Dashboard
NGA Operations Portal — Sample Operations
Total Revenue
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Collected
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Balance Due
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Active Jobs
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Clients
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Active Claims
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Recent Jobs
| Job # | Client | Type | Value | Status | Date |
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Upcoming Jobs
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Needs Attention
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Today's Overview
Job Summary
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Event Details
Clients
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| Client | Contact | Location | Jobs | Total Value | Balance | Last Activity | Actions |
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Client Details
Jobs
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| Job # | Client / Project | Type | Contract | Value | Expenses | Profit | Ins. | Fin. | Status | Actions |
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Estimates
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| Est # | Client | Job | Total | Status | Date | Actions |
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Estimate Details
Invoices
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| Inv # | Client | Job | Total | Paid | Balance | Status | Due Date | Actions |
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Invoice Details
Payments
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| Pay # | Date | Client | Job / Invoice | Method | Amount | Recorded By | Deposit / Notes | Actions |
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Payment Details
Insurance Claims
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| Claim # | Client | Insurer | Damage | ACV | Supplement | Total | Status | Actions |
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Claim Details
Pipeline
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Drag cards to move jobs between stages.
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AR & Cash Flow
Outstanding invoices by age and expected collections.
Aging — Outstanding Balance by Age
Outstanding Invoices
Aging buckets are calculated based on invoice due dates.
Storm & Weather
Historical weather & storm evidence by property and date.
⚠️ Active Storm Alerts — Connecticut
Checking NWS alerts…
🌀 Tropical Outlook — Atlantic
Checking the National Hurricane Center…
Financing
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| Job | Client | Provider | Status | Approved | Fee % | Fee $ | Net to NGA | Payout | Actions |
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Financing Details
Expenses
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📊 Spend by Category (All Time)
⚡ Upcoming Recurring Expenses (Next 30 Days)
| Expense | Category | Amount | Next Due | Frequency |
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| Exp # | Date | Vendor | Category | Description | Amount | Job | Recurring | Tax | Actions |
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Expense Details
Payments
Send payment links or process cards over the phone
🔗 Generate Payment Link
Create a secure Stripe payment link and text or email it to the customer. They pay on their own device — no card data passes through you.
Recent Payment Links
| # | Client | Amount | Status | Date |
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💡 How it works
1. Enter amount and description
2. Click Generate Payment Link
3. Copy and text it to the customer
4. Customer pays on their phone
5. Money deposits to NGA's bank in 2 days
Inspections
Field inspection checklists
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Auth Forms
Emergency Authorization Forms
| Client | Property | Damage Type | Sent | Status | Signed At | Actions |
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Contracts
Contract Signatures
| Client | Property | Sent | Status | Signed At | Actions |
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Subcontractors
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| Company | Contact | Job | Scope | Amount | Method | Date | Actions |
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Subcontract Details
Vendors
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| Vendor | Category | Rep | Phone | Total Spent | Terms | Actions | |
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Vendor Details
Subscriptions
Recurring vendor retainers & subscriptions
| Name | Vendor | Amount | Frequency | Next Due | Category | Status | Actions |
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Subscription Details
Payroll
Worker hours & pay
Date Range:
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Worker:
Period Total Pay
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Period Total Hours
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YTD Payroll
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Active Workers
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Total Owed to Workers
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Pay Summary
| Worker | Hourly Rate | Hours (Period) | Gross Pay | Total Paid | Balance Owed | Currently | Export | |
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Punch Log
| Worker | Date | In | Clock In Location | Out | Clock Out Location | Hours | Job | Pay | Notes | |
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Timesheets
Field crew hours
Date Range:
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Worker:
Total Hours (Period)
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Active Now
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Workers
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Today's Hours
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🟢 Currently Clocked In
| Worker | Clock In | Location | Duration |
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All Punches
| Worker | Date | Clock In | Location In | Clock Out | Location Out | Hours | Notes | |
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Field Activity Center
Real-time updates from your field team
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🕑 Recent Activity Timeline
Resources
Reference guides for estimates, roofing systems, and customer conversations.
No matching resources. Try another search.
PDFs open in a new tab. The GAF document is a coverage comparison; refer to the applicable warranty for complete eligibility, terms, and restrictions.
Photos
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