PR·02Production
Production
Runs every job after the sale: project records, receivables and payables, commissions, customer feedback and profit reports.
Schedule a 60-minute Zoom demo · or call Kevin (714) 686-9913
PR·02 Production. Follow one job from contract to profit.
The back office keeps every job current, so owners and salespeople see the same numbers. Salesperson access is available when you need it.
The alerts row flags the 50% mark, an underbid job, total P/L and the days left until due.Agreements, invoices and every payment in, including financing, with the open balance always current.Installer and material invoices, bill payments and attachments, flagged when they don't affect commission.Sale ratio 1.3: your multiplication ratio, sale price against job cost, right next to gross profit and the commission balance.Welcome, progress and completion calls, a satisfaction rank, and whether they left a review on Yelp or Google.Contract, bids, job cost %, money in, money out and the difference, in red or green at a glance.Completed jobs by month: gross profit, lead cost, commission, net profit in dollars and percent.
What’s included
Owners and salespeople see the same numbers. The back office keeps each job current, so commissions are calculated, not argued, and you know what every job actually made.
- Project records with alerts: 50% mark, underbid, total P/L, days left until due
- Accounts receivable: agreements, invoices, payments in
- Accounts payable: installer, sub and material bills
- Commissions and commission balances
- Closing ratios, profit margin and multiplication ratio
- Customer feedback and online reviews
- In-progress and profit reports
- Transparency between salespeople and the owner
- Salesperson access when you need it
Your multiplication ratio, on every job.
Production shows the sale price against the job cost (the ratio your team already talks about), next to gross profit, lead cost and the commission balance. The back office keeps it current; owners and salespeople read the same number.
Salesperson access is available in Production and Lead Management when you need it.
Watch Production
Full demos and step-by-step tutorials. Every video for every product is in Demos & Tutorials.
Demos
Tutorials
How it connects
Shares the same data with Lead Management, both ways.
Once a Proposal Pro contract is signed, you open the project here.
I Am AI Solution reads its sales and contract data.
See the ecosystemSee it live
A 60-minute Zoom with Kevin, on your questions and your numbers.
Book a Production walkthrough