Contacts
Customers, suppliers and contractors in one list. Tags say which is which.
Details
(918) 555-0142 · text OK
dwhitlock@example.com
1412 E Blue Starr Dr
Claremore, OK 74017
Claremore, OK 74017
Referral · Thompson re-roof
State Farm · claim #OK-22-88104
Text, after 5 pm
Bids & jobs
| # | Job | Status | Amount |
|---|---|---|---|
| J-1047 | Hail damage re-roof, 32 sq | In process | $18,400 |
| B-2311 | Kitchen remodel | Bid sent | $23,450 |
| J-0961 | Deck rebuild, 16×20 | Complete | $9,200 |
Activity
Oct 24Texted: adjuster approved supplement, OK to order shingles.
Oct 21Bid B-2311 sent (kitchen remodel). Opened the PDF same day.
Oct 14Site visit: measured roof, 32 sq, 6/12 pitch, 2 layers tear-off.
Oct 9Call from Dana. Storm damage, wants both a roof and kitchen quote.
Tags
Follow-up
Call Thu Oct 30 about kitchen bid. Decision by end of month.
Notes
Gate code 4471. Two dogs, keep gate closed. Dana handles the decisions; Mike works nights.
Bids
Build an estimate, send a PDF proposal, win the job.
| # | Customer | Status | Amount |
|---|
‹ Bids
Sent Oct 21
Preview PDF
Bid B-2311 · Kitchen remodel
Dana & Mike Whitlock · 1412 E Blue Starr Dr
Line items
Scope of work
Totals
Bid details
Margin check
Material cost$11,920
Labor & subs$6,300
Gross margin22.3%
Target margin for remodels: 25%
‹ Back to bid
Proposal preview
This is what the customer receives as a PDF, by email or text link.
C&A Roofing & Construction
838 W Will Rogers Blvd, Claremore, OK 74017
(918) 637-6634 · caroofingconstruction.com
OK CIB #80001234
838 W Will Rogers Blvd, Claremore, OK 74017
(918) 637-6634 · caroofingconstruction.com
OK CIB #80001234
Proposal
Scope of work
Pricing
Terms
- 50% deposit due at signing; balance due on completion.
- Price includes materials, labor, permits and haul-off. Owner-selected finishes above the allowance are billed at cost plus 15%.
- Change orders are priced and approved in writing before work proceeds.
- Workmanship warranty: 2 years. Manufacturer warranties pass to the owner.
Customer signature & date
Craig Abbot, C&A Roofing & Construction
Thank you for the opportunity. Family owned and operated in Claremore since 2001.
Jobs
Every job moves left to right. Tap a card for details.
‹ Jobs
J-1047 · Whitlock hail re-roof
1412 E Blue Starr Dr · Roofing · Crew: Luis
Under bid
Scheduled
In process
On hold
Complete
Contract
$18,400
Insurance RCV + $1,500 deductible
Spent to date
$9,870
Materials in, labor 2 of 4 days
Projected margin
31%
$5,700 on $18,400
Tasks
Costs
| Date | Vendor | Amount |
|---|---|---|
| Oct 23 | ABC Supply | $7,210 |
| Oct 24 | Rogers County Roll-off | $460 |
| Oct 27 | Luis Herrera crew | $2,200 |
Schedule
StartMon Oct 27
FinishThu Oct 30
CrewLuis Herrera (4)
Day 2 of 4
Customer
Photos
Activity
TodayLuis: tear-off done, 3 sheets of decking rotten near chimney.
Oct 24Status → In process. Materials delivered.
Oct 17Status → Scheduled for Oct 27.
Oct 15Bid accepted. Insurance supplement filed.
Schedule
Jobs by crew. Striped days have an open slot.
October 2026
Waiting to be scheduled
Crews
LH
Luis Herrera · roofing
TB
Travis Bell · remodel
CA
Craig · estimates & site visits
Reports
Year to date, through October 27, 2026.
Jobs by status
Open bids by job type
Income by month
Invoiced, $ thousandsProfitability by completed job
Contract less materials, labor and subs| Job | Contract | Profit | Margin |
|---|