Sample data.Every name, address and figure here is made up, so Don and Kyle can see the shape of it. The sample posts on Found use TriStar’s own photos and reviews. The real one reads TriStar’s own AccuLynx, bank, Roofr and SRS invoices.
Everything for the Monday meeting, on one page
Jobs and prospects come from AccuLynx, door knocks from your reps’ phones, reports from Roofr. Your team keeps working in those tools exactly the way they do now, and nobody types anything in twice.
- Builds this week
- 6
- Doors knocked last week
- 412
- Prospects quiet 30+ days
- 14
- Roofr reports last week
- 9
From AccuLynx
Tagged on the desk
From AccuLynx
3 with no appointment
Each rep, last weekAccuLynx, door tags, Roofr
| Rep | Doors knocked | Talked to | Roofs inspected | Builds this week | Quiet 30+ days | Reports ordered |
|---|---|---|---|---|---|---|
| Travis | 184 | 41 | 9 | 3 | 4 | 3 |
| Marcus | 152 | 30 | 6 | 2 | 3 | 2 |
| Cody | 76 | 14 | 2 | 1 | 7 | 4 |
| Team | 412 | 85 | 17 | 6 | 14 | 9 |
Prospects that have gone quietFrom AccuLynx
Last note in AccuLynx: waiting on the insurance check. The first follow-up email went out Saturday morning.
Last note: wants a second quote. Gets her first follow-up email on Wednesday.
Last note: roof inspected, estimate sent, no answer since.
Last note: financing question on PowerPay, never followed up.
Builds this weekFrom AccuLynx
| Day | Customer | Where | Job | Rep |
|---|---|---|---|---|
| Mon | Gail Summers | Blackman | Full replacement | Travis |
| Tue | Ron Delacruz | Smyrna | Full replacement | Marcus |
| Wed | Pat Hensley | Rockvale | Storm repair | Travis |
| Thu | Lena Crowder | La Vergne | Full replacement | Cody |
| Thu | Dale Upton | Murfreesboro | Gutters | Marcus |
| Fri | Joy Whitaker | Christiana | Full replacement | Travis |
Nothing here gets typed twice. Jobs, prospects and notes stay in AccuLynx and reports stay in Roofr. Door tags are the one thing reps enter on the desk. It pulls them together every morning so the meeting starts with the numbers already on the table.