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Admin & Operations

Contracts, compliance, and documents

Past Customers
47
Due for Contact
4
Reviews Received
31
Repeat Rate
28%
Reactivation Queue4 due
CustomerLifetime RevenueRepeatDue ItemsNext Due
Jennifer Walsh$8,400YesAnnual touch-up, Exterior review2026-04-15
Robert Kim$12,800YesInterior refresh2026-05-01
Amy Larson$4,200No1-year follow-up2026-04-10
Steve Park$6,100NoReview request, 2-year exterior check2026-04-20
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