Company sales & project overview
Portfolio visibility across every salesman, active job, billing milestone and field update.
Largest active jobs
Needs attention
Project stages
Salesman overview
All jobs
Sales ownership, project stage, latest field update, billing and outstanding work.
| Project | Salesman / Super | Integrator | Stage | Contract / Bid | Billed | Latest Update |
|---|
Job update workspace
Operational progress, blockers and next steps without contract or billing amounts.
| Project | Salesman / Super | Stage | Latest Update | Age | Flag |
|---|
Draws & collections
Scheduled draws, billing status, collections and the document/email handoff.
| Customer | Job ID | Draw | Scheduled | Amount | Billed | Status | Collected | Action |
|---|
Change orders
Requested, pending and approved scope changes with document/email routing.
| Customer | Job ID | CO # | Description | Status | Requested | Amount | Action |
|---|
Sales team overview
Every salesman still owns and supervises their jobs; management gets a live roll-up.
Active jobs by salesman
| Salesman | Customer | Job | Stage | Contract | Last Update | Flag |
|---|
Documents & email automation
What happens after a salesman submits a draw or change order.
The form captures job, amount, dates, notes and approval context.
Job/customer data and submission details populate the appropriate company form.
Accounting, Sales Manager, operations or customer contacts can be selected by workflow.
The document is attached, the email is sent, and the app records who submitted and when.
Demo routing rules
TO:
CC:
Attachment: Filled Draw Request document
TO:
CC:
Attachment: Filled Change Order document
In production these become configurable rules using your real personnel, job/customer, dollar thresholds, and approval requirements.
Demo outbox
Fleet & jobsite services
Explore owned/rental equipment assignments, dumpster swaps and portable-toilet time on site.
Equipment request queue
Requests submitted from individual jobs by sales, operations, accounting, or administration.
| Job | Requested equipment | Requested by | Need by | Priority | Status | Fleet action |
|---|
Assign available equipment to a job
Equipment database
Active jobsite assignments
ComputerEase integration
Admin-only configuration for choosing which accounting information may flow into the portal.
Connection
Source of truth: ComputerEase
Portal use: Operational display and matching
Selectable job fields
Administration
Users, roles, stages, integrators, routing, templates and operational settings.
Users & roles
Authorize users, activate accounts and assign the seven production roles.
Workflow settings
Manage project stages, integrators and notification routing.
Documents
Control approved Draw and Change Order templates and delivery rules.
Production role matrix
| Role | Job scope | Costs | Main responsibilities |
|---|---|---|---|
| Salesman / Superintendent | Own jobs | Yes | Prospects, job updates, draws and change orders |
| Sales Manager | Personal / company | Yes | Portfolio, assignments and approvals |
| Equipment Manager | Personal / company | No | Operational updates and jobsite services |
| Construction Manager | Personal / company | No | Construction progress and jobsite services |
| Fleet Manager | Company | Fleet rental only | Equipment database and assignments |
| Accounting | Personal / company | Yes | Draw billing and payment status |
| Admin | Personal / company | Yes | Full portal and configuration access |