ViewInternal — shows sources, assumptions and what we still owe.
No VP is recorded against a quote, an order or a company in any system we hold. VPs span branches, so it cannot be derived from branch either. It needs either a VP field on the Phoenix account or a VP-to-estimator list from Landscape Workshop.
VP is not available yet — no VP is recorded against a quote, an order or a company in any system, and VPs span branches so it cannot be derived.
How we performed
Year to dateOn-time delivery−4.3 pts YoY
97.3% last year
174 of 187 trucks arrived in the promised window · was 97.3% on 75 trucks
PhoenixOrder acceptanceThe share of your orders where you accepted everything we delivered. An order counts as rejected if you raised a rejection on any item in it, however many items that was.This is the same measurement as Quality in the Order Success Score below — a rejection is exactly what a quality miss means — so the two always agree.+1.0 pts YoY
91.7% last year
88 of 95 orders with nothing rejected · was 44 of 48
HubSpotCompleted spend+107% YoY
$452K last year
81 orders delivered and closed · $154,760 of freight on top · was $452K on 37 orders to Sep 30, 2025
PhoenixScalability
Work your team did not have to doWork you did not have to staff81 completed orders this period
$77,638of labour absorbed
Hours
1,550
estimating and procurement time
Headcount
0.75
full-time people · 2,080 h/year
Work your team would otherwise have done in-house.
Where that work came fromEstimating — 6,545 lines × 7 min @ $50/hEvery line we quoted you, whether or not it became an order.Procurement — 452 lines × 1.74 h @ $40/hLines on completed orders only, freight excluded — a truck is one booking, not an item to source.Admin — $8,000 flat, not hours-basedOne full-time person is 2,080 hours a year, and the hours above are estimating and procurement only.The hourly rates and the per-line times are working assumptions we have not yet agreed with you — the hours and dollars above move when your real rates land. The line counts do not.Hover a segment
Total1,550 h$77,638
Admin—$8,000
PO handling, invoice matching and expediting. A flat $8,000 allowance rather than an hourly figure, so it is not counted in the hours or headcount above and it does not move with the period you select.
Lines we priced for youEvery line item on every quote we returned to you, whether or not it became an order. This is the estimating workload, so losing the job does not remove the hours it took to price it.+11% YoY
6,545
Every line we quoted, whether or not it became an order
PhoenixLines we bought and deliveredLine items on completed orders. Freight lines are excluded — a truck is one booking, not an item to source, and counting them overstated this by 67 lines.+107% YoY
452
Across 81 completed orders · freight lines excluded
PhoenixThe assumptions behind these numbers
Minutes to price one line7 minconfirmed
Hours to procure one line1.74 hestimate
Estimating hourly rate$50/hconfirmed
Procurement hourly rate$40/hconfirmed
Admin allowance, flat$8,000confirmed
1 of these values are not yet confirmed. They are shown so the arithmetic above can be checked rather than taken on trust. Every figure in this section moves when they are agreed — the underlying line counts do not.
Predictability
100% is exactly what we quoted · above 100 means you paid moreMaterial price vs. quoteWhat you paid ÷ what we quoted, in dollars. 100% is on quote; 103% means you paid 3% more than we said you would.Line items only — transport is measured separately in the next card. Both sides use the ordered quantity, so a quantity you changed never shows up here: this is price movement and nothing else.Counts completed orders, and for jobs delivered in phases, each phase once it is complete.over+0.7 pts 6 of 9 mo
101.0% last year
Dashed line = exactly what we quoted
You paid 1.8% more than we quoted — +$17.8K against $1.01M quoted on 478 lines
PhoenixTransport price vs. quoteFreight charged ÷ freight quoted, in dollars. Same formula as material, so the two cards read the same way.Only jobs that are finished end to end — every phase delivered and no balance left to ship. Freight is quoted once for a delivery plan but billed per leg, so a part-delivered job always flatters this number until the last truck runs.Dollar-weighted across jobs, so one large job can dominate the figure. The median job lands at 100.0%.over−6.0 pts
115.6% last year
Dashed line = exactly what we quoted
$79.9K charged against $72.9K quoted · 6 of 25 jobs came in over
PhoenixDelivery window successTrucks that arrived inside the delivery window we confirmed with you, counted once per truck rather than once per stop — a four-stop truck that runs late is one late delivery, not four.This is the same figure as the on-time tile at the top of the page and must always agree with it. If they ever diverge, the pipeline is wrong.−4.3 pts
97.3% last year
174 of 187 deliveries arrived inside the confirmed window
PhoenixMaterial price by branchWorst first · every branch always shown
| Branch | Quoted | vs. quote | Impact | Lines held |
|---|---|---|---|---|
| Tennessee2 branches | $611K | 103.3% | +$20.3K | 285 / 323 |
| Alabama | $16.3K | 100.0% | — | 8 / 8 |
| Georgia | $303K | 99.7% | −$773 | 100 / 105 |
| New Orleans | $45.5K | 99.0% | −$440 | 19 / 22 |
| Florida | $33.9K | 96.2% | −$1.3K | 19 / 20 |
Two different questions. “vs. quote” is the dollars — the number in the card above. “Lines held” is how many individual items were billed at exactly their quoted price. A branch can hold most of its lines and still run over on dollars if the ones that moved were the expensive ones.
Delivery price by branch
| Branch | Quoted | Charged | vs. quote | Jobs |
|---|---|---|---|---|
| Georgia | $11.3K | $16.0K | 141.6% | 4 |
| Florida | $2.6K | $3.1K | 121.2% | 3 |
| Tennessee2 branches | $24.8K | $26.5K | 107.0% | 12 |
| New Orleans | $28.8K | $28.8K | 100.0% | 2 |
| Alabama | $5.4K | $5.4K | 100.0% | 4 |
| Lafayette | — | — | none finished | — |
| Arkansas | — | — | none finished | — |
| Virginia | — | — | none finished | — |
| Texas | — | — | none finished | — |
Only jobs finished end to end are comparable — freight is quoted once for a delivery plan and billed per leg, so a part-delivered job would always look under quote. A branch with no job finished in this period is listed with no figures rather than a zero.
Two baselines. Phased jobs are compared with the price agreed when the order was placed (the order snapshot); every other order with its quote. So a price renegotiated before a phased order was placed is not an overrun, and a size-up substituted into a phase afterwards is. Of this year’s 478 comparable lines on finished orders, 378 are phase lines matched to the snapshot and 100 are matched to a quote. Left out: 25 phase lines added after the order was placed, 2 with a $0 placeholder on the order, 1 with no quote line, and 8 placeholder prices (an order pushed through on $1–$2 prices and priced later). Breakdown measured 2026-09-30.
Orders nobody has started are excluded from both views. They add 203 lines, almost all still at their baseline price because little has happened to them yet. Including them moves the dollar figure from $35.1K to $33.7K and pulls the headline from 102.8% to 101.7%, mostly by enlarging the base.
Live job material tracker
19 with material still outstanding · $1.21M not yet deliveredDeliveredIn transitScheduledNot yet scheduled
Texas1 job · $409K still to come
Texas Buy Out - Lifetime
R0309-06608
$409,238
$409K still to come
Tennessee5 jobs · $385K still to come
Veterans Park
R0219-47000
$89,390
$89.4K still to come
Cintas Murfreesboro, TN
R0299-92115
$36,524
$36.5K still to come
Racetrac Travel Center
R0199-20818
$12,725
$12.7K still to come
Costco - New Port - Q0209-19801
R0269-99313 · 7 phases
$208,876
$132K still to come
Costco - Port St Lucie
R0159-64003 · 41 phases
$746,713
$114K still to come
Virginia2 jobs · $139K still to come
Costco - Glen Allen
R0229-45718
$80,704
$80.7K still to come
Mary Washington Bid
R0289-64613
$58,611
$58.6K still to come
Georgia6 jobs · $139K still to come
Project Cherry Greenville
R0199-50208
$39,755
$39.8K still to come
Clayton County Pocket Park Landscaping
R0239-39809
$36,997
$37.0K still to come
TCAT - Covington
R0249-94902
$29,713
$29.7K still to come
Costco Alpharetta GA Building Expansion
R0229-75916
$14,045
$14.0K still to come
Southside Industrial Parkway aka Euphoric Southside
R0269-10215
$13,080
$13.1K still to come
Forsyth Medical Forum MOB- Phase 2 Project
R0199-43113 · 7 phases
$53,647
$4.9K still to come
New Orleans2 jobs · $91.8K still to come
Tanger Outlets Renovation
R0209-81510
$65,419
$65.4K still to come
Tulane Lassalle
R0139-74306 · 2 phases
$26,349
$26.3K still to come
Alabama3 jobs · $55.8K still to come
Atlantic Aviation Landscape
R0299-51306
$30,165
$30.2K still to come
Auburn Campus
R0239-32613
$24,227
$24.2K still to come
Montgomery Data center
R0319-15615
$1,360
$1.4K still to come
Hover any part of a bar for the dollar value behind it. Percentages are by dollar value across every phase of a job, so a job whose remaining material is the expensive part will read as mostly outstanding even when most of the deliveries are done. That is the bar behaving correctly.
Order Success Score
95 orders graded · every delivered order is scored the following MondayAverage scoreGoMaterials’ own grade for every order we deliver you, averaged across the period. Each order starts at 10 and loses the weight of any dimension we missed.This is read straight from HubSpot, not recalculated here — the same number our operations team is held to internally.−0.1 pts YoY
9.45 / 10
Across 95 graded orders
HubSpotThe four things we gradeShare of graded orders with no issue loggedvs 48 graded in Jan – Sep 2025
QualityThe material arrived in the condition we said it would. A rejection is a quality miss.Worth 40% of the score.40%+1.0 pts
88 of 9592.6%
CommunicationWe kept you posted — on the order and on the truck. Both are graded and both land here.Worth 40% of the score.This dimension is graded twice and shown once: how we communicate on the order, and how we communicate on the truck, at 20% each. An order counts here if either one was flagged.40%—
93 of 9597.9%
On timeThe delivery landed in the window we confirmed with you.Worth 15% of the score.Counted once per order. The on-time figure at the top of the page counts the same late deliveries once per truck, so the two read differently against different bases. They agree on which orders ran late, month by month.15%−11.6 pts
82 of 9586.3%
FillWhat we said you would get is what you got. A substitution after we confirmed is a fill miss.Worth 5% of the score.5%+1.0 pts
94 of 9598.9%
Communication is graded twice and shown once. Internally we score how well we kept you posted on the order and how well we kept you posted on the truck, at 20% each. They are the same promise to you, so they are one 40% dimension here. In this period 2 orders had one of the two flagged.
Quoting and conversion
year to dateQuotes are recorded through August 2026. Later months are not loaded yet, so quotes sent out after that are missing from these figures, not zero.
Job in handLandscape Workshop already won the job
54%
57 quoted
31 became orders
$1.87M quoted → $966K ordered
Work that is going ahead. This is the conversion that reflects how we perform.
Live bidsLandscape Workshop bidding, not yet awarded
11bid orders placed this period · $684K
Of the 201 bids sent out this period, 1 has turned into an order so far (0.5%). Bids usually take months to land.
201 quoted
1 became orders
$22.40M quoted → $66.2K ordered
Bids are often awarded a year or more later, and many never land at all.
Of quotes sent out in this period,$24,272,376 quoted → $1,031,886 became orders(4.3% of quoted value)1 quote was cancelled ($7.2K) and is not counted above.
By estimator
| Estimator | Quoted | $ quoted | Orders placed | $ ordered | Conversion |
|---|---|---|---|---|---|
| Casey Lewis | 73 | $12.69M | 1 | $87.7K | 1.4% |
| Brett Wendel | 103 | $7.72M | 6 | $225K | 1.0% |
| Stephen Smith | 24 | $1.32M | 1 | $174K | 12.5% |
| Josh Vickery | 10 | $938K | 2 | $402K | 20.0% |
| April Herrington | 13 | $675K | 0 | $0 | 0.0% |
| Noah Sharp | 12 | $383K | 8 | $269K | 83.3% |
| Sarah Cash | 1 | $147K | 0 | $0 | 0.0% |
| Jordan Bragg | 1 | $82.1K | 0 | $0 | 0.0% |
| Henderson Wright | 1 | $66.8K | 1 | $69.6K | 100.0% |
| Laws Anderson | 4 | $50.9K | 4 | $42.2K | 100.0% |
| Taylor Denham | 1 | $45.1K | 1 | $50.9K | 100.0% |
| mbrunson (unconfirmed) | 4 | $41.5K | 1 | $18.6K | 25.0% |
| Dan Richards | 2 | $29.0K | 1 | $4.6K | 50.0% |
| Wayne Hendricks | 4 | $18.7K | 3 | $22.3K | 100.0% |
| Brandon McGuire | 1 | $16.2K | 1 | $18.0K | 100.0% |
| Mark Bradley | 1 | $14.0K | 1 | $17.5K | 100.0% |
| dchesser (unconfirmed) | 1 | $11.9K | 1 | $26.7K | 0.0% |
| Trent Burney | 1 | $10.7K | 1 | $13.1K | 100.0% |
| Ross Walker | 1 | $9.6K | 0 | $0 | 0.0% |
| Not yet assigned | 0 | $0 | 12 | $333K | — |
| Total | 258 | $24.27M | 45 | $1.77M | 12.4% |
Quoted and Conversion follow the quotes sent out in this period. Orders placed and $ ordered follow the date each order was placed, so they include orders from quotes sent out earlier. Job-in-hand and live bids are combined here — the split is in the two funnels above. Estimator comes from the backfill Landscape Workshop returned, not from Phoenix; "Not yet assigned" is orders it does not cover yet.
These are reported separately on purpose. Combined they would read 12.4%, which describes neither: work Landscape Workshop has already won converts at 54%, while speculative bids convert at 0.5% and are often awarded a year or more after we quote them. Job-in-hand rolls up Phoenix’s JIH and QTO types, which Landscape Workshop treat as one thing.
Service commitments
What we owe you beyond the materialRejection tickets raised
14
Every item you told us was wrong, across the life of the account
HubSpotOrders with a usable PO
17 / 71
49 completed with no PO reference at all · 5 carry an order number instead
PhoenixSubmittal package turnaround is deliberately not shown. Mike Bellows cut it on 2026-08-19: requests arrive by email to account management and are not logged as a countable event, and the ticket types that look like a source in Phoenix measure something else. Six records were found and none of them could be confirmed to be the thing LW mean. It comes back when there is a field that records the request and the return.
Not yet measured
Bills delivered before month-end
Invoice sent date lives in Resolve. No API access on the current plan — Bill is pursuing an upgrade.
Not measured yet
Named rather than left offBills in before month-endInvoice sent date lives in Resolve; no API access on the current planBill (CFO)
Admin hours absorbedNo agreed hours-per-order basis, so nothing is claimed for itMike — bringing the basis back
VP rollupNo VP is recorded against a quote, an order or a company in any system, and VPs span branches so it cannot be derivedMike / Landscape Workshop
Submittal package turnaroundRequests arrive by email to account management and are never logged as a countable eventGoMaterials — process