Leads Estimates

InboxInbox counts: 13 total invoices, 10 pending, 2 disputed.13 Total1310 Pending102 Disputed2 Accounts Payable Accounts Receivable

Schedule Tasks Work Orders Bid Requests

People Vendors Marketing Files Media Albums Reports

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Accounting & Finance

Budget vs Actual Cost-Code Budget Variance Job Cost Detail Overhead by Account Work in Progress (WIP)Commitments & PO Status Subcontract Buyout & Compliance Change Order Log Owner Invoicing / Billing Schedule of Values / Pay Apps Retainage Summary Lien Waiver Status AP Aging A/R Aging AP Routing & Approvals Vendor Ledger / 1099 Sales & Use Tax Profitability by Project Cost-to-Complete Estimate vs Budget vs Actual Bank-Feed Cash FlowSync Labor Cost by Cost CodeSync

Schedule & Operations

Schedule Performance Overdue Tasks Daily Log Coverage Selections & Allowance Variance Milestone Timeline

Team & Field

Team Performance Jobsite Check-in Log Field Media Capture Jobsite Check-in Hours

Sales & Preconstruction

Estimate Pipeline & Win Rate Estimate → Project Conversion Sales Commissions

Client & Approvals

Client Approvals & Sign-offs Owner Change Order Summary

Vendors & Compliance

Vendor COI / Insurance Compliance Vendor Onboarding / W-9

Team performance

How each project manager is tracking on communication, documentation, schedule and cost this period.

PeriodSort

Top PM this period

Tony Torres leads with a 75 PM Score.

Needs attention

Largest score drop

Documentation dropped 73 points this period.

Leaderboard

PM Score blends communication, documentation, schedule, and financial signals.

Sample data

TTTony TorresForeman · 1 active project

HDHill DickersonAdmin · 3 active projects

MTMark ThompsonAccount Owner · 6 active projects

RCRachel ColeForeman · 2 active projects