Construction & Trades demo
Owner viewFull revenue, workload, and automation view
Change Orders: $18.4K open changesCompliance Tracker: 86% completeJob Schedule: 7 active jobs
Welcome to your Construction & Trades workspace
Financial, operational, and automation activity across the business.
Revenue YTD
$104,600
+18%vs last period
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
Guided Workflow
0/6Role View
Change Orders: $18.4K open changes
Compliance Tracker: 86% complete
Job Schedule: 7 active jobs