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 quote.
| 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 Quotes tab until a quote is accepted.
| Project Name | Client | PM | State | Status | Latest Quote | 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 a quote from scratch, or continue an existing one.
Project
Quote Setup
System Info
Line Items
Scope & Narrative
Quoted Scope
Payment Milestones
Results & Export
Proposal Details
Prepared For
Version History
| Version | Created | Created By | Export |
|---|---|---|---|
| No versions saved yet. | |||
Quotes
One row per project — expand to see its quote(s) and version history. Status is changed here, not in Estimating.
| Project | Client | Status | Project Created | |
|---|---|---|---|---|
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Project
Project Summary
Project Details
Notes
No notes yet.
Quotes
| Quote | 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 a quote 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 quotes. 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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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.