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Admin & Operations

Contracts, compliance, and documents

1 critical complaint
🔒1 expiring in 30 days
2 pending approvals
📦1 handoff to review
🔧1 open maintenance request
Complaints & Warranty
3
4 total · 1 critical · 2 claims
Permits & Inspections
4
2 pending · 1 upcoming inspections
Compliance
100%
9 items tracked · 3 expiring soon
Fleet & Assets
9
3 vehicles · 6 equipment · 0 overdue
Production Handoffs
1
need review
Intake
3
today · 3 yesterday · 10 this week
Facilities
2
active leases · 3 vendors · 1 maint open
Recent IntakeView all →
sales inquiry
Quote request — 3BR house exterior
New lead via Google form
3/31/2026 09:12 AM
scheduling
Re: Touch-up appointment confirmation
Lisa Chen
3/31/2026 08:45 AM
vendor
March invoice — Account #PFP-4421
Sherwin-Williams Portland
3/31/2026 08:20 AM
complaint
Paint peeling on south wall
Tom Davis
3/30/2026 04:30 PM
internal
Need additional primer for Rivera Phase 2
Mike Rodriguez (Team A)
3/30/2026 02:00 PM
sales inquiry
Deck staining estimate request
Nextdoor message
3/30/2026 11:15 AM
permit
Lead abatement permit — application received
Oregon DEQ
3/29/2026 03:45 PM
insurance
GL policy renewal reminder — due Aug 15
State Farm — Agent Miller
3/29/2026 10:30 AM
Expiring SoonView all →
15 days
EPA RRP — Luis Morales
certification · CERT-005
45 days
EPA RRP Lead-Safe Firm
license · LIC-003
295 days
OSHA 10 — Alex Torres
certification · CERT-003
Admin Chat
Anything needing my attention?
3:00 PM
Three items requiring action:

1. Rivera Unit 3 — Change Order
Accent color on shutters (was standard white). +$800 materials, half day labor.
Status: Needs your approval

2. Oakwood Office — Permit
Commercial repaint permit submitted Mar 25. Expected approval in 5 business days.
Status: Awaiting city review

3. GL Policy — Insurance
Renewal due Aug 15. Current coverage: $2M. State Farm agent recommends reviewing limits given commercial project growth.
Status: Reminder set for Jul 1

Also flagging: Luis Morales' lead-safe cert expires Apr 15. Renewal is in progress but needs to complete before the Davis job if it's pre-1978.
3:00 PM