Good morning, Dave
Needs approval
6
across 4 modules
Meetings today
3
prep attached
Pipeline open
$243.5k
5 open deals
Compliance due
2
next in 6 days
Waiting on you 6 items, all modules
Reply to Alvarez Roofing Sales
Revised bid, drafted and ready
LinkedIn post: "hiring a foreman" Marketing
Queued for Wed 8am
Proposal: Harmony Church addition Sales
Draft built from the site notes
Offboarding checklist: T. Reyes HR
Last day Friday, 3 steps need you
Today
Site walk, Benson remodel
Prep: change order open
Candidate screen, Foreman role
2nd of 4 in pipeline
FAMLI Q2 remittance
Due in 6 days
Master Calendar
SunMonTueWedThuFriSat
Marketing Sales HR Compliance Ops / SOP
Approvals
SalesAlvarez Roofingre: Revised bid, Cedar St7:12a
Drafted reply
Hi Mike, revised bid is attached. It comes to $18,450, which reflects the upgraded underlayment we discussed and holds your timeline. Happy to walk the owner through it on a quick call. Good either way.💡
Why: Mike asked for the number today and said the owner is ready to sign. Leads with the figure, offers a call to close.
Sends from dave@ridgelinebuilders.com
MarketingLinkedIn post"We're hiring a foreman"queued Wed 8:00a
Drafted post
Our crews are busier than ever, and we're growing the team. We're looking for a lead foreman who runs a clean site and mentors the younger guys. Front Range residential and light commercial. Know someone? Send them our way.💡
Why: Ties to the open foreman requisition in Hiring. Written in your plain voice, ends with a referral ask.
Posts to your company page
HROffboarding, T. Reyes3 steps need your sign-offlast day Fri
Needs approval
Confirm final pay timing with your payroll provider, revoke building and software access effective Friday 5pm, and the equipment return checklist. Draft COBRA notice attached.💡
Why: Colorado final-pay timing differs for a resignation versus a termination, so this routes the date to your payroll provider to confirm rather than assuming it. Held for approval because it touches pay and access.
Logged to the offboarding record
Contacts / CRM
Needs a touch surfaced by the system
| Contact | Company | Relationship | Last touch | Next step |
|---|---|---|---|---|
| Karen Benson | Homeowner | Client | 1 day | Change order reply drafted |
| Mike Alvarez | Alvarez Roofing | Partner | Today | Bid out |
| Pastor Dan Ruiz | Harmony Church | Prospect | 9 days | Follow-up drafted |
| Lena Cho | Cho Architecture | Referral src | 3 wks | Coffee overdue |
Draft queue 3 waiting
"We're hiring a foreman"
Recruiting · ties to open req
Before/after: Windsor retail TI
Portfolio · photos attached
"3 questions to ask a GC"
Thought leadership
Recently posted
Wrapping the Windsor job
142 impressions · 4 comments
New hire welcome: J. Park
88 impressions
Blog & Content
Drafts
"What to ask before you sign a remodel contract"
Blog · 720 words · homeowner audience
Case study: Windsor retail TI, on time despite a steel delay
Case study · from a won deal
Ridgeline monthly, July
Newsletter · branded PDF + email
Pipeline
Lead 2
Foothills Dental TI
New inquiry$40k
Ruiz garage
Referral$22k
Proposal 2
Harmony Church
Draft out$88k
Delgado kitchen
Sent 4d$31.5k
Won 1
Windsor retail TI
Kickoff$14.2k
Cooling 1
Benson remodel
9 days$62k
Proposals
Harmony Church addition draft v2
1. Scope of work
1,400 sq ft fellowship addition
2. Schedule & milestones
14 weeks, 3 draws
3. Price & allowances
$88,000, itemized
4. Terms
From your template
Legal / compliance checklist before send
License # + insurance current
Lien-rights notice included (CO)
Right-to-cancel clause present
Payment schedule not front-loaded
Attorney review (contracts over $75k)
People
Onboarding, J. Park day 3 of 14
Offer signed + I-9 collected
Payroll + FAMLI enrollment
Safety orientation (OSHA 10)
Truck + tool assignment
30-day check-in scheduled
Offboarding, T. Reyes last day Fri
Resignation acknowledged
Confirm final pay timing with payroll
Revoke access + collect equipment
COBRA notice sent
Hiring (ATS)
Applied 4
R. Okafor
8 yrs res.new
M. Santos
Referralnew
Screen 2
D. Whitfield
Today 11a
A. Boone
Scheduled Thu
Interview 2
C. Nunez
Strong
P. Hale
Ref check
Offer 1
J. Park
→ onboarding
Job Description Generator
Draft Lead Foreman
Lead Foreman, Front Range Residential
We build custom homes and remodels across northern Colorado, and we're looking for a foreman who runs a clean, safe site and brings the younger crew along. You'll own daily scheduling, quality, and the client's on-site experience.
You have: 5+ years residential, OSHA 30, a clean driving record, and a track record leading a crew.
Pay: $68k to $82k plus a company truck, health, and PTO.
Includes a pay range (CO posts require one)
We build custom homes and remodels across northern Colorado, and we're looking for a foreman who runs a clean, safe site and brings the younger crew along. You'll own daily scheduling, quality, and the client's on-site experience.
You have: 5+ years residential, OSHA 30, a clean driving record, and a track record leading a crew.
Pay: $68k to $82k plus a company truck, health, and PTO.
Includes a pay range (CO posts require one)
Post to
Indeed
Company page (LinkedIn)
Careers page
Time
| Employee | Mon | Tue | Wed | Thu | Fri | Total | Job |
|---|---|---|---|---|---|---|---|
| J. Park | 8 | 8 | · | · | · | 16.0 | Benson |
| C. Nunez | 9 | 8.5 | 8 | · | · | 25.5 | Windsor TI |
| A. Boone | 8 | 10 | 8 | · | · | 26.0 | OT flag |
| T. Reyes | 8 | 8 | 8 | · | · | 24.0 | Benson |
Compliance Dates
Upcoming next 90 days
| Requirement | Level | Due | Owner | Status |
|---|---|---|---|---|
| FAMLI Q2 premium remittance | CO | Jul 28 | You | 6 days |
| Quarterly 941 payroll filing | Federal | Jul 31 | Bookkeeper | 9 days |
| GC license renewal (city) | Local | Aug 15 | You | On track |
| Workers' comp audit prep | CO | Sep 10 | You | Not started |
| OSHA 300A posting window ends | Federal | Apr 30 | You | Done |
Not legal advice; each item is a lead to verify. New obligations appear here when the law changes, not when you get penalized.
SOP Library
Procedures
| SOP | Owner | Status | Last reviewed |
|---|---|---|---|
| Job close-out & final walk | You | Manual, needs documenting | never |
| Change-order approval flow | You | Manual, needs documenting | never |
| New client intake | Office | Draft started | Jun 2 |
| Weekly crew scheduling | You | Manual, needs documenting | never |
| Employee onboarding | Office | Documented | Jul 10 |
| Equipment maintenance log | Shop lead | Documented | May 22 |
Access & Audit
Connected account
Signed in as
Google Workspace
Read mail + calendar · send on approval
People with access
Dave (owner), Lisa (office)
Stops all reading and drafting immediately. No call to M7 required.
Recent activity who · what · when
sent · reply to K. Benson, approved by Dave
3:14ppost · LinkedIn hiring post scheduled
Monhr · onboarding step completed, J. Park
Monbrief · morning brief delivered
6:30a