Capture by project manager

What this is

Capture by project manager is a small table on the Jobs home that reads capture quality person by person: how much of each estimate actually gets approved, and how often supplements get filed, broken out by the person who ran the job. Two people can work the same kind of claim and close it very differently. This panel puts that difference in front of you so the gap is a coaching conversation with one person, not a company-wide "everyone file more supplements."

Verinode surfaces the pattern and names the person with the most room to close the gap. It does not grade your team or decide who to coach. You read the numbers and make the call.

Where to find it

Open Jobs from the sidebar and scroll past the Take Action and Explore rows. The panel is a flat table titled "Capture by person", with "N compared" on the right. It flows directly on the page, no card frame around it.

It only appears when there are two or more comparable people to line up. A single project manager is not a comparison, so the panel stays hidden until a second qualifies. A person qualifies once they have run at least a handful of jobs with estimate dollars on file. Below that, their numbers would be noise, so they are left out.

What each number means

Under the title, a plain-language line reads: "How much of each estimate gets approved, and how often supplements get filed, by the person who ran the job. The lowest is the coaching lever, not a company-wide push." Then a table, one row per person, with four columns:

• Person. The name of whoever ran the job. When no name is on file, the row reads "Unassigned."
• Jobs. How many of that person's jobs went into their numbers. More jobs behind a row means a steadier read.
• Approved vs estimate. The share of estimated dollars that carriers approved across all of that person's jobs, as a percentage. This is the capture number: it is the total approved amount divided by the total estimated amount. A low figure means estimates are landing well under what was scoped, which is where recoverable dollars leak out.
• Supplement rate. The share of that person's jobs that had at least one supplement filed, as a percentage. It reads how consistently the person goes back for more when the job warrants it, not how large the supplements were.

How to read the table

The rows are sorted lowest capture first, so the person with the most room to improve sits at the top. Two quiet tags mark the ends:

• The top row carries a coach tag, in Ember Red. This is the biggest lever, the person whose approved-vs-estimate gap is widest.
• The person with the highest capture carries a best tag, in Deere Green, as the internal benchmark to coach toward.

Read the two columns together. A low Approved vs estimate paired with a low Supplement rate usually points to the same habit: estimates are not being pushed, and the job is not revisited when scope grows. A strong capture number with few supplements is a different story, that person may simply be scoping tightly up front. The table gives you the pattern; the conversation with the person tells you why.

When it is empty or hidden

The panel does not render an empty state. It simply stays hidden until the data supports a fair comparison. You will not see it when:

• Fewer than two people have run jobs, so there is nothing to compare.
• People have run jobs, but only one has enough of them, with estimate dollars on file, to qualify.
• Your jobs have no person attached, so there is no one to attribute capture to.

If you expect the panel and it is not there, the fix is upstream in your job data: make sure jobs carry an assigned person and an estimated amount. As that fills in through your imports and forwarded documents, the panel appears on its own. For how job data flows in, see Jobs overview.

The same numbers this table shows are the ones your IQ agent reasons over when it talks through capture, so a figure you see here and a figure your agent quotes will always agree.

Data sources