Today 6:40 AM
Morning. I went through last night's inbox. Three things need you, four I handled.Today's hit listBrennan wants the patio estimate revised, deck instead of paversyouStone yard: the wall block is backordered to the 19thyouMrs. Lindqvist asked to move mowing off ThursdaysyouTwo vendor invoices filed to job folders, HOA reply sent, review answereddone
Schedule: three crews, seven stops. Rain after 2, so I moved the Lindqvist mowing to Friday and let them know.
Push the Brennan revision to tomorrow. What's first?
Okafor patio, 7:30, Crew A. Gate code is in the job notes. Brennan is on tomorrow's list.
8:05 AM
Material list for the Okafor job. Send it to the stone yard for Thursday.
Reading the sold estimate in SynkedUP
42 line items across 3 work areas
Grouping by supplier
Drafting the order in your voice
List built from the sold estimate. Stone yard order staged.XLSokafor-materials.xlsx3 tabs · 31 KBTo orders@ridgestone.com
Subject Okafor job, Thursday delivery
Hi Paul, list attached for the Okafor patio. Thursday morning if you can. The wall block can come with the second load.Reply approve to send.
approve
Sent from your Outlook. I'll watch for their reply.Sent · 1 attachment
9:15 AM
JPGwalkthrough-form.jpgRebuild this clean with our logo and the Google review QR.
Reading the scan
14 fields, 3 signature lines
Rebuilding as clean vector with your logo
Generating the review QR and scanning it back
Done. Same fields, same order, clean lines. The QR opens your review link; I scanned it from the finished page to check.PDFwalkthrough-review-sheet.pdf1 page · 96 KBSaved to Drive · Jobs / Okafor
10:30 AM
🎤Voice memo · 0:11Okafor wants a 12 foot seat wall added along the fire pit. Log it as an additional.
Logged. Additional #3 on the Okafor job: 12 ft seat wall, priced from your wall rate at $2,640. Contract addendum drafted for signature, Drive folder and the job record updated so the design matches what's being built.PDFokafor-addendum-3.pdf1 page · 54 KBSend it to the customer for e-signature?
approve
Sent for signature. I'll tell you when it comes back.Sent · addendum #3
11:30 AM
Invoice the Parker patio, final payment.
Staged, not sent.Invoice 2284 · Parker residencePaver patio, 420 sq ft, from signed estimate E-1187$5,900Fire pit kit and install$950Final payment due$6,850Reply approve and it goes out from QuickBooks.
approve
Sent. Invoice 2284 to the Parkers for $6,850, copy in the job folder.Sent from QuickBooks · 11:38 AM
While I was in there: three vendor invoices came in by email this morning. Filed to their job folders and matched to the jobs. The stone yard one has no PO number, so I flagged it for the weekly review instead of matching it.
1:05 PM
Two new Google reviews, both five stars: the Okafor patio and the Lindqvist pool deck. Want replies drafted?
Yes. In my words, and mention the project.
Two replies staged. First one:Thanks, Dana. The patio came out great, and your dog supervising the crew made the week. Enjoy the fire pit this fall.
approve
Posted. I'll flag anything under four stars the day it lands.Posted to Google Business Profile
One more: Crew B finished Lindqvist under the estimated hours and that job just got the five-star. By your rule that's a gift card for the crew. Want me to order it and note it in the rewards sheet?
Yes, $100 each.
Order staged for three $100 cards, rewards sheet updated. Reply approve to place it.
2:10 PM
Snow is six weeks out. Where are we on salt and the salting crew?
Reading the salt and brine log
Reading the subcontractor folder
Pulling last season's snow contracts
Salt: 38 tons on hand, 22 tons on order. Calcium chloride for brine is low, two totes left; last year you were through four by December. Salting crew: five subs in the folder, two have insurance certificates that expire before the first storm.Snow contracts14 seasonal contracts renew October 1draftedPer-push rates updated from your new rate sheetdoneBilling by event, from the service log, not the spreadsheetreadyWant the renewal packets staged for your review?
Yes. And chase the two subs for updated certs.
Fourteen renewal packets staged. Two emails to the subs staged asking for current certificates. Reply approve and they go.
approve
Sent. I'll remind them Friday if nothing comes back.Sent · 16 emails
3:20 PM
Score the applicants for the snow operator posting.
Eleven applicants. Four have a CDL, two or more winters plowing, and live near the yard. Two of them came in through crew-lead referrals, noted for the referral bonus.XLSsnow-operator-scorecard.xlsx2 tabs · 19 KB
6:00 PM
Evening brief. Tomorrow: three crews, eight stops. Brennan's revision is first on your list. Okafor signed addendum #3 at 4:52. Two estimates with no reply in a week and one invoice past thirty days; follow-ups are drafted for 7 AM.
That's the day. What else can I take?