Overview
Summit Roofing & Construction — San Antonio, TX
3
New Quotes (pending follow-up)
4
Active GC Relationships
6
Active Suppliers
80%
Launch Progress
Recent Activity
View all →
Launch Progress
80%
✓ Google Business Profile
✓ Contractor's License
✓ Insurance
✓ Bonding
○ Google Local Services Ads
Launch Checklist
Track your go-live milestones
4 of 5 complete
Staffing
Roles, status, and hiring pipeline
| Role | Status |
|---|
Add Role
Quote Requests
Inbound leads and follow-up pipeline
| Date | Contact | Status |
|---|
Log Quote Request
Installers
Crew applications and hiring pipeline
| Date | Name | Status |
|---|
Add Applicant
GC Relationships
General contractor contacts and partner status
| Company | Status |
|---|
Add GC Relationship
Suppliers
Materials vendors and supply chain contacts
| Company | Status |
|---|
Add Supplier
Invoices
Create, send, and track invoices
| Invoice # | Date | Amount | Status |
|---|
Create Invoice
Send Invoice
Accounts Receivable
Outstanding balances and collections
| Client | Invoice | Amount | Status |
|---|
Accounts Payable
Bills, vendor payments, and subcontractor invoices
| Vendor | Amount | Status |
|---|
Add Bill / AP Entry
Schedule
Open Quotes
Proposals sent — awaiting client decision
| Date | Client | Status |
|---|
Projects
Won jobs — active and in progress
| Project | Client | Date Won |
|---|