At a Glance
Total Jobs
61
Open Jobs
4
YTD Spend
$11,840
Avg Ticket
$897
Last ActivityToday
Account Health
Strong — Recurring
Lifetime Value$54,700
Avg DSO22 d
Contract RenewsJan 1, 2027
✨
AI Insights
Doc
📈
Turn Season Approaching — Plan Capacity
Last 3 years July averaged 28 IGU calls across the 4 properties. Currently scheduled: only 6. Recommend pre-booking 2 days/week of Travis B. for July to keep response under 48 hours.
🔔
Hamburg Place Trending Higher
Hamburg Place glass tickets up 38% YoY. Likely aging single-pane window stock. Pitch a bulk-replacement project (~$24K) at next quarterly review.
Active Projects (2)
OPP-2110
Hamburg Place — Bulk Window Replacement (Bldg C)
Multi-property
Value: $24,200
OPP-2123
Tates Creek Apts — Common Area Mirror (Gym)
Multi-property
Value: $3,400
Timeline
📧
Reed SutherlandToday · 8:14 AM
"Phil — got 2 broken IGUs at Beaumont Reserve building 3, units 312 + 318. Resident reports cracks. Need by end of week."
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Philip SchultzApr 24
Sent EST-9165 — Hamburg bulk window replacement. $24,200 / 12 windows.
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SystemApr 1
Recurring contract renewed (Q2 2026). Auto-billed $3,375 retainer.
Service History
61 jobs · showing recent 7
| Date | Job # | Property | Type | Tech | Status | Total |
|---|---|---|---|---|---|---|
| Today | J-66205 | Beaumont Reserve #312 | IGU | Travis B. | Scheduled | $420 |
| Today | J-66206 | Beaumont Reserve #318 | IGU | Travis B. | Scheduled | $420 |
| Apr 22 | J-66110 | Tates Creek #B-204 | Sliding door | Travis B. | Completed | $680 |
| Apr 17 | J-66042 | Hamburg Place #C-118 | Window IGU | Daniel R. | Completed | $385 |
| Apr 8 | J-65988 | Bluegrass Commons | Lobby door | Eric W. | Completed | $1,420 |
| Mar 27 | J-65812 | Hamburg Place #A-217 | Mirror | Travis B. | Completed | $240 |
| Mar 14 | J-65691 | Tates Creek #C-301 | Window IGU | Daniel R. | Completed | $385 |