Job

John Smith — 123 Main St — State Farm

Contract Amount

$15,000.00

Total Collected

$12,000.00

Total Spent

$9,000.00

Net Profit (20%)

$3,000.00

Date	Category	Description	Person / Company	Amount	Status
06/01/2023	Inspection	Initial roof inspection	Mike Johnson	$150.00	Paid
06/05/2023	Sales Travel	Mileage for sales visit	Sally Brown	$50.00	Approved
06/10/2023	Ladder Assist	Assist for adjuster meet	Ladder Now	$200.00	Paid

Date	Category	Description	Person / Company	Amount	Status
06/13/2023	Materials	Shingles and underlayment	ABC Supply Co.	$7,500.00	Paid
06/13/2023	Labor	Roof installation labor	Top Roofing LLC	$1,200.00	Paid
06/20/2023	Dumpsters	Rental for debris	Waste Management	$300.00	Paid

Date	Category	Description	Person / Company	Amount	Status
07/05/2023	Inspection	Final inspection	Mike Johnson	$175.00	Pending
07/06/2023	Warranty	Extended warranty purchase	Shield Roofing	$400.00	Paid

Materials & Orders

XYZ Roofing Company

Vertex Roofing
123 Main Street
(555) 123-9876
[email protected]

John Smith
123 Main Street
(555) 555-2222

ABC Supply Co.
Order #SO-45827

06/12/2023

Item	Description	Color	Qty	Unit	Unit Price	Line Total
ARCH-SHNG	Architectural shingles	Charcoal	60	Squares	$180.00	$10,800.00
ICE-BARRIER	Ice & water barrier	Black	12	Rolls	$90.00	$1,080.00
RIDGE-VENT	Ridge ventilation	Black	120	Feet	$4.50	$540.00

Work Orders & Tasks

Date	Type	Assigned To	Description	Job	Amount	Status
06/04/2023	Inspection	Mike Johnson	Initial roof inspection	Smith Residence	$150.00	Complete
06/12/2023	Project Manager	Amanda Lee	Manage roof install	Smith Residence	$600.00	In Progress
07/01/2023	Check Retrieval	Chris Diaz	Collect depreciation check	Smith Residence	$50.00	Scheduled

Commissions & Payouts

Contract Amount $15,000.00

Net Profit $3,000.00

Rep	Role	Basis	Rate	Calculated	Adjustments	Final Amount	Status
Sarah Lee	Sales Rep	Contract	10%	$1,500.00	$0.00	$1,500.00	Pending
Mike Johnson	Project Manager	Profit	15%	$450.00	$0.00	$450.00	Approved
Support Team	Flat	Flat	$250.00	$250.00	-$25.00	$225.00	Paid

Vendors & Price Lists

Item Code	Description	Unit	Price
ARCH-SHNG	Architectural shingles	Square	$180.00
DRIP-EDGE	Aluminum drip edge	Linear ft	$2.10
RIDGE-VENT	Ridge ventilation	Linear ft	$4.50

Documents & Exports

Date	Type	File
07/02/2023	Invoice	invoice-smith-070223.pdf
07/05/2023	Estimate	estimate-addons-070523.pdf
07/08/2023	Material Order	order-vertex-smith-070823.pdf