New Proposal

Guided estimating, approach-to-market, proposal generation

Proposal Log

Versions, win/loss analysis, award handoff

New Submittal

First submittal package — a sales task at award

Submittal Log

All packages, gameline-blocked view · flag items for the job sheet

Job Sheet

Build the field job sheet · star the running jobs for the crew

Closeout

Warranty record, maintenance docs & offer

Sourcewell

Convert a traditional estimate into the Sourcewell bid format · line items & $/SF vs ceilings

Project Admin

Contract, insurance, scheduling, project docs

ECS → QBO

Convert estimate to QBO accounts, set invoice type

L&M Review

Review labor & materials for a job in one place

Inventory & Fleet

Fourteen groups — materials, tools, shop supplies, vehicles · reorder flags · parked job materials

Project Flow

Where every job is across the twelve steps · by target month

Scheduling

Drag jobs, phases & crew onto the calendar · weekly view & print

Schedule Report

Search everything ever scheduled · by job, school or person · CSV & PDF

Change Orders

Add scope to a live job · own lines, coding & billing

Purchasing

Material POs by vendor · cost codes carried from finance

Client Letters

Sign-off releases, schedules & closeout letters from job + test data

Weekly Report

Payroll Review · Sub Review · Work Completed — the week's approvals in one place

Field Reports

Daily reports & environmental testing in one feed · ⚠ problem, fail & come-back flags

Efficiency

Man-days, productivity & schedule — estimated vs actual

SOV

Build the SOV from QBO codes; combine or add lines to the contract

Billing

Invoicing, AIA G702/G703, payments

Ledger

Project account — money in and out, per project

Receivable

Billed vs collected, aging, mark payments received

Payable

Vendor bills from issued POs, aging, mark payments made

Retainage

Retainage held, released & outstanding per AIA job

Collections

Open receivables, billing contacts & contact log

Cash Flow

Projected receipts & costs by month vs. actual position

Payroll Review

The week's hours by company · compare to schedule, overtime & export

Payroll History

Finalized payroll runs from before Payroll Review · legacy lookup

Labor Rates

Each employee’s rate sheet · what Payroll Review picks from

Project Backlog

Everything under contract, sortable · finance/admin

Executive

Profitability & commissions across every job

Cash Flow

Projected receipts & costs by month vs. actual position

Efficiency

Man-days, productivity & schedule — estimated vs actual

Project Backlog

Everything under contract, sortable

Admin Launchpad

Jump into any project, any phase · maintenance tools

Rollout Status

What has real data in it, what's been tested, what's holding things up

Admin Launchpad

Jump into any project, any phase · the doctors and fix-up tools

Data Export

Take a full backup before a big load — and after it