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Monday report

THIS WEEK · OCT 19–25
New leads48+12%
Revenue$52,300+8%
Close rate41%−2 pts
Open invoices$9,800−6%
REVENUELAST 6 WEEKS
WEEKLY REPORT
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A call, recovered.

Missed call · 2:14 pm
REPLIED IN 12 SECONDS
Sorry we missed you! What do you need help with?
Water heater leaking
Booked: Tomorrow 9:00 am
MISSED-CALL TEXT-BACK
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3 estimates waiting

The next step is already written.

HVAC replacement$6,400 · Estimate 101
6 days
Draft ready
Dry-out & restoration$3,250 · Estimate 102
8 days
Deep clean$480 · Estimate 103
11 days
ESTIMATE FOLLOW-UP
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Invoices, moving.

A gentle nudge. A settled bill.

$1,250Invoice 201 · Plumbing
30+ days
$2,400Invoice 202 · Restoration
30+ days
$680Invoice 203 · Cleaning
30+ days
Friendly reminder sent
OVERDUE INVOICES
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Good work, shared.

Thanks for choosing us! Mind leaving a quick review?
New 5-star reviewAnother happy customer.Review received
REVIEW REQUEST
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Know where you stand.

51%
Close rate
↑ 9 pts in 6 weeks
LAST 6 WEEKS
42% THEN51% NOW
SCORECARD