SecuriPanes
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⚡ SecuriPanes Inc

Command Dashboard · Florida ·
⚠ 9 Overdue Tasks 🔗 Reconnect QuickBooks
⊘ No Sync
👤 — switch

⚡ SECURIPANES INC

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☁ Cloud Sync Setup

Syncs tasks & workflow across your Mac Mini, MacBook, and iPad in real time.
Takes about 5 minutes to set up — completely free:

1. Go to console.firebase.google.com and create a project
2. Click Build → Realtime Database → Create database → Start in test mode
3. In Project Overview, click the web icon </> → Register app → Copy the config
4. Paste the config JSON below and click Save. Repeat on each device.

Paste exactly the JSON object from Firebase (curly braces included).

Overview
Workflow Tracker
Hit List
Commercial
🏗️ Takeoff
💰 Commissions
Rehash Queue
Manufacturers
Install Calendar
Task Board
Leads
Service Schedule
Sales Appts
Loading live Owner Dashboard…
📤 Task Dispatcher — text/email a task with GHL appt or JobTread job data attached
🤖 Selah Scorecard — appts booked by automation—
MetricThis MonthAll-Time
Awaiting first nightly run…
🚨 Critical — Collections & Action Items
SDF CONTRACTING — Renaissance balance (duplicate invoices excluded)~$350,000
SDF Renaissance balance specifically (ES Windows lien risk on this job)~$350,000
Arrow Homes — 2 invoices, oldest 280 days overdue$120,553
ES Windows — lien threat on Renaissance invoice$191,052 owed to ES
Install ETAs hitting this week: Westshore CWS today, 4 ES ETAs Thu–Fri5 jobs
13 unapproved change orders — need follow-up to get signed~$50,189
⚠️ Unapproved Change Orders13 pending · ~$50K
Change OrderCustomerStatusValueAction
26638-4Sean WoehlertPending$24,899
25572-44SDF CONTRACTINGDraft$4,800
25572-45SDF CONTRACTINGDraft$4,800
185-22Park & Eleazer ConstructionPending$3,333
25821-13DUKE MENDELPending$2,667
25333-40STARLIGHT CONDOSPending$2,500
26922-1SL2 Consulting LLCDraft$2,200
25989-4Jim MozingoPending$1,892
185-32Park & Eleazer ConstructionPending$1,191
25461-1ARIE DAM HOADraft$747
209-7Betty ScuoteguazzaPending$710
25036-17RaadPending$450
26613-1MICHELLE GALLARELLIPending$0
Top Open Invoices126 total · $2.69M
CustomerInvoiceBalanceOverdue
Recent Payments — Last 30 Days$303K
CustomerAmountDate
Workflow SLA:   Deposit within 2 days of approval  ·  Measure within 5 days  ·  Order within 7 days  ·  Install scheduled per manufacturer ETA
Job / Customer
Approved
Paid
Open Inv
Remaining
Deposit
≤2d
Measure
≤5d
Order
≤7d
Permit
Materials ETA
Install ETA
Status
Changes auto-save in your browser
🎯 New Proposal Hit List — Ranked by Value $48.2M pipeline · 780 proposals
#CustomerProposalValuePriorityNext ActionNotes
Loading open proposals… (click “🔄 Refresh Live Data” if blank)
🏢 Commercial Quotes — Tracker & Follow-Up
#CustomerProposalValueTypeStatusAward/DecisionNext ActionNotes
Open this tab to load commercial quotes…
🔒 Commissions — Private
Reps see only their own. Pick your name and enter your PIN.
🏗️ Commercial Takeoff — Bid Invitations0
Auto-pulled from your inbox — PlanHub ITBs, BuildingConnected invites & direct GC asks. Ranked by distance to Pinellas Park (33781). 🪟 = windows / storefront / glazing scope. Set status as you work each bid.
DistProjectCityGCScopeBid DuePlansStatus
No bids yet — the email sync populates this every hour.
📅 Sales Appointments Assign priority: Jeff → Josh → Christian → John · travel buffer auto-blocked (zip est. until Maps key)
●Jeff ●Josh ●Jon ●Kim ●Christian ●John
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DateTimeCustomerAddressRepBooked ByStatus
No sales appointments yet — add one above.
🔄 Rehash Queue — Needs Follow-Up
CustomerProposalValueIssueLast ContactStatusNext Step
Carolyn Theys 26592-2 $16,855 Declined — wants different windows / Home Depot type Yesterday 5PM
Jeff countered asking for budget		 Counter Sent
Impact Social Ventures
Eric Janota		 26819-8 — Approved by boss — needs ETA on windows Today 9:44AM
Kim responding		 ETA Needed
Cheryl Thomas — — Check received — bank holding until cleared Today 7:49AM Payment Pending
Renoir Construction 26927-1 $3,018 Low value — confirm intent before investing time — Follow Up
Lead Times — Enter Once, Used in Workflow Tracker & Calendar
ES Windows
CWS
Millwork
BHI
EAS
Jeld-Wen
Corners
ES Windows⚠ Lien Risk
Account Status
ContactJohn Swanson
407-443-2655 · johnswanson@eswindows.com
Past Due Balance$191,052
Renaissance InvoiceLien Threatened
Awaiting client payment ~$400K
Co-Op CreditsDisputed Jeff re-sent docs Jun 3
Moyer ResidencePartial Release Sent
Notes
CWS — Custom Window Systems9 Invoices Unread
Account Status
ContactKyle Peterson
352-299-6955 · kpeterson@cws.cc
Recent Invoices1616699 1616754 1616855 1616758
+ 5 more — Jacobsen Homes
Marketing CreditPending Kyle filing with Steve
Back ChargesCredits Pending Tina Houghtaling
vs Jeld-WenCWS 10% cheaper on commercial
Notes
Millwork SalesStatement Due
Account Status
Account #014367 · via Billtrust
Current Statement$26,489.21
Invoice 0036500731$4,498.39 PO 25545
Statement DateJun 3, 2026
Notes
BHIMultiple Unread
Account Status
Contactjraynal@bhitampa.com
BHI Tampa
Recent Invoices BH0002354272
BH0002355336
BH0002358070
BH0002354936
+ 5 more since Oct 2025
Unread Count8 unread invoices
Use CaseInserts & doors (Job 26156 — Barry Herman)
Notes
EASImpact Windows
Account Status
Key ProductEAS 176 BERTHA HVHZ Impact
Vinyl Impact · FL Approved · HVHZ rated
Internal ContactJohn Kantaskas
john.kantaskas@securipanes.com
Active JobSharen Bowden (Unit 601, St Pete Beach)
Service contacted Jan 2026
Legal NoteEAS in Xpress Flooring case
MFG warranty docs requested by counsel
vs Jeld-WenEAS bid against Jeld-Wen on BERTHA job
Notes
Jeld-WenQuoted Jan 2026
Account Status
ContactRyan Delaney — SE Sales Mgr
727-366-3534 · Rdelaney@jeldwen.com
Also CCDMichael@jeldwen.com
Last QuoteJan 2026 — Commercial job (2 quotes)
10% higher than CWS on commercial
Competitive NoteGood on residential, loses on commercial vs CWS & ES
Next BidMulti-family Pinellas projects pending
Notes
CornersNo Email Found
Account Status
Email ActivityNone found in Gmail
May be new vendor or uses different name
Contact
Products
Notes
📅 June 2026
Install Measure Order Deposit Due
⏱ CWS: 40 business days from approval ⏱ ES Windows: 60 business days from approval 📅 Installs: Mon–Fri only Upload ETA doc to override estimate
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Upcoming Install ETAs
CustomerProposalManufacturerApprovedEst. Install ETAETA SourceOverride ETA
📌 ETAs are calculated automatically: CWS = approval + 40 days, ES Windows = approval + 60 days. When a manufacturer uploads an ETA doc to the proposal in JobTread, enter the confirmed date in the Override ETA column — it replaces the estimate.
📋 Lead Intake Un-booked leads from Facebook, Angi & Firm Foundation. Check Booked once an appointment is set — it creates the JobTread customer (no duplicates) and logs the appointment.
📈 Marketing ROI by Source
Open this tab to load source analytics…
Credited by your board lead source first (matched to each JobTread customer by booking link, email, or phone — the most reliable record of the real channel), falling back to JobTread's Lead Source field for customers who never came through the board. Firm Foundation = Referral. Broken out by current month, previous month, and last 3 months. Enter ad spend per source to see return. Spend saves to the cloud.
🆕 New Leads — Needs Booking0
BookLeadContactAddressService / NotesSourceReceived Appt date / Rep
📅 Booked consults now live on the Sales Appts tab.
❌ Lost — No Sale0
LeadContactSourceReceived
🔧 Service Schedule Search a JobTread job by customer name or job #, or add a blank call. Calendar up top, board below; techs add feedback after the visit.
🔧 Service
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