Dashboard
Every job, one screen.
Incoming email, to-dos, the schedule, purchasing, work in progress, money and open issues, pulled into one place and kept up to date. Anything that does not add up is flagged for a person to check.
Sample dashboard
Made-up jobs. Week of March 9Good morning. 3 emails need a reply, 1 delivery is late and 1 has no ship date, and the crane date still needs a person to confirm. Maple Street is 62% complete, and $59,520 is owed to you.
Watch it sort a new message and update the dashboard on its own.
Needs your attention
- Review Crane delivery: the field notes say Thursday, the vendor says Friday is tentative. The date is left open until someone confirms it.
- Review PO-1042 stair rail material is late. It was promised for March 11 and nothing has been received.
- Review Floor outlet change: no written approval to proceed was found. Pricing is left for your team.
3
Emails that need a reply
5
To-dos due this week
2
Late or uncertain deliveries
4
Open issues
Incoming email
Sorted by what each one needs. Drafts are waiting, nothing is sent.
- Draft ready
Northfield Builders: weekly update due Friday at noon
- Review
Crane vendor: delivery tentatively Friday
- Draft ready
Owner’s rep: two floor outlets in the conference room
- Needs info
Office: pay app backup for March
- FYI
Steel supplier: anchor bolts ship March 13
To-dos
Owners and due dates pulled from email and meeting notes. Checking a box here is not saved.
Schedule this week
| When | What | Job |
|---|---|---|
| Mon 7:00 | Safety meeting | Maple Street |
| Tue 7:00 | Column line walk | Cedar Lane |
| Tue 10:00 | Owner’s rep walkthrough | Maple Street |
| Wed | Stair rail submittal due | Maple Street |
| Thu 7:00 | Crane delivery Not confirmed | Maple Street |
| Fri 12:00 | Weekly update due to the GC | Maple Street |
Purchasing and deliveries
| Order | Promised | Received | Status |
|---|---|---|---|
| PO-1039 Roofing membrane | Mar 9 | Mar 9 | On time |
| PO-1042 Stair rail material | Mar 11 | Nothing yet | Late |
| PO-1047 Door hardware | No date given | Nothing yet | Uncertain |
| PO-2011 Anchor bolts | Mar 13 | Not due yet | On track |
Work in progress
Percent complete from your own schedule updates.
Maple Street Offices: second floor framing done, stair rail next
Cedar Lane Warehouse: steel erection, column lines A to C set
Financials
Billed and received to date. Made-up numbers.
| Job | Contract | Billed | Received | Owed to you |
|---|---|---|---|---|
| Maple Street Offices | $480,000 | $297,600 | $238,080 | $59,520 |
| Cedar Lane Warehouse | $320,000 | $112,000 | $112,000 | $0 |
| Both jobs | $800,000 | $409,600 | $350,080 | $59,520 |
Review One change order on Maple Street is waiting on written approval. It is not priced and not counted above.
Issues
Every open item has an owner and a date it was opened.
| Issue | Job | Owner | Opened | Status |
|---|---|---|---|---|
| Crane date does not match | Maple Street | Super | Mar 9 | Open |
| Stair rail material late | Maple Street | PM | Mar 12 | Open |
| No written approval for floor outlets | Maple Street | PM | Mar 5 | Open |
| Door hardware ship date unknown | Maple Street | PM | Mar 6 | Waiting on vendor |
| Anchor bolt layout question | Cedar Lane | Super | Mar 2 | Closed Mar 6 |
The jobs, people and numbers are made up. This page is not connected to anything.
How we would set it up for you
We build your dashboard with you, on the tools you already use.
- Where it reads from
- The email folders you pick, your calendar, your purchase order log, your schedule updates and your job cost reports. Only what you approve, and only where it can be connected.
- When it updates
- Every morning, and any time you ask for a fresh copy.
- Who sees it
- You decide: just you, or the people on each job.
- What you check
- Anything flagged, and any date, name or dollar amount before you act on it.
Who checks what
AI does
Reads the email, logs and reports. Sorts them, drafts replies and flags what does not match.
You review
Every flagged item, and anything with a date, a name or a dollar amount.
Never automated
Sending to customers or vendors. Approving money. Decisions about schedule or people.
A dashboard like this is built in a Build Sprint, scoped with you before we start. See the ways to work with us →
See how much time you could get back.
Free. No email needed.