Run the software yourself.
Three working samples on illustrative data. Samples only, not client products.
Unbilled work$26,250
Invoiced this week$7,300
Waiting for a team2
Needs a team
2 jobs- WO-4427$4,800Equipment install, unit 4
- WO-4429$2,900Site survey, north campus
Today
3 jobs- WO-4420$12,400Quarterly maintenance, clinicTeam B
- WO-4418$8,650Repair visit, warehouse 2Team A
- WO-4423$5,200Delivery and setup, office parkTeam C
Thursday
2 jobs- WO-4425$3,900Inspection, riverside plantTeam DStarts 7:00
- WO-4426$2,400Filter replacement, schoolTeam AStarts 9:30
Invoiced
1 jobs- WO-4410$7,300Annual service, head officeTeam AINV-1182, Monday
Illustrative: billing lag from three weeks to two days.
Q-1187, equipment package
Priced from the sample price book| Item | Qty | Amount |
|---|---|---|
| Equipment package, Medium | 1 | $72,000 |
| Standard support plan | 1 yr | $14,800 |
| Installation | 4 d | $22,400 |
| Project management | 1 | $7,500 |
| Subtotal | $116,700 | |
| Total | $116,700 |
Margin28.3%
Approval rule
22% or more. Ready to send.
Change any option. Everything updates.
Illustrative: from four days to twenty minutes per quote.
Waiting on you1 decision
Drawings, revision C14 sheets, changed since B
- Main entry moved 300 mm
- Service hatch widened
- Your contact
- Project manager
- Next visit
- Tuesday, 9:00
- Budget used
- 58% of contract
Northside expansion
Waiting on you40% complete
Milestones
- Done: Scope and design
- Done: Materials ordered
- Needs your decision: Drawings, revision C
- Not started: Production
- Not started: Delivery and install
- Later: Handover
Activity
- Project manager uploaded drawings, revision C2 days ago
- Project manager posted the weekly updateMonday
Illustrative: status calls down 70%.
What each one shows.
Dispatch
Jobs live on a whiteboard. Billing runs weeks behind.
Assigns a team and invoices the day the job is done.
Illustrative: billing lag from three weeks to two days
Open the Dispatch sampleQuoting
Quotes are rebuilt from spreadsheets and memory.
Prices from one price book and checks the margin rule.
Illustrative: four days to twenty minutes per quote
Open the Quoting sampleApprovals
Clients call to ask where things stand.
Shows progress and takes a sign-off without a meeting.
Illustrative: status calls down 70%
Open the Approvals sample
Let's shape yours.
A free working session, 15 or 30 minutes. No deck.