LIVE OPERATING VIEW

Executive Command Center

One system across lead generation, AI reception, visualization, quoting, financing, weather, scheduling, production, inventory, quality, warranty and customer lifetime value.

Monthly revenue$714K+22%
Quote pipeline$1.84M211 active quotes
Consultations booked26862.9%
One-day completion86%+7 pts
Care-plan MRR$31K+16%

Revenue by surface

Garage
Driveway
Pool
Patio
Commercial

AI executive alerts

EXPAND
312 garage customers have untreated drivewaysLaunch saved-design campaign
WEATHER
7 exterior jobs at rain riskRecommended rescheduling generated
MARGIN
Heavy prep jobs underpricedAdjust complexity multiplier
INVENTORY
Arctic Silver below 10-day coverageDeBary restock recommended
24/7 AI CONCIERGE

Finn AI Receptionist

Handles calls, text, chat, missed-call recovery, service-area routing, qualification, visualization interest and consultation booking.

F
Finn AI Coatings ConciergeResidential and commercial intake
What surface are you considering—garage, driveway, pool deck, patio or commercial floor?

Finn outcomes today

Calls answered164
Qualified102
Consultations booked36
After-hours27
Top projectTwo-car garage
44%
Visualizer requestsSaved to CRM
61%
Revenue influencedIllustrative monthly amount
$298K
UNIFIED PROPERTY & CUSTOMER GRAPH

CRM & Surface Intelligence

Every call, photo, measurement, design, quote, financing event, installation, warranty and untreated surface connected to one property record.

SELECTED PROPERTY

Taylor Morgan

High intent
92
LocationOrmond Beach, FL
SurfaceGarage floor
Area520 sq. ft.
ConditionPaint + oil stains
Selected designCoastal Gray
Project range$3.9K–$5.8K

Unified interaction history

Finn answered Google Ads callGarage floor and financing interest captured
Visualizer openedFour finishes compared
Coastal Gray savedDesign attached to property record
Consultation bookedThursday • 2:30 PM
Measurement verification pendingRecommended next action
AI SALES PIPELINE

Sales Command

Lead scoring, objection intelligence, next-best action, color preference and multi-surface opportunity management.

Qualified leads426
Consultations268
Quotes211
Contracts79
Close rate37.4%

Open opportunities

CustomerProjectScoreValue
Taylor MorganGarage Transformation92$5.4K
Marcus ReedPool Deck89$8.2K
Ashley ChenDriveway + Walkway86$11.7K
Atlas LogisticsCommercial Floor84$64K

AI coaching alerts

COACH
Preparation scope not explainedCustomer may compare only on price
STRONG
Visualizer used effectivelyCustomer saved two finishes
RISK
Follow-up date missingCreate next-step task
AI VISUAL SELLING

Floor Visualizer

Generate realistic finish previews, save favorites and push selections directly into the estimate and proposal workflow.

LIVE PREVIEW
Coastal Gray Full Flake

Design configuration

SurfaceGarage
Area520 sq. ft.
Prep classHeavy
Install classOne day
GOOD-BETTER-BEST

AI Proposal Builder

Create transparent packages from verified square footage, prep requirements, finish selections and approved price-book logic.

ESSENTIAL

Surface Protection

Mechanical prep, crack treatment, standard flake system and approved topcoat.

$4,100

RECOMMENDED

Premium Garage Transformation

Enhanced prep, full broadcast flake, premium blend, anti-slip option and detailing.

$5,400

ULTIMATE

Complete Garage Experience

Premium floor, stem walls, stairs, valet prep, care kit and annual inspection.

$7,250

FINANCING

Monthly Illustration

Nonbinding illustration subject to lender approval and final project scope.

$— /mo

FINANCING CONCIERGE

Financing Intelligence

Track application initiation, approval, abandonment, financed project value and contract conversion.

Started58
Completed51
Approved43
Approved value$486K
Contract conversion83%

Application pipeline

CustomerStatusProjectValue
Taylor MorganApprovedGarage$5.4K
Marcus ReedIncompletePool Deck$8.2K
Ashley ChenSubmittedDriveway$11.7K

AI recovery actions

7 incomplete applicationsReminder sequence queued
ACTION
4 approvals awaiting contractSales tasks created
READY
FIELD ESTIMATOR APP

On-Site Estimating

Capture measurements, condition, moisture, color, photos, financing, contracts and deposit without returning to the office.

Project intake

AI complexity score

Prep difficulty82
Moisture risk46
Access difficulty28
Overall score64
PREP
Coating removal requiredIncrease grinding labor class
TEST
Moisture verification neededBefore final contract
FIT
One-day installation likelySubject to field verification
WEATHER & OUTDOOR INSTALLATION AI

Weather Intelligence

Monitor rain, humidity, temperature, dew point, wind and outdoor installation windows across Florida and Georgia.

Outdoor jobs monitored38
Rain-risk jobs7
Humidity alerts4
Auto-rescheduled5
Crew hours saved64

Decision queue

PROCEED
Jacksonville garagesIndoor work unaffected
DELAY
Orlando drivewayRain and dew-point conflict
EARLY START
Tampa pool deckHumidity rises after noon
CREW PRODUCTION APP

Installation Operations

Guide grinding, cleaning, repairs, base coat, flake, topcoat, quality review and customer walkthrough.

Projects scheduled94
Active today17
One-day completion86%
Quality pass97%
Square feet installed48K

Installation workflow

Grinding completeEquipment and dust-control logged
Crack treatment complete24 linear feet documented
Base coat appliedBatch and lot recorded
Flake broadcast completeCoastal Gray blend confirmed
Topcoat pendingNext stage

Production alerts

PREP
6 garages not clearedCustomer reminders active
TEST
Moisture result missingTampa commercial project
READY
22 projects fully clearedDeposit, material and access verified
WAREHOUSE & MATERIAL AI

Inventory Intelligence

Forecast base coat, topcoat, flakes, repair products, grinding consumables and warehouse demand.

Warehouses3
Reserved material$184K
Low-stock blends4
Forecast variance3.8%
Material waste4.1%

Demand forecast

Coastal
Arctic
Desert
Midnight

Inventory alerts

RESTOCK
Arctic Silver flakesDeBary • 9 days of coverage
WASTE
Crew 4 above benchmarkGrinding consumables +3.2 pts
TRANSFER
Coastal Gray excessMove from Tampa to Jacksonville
QUALITY & WARRANTY INTELLIGENCE

Final Inspection Control

Compare before-and-after photos, verify finish quality, determine approved warranty and activate the customer record.

Projects reviewed88
First-pass quality97%
Warranty activated94%
Open punch items6
Claim rate1.4%

AI visual review flags

REVIEW
Edge consistencyGarage project 4821 • Human review needed
PASS
Flake distributionWithin approved range
PASS
Color matchCoastal Gray confirmed

Warranty determination

ProjectInterior residential
SystemPremium garage
Coverage15 years
StatusReady to issue
CUSTOMER PROJECT PORTAL

Homeowner Experience

Design preview, quote, financing, contract, preparation checklist, weather, installation, photos, warranty and referrals in one place.

Project timeline

Consultation completedMeasurements verified
Design selectedCoastal Gray Full Flake
Financing approvedTerms provided by lender
Installation scheduledFriday • 7:00 AM
Garage preparation dueNext milestone

Documents

Design preview
OPEN
Signed agreement
SIGNED
Deposit receipt
PAID
Preparation checklist
DUE

Messages

Your installation is scheduled for Friday at 7:00 AM. Please upload a photo once the garage is cleared.
Can Shark help move the refrigerator?
I’ll route that request to the team so they can confirm whether valet assistance is available.
PROPERTY LIFETIME VALUE

Property Surface Map

Track every coated, untreated and aging concrete surface across each property to drive future visual previews and expansion campaigns.

PROPERTY PROFILE

Taylor Morgan Residence

$8.4K
GarageCompleted
DrivewayUntreated
Pool deckAging finish
PatioUntreated
Current LTV$5.4K
Predicted LTV$13.8K

AI next-best action

Send driveway and pool-deck visual previews six months after the garage installation, then offer a multi-surface consultation.

RECURRING REVENUE

Shark Surface Care™

Annual condition inspections, professional cleaning, slip-resistance review, warranty records and priority service.

Members1,284
Monthly recurring revenue$31K
Renewal rate89%
Inspections due104
Upsell rate21%

Annual Surface Check

Document finish condition, wear, edges and exposure.

Professional Cleaning

Approved maintenance process and cleaning record.

Priority Service

Fast response and warranty-document access.

Additional Surface Savings

Member pricing for driveway, pool deck and patio projects.

AI alert: 18 high-intent garage prospects are ready for follow-up.