Open Jobs
+8% MoM12
Avg lead time5d
This Month Revenue
+12%$184.2k
41 invoices
Outstanding Estimates
5 due9
Avg age 3d
A/R
12 inv$51.7k
Net 15
Lead Pipeline (Today)
7-day win 38%
New
27
Qualified
19
Inspection
14
Quote Sent
9
Won
11
Lost
5
3 leads stalled >48h — nudge?
AI Estimator
Runs locally; can call Hover/EagleView| Item | Amount |
|---|---|
| Labor | $5,200 |
| Materials | $6,100 |
| Disposal | $480 |
| Overhead & Margin | $700 |
Median time: 1m 12s • Accuracy delta: 3.4%
Total $12,480
Crew Scheduling (Today + 7)
Constraints: weather • crew capacity • material arrival
Crew B overallocated; split to Crew D?
Crew A
Crew B
Crew C
Crew D
Thu
Fri
Sat
Sun
Material Orders & PO Automation
| PO # | Supplier | Items | Status |
|---|
Job Site Progress
Photo timeline • Safety checklist • Change orders
AI % complete
64%
- Alert: Missing permit photo for Job #2317
- Safety checklist: 8/10 complete
- Next inspection: Wed 2:30pm
Tip: Swipe or use ◀ ▶ to review timeline. Require “permit” photo before progress can exceed 10%.
Revenue & Cash
This Month
Booked
$184,200
Collected
$132,480
A/R
$51,720
Avg Ticket
$12,480
Active Conversations
SMS / Email / Phone
Voice AI Setter / Receptionist
IdleSetter
Calls received (today)
24
Avg. call duration
3m 42s
First response time
6s
Verified appointments
21
Booked inspection
12
Booked job
9
Receptionist
Calls received (today)
12
Avg. call duration
2m 57s
First response time
9s
Verified appointments
7
Booked inspection
4
Booked job
3
Weather Guard
Thu • Thunderstorms⚡ 60%
Sat • High winds💨 28mph
Rule: wind >25mph → auto‑rescheduleON
Compliance & Permits
Marketing & Referrals
Google Ads CPL $82Meta CPL $57Referrals CPL $18
- Top referrer: Garcia Realty (4 jobs, $53k)
- LSAs driving 38% of booked calls
Analytics & Insights
Actionable Insights
- Raise 3-tab price by $0.18/sq ft → est. +$4.6k/mo margin.
- AR > 30 days: 3 invoices → launch smart chase now.
- Estimator variance trending 3.4% → add photo requirement on steep pitches.
- Weather: Thu winds 28mph → auto-reschedule 2 installs.
Leads
Stage Breakdown
| Lead | Contact | Source | Stage | Value | Actions |
|---|
Jobs
| Job | Client | Type | Scheduled | Team | Status | Actions |
|---|
Calendar
Crews
Materials & POs
| PO # | Supplier | Items | Status | Actions |
|---|
Invoices
Automations
Analytics
Revenue by Type
Close Rate
Settings
Company Profile
Team