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Morgan
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Wendee's queue. Projects that passed the closing checklist, with the packet bundle attached — no more paper folders.
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QuickBooks
Ready to bill
$465
1 project
Billed this month
$0
0 invoices in QuickBooks
Avg close → bill
3d
Target: 1 day — see oldest in queue
Queue
1
· 1 work-complete not yet closed (greyed)
#
Company · location
Price
Tax
Cost
Margin
PO
Salesperson
Closed
Packet
23237
Carrols Corporation (Burger King)
Burger King #4102 — Racine · Bulk WO — Burger King Racine: plumbing
PO SC-77120951
·
PR
Patrick
$465
$26
$310
$155
· 33%
SC-77120951
PR
Patrick
Sep 5
0d in queue
PO
Scope
1 WO
0 inv
Create invoice
23244
not closed
JLL (BMO Harris account)
BMO Harris — Brookfield Branch · Emergency HVAC — BMO Brookfield
DP
Dean
$1,335
$75
$890
$445
· 33%
—
DP
Dean
done 11h ago
Signed
Scope
1 WO
1 inv
Close checklist
Recently billed
8
· locked · QuickBooks invoice number on the project
23235
Harley-Davidson
· Restroom fixture replacement — Harley Juneau Ave
QB
18835
$13,001
sent
Billed · locked
Jul 19
23228
KinderCare Learning Centers
· KinderCare West Des Moines — roof inspection & repairs
QB
18828
$3,900
overdue
Billed · locked
Jun 24
23226
North Shore Bank
· North Shore Bank HQ — lobby door closers
QB
18826
$1,552
paid
Closed · paid
Jun 9
23234
AutoZone
· Sealcoat — AutoZone Greenfield
QB
18834
$6,178
paid
Closed · paid
May 30
23220
Century Management
· Honey Creek — Bldg A boiler room lighting
QB
18820
$2,100
paid
Closed · paid
Mar 11
23218
AutoZone
· AutoZone Greenfield — storefront glass
QB
18818
$1,650
paid
Closed · paid
Jan 10
23217
Harley-Davidson
· Harley Juneau — dock door repair
QB
18817
$3,643
paid
Closed · paid
Dec 1, 2025
23219
Century Management
· Riverbend — spring roof inspection
QB
18819
$3,010
paid
Closed · paid
Aug 23, 2025