Closeout · Field Ops

Field Ops·Closeout·GD-2163

Ready with flags Commercial · Net 45 → AR

Ready to close — 1 punch item flagged. Will auto-create $640 follow-up work order.

GD-2163 · Keeneland Vestibule Install — Storefront IGU · Keeneland Association (Mike Henson) · MD Marcus Day (lead) + Jake Robinson (helper) · 4408 Versailles Rd · Lexington 40510

1 punch item — interior door seal #3 needs trim — auto-creates $640 follow-up work order on close

◆ Doc: Margin 58%, photos all uploaded, Mike Henson signed at 2:58 PM. Punch item (door seal #3) is pre-authorized by Keeneland PM — close now, follow-up schedules automatically. Net 45 invoice routes to AR, no on-site collection needed.

Photos

7 captured · 3 before, 4 after · all uploaded ✓

before · 7:02a

before · 7:05a

before · 7:08a

after · 2:31p

after · 2:34p

after · 2:36p

Add late upload

Work performed

4 of 4 scope items installed · 1 minor discrepancy noted + cleared ✓

Scope item	Sold	Installed	Status	Note
Storefront IGU — 1/4" tempered, 36"×84"	2	2	match	PO-0163 · HMI
Commercial door closer — LCN 4040	1	1	match	stock
Perimeter foam seal — door #3	1	0	punch	Trim damaged on site — PM pre-authorized follow-up visit ($640)
Labor — 2 techs, 7h	6h	7h	+1h	Extra hour for framing alignment — eat cost, no upcharge

Line items

3 materials · all POs received · $2,410 cost ✓

Material	Qty	PO	Received	Cost
Storefront IGU 36"×84" · 1/4" tempered	2	PO-0163	received	$1,840.00
LCN 4040 door closer	1	stock	on truck	$390.00
Perimeter foam tape · commercial grade	2 rolls	stock	on truck	$180.00

Customer sign-off

Mike Henson signed at 2:58 PM · digital signature captured ✓

Mike Henson

Signed remotely via SMS link · 2:58 PM · IP 98.214.xx.xx · Keeneland Association

Payment

Commercial · Net 45 · invoice routes to AR on close ✓

ℹ

Commercial account — no on-site collection. Invoice fires to AR on job close. Net 45 terms. Keeneland Association account #KEN-042.

Sale total

$5,780

PO amount

$2,410

Gross margin

58%

AR due

Net 45

Invoice will auto-fire to billing@keeneland.com (Account #KEN-042) on close. Preview invoice →

◆

AI check: 58% GP is above the 52% commercial benchmark. Follow-up punch work order adds $640 at close. Keeneland account is current — last payment received 3/28 (Net 30, on time).

Review & follow-up

Google review scheduled · upsell lead queued for Donna · 1 punch work order

Warranty registered

10yr IGU glass + 1yr labor · auto-filed on close · view in Warranties

Punch work order — door seal #3

$640 · auto-creates on close · schedules within 5 business days · Keeneland PM acknowledged

Google review request

Scheduled for tomorrow 9am via Donna · sending to Mike Henson

Upsell lead — emergency board-up contract

Keeneland asked about annual emergency glazing coverage — route to Donna for proposal ($3–5k/yr)

◆ AI · Doc

Keeneland has 6 outbuildings with aging storefront glass — they're a natural fit for an annual emergency glazing contract. Their facilities manager (Henson) was engaged and appreciative. Donna should pitch within 48 hours while the install is fresh. Est. contract value: $4,200/yr.

Ready with flags

GD-2163 · Keeneland

Storefront IGU · Marcus Day + Jake Robinson

1 punch item · $640 follow-up auto-creates

Why this verdict

Photos 7 uploaded

Work performed noted + cleared

Line items 3 of 3 ✓

Signature 2:58 PM

Payment AR · Net 45

Review ask punch flagged