Owner
Owner Dashboard
See leads, inspections, proposals, close rate, sold revenue, backlog, receivables, margin, emergencies, and lead sources in one owner view.
Command Center
Accounting
Command Center
Accounting
Accounting
What does operational accounting mean?
Simple operational accounting tools for deposits, invoices, payments, and job expenses. This is not full bookkeeping.
See leads, inspections, proposals, close rate, sold revenue, backlog, receivables, margin, emergencies, and lead sources in one owner view.
Review proposal value, approved change-order adjustments, invoices, payments, material, labor, expense costs, gross profit, and margins.
Review job expenses by date, category, job, vendor, receipt, and entered-by staff member.
Manage vendors and subcontractors, contact details, trade/category, insurance expiration, and reminder tasks.
Track commonly used materials, optional quantities, reorder levels, supplier/vendor links, and crew equipment assignments.
Review and correct daily labor entries by job, labor type, worker, hours, and cost-rate snapshot.
Open invoices, overdue invoices, payment receipts, revenue by month, deposits collected, balances by job, and completed unpaid jobs with CSV export.