Owner dashboard
The big picture at a glance.
Production
Where your jobs stand, hours logged, and anything running behind schedule.
| Behind schedule | Client | Status | Due | Days late |
|---|
Work in progress (WIP)
For active jobs: revenue earned (contract × % complete) vs. what you've actually billed. Over-billed = you're ahead; under-billed = money you've earned but haven't invoiced yet.
| Job | Contract | % done | Earned | Billed | Over / (under) billed |
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Unbilled change orders
Change orders you've created but not yet marked billed — so none slip through unbilled. Tick "Billed" on a change order (on its job) once it's been invoiced.
| Change order | Job | Date | Status | Amount |
|---|
Accounts receivable
Money customers still owe you — and how overdue it is (based on each invoice's due date).
| Invoice | Client | Due | Days over | Owed |
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Job profitability
Contract vs. cost vs. profit per job (approved change orders included).
| Job | Client | Status | Contract | Cost | Profit | Margin |
|---|
Estimate win-rate
How many of your quotes turn into work. Mark an estimate Accepted or Rejected at the top of its page to feed this.
Cash-flow forecast
Money you can expect to collect from unpaid invoices, by when it's due.
Lead sources
Where your leads come from and which sources actually turn into won work. Set a “Lead source” on each lead to feed this.
| Source | Leads | Won | Lost | Conversion | Won $ |
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