 week ago
- Posted announcement: Q2 numbers are in1 week ago
- Added Bayview Construction Partners as a new leadYesterday
- Uploaded Harbor-View-Proposal.pdf2 weeks ago
- Workflow "Overdue Invoice Reminder" ran for INV-1038Today
- Call logged with Ben Carter — Bayview Construction PartnersYesterday
- Deal moved to Negotiation — Cedar Hills Custom Home2 days ago
- Meeting completed: Monthly Financial Review1 week ago
Revenue MTD
$184,000
+12% vs last month
Expenses MTD
$122,800
+4% vs last month
Jobs Behind Schedule
2
Smith Co., Downtown Lofts