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

Assigned User

Job Details

Job Type

Insurance Carrier

Claim Number

Policy Number

Date of Loss

ACV Deposit

Deductible Amount

$

RCV Total

Supplement

Pre-build Supplement Status

Post-build Supplement Status

Supplement Amount

Supplement Notes

Documents & Contracts

Company Cam

Eagleview Report

Contingency Agreement

AOC

Contract

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

Hips

Ridges

Step Flash

Valleys

Regular Sq

Presidential Sq

Rolled Roof Sq

Rakes

Flashing

Ridge Vent

Flashing Color

Rolled Roof Color

Shingle Color

Counter flash Color

W valley Color

White, black, territone, brown

Dormer flash Color

Black, Brown, charcoal, white

Step flash Color

black, brown, white, territone, charcoal

Drip Edge Color

Black, brown, white, territone, smoke gray, charcoal, green, Ivory

Gutter apron Color

Black, brown, white, territone, smoke gray, charcoal, green, Ivory

Paint Color

Weather wood, slate gray, black, brown, green, white, tan, terra cotta

Turtle vents Color

black, brown, white, weathered bronze

Pipe jacks Color

black, gray, brown

Cap sheet Color

Burnt sienna, slate, heather, green, black, resawn shake, Weatherwood

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)

Add a Job Note

Notes Category

Note Title

Notes Description

Notes Notification to

Notes - Upload Photos/Files

Subcontractors

Scope of Work

Company Name

Main Contacts Phone

Main Contacts Name

Main Contacts Email

Additional Details About The Assigned Work

Schedule Your Inspection

Schedule Your Adjuster Meeting

Scheduled Production Day

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

Email: [email protected]

Phone: (720) 595-0463