CRM Pipeline
Every active project from first inspection through final invoice — drag cards to advance the job.
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FloScope CRM
Roofing Job Pipeline
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Pipeline value
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0 active jobs
Outstanding supplements
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Entered on jobs in supplement stages
Paid this month
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Reached Paid / Closed
Needs attention
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Idle 7+ days (3+ in supplements)
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1.New Lead
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2.Inspection Scheduled
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3.Inspection Completed
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4.Claim Filed
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5.Adjuster Meeting Scheduled
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6.Adjuster Meeting Completed
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7.Insurance Estimate Received
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8.Supplement Needed
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9.Supplement Submitted
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10.Supplement Negotiation
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11.Approved / Sold
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12.Materials Ordered
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13.Production Scheduled
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14.In Production
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15.Job Completed
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16.Final Invoice Sent
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17.Final Payment Pending
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18.Paid / Closed
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19.Lost / Cancelled
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