Dashboard
Know your numbers. Protect your profit.
Active project financial health
Forecasts are estimates, not final profit| Project | Contract | Estimated cost | Actual spent | Forecast cost | Forecast profit | Forecast margin | Health |
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Projects needing attention
Upcoming follow-ups
Sales opportunities
Every new job starts as an opportunity. Create estimates, record when they are sent, and convert an accepted estimate into an active project without re-entering customer details, costs or scope.
Estimate history
Browse sent estimates and their revision history, including estimates that were later accepted or declined. Saving a sent snapshot preserves the price and scope at that moment.
All projects
Project details
Project profitability
Estimate workflow
DraftCreate a quote, print or save the PDF, then click Mark Sent to preserve a dated copy of the price and scope. When the customer accepts, click Accept & Convert to Project. No client information is lost.
Customer estimate
Choose a single lump-sum scope or a detailed itemized proposal by trade. Internal cost estimates stay private.
Detailed trade / scope lines
In itemized mode, line totals determine the customer quote. If no itemized lines exist, the calculated cost-plus price is used. Always verify the quoted price and target margin.
| Trade | Work description | Qty | Unit | Customer unit price | Line total |
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⚡ Quick Estimate Assistant
Offline included · AI optionalDescribe the opportunity in plain English. The assistant can prepare a first-pass material and labor estimate using your vendor price library and configurable trade templates. Offline draft estimating is included at no extra cost. Optional AI works only if you configure and pay for your own compatible HTTPS service; it is not included in this purchase. All quantities, costs and building specifications require review.
AI Estimating Interview
For a connected AI estimate, the assistant can flag missing measurements and decisions before costing the job. Answer the questions below and regenerate for a better draft.
How pricing works
The offline estimator uses editable trade assumptions and matches materials against imported vendor prices. Unpriced items are flagged rather than assigned made-up Lowe's or Home Depot prices. A connected AI endpoint can improve the interpretation, but the app never exposes a private API key in its HTML.
Material List Assistant
Describe the work to create an editable materials checklist. This version uses offline construction rules, not a connected AI model. Quantities and prices are not automatically verified.
Materials
| Material | Qty | Unit | Cost/unit | Waste % | Supplier | Total |
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Labor
| Task / crew | Hours | Burdened hourly cost | Total |
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Subcontractors & other
| Description | Estimated cost | Total |
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Contract & forecast
Forecast final cost = actual costs recorded + the greater of estimated remaining cost or outstanding committed costs. Enter the remaining cost deliberately; zero does not mean a job is complete. You cannot finalize while committed costs are outstanding. Previously finalized jobs with outstanding commitments show no final-profit figure until reconciled. Approved change orders affect contract value.
Profit by trade
Categorize each cost line and expense by trade to see estimated versus actual spending. Committed costs are entered below and are included in the forecast when higher than the manually entered remaining-cost forecast.
| Trade | Estimated | Actual | Committed outstanding | Variance to estimate |
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Expense ledger
| Date | Vendor | Category / trade | Description / invoice # | Amount |
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Customer payment ledger
| Date | Reference | Notes | Amount received |
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Change orders
Only approved change orders affect contract value. Negative amounts represent credits.
| Number | Date | Description | Status | Amount (+/-) |
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Job Photos
Upload multiple photos together, or drag and drop them below. Photos stay with this opportunity when it becomes a project.
Drop photos here or browse your device
Choose several photos at once · JPG, PNG, WebP, HEIC if supported by your browser
Photos are saved in this browser's local database. Export a full backup to protect them.
Photo Gallery
Project notes & documents
Store notes and document references. Full document attachments are not included in this offline edition.
Deletion cannot be undone without restoring a backup.
Client directory
Past clients stay in your directory. Archive a client to remove them from active work without deleting history.
Vendors & Supplier Price Lists
Import supplier prices
Upload a CSV price sheet from any supplier. Accepted columns include item/name/description, price/cost/unit_price, unit, SKU, and optionally supplier/vendor. Prices become searchable in your material price book and can be used in estimates.
Retailer price lookup
Search Lowe's or Home Depot directly and record verified prices. Their live prices are not automatically available in this offline file. For automatic retrieval, configure an authorized retailer-pricing integration in Settings; availability depends on retailer/API access.
Material price book
Your saved prices are not live Lowe's or Home Depot prices. Record supplier and last-checked date.
| Material | Unit | Cost | Supplier | Checked |
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Tasks & follow-ups
Company profitability
This is a management report, not tax accounting. Completed-project gross profit is based on final costs; monthly operating overhead is tracked separately. For meaningful period reports, record project completion dates and overhead by month.
Monthly operating overhead ledger
| Date | Category | Description | Amount |
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Completed projects in selected month
Projects appear here only when marked Completed, all costs recorded, and a completion date falls within the selected month.
Financial & workflow audit history
Changes made in this browser are recorded here, including accepted contracts, costs, payments, change orders, estimate status and deletions. This local log is not tamper-proof or a substitute for cloud audit records.
| When | Record | Action | Details |
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Backup protection
A full backup includes project records and all photos. Browser storage can be cleared, lost, or unavailable on another device. Keep copies outside this computer.
Company branding
Optional AI estimating — customer-managed
Included: Offline draft estimating, price book, and manual estimates; no account or subscription required. Not included: Hosted AI, API credits, a ready-to-use endpoint, or live retailer prices. Customers who want AI can operate their own compatible HTTPS endpoint and pay their own provider/hosting charges.
Leave blank to use offline templates. Compatible endpoint setup is described in OPTIONAL_AI_SETUP.txt. Browser requests require CORS permission from your endpoint.
Data safety
Projects and client records are saved in this browser only. Export backups regularly. They are not synchronized across devices or backed up to the cloud.
What this edition does not do
Optional AI requires a customer-managed compatible HTTPS server and separate provider charges; no automatic supplier pricing, bank connection, QuickBooks sync, multiuser access, client portal, invoice sending or cloud storage. Material checklists are preliminary and must be verified against measurements, plans, engineering, local codes and supplier quotes. Financial results depend on complete and accurate entries.