Every job from first call to paid, one row each — and three formula columns that do the thinking. The 🚩 Flag column is your morning meeting: quotes gone stale past 14 days say CHASE OR CLOSE, and finished work that hasn't been invoiced says INVOICE TODAY (work done + no invoice = a free loan to your customer). The Honest value column discounts every maybe by what jobs at that stage actually close at — the sample's paper pipeline says $37,330, the honest number is $22,615, and payroll gets planned on the second one.
How it works
- Jobs table — 8 stages from Lead to Paid, quote amounts, dates, one named Owner per job
- 🚩 Flag — 🔴 today, 🟡 this week, empty healthy. Sort by it each morning; do the reds; that's the whole system
- Honest value — leads 15%, quotes 35%, won 90% — editable once you have 90 days of your own history
- 📖 Start Here — five rules including: log WHY you lost; three months of reasons tells you whether to fix your quotes, your speed, or nothing
What you get
Airtable base link (copy to your workspace in 60 seconds) + quick-start guide. Free Airtable plan is plenty. Ten sample jobs included with every flag firing. No macros, no subscription, no $200/mo contractor software.
A look inside
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