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.
Every Roofr report, and whether it went anywhere
Each time someone orders a measurement report in Roofr, it shows up here with who ordered it. Then we check AccuLynx for an appointment or a job at that address.
- Reports this month
- 31
- Went somewhere
- 22
- Nothing after 14 days
- 9
- Cody's share of those
- 7
$403 at $13 each
Appointment or job
$117 spent
Of the 9
By rep, this monthRoofr and AccuLynx
| Rep | Ordered | Went somewhere | Nothing yet | Spent on those |
|---|---|---|---|---|
| Travis | 12 | 11 | 1 | $13 |
| Marcus | 8 | 7 | 1 | $13 |
| Cody | 11 | 4 | 7 | $91 |
| Team | 31 | 22 | 9 | $117 |
Latest reportsFrom Roofr
| Ordered | Street | By | In AccuLynx |
|---|---|---|---|
| Sep 22 | Kingwood Dr | Cody | No appointment |
| Sep 21 | Barfield Rd | Travis | Signed job |
| Sep 19 | Rucker Ln | Cody | No appointment |
| Sep 18 | Twin Oak Dr | Marcus | Inspection booked |
| Sep 17 | Cason Ln | Cody | No appointment |
| Sep 16 | Veterans Pkwy | Travis | Estimate sent |
Pattern
Cody orders a report before he has a conversation
Monday meetingSeven of his eleven reports this month have no appointment behind them. A tape measure would have done for a curious homeowner.