Bid Analysis
Level bids side by side — scope items down the left, bidders across the top. AI can fill the grid from uploaded proposals.
| Name | Trade / Scope | Bidders | Items | Low Bid | Status | Created | |
|---|---|---|---|---|---|---|---|
| No analyses yet — create one to start leveling bids | |||||||
How-To & Help
Learn
Your firm's knowledge base — lessons, plan reviews, resources, and reference material
My Tasks
Workflows
Customizable checklists — and let AI run the repetitive jobs (task reports, lien-waiver tracking, status memos).
Good morning
All Projects
Every project for your company
Project Dashboard
Overview of project status and activity
My Invoices
Invoices on file for your company on this project.
| Invoice # | Vendor | Date | Due | Amount | Status |
|---|---|---|---|---|---|
| Loading… | |||||
Invoices
Review and approve vendor invoices
| Invoice # | Vendor | Contract | Budget Line | Draw | Date | Amount | Status |
|---|---|---|---|---|---|---|---|
| No invoices yet | |||||||
Budget
Owner's Project Budget — live cost tracking
| Line Item | Budget & $/SF |
Contracts | Billed | Notes | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Code | Cat. | Item | Orig Budget + | Realloc + | Curr Budget | $/SF | Contracts + | COs + | PCOs + | Committed | Prev Billed | Billed to Date | Balance | % | Comments | |
| No budget line items yet. | ||||||||||||||||
Pro-Forma
Institutional development & investment model — multifamily, industrial, office, IOS & self-storage
Cash Flow
Planned spend by month with S-curve and actual comparison
| Set project start and end months above to begin |
Earned Value
Schedule & cost performance tracking
| Date | Planned % | Earned % | Actual % (cost) | Budget |
|---|
| Month | PV% | EV% | AC% | PV ($) | EV ($) | AC ($) | SPI | CPI | EAC ($) | VAC ($) | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||||
Budget Reallocations
Track budget transfers between line items
| Date | From | To | Amount | Description | |
|---|---|---|---|---|---|
| No reallocations yet | |||||
Contracts
Manage contracts, compliance documents, and vendor agreements
| # | Vendor | Contract Name | Type | Status | Budget Line | Original Value | Change Orders | Current Value | Retainage | Missing Docs | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| No contracts yet | |||||||||||
Change Orders
Track approved changes to contract value
| CO # | Name | Contract | Budget Line | Date | Amount | Status |
|---|---|---|---|---|---|---|
| No change orders yet | ||||||
Draw Requests
Create and manage pay applications
| # | Name | Period | Total | Status | Ready | |
|---|---|---|---|---|---|---|
| No draws yet | ||||||
Lien Waivers
Lien waiver collection log — manual + auto-logged from pay-app reviews
RFIs
Requests for information
| # | Subject | Status | Stage | Ball In Court | Due Date | Cost | Schedule |
|---|---|---|---|---|---|---|---|
| No RFIs yet | |||||||
Proposed Change Orders
Track potential changes and responsibility log
| PCO # | Description | Contract | Responsibility | Amount | Status |
|---|---|---|---|---|---|
| No PCOs yet | |||||
Submittals
Shop drawings, product data, and samples
| # | Rev | Title | Spec Section | Type | Status | Responsible Contractor | Final Due | Date Needed | Received From |
|---|---|---|---|---|---|---|---|---|---|
| No submittals yet | |||||||||
Field Observations
Site visit reports, monitoring, punch walks
| # | Title | Type | Date | Author / Consultant | Status | |
|---|---|---|---|---|---|---|
| No field reports yet | ||||||
Schedule
Meetings
Agendas, minutes, and tasks
| # | Title | Date | Location | Status | |
|---|---|---|---|---|---|
| No meetings yet | |||||
Tasks
| Title | Priority | Status | Due Date | Assignees | Project | ||
|---|---|---|---|---|---|---|---|
| No tasks yet | |||||||
Documents
Plans, specs, permits, reports, and project files
| Name | Category | Author | Doc Date | Version | Closeout |
|---|
Reports
Click a template to produce a report for this project — it pulls live data, opens the builder, then you export or log it to Transmittals.
Closeout
General closeout documents and subcontractor tracker
Project Metadata
Project specs, classification, and data
Pursuit Info
Lead tracking for this project
Capex
Capital mini-projects on this building — allocation, committed, spent
Analytics
Metric cards tied to this project's live data
Controls
Pay app review · Stored material · Lien waivers
Photos
Site photos organized by date
RACI Matrix
Responsible · Accountable · Consulted · Informed
Decisions
Log key project decisions with context and rationale
Time Cards
Internal hours logged to this project — labor cost & profitability
My Timesheets
Internal Accounting
Firm P&L for this project — fee revenue vs. labor & expense cost
Books
Marketing & Proposals
Documents
Lessons Learned
Capture insights to improve future projects
| Title | Phase | Category | Impact | Status | Date | |
|---|---|---|---|---|---|---|
| No lessons logged yet | ||||||
Transmittals
Reports, draw packages, and documents sent to clients
| Title | Type | Recipients | Sent Date | Status | Ready |
|---|
People
Project contacts and distribution lists
| Name | Company | Role | Phone | |||
|---|---|---|---|---|---|---|
| No contacts yet | ||||||
Contacts
Pursuits
Business development pipeline
Expenses
Expense reports and reimbursements
| # | Title | Period | Projects | Amount | Status | |
|---|---|---|---|---|---|---|
| No expense reports yet | ||||||
Reports
Run a report for a project or a client portfolio, schedule recurring reports, and track what's been sent.
Form Filler
Upload a PDF form (owner pay-app, lien waiver, any template), let AI help fill the fields, and export the completed PDF.
Knowledge Base
Lessons learned and template library
Turn Tracker
Unit renovation tracking and walk sheets
Billing
AR invoices to owners and clients
Admin
User management, firm settings, and white-label configuration
Used on light backgrounds (login screen, reports)
Used on dark backgrounds (nav rail). Falls back to the light logo.