This is what gets built.
Dashboards, reporting systems, workflow automations, handoff structures, and operational agents — configured to your tools, your processes, and your team. Quick wins ship in the first two weeks.
What Gets Built
Job Cost Dashboards
Real-time cost-to-complete and margin tracking by job, phase, and cost code.
PM Reporting Frameworks
Structured weekly reporting that surfaces problems before they compound.
Workflow Automations
Change order capture, billing triggers, approval routing, handoff sequences.
Handoff Structures
Defined processes for how work moves between estimating, field, finance, and leadership.
Operational Agents
Automated systems handling recurring reporting, alerts, status tracking, and follow-up.
Executive Dashboards
One view for the owner — revenue, margin, backlog, cash, labor, and risk.
Billing Visibility
Billing packages tied to production, retention tracked, closeout sequenced.
Management Cadence
Weekly and monthly review structures that keep leadership operating on current data.
Executive dashboard — what the owner sees
Active Jobs
14
+2
Avg Margin
23.4%
-1.2%
Backlog
$4.8M
+$620K
Billing Lag
6 days
-3 days
| Job | PM | Margin | Status | Billed |
|---|---|---|---|---|
| Apex Tower MEP | R. Torres | 28.1% | on-track | 72% |
| Civic Center HVAC | K. Pham | 14.3% | at-risk | 48% |
| Ridgeline Phase 2 | D. Walsh | 31.7% | on-track | 91% |
| Harbor Electrical | M. Chen | 9.8% | critical | 34% |
| West End Plumbing | J. Okafor | 26.5% | on-track | 67% |
Workflow automations — what runs in the background
What Gets Delivered
Live systems connected to your actual data and tools
Documented workflows and standard operating procedures
Role-based reporting access for every level of the organization
Management cadence and review structure for leadership
Team training and adoption support
Handoff from install to managed phase
Duration
4\u201312 weeks
depending on scope
Quick Wins
Week 2
first dashboards live
Configured To
Your stack
Procore, Sage, Vista, etc.