Job Management Form

Use this page to create and update any opportunity in your pipeline.

Job Management Form

Please confirm the details below are correct. Then, select the action you'd like to take.

First Name

Last Name

Email

Phone

Address

Street Address

City

State

Country

Postal code

What action would you like to take?

Pipeline Stage

Sales Person

Technician

Job Details

Job Type

Insurance Carrier

Claim Number

Policy Number

Date of Loss

Deductible Amount

$

Form

Form Name

Send to

Documents & Contracts

Company Cam

Eagleview Report

Contingency Agreement

Dates & Appointments

Inspected On

Claim Filed On

Adjuster Meeting On

Reinspected On

Contract Signed On

Deposit Made On

Permit Pulled On

Material Ordered On

Production Date

Completion Date

Final Payment Date

Job Financials

Total Contract Amount

Actual Cost Value (ACV)

Recoverable Depreciation

Upgrades Value

Supplement(s) Value

Labor Cost

Material Cost

Overhead Percentage

Overhead Cost

Tax Amount

Misc. Expenses

Sales Commission Percentage

Sale Commission

Total Cost

Net Profit

Material order

Delivery Method

TURTLE VENTS

1-4”- PIPE JACKS

EXHAUST VENT UP 4”

EXHAUST VENT 6”-8”

RAIN CAP 3-5”

RAIN CAP 5-7”

RAIN CAP 7-9”

Chimney

Eaves

Flashing Color

Drip Edge Color

Shingle Color

Rolled Roof Color

Counter flash Color

W valley Color

Dormer flash Color

Step flash Color

Gutter apron Color

Paint Color

Turtle vents Color

Pipe jacks Color

Cap sheet Color

Presidential Sq

Regular Sq

Ridges

Hips

Valleys

Ridge Vent

Rakes

Flashing

Rolled Roof Sq

Step Flash

MISC ITEM 1

Misc. 1 Amount

MISC ITEM 1 DETAILS

MISC ITEM 2

Misc. 2 Amount

MISC ITEM 2 DETAILS

MISC ITEM 3

Misc. 3 Amount

MISC ITEM 3 DETAILS

EagleView Report

Measurement Type (Defaults to Other if nothing is selected)

Select Your Eagleview Report

Promo Code (optional)

Subcontractors

Scope of Work

Company Name

Main Contacts Phone

Main Contacts Name

Main Contacts Email

Additional Details About The Assigned Work

Add a Job Note

Notes Category

Note Title

Notes Description

Notes Notification to

Notes - Upload Photos/Files

Schedule Your Inspection

Schedule Your STS

The Close

Pre-Build Supplement Analysis:

Pre-build Supplement Status

Post-build Supplement Status

Supplement Amount

Supplement Notes

Scheduled Production Day

By checking this box you are confirming that the information that you submitted is correct and complete.

Email: [email protected]

Phone: (281) 746-8806