01 — Pipeline
A kanban that knows what stage means.
Lead → Qualified → Estimating → Quoted → Negotiating → Signed → Won → Lost. Probability auto-follows stage. NEW badges on fresh inbound. Days-in-stage so stuck deals don't hide.
Lead2$232k
Bellweather Studio
Atrium Hotel — Suite 1402
$172,000
NEW · 2d
Qualified2$243k
Northmark Architects
Granary Lane Townhouse
$165,000
50 / 40 / 10
Estimating1$312k
Foundry & Crown
Vermillion Hotel — Suite 22F
$312,000
AIA monthlyRush
02 — Estimates
The way you actually build a bid.
Line items with description, qty, unit (ea / lf / sf / ls / hr), rate, tax, retainage, optional architect field. XLSX import — drop a takeoff, get a parsed estimate. Status: draft → sent → viewed → responded → accepted.
Sent this mo$1.71M
Pending$608k
Win rate50%
Avg reply8.2d
| Estimate | Deal | Value | Status | Due |
| EST-2026-041 | Vermillion Hotel — Suite 22F | $312,000 | Viewed | 3d |
| EST-2026-040 | SoHo Loft — Library Wall | $148,000 | Viewed | 5d |
| EST-2026-039 | Granary Lane Townhouse | $165,000 | Won | — |
03 — Invoices
AR you can actually read.
Total AR, retainage held, overdue, collected this month. Aging buckets. Bulk-mark sent.
Total AR$239k
Overdue$75k
Current$165k
1–30$32k
31–60$28k
61–90$15k
90+$0
04 — Projects
Shop drawings to install.
Every won deal becomes a project. Milestone tracker, per-project estimates/invoices/COs in one drawer.
05 — Change orders
Signed mid-stream changes, tracked.
CO-YYYY-NNN numbering, race-safe. Positive or negative dollars. Draft → sent → approved → declined → invoiced.
CO-2026-014Approved
Add stair detail to lobby wall
+ $12,400
CO-2026-013Sent
Substitute walnut for rift oak
− $3,800
06 — Lien waivers
The form GCs hold payments over.
Conditional / unconditional, progress / final — all four AIA types. Needed → sent → received → signed.
Conditional progress · Draw 1
Halton Tower
$102,500
Conditional progress · Draw 2
Halton Tower
$102,500
Unconditional final
Atrium Hotel
$48,000
07 — Insurance & COI
The cert that ate Friday afternoon.
GL, WC, Auto, Umbrella, Builders Risk. Auto-color expiration — green > 30 days, amber within 30, red expired.
General Liability
$2M / $4M · Travelers
218d
Workers Comp
Statutory · NYSIF
18d
Umbrella
$5M · Hartford
Expired
08 — Time tracking
Where the hours actually went.
One row per worker, day, project, category. Cost rate snapshotted at entry — historical job-cost stays honest.
Mike Hartwell
Halton Tower · CNC + face frames
38.0hShop
Lena Ortiz
Halton Tower · rev 3 hardware
22.5hDrawings
Tony Reyes
Halton Tower · lobby east wall
31.0hInstall
09 — Activity feed
Stop running on memory.
Per-deal timeline of stage moves, sent docs, paid invoices, notes, calls. Audit trail for free.
Payment received · Draw 1 · $102,500May 4
Draw 1 sent to pat@halton-construction.comApr 25
Pat: "Mark up rev3 attached."Apr 21
Stage moved Quoted → SignedApr 18
Estimate sent EST-2026-038Apr 3
10 — Home
Today, surfaced.
Follow-ups due, overdue invoices, deals to send, COIs expiring. Seven things on your plate today.
Pipeline value$1.16M+$184k vs last mo
Won this mo$634kvs $310k target
Pat at Halton— follow up on CO-014Today
Send draw 2— INV-2026-119Today
Site visit— Granary LaneWed
11 — Clients & contacts
Typed for the work.
Companies as Client / GC / Designer / Vendor. People with role, email, phone. ⌘K across everything.
PHPat Halton· Senior PMGC
NKNora Klein· PrincipalDesigner
DADavid Adler· OwnerClient
JVJT Vargas· EstimatorVendor
12 — Search · ⌘K
One keystroke to anything.
Global search across deals, contacts, clients, projects, estimates, invoices, COs, waivers, COIs. Type a name, jump.
halton
⌘K
DealHalton Tower — Lobby Refresh$78,000 · Qualified
ProjectHalton TowerCO-2026-014
ContactPat HaltonSenior PM
InvoiceINV-2026-119-2Draw 2 · $102,500
13 — Onboarding
Set up in 10 minutes.
Five steps — shop info, branding, first project, first estimate, invite team. Billing AIA draws by lunch.
1Shop info & address
2Letterhead & EIN
3First project
4First estimate
5Invite team
14 — Send & integrate
Wired to the tools you already use.
Send PDFs from your own domain — replies thread back. Public quote-request API. Zapier webhooks. QuickBooks export coming.
Gmail / SMTP sendConnected
Quote-request APILive · 12 webhooks
Zapier outbound5 zaps
QuickBooks exportComing Q3