Approval queue
Every decision is logged
Claims board
Adjuster, scope, supplements, ACV, RCV and mortgage endorsements
Insurance scope vs. our estimate
Crew calendar · next two weeks
Money in by payer
Collected vs. owed
Receivables aging
Days outstanding, by payer
Money out
Subs, materials, fees, commissions · matched before paid
Close-out
Nothing posts to QuickBooks until the file is clean
Subs and coverage
Expiry alerts at 30 days
Callbacks & warranty claims
Warranty register
Manufacturer and workmanship, tracked to expiry
Lead funnel & sources
Year to date
Commissions
Earned on cash collected
Materials & permits
Orders per trade · town inspections
Homeowner updates
Texts sent automatically as jobs move
Audit trail
Estimates, supplements, change orders, financing, sub payments, billable callbacks