Construction & Trades demo
Owner viewWatch draw readiness, retainage, change orders, and cash timing before payment release.
Draw readiness
Draw packet
86%
Lien waivers
2 missing
Welcome to your Construction & Trades workspace
Financial, operational, and automation activity across the business.
Owner command view dashboard
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Receivables control
$74,000
Can send reminders, record payments, and void invoices.
Approval queue
1
Estimate approvals convert into invoices, jobs, and tasks.
Automation health
3
Active rules update dashboards and notification trails.
Industry command center
Draw readiness
Watch draw readiness, retainage, change orders, and cash timing before payment release.
86%
2 blockers before payment release
86%
Pay app, schedule of values, and invoice backup are nearly ready.
2 missing
Waivers are blocking payment release on active jobs.
$18.4K
Open scope needs approval before the next billing milestone.
Proof packet
Required records before handoff, billing, or client approval.
Revenue YTD
$104,600
Outstanding A/R
$74,000
Active Clients
4
Open Estimates
3
Active Jobs
4
Workflow Pipeline
1
Leads
2
Estimates
3
Invoices
3
Payments
Quick Actions
Recent Activity
Invoice INV-2026-0118 partial payment received - $14,200
2 hours ago
Estimate EST-2026-0049 approved by Oakwood HOA
5 hours ago
Lien waiver uploaded for Riverside Phase 2
Yesterday
Summit Commercial Group - final payment $38,400 received
2 days ago
Change Order #003 submitted for Riverside Phase 3
3 days ago
Interactive Runbook
0/62 blockers before payment release
Role View
Watch draw readiness, retainage, change orders, and cash timing before payment release.