Bauer Roofing Operations

TODAY

Your Today

Loading your day…

0 Critical 0 Today 0 Comms 0 Jobs this week

YOUR WORK

Today's Tasks

Communication Financial Routine / Other

✓ Today's task list is clear.

Needs Attention

✓ Nothing needs your attention.

Roy's Check-Off

Dad's Production Updates

Blocked / Waiting

Jobs Starting This Week

My Quick Notes

Private to you. Only you can see these notes.

Phone Message

Caller name

Called for

Street address

Phone

Related Job or Lead # (optional)

Reason / message

Follow-up needed?

Follow-up notes

Recent Messages

New / untouched

Overdue

Due today

Add to MarketSharp

Review / historical

Duplicates

Angi Work Queue

Call firstMorningMiddayFinal callOverdueLaterAdmin

The left rail is your work list. The bright blue band shows the prospect you are working now. Appointment-set prospects are removed from the call queue; Angi Ads appointments only remain in the MarketSharp handoff view until added.

Queue

Select an Angi prospect.

Contacts shown

Upcoming appointments

Contacts

One person can have multiple inquiries, properties, and jobs. Select a contact to see the complete relationship.

MarketSharp Migration Sync Leads.xlsx

Contact List

Select a contact.

All Contacts

Contact	Phone	Email	Property	Inquiries	Jobs	Status	Last activity	Actions

Upcoming Appointments

Archived Inquiries

Archived inquiries remain connected to the contact and can be restored. Angi prospect history stays in the Angi workflow.

Open Jobs / Production

Open Jobs contains work from signed contract through production and collections. Dad updates production facts; Bauer Roofing Operations keeps customer communication on your list unless Dad marks that he already contacted the customer. Closed and fully paid jobs remain in each contact's history.

Sort jobs

Active jobs

Need production update

Customer contact due

Communication Responsibilities

Canceled Jobs

Archived Jobs

Playbook / SOPs

Learning & Suggestions

Suggestions never override your hard deadlines. They are recommendations based on task history, delays, and workload patterns.

Add SOP

Title Purpose When to use it Prerequisites Steps How to verify completion

Edit Contact

These details belong to the person and will be updated across their connected inquiries.

First name

Last name

Spouse / other contact

Main phone

Other phone

New Task

Task

Place task in

Priority

Due date and time (optional) Any time that day

Repeat

Weekday tasks skip missed occurrences. Weekly and monthly tasks carry forward until completed. Nothing repeats on weekends.

Subtasks

Each line becomes a separate checkbox inside the main task.

Related Job or Lead # (optional)

Description

Next action

Notes

Update Task / Schedule Follow-up

What happened?

BRO adds this as a dated entry and keeps all earlier task notes.

New due date

Time (optional)

Earlier notes

New Prospect

Source

Angi account

Source / Angi reference #

Status

First name

Last name

Street address

City

State

ZIP

Phone

Work requested

Assigned to

Next follow-up

Next action

Notes

New Inquiry

Bauer Lead #

First appointment / Angi lead date

Source

Angi account

Source / Angi reference #

First name

Last name

Spouse

Street address

Choose a suggestion to fill the city, state, and ZIP.

City

State

ZIP

Phone

Other phone

Inquiry Intake Information

Contact and property details gathered during the call.

Taken by

Subdivision

Mailing address

Mailing city

Mailing state

Mailing ZIP

Directions

Insurance related?

Insurance company

Roofing Conversation

Use these prompts while speaking with the homeowner.

How old are the shingles?

When do they hope to have the work done?

How many roof layers?

Type of home

Any leaks now?

If yes, where?

Has it ever leaked?

If yes, where?

Roof pitch or slope

Payment preference

Who referred our company?

Referral name, location or details

Original information supplied by Angi

Work requested

Assigned to

Inquiry status

Estimate status

Appointment date and time

MarketSharp status

Estimate / customer issue note

Notes

Edit Appointment

Appointment date and time

Status

Assigned to

Appointment type

Result

Result reason / notes

MarketSharp status

Google Calendar status

Notes

New Job

Customer name

Lead number

Job number

Property address

Salesperson

Contract date

Job type

Stage

Material type

Material color

Material delivery date

Expected completion date

Next production update due

Production blocker / waiting on

Target start date

Confirmed start date

Production notes

Cancel Job

Why was this job canceled?

The job will leave active production but remain in Canceled Jobs. Its information and history will be preserved.

Team Text Numbers

Choose who uses this account and save the team’s mobile numbers. Lead and job buttons will show the other two team members.

This account belongs to Eve’s mobile number Roy’s mobile number Dad’s mobile number

Schedule Angi Callback

Callback date and time Notes

Close Angi Prospect

Outcome Notes

Log Communication

Type

Direction

Result

Notes

Follow-up needed?

Follow-up date/time

REPORTS & EXPORTS

Reports

Report

Sort by

Order

ZIP code

Source

Lead type

Status

Beginning date

Ending date