Contractors
Know which jobs are slipping and which invoices are unpaid — every morning
OpsBrief reads your job updates, customer messages, estimates, and invoice status and tells you what is delayed, what needs a callback, and where money is sitting uncollected.
The daily pain
“A customer called back twice about a punch-list item, an estimate has gone cold, and a $14k invoice is 40 days out — but none of it is on today’s schedule.”
Tuned for contractors
What your brief watches for
- Delayed jobs and slipping timelines
- Customer callbacks and punch-list items
- Aging estimates with no follow-up
- Unpaid and overdue invoices
- Crew availability and no-shows
- Material delays and backorders
- Change orders needing approval
- Inspection scheduling and failures
Example
A morning brief for contractors
Daily Operations Brief
Thursday, June 26
Contractors — morning control report
Executive summary
A representative contractors brief: the exceptions and risks that need a manager today, with a source on every line and low-confidence items flagged for review.
Top issues needing attention
- source: accounting export ↗High Unpaid invoice
Invoice #2208 ($14,200) now 41 days past due — no reminder sent.
- source: voicemail + email ↗Medium Callback
Maple St. customer called twice re: trim punch-list — not scheduled.
- source: supplier email ↗High Material delay
Window order pushed to next week — affects Job 118 finish date.
- source: client text thread ↗Needs review Change order
Client requested scope change on kitchen job — pricing not confirmed.
Unresolved from previous days
- An issue from a previous day that is still open is carried forward here until it is resolved.
The payoff
Run the day from one screen
Stop revenue leaking through unpaid and forgotten invoices
Catch the customer callback before it becomes a bad review
See material and crew problems before they blow a deadline
Other industries we serve
See a brief built for your contractor
Get a tailored example brief for your business and a quick walkthrough.