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Construction & Trades demo

Full 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

0/6

Role View

Change Orders: $18.4K open changes
Compliance Tracker: 86% complete
Job Schedule: 7 active jobs

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