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New Playbook
Invoice Recovery — collect overdue payments faster with zero manual follow-up
Agent Playbook · Free to remix Remix →
In the spotlight
See which app Titan Roofing uses to close bids twice as fast
Proposal Writer · Skill App Install →
Tech stack
The app Clay Imports uses to create content twice as fast for their field crew
Content Scheduler · Skill App Install →
Staff picks
Automate job-site photo reports — before / after packs for every customer
SiteSnap · Mini App Install →
Compliance
OSHA-ready safety briefings generated from your job type and crew roster
Safety Brief Agent · Agent Remix →
Starter kit
First-week bundle: CRM, scheduling, and invoice follow-up in one flow
Operator Pack · 3 apps Add pack →
Loved by teams
Re-engage cold leads with one-tap SMS sequences tied to your CRM
Warm Lead SMS · Skill App Install →
What's on your mind?
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Today · March 23
Revenue
You closed 3 customers yesterday. 11 prospects can likely close in the next 7 days — follow up . You made $5,131 yesterday and are on track of your monthly goals.
Revenue
$5,131
Closed
3 deals
Pipeline
11 prospects
Emails 2 action items

Frank found action items from your inbox:

ABC Supply would like you to confirm your orders — Order #ORD-4821 due today.
@ConfirmOrder ↗ Click to act
The Smith family cannot make the payment on time — requesting extension on Invoice #1047 ($3,200).
@PaymentChaser ↗ Click to act
Reviews 1 new
Marcus T. left a 5-star Google review: "Best roofing crew we've ever had." — reply to keep your streak.
@ReviewResponder ↗ Click to act
Crew & Jobs
3 jobs scheduled today. Job #J-112 (Pine Ave) is missing crew — assign crew . Jake's timesheet for last week is still unsubmitted.
Invoices $47k outstanding
6 invoices overdue — oldest is 38 days. Payment Chaser can handle follow-up automatically.
@PaymentChaser ↗ Click to act
Local News Roofing-relevant
Weather Watch
Rainy weather
60% chance of showers after 3pm. Protect vents, underlayment, and active job sites.
Today · 3pm+Plan coverage
New Construction
Construction permits
Permits approved: 2 new builds on Pine Ave. Great window for pre-dry-in roof inspections.
Neighborhood · Pine AveOutreach now
Community Update
Community update
HOA meeting tomorrow. Plan to share roof inspection tips and explain eligibility for local rebates.
TomorrowLead follow-up
Traffic Advisory
Traffic advisory
Next week lane closures near Pine Ave. Stage dumpsters and schedule deliveries earlier to keep crews moving.
Next weekDelivery staging
Saturday, March 22
Emails
Quiet day. 3 non-urgent emails received. Frank drafted responses to all three — awaiting your review.
Agents 3 ran overnight
Payment Chaser sent follow-ups to 4 overdue accounts ($11,400 total). Lead Capture logged 2 new inbound leads.
Friday, March 21
Revenue
You closed 2 customers on Friday for $3,840. Weekly total hit $18,200 — your best week this month.
Reviews Resolved
Frank replied to the 3-star review from J. Harmon on your behalf. Average rating is now 4.7★.
Crew & Jobs
4 jobs completed Friday. Jake submitted his timesheet. No issues flagged.

History

Active Agents
Payment Chaser Sent 3 reminders today
Review Manager Monitoring 4 platforms
Lead Capture 2 new leads logged
Recent Commands
Follow up prospects 2m ago
@ReviewResponder 12m ago
Generate invoice #1048 34m ago
@PaymentChaser 1h ago
Check crew schedule 1h ago
@ConfirmOrder 2h ago
Yesterday
Revenue summary Completed
@PaymentChaser 4 sent
Draft 3 email replies Completed
@LeadCapture 2 leads
Assign crew J-110 Completed