Delivery Snapshot

Shipped & Completed

Delivered value and impact

Office Override

HIGH

Reduce Friction

Manager Override

VERY HIGH

Reduce Friction

Milestone Override

HIGH

Reduce Friction

New UI Rollout

VERY HIGH

Adoption

Worklio PLAID

HIGH

Adoption

New Integrations (Encompass & PipeSolar)

HIGH

Acquisition

Remove GAV Password Protection

MEDIUM

Reduce Friction

LMS Feature Flag + UI Integration

MEDIUM

Adoption

In Progress

Active initiatives & development

Decimal Updates

Development Phase

80%

Jobber Integration

Development Phase

50%

Deductions and Accruals

Development Phase

50%

SequiDocs 3.0

Development Phase

40%

New Integrations

Encompass and PipeSolar

40%

Open API Development

Development Phase

50%

Additional Offices Effective Dates

Development Phase

5%

Next in Line

Upcoming priorities

Franchise Model

Pending Pay Verification

Position and Employment Update Audit History

Roofing Commission Logic Standardization