Command Center
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Today's operations
Nothing on the board for today — no meetings, no deliveries due, no applications in flight.
Needs attention
All clear — nothing overdue, unpaid, late, or waiting on a payment.
Active jobs — margin snapshot
| Job | Contract | Invoiced | Received | Balance due | Retention held | Gross margin |
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No active jobs yet.
Books
Simple books for contractors — income, expenses, and profit by job. Management tracking, not a full double-entry accounting system.
| Name | Company | Phone | Loyal discount |
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Add customer
| Job | Customer | Status | Contract |
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Add job
| Number | Customer | Due | Total | Paid | Balance | Retention | Status |
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New invoice
| Description | Qty | Retail | Disc % | Net | Amount |
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Payments
| Date | Method | Kind | Amount |
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| Date | Vendor | Account | Job | Amount | Status |
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Add expense / bill
| Name | Type | Subtype | Active |
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Add account
Saved views
Report pack
One printable document: a cover page with your company name and a “Prepared by” line, plus the reports you pick, for the period above. Packs are generated when you ask — nothing is emailed.
Books checkup
Bank review queue
Bank lines wait here until a person approves them — nothing reaches the P&L unapproved. “Suggested” filings come from your own rules and your past approvals, and each one shows its basis. Money already recorded by hand is matched, never approved twice.
Import a statement (CSV)
Add one bank line by hand
Categorization rules
Teach it once: when a payee matches, the queue files it the same way every time. Auto-post is fenced — money out only, never income, transfers, or tax/payroll accounts.
Waiting on you
A proposal changes nothing until you approve it. Untick any row you don't want, then approve — the rest can come back as a new proposal. Applied changes can be undone for 30 days unless the card says otherwise.
New expense-draft proposal
History
1099 worksheet
Only money actually paid out (paid expenses) is totaled, by payee, for the year.
| Payee | Total paid | Payments | 1099 payee | Tax id on file | Meets threshold |
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Cash flow forecast — 13 weeks
| Week | In | Out | Net | Balance |
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Open bills (unpaid expenses)
| Vendor | Date | Amount |
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Recurring templates
Templates project future occurrences into the forecast. When the real bill or invoice lands, record it, then click Advance on the template — the occurrence leaves the projection, so the same money is never counted twice.
| Name | Direction | Frequency | Next | Amount | Active |
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Commission schedules
| Rep | Rule | Accrued | Paid out | Due | Paid invoices |
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Assign invoices to a rep
| Invoice | Customer | Total | Status | Rep |
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Payouts
| Date | Rep | Amount | Note |
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Quick-glance balance sheet
Project Controls
The job paperwork that moves the contract: change orders, estimates, pay applications, commitments, procurement, waivers, meetings, and punch. Every total here is derived by the system from the registers — never typed in.
| No. | Title | Stage | Type | Amount | Schedule | Status | Created |
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No changes on this job yet.
New change (starts as a COR)
| Budget code | Description | Performing company | Budget | Cost |
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Edit change
| Number | Title | Customer | Job | Status | Total | $/SF | Plugs |
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No estimates yet.
New estimate
Mark a line “Div 00 — General Conditions” in its section to carry it as general conditions; every other section counts as divisions. A plug line is a figure forced to a target, not backed by a quote — it is always labelled.
| Section | Cost code | Description | Qty | Unit | Unit cost | Amount | Plug |
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Edit estimate
Schedule of values
| Item | Cost code | Description | Scheduled value | Discount |
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Applications for payment
| App | Period | Purpose | Status | Retainage |
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No applications on this job yet. Start the first one below — each application chains to the one before it.
| Item | Description | Scheduled | Previous | This period | Stored | To date | % | Balance | Retainage |
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| No. | Counterparty | Title | Type | Status | Base sum | Committed total |
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No commitments match.
New commitment
Alternates
| Kind | Description | Amount |
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Allowances
| Description | Amount |
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Unit prices (rates — never part of any total)
| Item | Unit | Price |
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Exhibits
| Label | Expected | Received | Notes |
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Insurance
| Record | Coverage | Required | Cert received | Expires |
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Waiver forms on file
| Form | Version | On file |
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| Spec | Description | Vendor | Stage | Risk | Need date | Projected delivery | Slack |
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No procurement items match.
New procurement item
Milestone dates
Close or void
| Kind | Direction | Property / customer | Amount | Status | Effective |
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No waivers match.
A conditional waiver reads effective only when the payment it covers has actually been made — the register derives that at read, it is never stored.
New waiver
| Series | Kind | Cadence | Job |
|---|
No meeting series yet.
New meeting series
Meetings
| No. | Date | Time | Location | Status |
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Open action items
| Ref | Item | Owner | Due | Status |
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Sections
| Section | Kind | Notes |
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Attendees
| Name | Org | Present |
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Open items carried into this meeting
| Ref | Item | Owner | Due | Status |
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Add action item from this meeting
| Item | Kind | Scope | Due | Status |
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No mobilization items on this commitment yet — seed the standard checklist or add items below.
Add item
| Authorization | Title | Job | Status | Base sum | Committed total |
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No work authorizations under this master yet.
New work authorization
| List | Type | Issued | Due | Open | Ready | Closed |
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No punch lists yet.
New punch list
| No. | Item | Location | Responsible | Priority | Status | Due | Ball in court |
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Add item
Approvals
| Step | Approver | Status | Decided |
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Assignees
| Name | Company | Status |
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Inventory
Stock lives in the movements ledger: on-hand is computed from movements at every read — never typed, never stored. An Issue to Job posts qty × unit cost into Books job costing as a Materials expense; a job-linked Return credits it back. Purchase orders live on the Project Controls → Procurement register.
Stock on hand
LOW / OUT badges are per location: the warehouse flags at or below the item's reorder point; trucks and job sites flag only stock they carry running low.
Record a movement
Receive: stock arrives at To. Issue: leaves From to the Job and posts its cost there. Transfer: From → To. Return: lands at To; name a Job to credit the cost back. Adjust: signed qty corrects the count at To.
Movements ledger
| Date | Type | Item | Qty | Flow | Job cost | Note |
|---|
No movements yet — receive stock to open the ledger.
Items
| SKU | Item | Category | Unit cost | Reorder at | On hand | Value |
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Locations
| Location | Kind | Job | Stock value | Units on hand |
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Daily Reports
One manpower sheet per job per day. Draft → foreman-signed → office-approved; only office-approved employee hours are payroll-ready.
Payroll-ready hours
| Employee | Reg | OT | Total |
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⚠ Incident drafts
Drafted automatically when a sheet's injury / near-miss question is answered Yes. The register is append-only — file each draft through your safety process.
| Date | Report | Detail | Status |
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| Date | Job | Foreman | Crew | Status | Signed by | Approved by |
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No daily reports yet.
New daily report
📍 Location captured
Crew & hours
| Kind | Name | Trade | Job | Cost code | Count | Hours each | Reg | OT | Total | Work performed |
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Notes
Text view: Originals are never overwritten; a translation marked pending has not been entered yet.
Checklist
| Question | Answer | Detail |
|---|
Drawing Reader
Upload the plan set. Get a draft takeoff you can check — every number traced to the sheet it came from. AI drafts, you verify: every takeoff is born a DRAFT, exports wait for a named verification, and nothing is ever submitted by this system.
| Project | Scope | System | Sheets | Takeoffs | Index |
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No reader projects yet.
Project
Files
| File | Kind | SHA-256 | Size |
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Step 1 — Sheet index (confirm before anything is processed)
| Sheet | Title | Class | Format | Stated scale | In scope |
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Step 2 — Scale calibration (the gate: no calibration, no takeoff)
Step 3 — Interpreted elements (each carries confidence + its source; click the source to check it)
| Kind | Reading | Confidence | Reason | Source |
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Step 4 — Takeoffs
| Created | Status | Verified | Estimate |
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Spec book — submittal register & cited search
| Section | Item | Type | Required by | Status |
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Price book (tenant rates — the engine never hardcodes prices)
| Kind | Unit price | Estimate section | Coverage / waste |
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Audit trail
Takeoff
Takeoff lines
| Line | Qty | Unit | Confidence | Source |
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Height solutions & module fill
| Run | Height | Solution | Panels | Fill note |
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Reconciliation — panel LF vs. run LF
Verify queue
Reference sets — the ±3% gate
A quantity type ships only if its totals land within ±3% of hand-verified reference takeoffs — and every miss was flagged by the confidence system. No accuracy claims until this data exists.
| Reference set | Expected LF | Actual LF | LF variance | Gate |
|---|
Dispatch board
One column per tech, jobs as cards. Drag a card to another column to reassign it (an assignment text is composed into the outbox from your dispatch number). Click a card to open the job.
Job
Checklist (the job record — completion is blocked until every item is done)
Lines — flat-rate + parts used
| Description | Qty | Price | Cost | Amount |
|---|
Photos
Books feed
Timeline
Service agreements
Recurring contracts as a first-class object: cadence, per-visit price, visits delivered vs. included, renewal. Visits generate onto the board on cadence — skipping one never shifts the rest, and pausing freezes generation and billing together.
| Site | Customer | Cadence | $/visit | Delivered | Revenue | Margin | Renewal | Status |
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Flat-rate price book
| Item | Flat price | Cost | Est. duration | Section | Status |
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Weekly labor rollup
Per-tech hours and cost from completed service jobs — the service week's numbers, straight off the job records.
| Tech | Jobs completed | Hours | Labor cost | Revenue |
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Dispatch settings & SMS outbox
| When | To | From | Message | State |
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Account & security
Signed in as
- Company (tenant)
- Role
Change password
Use at least 12 characters. Changing your password signs you out on your other devices; this device stays signed in.