Know where every project — and the whole company — stands
A company Home that rolls up budget, cost-to-complete, and receivables across every project, plus a dashboard on each project summarizing its money, schedule, and activity. All live, all in one place.
Company-wide rollups
Your Home aggregates across every project — active jobs, budgeted cost, profit, and receivables — so the whole business is on one screen.
A dashboard on every project
Each project opens on a dashboard summarizing budget vs. cost, invoiced and collected, schedule, and a live activity feed of everything happening on the job.
Live, and scoped to your role
Numbers update as work happens — no exports, no spreadsheets. Tiles only show data your role can read, and financials stay internal-only.
The whole company, rolled up across projects
Your Home is a set of dashboards that aggregate across every project in your company — not just one job. Budgeted cost, profit, collected, receivable, open proposals. New companies start with ready-made Company, Financial, and Sales dashboards so you have something useful on day one.
Every project, summarized at a glance
Open any project and it lands on its Dashboard tab: a Financials card with Approved Price, Collected, Receivable, Cost to Complete, Profit, and Projected Margin, alongside the project's details, who has access, and a running activity feed. Financials are internal-only — clients and vendors never see them.
Build the views you actually report on
Add tiles to a Home dashboard from real sources — invoices, projects, contacts, your budget metrics. Chart, list, action-items, activity-feed, or text. Filter and group however you want, drag to arrange the grid, and the numbers stay live.
How it works
Three steps. That's it.
Open your Home
Every company starts with ready-made Company, Financial, and Sales dashboards. Switch between them, or create your own.
Add the tiles you care about
Pick a data source, choose a chart, list, action-items, activity, or text tile, then filter and group it. A live preview shows the result as you build.
Drill into any project
Open a project to see its own dashboard — budget vs. cost, invoiced and collected, schedule, and an activity feed for that single job.
Frequently asked questions
Ready to run your projects
from bid to built?
Book a demo to see it on your projects — or start free, no credit card required.