SAMPLE OUTPUT

Production intelligence for restoration teams

Production Job Board Sample data

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Jobs in Production

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Xcelerate status = Production

Field activity today or yesterday

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Jobs with a non-system note

Quiet 5+ days

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No field note in 5 or more days

Behind schedule

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Past planned days in Production

Homeowner update overdue

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No homeowner contact in 3+ days

Avg days in Production

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Since last move into Production

New leads this week

Jobs created since Monday. Bio leads carry a prep reminder.

Lead	Type	Status	Created

Receivables check

Just moved, needs audit

Moved to Receivables in the last 7 days. Run a carrier submission audit on each before it bills.

Job	Moved	Days ago	Next step

Equipment still out Billing risk

Receivables jobs whose Encircle claim still shows equipment as active. Either it’s still on site, or it was pulled and never checked in, and billed equipment days may not match.

Job	In Receivables	Units	Asset #

Stages over time

Each bar is a run of days whose notes point to that stage (field notes synced from Encircle, plus Xcelerate notes). The thin line under each job is its Xcelerate status.

Click any job (its name or any bar) to open its details: compliance flags, photos and Daily Field Sheets, equipment on site, adjuster approval and homeowner updates, stage history, and the full note log.

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Job created

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Work auth signed

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In Production since

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Days in Production

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Last field note

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Days quiet

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Latest stage

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Planned days

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Schedule slip

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Adjuster approval

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Last homeowner update

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Crew (last 7 days)

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PM (Encircle)

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Carrier

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Adjuster

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Claim #

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Documentation

Photos (Encircle)

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Days with photos

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Photos, last 7 days

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Last photo

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Daily field sheets

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Last field sheet

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Documents on file

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Equipment active (Encircle)

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Work auth on file

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Loss details (Encircle)

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Compliance flags

Rule-based checks on the notes, updated live. Photo and PPE review still needs audit. Adjuster phone contact is shown for review while the owner and operations manager confirm the company rule (email only, or call plus same-day recap email). Click a flag with a note to jump to it.

Level	Check	Finding	Date

Level	Encircle check	Finding

Whole job, start to today

Stage runs

Stage	From	To	Days with notes

Note log

Date	Who	Type	Stages	Title	Note (click to expand)

Schedule slippage

Days in Production against plan. Plan is the job’s own scope estimate when one is written, otherwise the standard target for its type. Drying compares the current drying run to plan. Click a row to open the job.

Job	Status	Day	Plan	Slip	Drying	Dry plan	Planned finish	Plan from	Latest blocker (7 days)

Adjuster approvals

Runs from the first note asking for or waiting on adjuster approval to the note saying it was approved. A new request after that reopens the wait. Click a job to open its details.

Approval wait by carrier

Carrier	Jobs	Waiting now	Avg days	Longest	Longest job

Approval waits by job

Job	Adjuster	Status	Days	Since	Adjuster notes

Client emails, and notes saying the homeowner was called, texted, emailed or updated. 3+ days without contact is flagged. Click a job to open its details.

Homeowner updates

Job	Days since	Last update	Last 7 days	By

Billing & cash flow

The owner’s view. PMs and the office TV see the same tiles as counts and days, with dollars hidden. Click any tile to list what’s behind it.

Owner view · sample data

Cash in bank—

Next payroll—

Left after bills & payroll—Before any new collections

Invoice lag— daysMedian, work done to first invoice

Time to cash —d start to invoice—d invoice to paid—d start to paid Separate medians, not additive.

Who to call, by carrier

Carrier	Open	Jobs	Oldest	Median days to pay

Job	Carrier	Billing step	Days	Amount

Payer	Received	Reference	Amount

Bill	Category	Due	Amount