Summary Tab
At-a-glance KPIs across the entire business — active jobs, open leads, outstanding AR, and crew utilization in one view.
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Feature
Status Deck & Executive Dashboard
Get a real-time command center view of your entire business — leads, production, finances, HR, and resources on one screen with color-coded KPIs and instant drill-down.
What's included
Leads & Sales Tab
Pipeline status, conversion rates, revenue forecast, and lead velocity — everything your sales process needs.
Production Tab
Active jobs overview, milestone completion rates, schedule health indicators, and on-time delivery tracking.
Finance Tab
AR/AP balances, cash flow position, project margins, and profit overview — your financial pulse at a glance.
HR & Resources Tab
Crew utilization, capacity planning, time tracking summaries, and resource allocation across all active projects.
Color-Coded KPIs
Instant visual status indicators — green, amber, and red signals so you spot problems before they escalate.
Glance Dashboard
Quick at-a-glance planning overview with summary metrics — the fastest way to start your day informed.
Company Feed
Company-wide posts with image uploads and team interactions — keep everyone connected and informed.
Run the whole company
from one screen.
Stop pulling data from six different places. Everything you need to lead your business is right here.