To-Dos

Track action items from meetings and daily operations

Pending

8

Overdue

3

Completed

0

Recurring

2

Interactive Proposal system — discuss with Brad

EO
Edward Oueilhe
Sales & Customer ExperienceMar 11 (overdue)
from meeting
Pending

Implement 100-point activity chart

EO
Edward Oueilhe
Sales & Customer ExperienceMar 11 (overdue)
from meeting
Pending

Invoice balanced with QBO and Roofr

EO
Edward Oueilhe
Admin & FinanceMar 14
from meeting
Pending

Master File & Internal Master File

EO
Edward Oueilhe
Admin & FinanceMar 14
from priority
In Progress

Angeles on-boarding and training plan

EO
Edward Oueilhe
ExecutiveMar 31
from meeting
In Progress

Home Improvement Finance Companies

EO
Edward Oueilhe
Admin & FinanceFeb 14 (overdue)
from meeting
Pending

Review Roofr pipeline and update job statuses

JL
Jason Light
Sales & Customer ExperienceMar 14
weekly
Pending

Weekly production report to Brad

TS
Tiffany Strawbridge
OperationsMar 14
weekly
Pending