Open Jobs – Production Timeline

See where every active job is and what needs attention next. Right-click any job card to update dates, materials, or production details without opening the full job.

Jobs by Month Job Site Map

Job #	Customer	Type	Production stage	Start	Installer	Warranty	Next step	Completion / Close

Job

Customer

Job number

Inquiry number

Salesperson

Job type

Roof Size (Squares)

1 square = 100 sq. ft. Save here to use the quantity on new Requests for Payment.

Production stage

Contract date

Material ordered

Material delivery

Expected start

Confirmed start

Expected completion

Confirmed completion

Warranty requirement Warranty required before closing

BRO suggests this for reroofing work. You can correct it when a warranty does not apply.

Warranty sent date

Required before a reroofing job can be closed.

Installer

Uses the active Subcontractors list and becomes the default subcontractor on a new Request for Payment.

Opens the production calendar over this job so you can review dates without closing the job.

Customer communication due

Property address

Production blocker / next step

Production notes

Files & Documents

Upload files into BRO, or retain existing OneDrive links.

No linked documents yet.

Client Portal

Manage homeowner access for eligible new contracts. Invitations require a verified signed contract and email.

Client Portal Access

For new, signed contracts only. Confirm the homeowner's email before sending an invitation.

Job
Customer
Job site
Contact email

Re-enter verified customer email

I verified the signed contract for this job. I confirmed the email belongs to the authorized homeowner.

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Add Document Link

Document type

Document date

File name

OneDrive link

Notes

Added by