Saturday · June 7, 2026 · 9 active jobs · 84°F
Good afternoon
Active Jobs
9
$1.84M total contract value
Open Change Orders
4
2 awaiting signature
June Revenue
$284K
Billed + recognized
Bid Pipeline
$2.4M
7 active proposals
Active jobs — status today
All jobs| Job | Phase | % Complete | Contract | Status |
|---|---|---|---|---|
| Riverside Kitchen Reno | Cabinets | 72% | $84K | On schedule |
| Oakwood Addition | Framing | 34% | $240K | On schedule |
| Maple Commercial Build-out | MEP rough-in | 48% | $420K | 3 days behind · catching up |
| Lincoln Master Bath | Tile | 85% | $32K | Final inspection Tue |
| Sunset Whole-House Remodel | Demo | 12% | $580K | Permit issue · sorting |
| Cherry Garage Conversion | Drywall | 62% | $48K | On schedule |
Today's punch list — across 9 jobs
Maple Build-out — electrician callback for 2 outlets
SUB: ACME ELECTRIC · CALLED 9 AM
Riverside Kitchen — countertop template appointment
FABRICATOR ARRIVING 1 PM
Lincoln Master Bath — change order signed by client
+$3,400 FOR HEATED FLOOR
Sunset Remodel — town permit clarification needed
CALL TOWN HALL MONDAY 8 AM
Oakwood Addition — daily progress photos uploaded
12 PHOTOS · CLIENT-VISIBLE GALLERY UPDATED
Sub schedule — today
ACME Electric · Maple Build-out · MEP rough
2 ELECTRICIANS · ALL DAY
FlowState Plumbing · Riverside · final connections
AM ONLY · LUNCH AT 12
Stoneworks Tile · Lincoln · finishing grout + sealant
FINAL DAY · INSPECTION SET TUE
Mendoza Framing crew · Oakwood Addition
FULL CREW · SECOND FLOOR LAYOUT
Solid Wall Drywall · Cherry Garage
TAPING + MUDDING · 2 DAYS LEFT
This week ahead
Tue 9 AM · Lincoln Master Bath final inspection
Wed · Pre-bid walkthrough — Birchwood ADU
EST $180K · COMPETITIVE
Thu · Riverside Kitchen substantial completion
Fri · Subs payroll · 5 sub invoices to process
9 active · $1.84M contract value · avg 47% complete
Active Jobs
| Job | Address | Type | Phase | % | Contract | Recognized | Days remaining |
|---|---|---|---|---|---|---|---|
| Riverside Kitchen Reno | Riverside | Residential reno | Cabinets | 72% | $84K | $60K | 14 |
| Oakwood Addition | Oakwood | Residential addition | Framing | 34% | $240K | $82K | 98 |
| Maple Commercial Build-out | Maple Plaza | Commercial TI | MEP rough | 48% | $420K | $201K | 62 |
| Lincoln Master Bath | Lincoln Ave | Residential reno | Tile | 85% | $32K | $27K | 5 |
| Sunset Whole-House Remodel | Sunset Pl | Major reno | Demo | 12% | $580K | $69K | 140 |
| Cherry Garage Conversion | Cherry Ln | ADU conversion | Drywall | 62% | $48K | $30K | 22 |
| Hilltop Deck | Hilltop Estate | Outdoor build | Foundation | 22% | $28K | $6K | 40 |
| Brook Hollow HOA pool house | Brook Hollow | Commercial new build | Framing | 28% | $320K | $90K | 110 |
| Pinewood Kitchen Update | Pinewood | Residential reno | Cabinets | 54% | $68K | $37K | 32 |
$2.4M in pipeline · 7 active bids · 38% close rate YTD
Bid Pipeline
Bid Management
From walk-through to proposal to signed contract — track every bid through its lifecycle.
- Walk-through scheduling + photo capture
- Material + labor estimating with markup rules
- Subcontractor bid solicitation
- Proposal PDF generation (your branding)
- E-signature for proposal acceptance → contract
- Win/loss reasons captured for future bids
4 open · 2 awaiting client signature · $14,200 total
Change Orders
| CO # | Job | Description | Amount | Status |
|---|---|---|---|---|
| CO-2026-018 | Lincoln Master Bath | Add heated floor system | $3,400 | Signed |
| CO-2026-017 | Riverside Kitchen | Upgrade to quartz countertops | $4,800 | Awaiting signature |
| CO-2026-016 | Oakwood Addition | Add bay window | $5,200 | Awaiting signature |
| CO-2026-015 | Maple Build-out | Re-route HVAC after ceiling change | $2,800 | In negotiation |
12 active subs · 4 on jobs today · W-9 + COI compliance tracked
Subcontractors
Sub Management
Sub roster, scheduling, payment, compliance — all in one place.
- Sub roster with W-9, COI, license expirations
- Per-sub job assignment + rate
- Sub invoice processing + AP queue
- Per-sub quality + on-time scorecard
- 1099 prep at year-end
Material orders · supplier accounts · just-in-time delivery
Materials
Material Operations
Per-job material orders with supplier accounts, delivery scheduling, and on-job inventory.
- Supplier accounts (Home Depot Pro, 84 Lumber, ABC, etc.)
- Per-job material list from estimating
- Delivery scheduling tied to phase
- Take-off + waste tracking
- Material returns + restocking fees
14 active permits · 6 inspections scheduled this week
Permits + Inspections
Permits + Inspection Tracker
Every permit application, every inspection. Town-specific paperwork.
- Per-job permit checklist by town
- Permit application status tracking
- Inspection scheduling + auto-reminders
- Inspection results + photo capture
- Final CO tracking + archive
OSHA · safety meetings · incident log
Safety + OSHA
Safety Operations
Safety meetings, JHAs, incident logging, OSHA compliance.
- Weekly toolbox-talk delivery + sign-off tracking
- Job Hazard Analysis (JHA) per project
- Incident + near-miss log
- PPE compliance audits
- OSHA 300 log + annual reporting
Daily job photos · client-facing galleries · before/during/after
Job Photos
Job Photo Pipeline
↘ Same engine as Auto Parts AutoLister — adapted for construction. Daily photo upload from crew phones → AI tag by phase → client-facing gallery.
- Crew phone uploads (one-tap)
- AI auto-tag by phase (demo / framing / MEP / drywall / finish)
- Per-job timeline gallery
- Client-visible "watch your project" portal
- Before / during / after compilations for marketing
Progress billing · AIA G702/G703 · QuickBooks sync
Invoicing
Progress Billing + AR
Generate AIA-format invoices per phase. Track aging AR.
- Progress billing (% complete per phase)
- AIA G702/G703 format generation
- Lien-waiver attached automatically
- Stripe + ACH + check reconciliation
- QuickBooks integration
- Aged-AR collection sequence
Per-job profitability · sub performance · pipeline conversion
Reports
Business Reports
Numbers that matter for a GC.
- Per-job gross profit + change-order capture
- Sub performance scorecards
- Estimating accuracy (bid vs actual cost)
- Bid pipeline conversion + reasons
- Crew utilization
1099 subs · sales tax on materials · use tax · multi-state contractor licensing
Tax & Compliance
↘ Shared engine — from Audit Practice · GC-flavored: 1099 subs, materials sales tax, multi-state contractor licensing
1099 Subs YTD
12
$148K to be 1099'd in Jan
Sales Tax on Materials
$8,400
YTD · resold to clients
Contractor Licenses
2
NJ + PA · both current
Use Tax
$1,840
Out-of-state material purchases
1099 sub tracking — YTD
| Sub | Trade | YTD Paid | W-9 | COI | 1099 Ready |
|---|---|---|---|---|---|
| ACME Electric | Electrical | $24,800 | ✓ | ✓ | Yes |
| FlowState Plumbing | Plumbing | $18,400 | ✓ | ✓ | Yes |
| Mendoza Framing | Framing | $32,100 | ✓ | ✓ | Yes |
| Stoneworks Tile | Tile + stone | $14,200 | ✓ | ✓ | Yes |
| SolidWall Drywall | Drywall | $22,800 | ✓ | ⚠ Expires Aug | COI renewal |
| Patel HVAC | HVAC | $18,200 | ✓ | ✓ | Yes |
Contracts · COIs · permits · lien waivers · change orders
Documents
↘ Shared engine — from Audit Practice · GC-flavored: AIA contracts, sub COIs, lien waivers, permit packets
| Document | Type | Linked to | Status |
|---|---|---|---|
| RiversideKitchen-AIA-Contract.pdf | AIA contract | Riverside Kitchen | Signed |
| OakwoodAddition-Permit-Set.pdf | Permit drawings | Oakwood Addition | Approved |
| ACMEElectric-COI-2026.pdf | Sub COI | ACME Electric | Current to Jan 2027 |
| LienWaiver-MapleBuild-Phase2.pdf | Lien waiver | Maple Build-out | Filed |
| SunsetRemodel-Permit-App.pdf | Permit application | Sunset Remodel | Pending town review |
Customer financing for renovations · GreenSky · Hearth · Synchrony
Customer Financing
↘ Shared engine — from Furniture cockpit · GC-flavored: renovation financing lenders (GreenSky, Hearth, Synchrony), promotional 12/24/36-mo financing for kitchen + bath jobs
Active financed jobs
| Job | Amount | Lender | Term | Status |
|---|---|---|---|---|
| Riverside Kitchen | $48,000 | GreenSky | 12-mo same as cash | Approved · funded |
| Lincoln Master Bath | $28,000 | Hearth | 60-mo · 8.9% APR | Approved · funded |
| Pinewood Kitchen | $42,000 | Synchrony Home | 18-mo promo | Pending docs |
| Sunset Remodel | $320,000 | HELOC referral | Per bank | Bank-direct |