Pipeline
Estimate visit, then a signed estimateToday the AI opened 4 opportunities and booked 2 estimate visits
It runs the next step on 15 of 20 open · 3 with a person · 2 wait on the customer↑↓move↵open
Needs you
Open20 opportunities
~$200,470before taxes
Forecastweighted by stage
$108,242each stage at its odds
Wonthis month
$14,2503 signed or paid
To collectwon work
$4,370on 2 invoices
Win rate90 days
63%won of 8 closed
Open20· ~$200k· the AI moves cards as facts happen
NGNathalie Girard
19 rue de la Seigneurie, Blainville
Follow up by text, no reply since 8:09 · today 13:00
~$4,650todayÉG
SNSarah Nguyen
10580 rue Lajeunesse, Montréal
Text visit slots after 17:00, as she asked · today 17:15
~$3,900todayÉG
LBLouis Bergeron
3390 boul. Sainte-Rose, Laval
Waiting for the roof's age and a photo, then offer slots · tomorrow 11:30
~$4,650todayÉG
PMPhilippe Ménard
620 rue Beausoleil, Laval
Third follow-up text, no reply since Oct 22 · Thu 10:00
~$5,4006 dÉG
GFGabrielle Fortin
214 rue des Érables, Laval
Proposed by the AI from job J-0951 · gutter cleaning. Not counted until someone opens it.
~$5,200todayÉG
Open a Roof rejuvenation opportunity?
SPSamuel Pelletier
88 boul. Lévesque E, Laval
ÉGEstimate visit now; Étienne writes the estimate after
~$4,6505 dÉG
SLStéphane Lachance
2981 rue des Patriotes, Laval
Confirm tomorrow's 14:00 visit by text · today 17:00
~$5,1004 dÉG
MTMarie Tremblay
Laval house · 37 rue Monette
Estimate visit Thu Oct 29, 9:00 with Étienne
~$4,8001 dÉG
ÉGÉmilie Gendron
1617 rue de l'Équateur, Laval
Estimate visit Thu Oct 29, 13:30 with Étienne
~$4,3503 dÉG
ACAmélie Caron
741 rue Ampère, Laval
Estimate visit Fri Oct 30, 13:00 with Étienne
~$4,200todayÉG
RORyan O'Connor
12 av. Anselme, Pierrefonds, Montréal
Estimate visit Fri Oct 30, 15:30 with Étienne
~$4,3002 dÉG
DCDaniel CôtéÉG
905 rue Lesage, Laval
ÉGReply to his $3,900 counter-offer · today 12:00
$4,350viewed 3×14 dÉG
Replied by email to his estimate
MLMartin Lefebvre
155 rue Bellerose, Laval
Chase E-2191 by text, viewed 3 times · today 15:00
$4,970viewed 3×21 dÉG
PGPierre-Luc Gauthier
1890 rue Prévert, Laval
Second chase by text · tomorrow 10:00
$5,280viewed 1×6 d idleÉG
KWKaren Wilson
5560 rue Grenet, Montréal
First chase by text · tomorrow 16:00
$3,350not opened8 d idleÉG
DTDavid Thompson
48 rue Hyde Park, Dollard-des-Ormeaux
First chase: answer his questions on the moss · Thu 9:30
$7,760viewed 1×7 dÉG
GPGeneviève Paquette
430 rue Lévis, Laval
Last chase, then Revive in 30 days · never opened · Thu 10:30
$3,790not opened5 d idleÉG
ABAnnie Bérubé
77 rue Labelle, Rosemère
First chase: ask if she had a look · Thu 11:00
$4,410not opened12 d idleÉG
MTMarie Tremblay
Longueuil duplex · 1450 rue Saint-Charles
Chase the estimate Fri if no reply · viewed twice · Fri 10:00
$6,820viewed 2×1 dÉG
MLMathieu Leclerc
3011 av. du Souvenir, Laval
Waiting: he asked for a week to decide · Mon 10:00
$6,250viewed 1×11 dÉG
JPSyndicat Les Jardins du ParcSL
21 buildings · place des Jardins, Laval
SLBoard decides Thu; Sophie calls Caroline Bédard Fri morning · Fri 9:30
$107,49021 estimates29 dÉG
Won · delivery5· $25k· follows each job
PSPriya Sharma$4,960
1290 av. du Parc, Montréal
J-0952 · today 14:00 · Max
#1042 deposit · $2,480 owed
Mark the invoice paid?
NLNicolas Lapointe$5,510
1225 rue Riviera, Laval
J-0949 · Oct 30 8:00 · Max
Deposit #1036 paid Oct 15 · balance drafted
Nothing treated and waiting for its invoice
RGRobert Gingras$3,780
8 rue du Barrage, Laval
J-0947 · done Oct 23 · Max + Étienne
#1045 balance · $1,890 owed
CDChantal Desjardins$6,240
702 rue Cléroux, Laval
J-0942 · done Oct 21 · Max + Étienne
Paid Oct 23
FLFrançois Lemieux$4,480
9870 rue Saint-Denis, Montréal
J-0941 · done Oct 22 · Max + Étienne
Paid Oct 26