Today's Leaderboard
Team Leaderboards
View
Start Date
End Date
My Entries
| Date | Time | Amount | Client Name | Outcome |
|---|
Historical Leaderboard
Start Date
End Date
Team Entries
| Rep | Date | Time | Amount | Client Name | Outcome |
|---|
Historical Leaderboard
Estimator
Start Date
End Date
Past Estimators
Estimator
Start Date
End Date
Invoices To Send
Show
Estimator
Period
Budget Sheet Review
Estimator
Period
Changed After Invoice
Lead Tracker
| Date | Name | Phone | Street Address | City | ZIP | Lead Source | Agent | Tag | Sales Outcome | Link Sent | Notes | Estimator | Phone Estimate | Time Received Lead | Time Admin Responded |
|---|
Rows are grouped by day, newest first. Row colour follows the tag.
Jobs Sheet
Month
Filter
| Estimator | Date | Worker | Pay Collected | Payment Type | Customer Name | City | Type of Job | Gross Income | Tax | Net Before Tax | Hours | Notes | Revenue Change | Split |
|---|
Tax and Net are calculated for you at 10.5%. Everything else is typed in.
Hours feed the technician payroll.
Enter Weekly KPI Data
Select Week
Week Range
—
Working Days
Current Week Dashboard
Color coding: ■ Within range ■ Above max (great) ■ Below min
Select a week to view the dashboard.
KPI Reports
Select a date range to view the report.
Enter Weekly Payroll Data
Select Week
Week Range
—
View Payroll
Select a week to view payroll.
Payroll Reports
Select a date range to view payroll report.
Manage Technicians & Trucks
Add or remove technicians. Changes apply to all future entries. Historical data is preserved.
Add New Technician / Truck
Name / Truck Label
Truck Type
Days / Week
Base Hourly Rate ($/hr)
Specialty Roof Rate ($/hr)
Daily Stipend (logistics + safety + photos)
$45 logistics + $6 safety + $5 photos = $56/day default
Weekly Revenue Target ($)
Auto-set based on type & days. Edit if different.
Rate Preview
Fill in fields above to preview rates.
Change Admin Password
New Password
Confirm Password
Invoice Sent / No Deposit
Deposits Still Needed
Estimator
Period
Follow ups log automatically when you call or text a client from Quo. Answered or not, it counts once per client per day.
Follow Ups
Client Search
Search
Outcome
KPI's
Estimator
Week
Payroll
Estimator
Week
Admin — Manage Team PINs
Deleted clients hidden, not erased. Restore puts everything back, sales included.