Bill BrownFounder of ServiceTitan Hacks community (9k+ pros) | INC 5000 Contractor | Helping contractors win with AI & Automation

How Lance Bachmann Tracks Sales, Bookings, and Cash #RoofingBusiness

24 Jun 2026 · 1 min

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Lance Bachmann gets a 6 am text every morning with his roofing company's key numbers: bookings by location, previous day's sales and installed revenue, month-to-date pacing, top performers, and outstanding balances per division. Daily tracking keeps the business from drifting. The three metrics that matter most are sales, bookings, and cash.

Chapters

Every single morning I get my text at 6 o'clock. At 6:03 this morning I get our daily Install Manager booking so we can see exactly what's going on by location. Then I get our daily sales and revenue so I know exactly what we sold and what we installed the day before exactly. Then I get estimated books, daily books, so we know exactly how many calls we booked, the first leads, so we got a great book rate. Then I get the month-to-date sales and what we're pacing at so I know exactly how much we sold, what we're pacing at, revenue installed, what we're pacing at. That comes every day. I get our top leaderboards, and Bill and Mike Shelley and our leaders use this to congratulate people. And then I can see what our outstanding balances are per division, how much money is out there, and, you know, we gotta go collect the money. And they're the main things I look at.
But you're staying focused on the main things. Sales, bookings, and cash on the daily.
Listen, I mean, do I get into how many leads— we have a weekly call for all that information, but if you don't manage things daily, things get out of control. So we manage daily.