Dashboard
WIP Margin AR Tracker — portfolio-wide view across all projects.
Projects
Contract Value / COGS / Gross Profit / Margin show "—" until a project has an accepted estimate.
| Project Name | PM | Contract Value | COGS | Gross Profit | Estimated Margin | Margin | Milestone Completed (PM) | Milestone Billed (AP) | Mobilization | Target End | % Complete | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Projects
Signed/contracted projects — browse and open. Not-yet-signed work lives on the Opportunities tab until an estimate is accepted.
| Project Name | Client | PM | State | Status | Latest Estimate | Actions |
|---|---|---|---|---|---|---|
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QuickBooks Transactions
Invoices, Bills, and Purchase Orders for Special Projects — pull, review, and attribute to projects.
| Date | Type | Doc # | Vendor / Customer | Amount | QB Project Tag | Project | Actions |
|---|---|---|---|---|---|---|---|
| Click "Sync from QuickBooks" to pull transactions. | |||||||
Labor
Special Projects hours from Paycor — pull, review, and attribute to projects. Hours only, no cost data.
Utilization by Technician
Attributed hours ÷ all worked hours (Regular + Overtime) currently on file for that person. "Home - Special Projects" and anything not yet attributed count against utilization, same as they would for the team overall.
| Technician | Attributed Hours | Total Hours | Utilization |
|---|---|---|---|
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Hours by Project
Total hours per project, broken out by technician — totals only, ignoring the current filter below so this always reflects everything on file. Anything not yet attributed groups by its raw Paycor category instead. Ignored rows aren't counted. See the transactions table below for individual punches.
| Project / Category | Total Hours |
|---|---|
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| Date | Employee | Hours | Type | Category | Project | Actions |
|---|---|---|---|---|---|---|
| Click "Sync Labor Hours" to pull timesheet data. | ||||||
Estimating
Build an opportunity from scratch, or continue an existing one.
Import Selection
Go to Document AnalysisOptionally start from one or more completed Document Analysis extractions — selected fields pre-fill this Opportunity's identity fields below. Skip this to start blank, same as before.
| Date | Type | File | Status | |
|---|---|---|---|---|
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Opportunity & System Info
Pricing & Scope
System Info
Line Items
Scope & Narrative
Quoted Scope
Payment Milestones
Gap Analysis & Summary
Reviews everything gathered so far — imported documents, system info, line items, scope — and flags what's missing or uncertain before this goes out as an estimate.
Results & Export
Proposal Details
Prepared For
Version History
| Version | Title | Status | Notes | Created | Created By | Export |
|---|---|---|---|---|---|---|
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Opportunities
Every opportunity — expand to see its Estimate(s) and version history. Status is changed here, not in Estimating.
| Opportunity | Owner | Status | Created | |
|---|---|---|---|---|
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Project
Project Summary
Project Details
Notes
No notes yet.
Opportunities
| Opportunity | Pricing Method | Work Type | Status | Created | Actions |
|---|---|---|---|---|---|
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Payment Milestones
| # | Description | Percent | Amount |
|---|---|---|---|
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Cost Transactions (Actuals)
Manual entry and QuickBooks-sourced transactions. These roll up into COGS in the Financial Summary above.
Change Orders
Change orders are tracked here but don't yet adjust Contract Value or COGS above — that adjustment isn't built yet.
| # | Description | Added Value | Status | |
|---|---|---|---|---|
| No change orders yet. | ||||
Pricing Constants
Task library, win-probability weighting, and wage rates used across estimates.
Task Library
| Category | Name | Unit | Unit Cost | Time/Unit (min) | Source | |
|---|---|---|---|---|---|---|
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Wage Rates
Labor Rates (by State)
| State | Region | Hourly Rate | Fringe | Total |
|---|---|---|---|---|
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Prevailing Wage Rates (by State / County)
| State | County | Hourly Rate | Fringe | Total |
|---|---|---|---|---|
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Wage Rate Overrides
| Label | Base Rate | Fringe | Total | Entered By | Date | Notes | |
|---|---|---|---|---|---|---|---|
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Win Probability by Status
Nominal likelihood an estimate at this pipeline stage closes — for a weighted-pipeline view. Not tied to any calculation elsewhere yet.
Milestone Library
Standardized milestone names for consistency across estimates. Picking from this list when adding a payment milestone is optional — free text still works — until a preferred/standard set is settled on.
| Name | |
|---|---|
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Scope Types
Standard scope categories for the guided estimating flow. Expand a row to manage which Task Library items are the default line items for that scope — picking this Scope Type on a still-empty estimate populates its line items from whatever's assigned here.
| Name | ||
|---|---|---|
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Document Analysis
Drop in a drawing to extract project information via Gemini Vision, or paste in an RFP, contract, email, or meeting notes for a structured scope-of-work extraction.
Drawings
Drop a PDF, or click to browse
RFP / Email / Notes
Drop a PDF or Word doc, or paste an RFP excerpt, contract text, email, or meeting notes/transcript below.
Drop a PDF or .docx, or click to browse
Recent Extractions
Click a row to review what was extracted.
| Date | Type | File | Status | By |
|---|---|---|---|---|
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Admin Panel
Manage user roles, permissions, and application settings.
Access Control
Manage user roles and permissions. Admins can add/remove users and change roles.
| Name | Role | Added By | Actions | |
|---|---|---|---|---|
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User Profile Settings
Configure your quote identity. These values are reserved for a future "prepared by" block on generated quote PDFs — the current quote template doesn't include one yet.
Generate Quote As Another User
Admins can generate a quote under another team member's name and profile. Select a user below — their profile data will be used on the next quote export.