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Overview of client tasks, inspection deadlines, floating checks, and trade schedules

New Lead

Awaiting Official Inspection

3

1 Urgent >7d

Contracts signed, need carrier inspection booked

Due Today (Saturday)

4

2 Overdue

Inspection, estimate review, and office calls

Floating Checks (Mortgage)

2

$12,400.00

Sent out to mortgage bank for endorsement

Active Pipeline

11

6 Blue Point · 5 Empire

Total claims currently in progress

Signed Contracts Awaiting Inspection

Blue Point

Countdown since contract signed. Must book adjuster inspection within 7 days.

Urgent Threshold: >7 Days

Floating Checks (Mortgage)

Empire Phase

Insurance checks requiring mortgage bank co-endorsement before deposit.

Active Follow-ups

September 2026 Monthly Calendar

Scheduled appointments, adjuster inspections, and crew start dates

September 2026
Mon
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Wed
Thu
Fri
Sat
Sun

Today's Priority Tasks & Schedule This Week's Client Timeline (Next 7 Days) All Scheduled Items (Month Agenda)

Notices, calls, inspections, and trade coordination across all active clients

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