Action Needed: every job checked every night, and you're told what's left

Every night the app walks through each sold job with an install still ahead and checks the things that hold up an install or a paycheck: the right order sheets for what was actually sold, the house photos, the cover sheet, how the quote was built, the tax and the payment. Anything missing lands on one Action Needed list and on the job's own card as a green, amber or red chip, and you get one short alert on your phone instead of finding out from the office a week later. A missing sheet costs a trip back; finding it the night of the sale costs a photo. Each item shows how many days old it is and how close the install is, with the nearest install first.

The Action Needed list: counts of jobs to act on, filter chips by what is missing, and each job's missing items with the reason and an Open job button. — Captured live from the site. Customers appear by first name only; surnames, addresses, phone numbers and emails are obscured on purpose. Tap the image to fill the screen.

1How many jobs need you right now, and how many to keep an eye on
2Filter by what's missing: installs, payment, job paperwork
Exactly what's missing on each job, from last night's check, with what to do
One tap opens the job, the quote or the messages so you can fix it

What gets checked every night

The order sheets the scope needs: Exhibit A for gutter protection, Exhibit B for gutters, fascia and soffit, both when both were sold.
Each paper sheet's drawing, read and added up against the totals written on it (Paper sheets, read).
Front, side, back and inside-gutter photos, and exactly one cover sheet per job.
The quote built in bundles so install dates come through, tax up to date, and a payment on file.
Chatter where the office or management is waiting on your answer.

How you use it

Open Action Needed, or look for red and amber chips on a job's card. Each item names exactly what is missing.
Fix it the way you normally would: upload the sheet or photo, or answer the chatter. Replying clears it, or tap Mark addressed.
The next nightly check confirms it, and the job drops off the list by itself.

What it does, step by step

Every night each sold job with an install ahead is checked.
Order sheets, sheet totals, photos, the cover sheet, the quote's bundles, tax and payment are all checked.
Anything missing lands on Action Needed and the job's card, and you get one alert.
Fix it the normal way. The next night's check confirms it and the job drops off.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Checking every sold job for missing items	30–60 min a week	Every night, automatic
A trip back for a missing sheet	1–2 hours	A photo the night of the sale

Typically 1–3 hours a week.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Missing order sheetThe sheets the scope needs are checked every night.Guesstimate: 1–2 a month avoided
Story footage offEach sheet is read and added up against its totals.Guesstimate: about 1 a month avoided
No payment methodA payment on file is part of the check.Guesstimate: about 1 a month avoided
Salesforce build doesn't match the sheetThe quote's bundles and tax are checked.Guesstimate: about 1 a month avoided

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repFind it the night of the sale, not a week later.
Office & installersJobs arrive complete.
The customerThe install isn't held up by paperwork.
The managerOne list of what every job still needs.