Jun 30 – Jul 7, 2026
Good morning, Mike.
Serdok reviewed your business activity and found 7 items worth your attention.
Business Health
Trending up from last week
You're leaving $14,820 on the table this month. Here's where it's coming from.
The biggest opportunity is Estimate #2438 ($8,400) waiting on a follow-up call. Behind that, a subcontractor's insurance expired yesterday — active jobs may not be covered — and ABC Supply has quietly raised material pricing 7.8% over 60 days. Full breakdown below.
$14,820
Potential revenue found
46
Estimated admin hours saved
6
Risks requiring review
4
Vendor price changes
9
Warranty items pending
Today's Top Priorities
Ranked by impact
Follow up on Estimate #2438
Send follow-up email and call the customer before the estimate expires.
$8,400 opportunity
Warranty registration missing for Smith Residence install
File manufacturer warranty registration within 10 days of install.
$1,200 at risk
ABC Supply pricing increased 7.8% over the last 60 days
Review current material pricing against contract terms.
$3,870 at risk
Duplicate vendor invoice detected for $1,240
Confirm with Ferguson before releasing payment.
$1,240 opportunity
Maintenance agreement expiring in 6 days
Reach out to renew before the service window lapses.
$9,200 at risk