Late money, close deadlines, people waiting on you
Greg Sullivan owes $9,517.80, 5 days late
Invoice #1015. Reminders go out automatically; a call often works faster.
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Every day Ridgewise follows up on unanswered bids, reminds customers about overdue invoices, asks finished customers for reviews, reminds plan customers about checkups and warns you before a license or policy expires.
Morning briefing emails you at 6 a.m. See today's briefing
Weekly profit report emails you Fridays at 4 p.m. See this week's
jimbob owes $2,047.50, 3 days late
Invoice #1016. Reminders go out automatically; a call often works faster.
New estimate request from Kevin Moore
Roof repair · came in 4 days ago. Fast bids win jobs.
Henry Walsh's bid expires today
Bid #1007 · $19,595.00. A quick call can close it.
Should happen in the next few days
Patricia Lewis opened their bid but hasn't signed
Bid #1012 · $22,594.99 · opened 6 days ago. Worth a call.
Housekeeping and setup, nothing on fire
Bid #1014 for Olivia Chen hasn't been sent
$720.00 · created 5 days ago.
Bid #1017 for Sarah Jenkins hasn't been sent
$6,316.67 · created 3 days ago.
Bid #1019 for jimbob hasn't been sent
$5,080.00 · created 3 days ago.
Susan Miller's roof checkup is due in 6 days
They were emailed a reminder. Get it on the calendar, then mark it done.
General liability with Hill Country Insurance expires in 15 days
Renew it before it lapses, then update the date here.