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Open Projects
7
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Active RFQs
3
Line 802 · Katy · McKinney
POs Issued
$628K
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0
Today's priorities
Today on Site—
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Overdue
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Today
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Through Sunday
Sales Pipeline
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Total Customers
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In directory
Active
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With current work
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$0
Lifetime project value
Top Customer
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By lifetime $
Active Projects
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In progress + PO in hand
Pipeline $
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Active + PO in hand
Crews Deployed
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Live Portals
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Customer-facing
Open RFQs
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RFQ + Quoting
Quote Sent
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Awaiting customer
Katy Submittal
JUN 2
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Walks This Week
0
Onsite scheduled
New RFQ
Outgoing RFQs — quote requests YOU send to vendors/subs for materials, sub-scope (testing, PLC integration, etc.) that roll up into broader customer scopes you hold. Auto-numbered
SORP-RFQ-###. Build list, send PDF to vendor, log pricing on response, award when chosen.Draft
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Not yet sent
Sent
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Received
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Pricing in
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New Outgoing RFQ
Items to Quote
| Description | Qty | Unit | Mfr | SKU | Notes |
|---|
Build a full estimate with labor phases, materials, subs, markup, and tax. Save as draft, print as internal estimate or customer-facing quote (PDF).
Saved Estimates
Customer-facing quotes with status tracking. Create one from an Estimate ("Create Quote" button on the estimate edit view) — the data is snapshotted at create time so later estimate edits don't change what you sent.
Draft
0
Not sent yet
Sent
0
$0 awaiting
Accepted
0
$0 won
Filter
| # | Customer | Project | Amount | Status | Sent | Valid until |
|---|
Quotes are created from Estimates and tracked here through the lifecycle: draft → sent → accepted (creates Job) or declined. Revisions create new versions (v2, v3, etc.) and mark prior versions superseded.
Active Jobs
0
In progress
Pipeline $
$0
Quoted, not yet won
Cost-to-Date
$0
Active jobs
Ready to Invoice
$0
Awaiting invoice
Today highlighted · past days dim · weekends muted · click any cell to edit.
Week of --
CREW 1Jorge
CREW 2Jesus
SUB·IPSCraig P.
SUB·BRIANIn-Line
PMAlex
Daily Roster
Click any name to flip crews for that day
Change home crew here. Daily moves are in Schedule tab.
All Crew Members
Subcontractors
SUB · IPS
Mon + TueCP
Craig Polizzo
craig.polizzo@ips.us
RG
Rudy Guerrero
Rudy.Guerrero@ips.us
SUB · IN-LINE CONTROL
ACT-ionBO
Brian O'Neal
boneal@in-linecontrol.com
CD
Charity Davis
Billing
Log hours per person per day. Click Sync from Dispatch to auto-fill from your schedule (10 hrs/day). Use the Fill column to apply one project across the days you check below. The Sync icon copies a row to crewmates. Click + split only when someone worked two projects in one day.
This WeekTotal: 0 hrs
Fill days:
Fill column applies one project across these days at 10 hrs/day.
| Person | Crew | Mon | Tue | Wed | Thu | Fri | Sat | Sun | Total | Fill | Sync |
|---|
Hours roll into Costs as Labor $ using the rates in the Costs panel. Subs invoices are tracked separately in Costs, not here.
Labor $ = hours x rate. Mat/Sub $ = entries below. Compares to PO from Projects.
Labor Rates ($/hr)
Project P&L
| Project | PO | Hours | Labor $ | Mat/Sub $ | Total | % Used | Remaining |
|---|
Material & Sub Expenses
| Item | Project | Vendor | Amount | Date |
|---|
Materials are line-item costs (BOM, small purchases). For larger vendor bills with invoice numbers, use the Invoices In tab. v22.3 added a one-time review tool to split out invoice-like rows that landed here historically.
| Item | Project | Vendor | Amount | Date | Status |
|---|
Search common electrical materials and build a quick takeoff. Click any search result to add it to your cart; quantities auto-total at the bottom. Update prices monthly — ask Jeremy Barnhart or Ethan Puckett at Elliott for a CSV export of your account net pricing, then click Import CSV below. Items get a yellow warning past 30 days, red past 60.
Material Search
Cart · 0 items
| Description | Qty | Unit | Unit $ | Line $ | |
|---|---|---|---|---|---|
| SUBTOTAL | $0.00 | ||||
Catalog · 0 items
| Description | Category | Mfr | Unit | Price | Updated | SKU |
|---|
CSV format:
desc, category, mfr, sku, unit, price, tags. First column is required (used for matching on import). To get pricing from Elliott: email your rep with subject "Net pricing CSV export for [your account #]" and they'll send a current price list of your common SKUs.Notes
Saved.
Weekly Dispatch
Fill in job sites for each person each day. Auto-saves to cloud. Fill column applies one site across the days you check below. Sync icon copies a row's schedule to crewmates. Export as branded PDF to send to crews.
Fill days:
| Name | Mon | Tue | Wed | Thu | Fri | Sat | Sun | Fill | Sync |
|---|
Weekly Notes · site locations, contacts, special instructions · appears on PDF
Total Vendors
0
In directory
Active
0
With current work
Total Spend
$0
Materials + invoices
Unpaid
$0
Outstanding bills
Documents
0 document records · PDFs live in
inboxfiles/ on disk; this table holds metadata + links
v22.6: Documents can now be auto-ingested by a Claude session from
inboxfiles/. Auto-ingested rows show a 🤖 AUTO badge with batch + reasoning metadata; use the 🤖 Auto-Ingested filter chip to see only Claude-added docs. Link syntax: job#142, customer#dealers-ntmwd, project#3. Linked documents auto-appear in expanded Job & Customer cards.
| ID | Type | Filename | Source Path | Uploaded | Links |
|---|
Incoming Invoices (Vendors / Subs)
0 invoices
v22.7: Vendor invoices can be auto-ingested by Claude sessions from
inboxfiles/. Auto-ingested rows show a 🤖 AUTO badge plus a "Doc #N" cross-link to the source Document. They auto-appear in linked Job cards (in the new Vendor Invoices section) and roll up to project cost totals automatically.
| ID | Vendor | Inv # | Inv Date | Due Date | Amount | Project | Status |
|---|
Outgoing Invoices (To Customers)
0 invoices
All
Draft
Sent
Paid
Overdue
Void
v22.1 foundation. v22.4 will migrate existing
Job.invoice records here and add multi-invoice support per Job.
| ID | Inv # | Customer | Job | Inv Date | Due Date | Amount | Paid Date | Status |
|---|