Dashboard
Active jobs
12
6 build · 4 design · 2 retail
Open quotes
$184k
▲ 22% vs. last mo
Receivable
$57.4k
3 milestones due this week
Avg margin
36%
▲ 4pt vs. target
Priority feed · autopilot
M. Patel — quote expires in 3 days. Follow-up drafted.
now
Atlas Build Co. — 40% milestone invoice unpaid 7d. Nudge queued.
2h
K. Morgan — material selection meeting tomorrow 10:00.
5h
Northgate — midpoint payment received $3,000
1d
New inbound lead — S. Reilly via website form. Triaged.
1d
Today's calendar
09:00 — Initial consult, M. Chen (new lead)
on-site
11:30 — Material selection, K. Morgan
client
14:00 — Quote review call, J. Patel
phone
16:30 — Internal — pricing sync
remote
Pipeline snapshot
4
Lead / consult
8
Quote sent
5
Contract
7
Active
2
Delivery
18
Complete
Pipeline
Lead
Quote sent
Contract
Active
Delivery
Complete
M. Chen
Consult today
Build
S. Reilly
Awaiting callback
Design
J. Patel
Expires May 23
$6,742
Atlas Build Co.
Sent Apr 20
$18,400
L. Bergman
Follow-up due
$34,200
Northgate
Design signed
$7,500
Design
K. Morgan
Material selection
$24,800
D. Whitfield
Build phase
$41,500
H. Murray
Delivery May 2
$19,200
T. Park
Completed Mar 12
$28,600
Job detail · K. Morgan
18-task workflow · Stage 2 — Active job
Create lead
Stage 1
Initial consult complete
Stage 1
Quote + rough scope
Stage 1
Quote sent · welcome email
Stage 1
7-day follow-up
Stage 1
Retainer / deposit received
Stage 2
Design iteration
Stage 2
Material selection · tear sheets
Now
Final measurements
Stage 2
Build contract
Stage 2
Progress
7/18
tasks done
Job value
$24,800
Est. margin
38%
Customers
JP
J. Patel
Homeowner · Region A · jpatel@example.com
$6,742
1 active quote
Quote pending
NG
Northgate Construction
General contractor · Region B · 4 prior projects
$7,500
1 active · 3 complete
Design active
KM
K. Morgan
Homeowner · Region A · material selection stage
$24,800
1 active
Job active
DW
D. Whitfield
Homeowner · Region C · build phase
$41,500
1 active · 1 complete
Job active
TP
T. Park
Homeowner · Region A · completed Mar 2026
$28,600
1 complete
Completed
J. Patel · communication timeline
Quote sent — 3 material options
Attached is the rough quote for your build. This is subject to change once final materials are confirmed...
Apr 23, 2026 · autopilot
✆
SMS — quote sent notification
Hi J — your quote is in your inbox. Let us know if you have any questions.
Apr 23, 2026 · autopilot
◇
On-site consultation complete
Measured: 14.2 lft uppers, 18.6 lft lowers. Door options discussed: Standard, Premium-A, Premium-B.
Apr 20, 2026 · staff
☎
Inbound call · initial inquiry
AI summary: customer inquiring about cabinet replacement. Interested in wood door options. Budget flexible.
Apr 18, 2026 · autopilot transcribed
Quotes
All (9)
Draft (2)
Sent (4)
Accepted (2)
Expired (1)
Customer / job
Service line
Total
Expires
Status
J. Patel
Kitchen build · 14.2 lft
Custom build
$6,742
May 23 · 3d
Sent
Atlas Build Co.
Vanity + linen build
Custom build
$18,400
May 20
Sent
L. Bergman
Kitchen + utility room
Custom build
$34,200
May 15
Sent
Northgate Construction
Design package · 2 rooms
Design
$7,500
—
Accepted
Retail Q-#22
Utility cabinets · pickup
Retail
$3,200
Expired
Expired
Conversion: 2 of 6 accepted (33%) · Pipeline value $184,342
Quote builder
1
Customer
2
Scope
3
Materials
4
Add-ons
5
Review
Quote method
By unit / tier
By component
Multi-option
Primary scope
Category
Units
$/unit
Total
Type A
$373
$5,297
Type B
$706
$13,132
Type C
$997
$0
Subtotal$18,429
Margin checker · autopilot
Quote total
$18,429
Est. material
$4,200
Labour + ovh
$7,800
Est. margin
35.0%
Target 30% · Healthy margin
PDF preview
auto-updates
Acme Studio
ESTIMATE
Apr 27, 2026 · Valid 30 days
Customer: J. Patel · Region A · prepared by Studio team
Custom build — Primary scope
5/8" standard box · soft-close hardware · pre-assembled
OPT 1Standard finish$6,286
OPT 2Premium veneer — $7,346
OPT 3Luxury solid — $7,886
Hardware$135
Delivery / installNot included
Subtotal$6,421
Tax (5%)$321.05
Total$6,742.05
This estimate is not a contract. Final pricing invoiced once materials are confirmed. Valid 30 days.
Contracts
Active contracts
Northgate — Design services
DSN-2026-014 · $7,500 · signed Apr 15
Signed
K. Morgan — Custom build
BLD-2026-021 · $24,800 · sent Apr 22
Awaiting
D. Whitfield — Custom build
BLD-2026-019 · $41,500 · signed Apr 10
Signed
Templates
Build contract
40 / 50 / 10 · 2yr warranty
Design contract
30 / 40 / 30 · $150/hr extras
Retail contract
90 / 10 · pickup only
Northgate — payment schedule · $7,500
30%
Deposit · due on signing
$2,250
Paid
40%
Midpoint · concepts delivered
$3,000
Paid
30%
Final · before delivery
$2,250
Due now
Collected: $5,250 of $7,500
Workflows
18-task build workflow · K. Morgan
Stage 1 — Quote
1. Create lead
2. Book + complete consult
3. Quote + rough scope
4. Send quote + welcome
5. 7-day follow-up
6. Book follow-up meeting
Stage 2 — Active
1. Retainer / deposit
2. Update design
3. Final measurements
4. Update plans (appliances)
5. Build starter contract
6. Order + send plans
7. Material shopping
8. Tear sheets
Stage 2 — Active (cont.)
9. Placement walkthrough
10. Final contract (elec, elev)
11. Send for signature
12. Order materials
13. Contractor package
14. Mid-project walkthrough
Stage 3 — Complete
15. Thank-you package
16. Final walkthrough
17. Schedule after-photos
18. Request review
Progress · 8/18
Next · Final measurements
Suppliers & materials
Panels
Doors
Hardware
Surfaces
All
Supplier Alpha
Standard panels · matte finish line
Current
May 2026 · 18 SKUs
Supplier Beta
Box materials · core panel inventory
Current
May 2026 · 12 SKUs
Supplier Gamma
Gloss / matte panel finishes
Current
May 2026 · 22 SKUs
Supplier Delta
Premium veneer · select wood line
Current
May 2026 · 9 SKUs
Supplier Epsilon
Speciality panels · luxury line
Current
2025 · 14 SKUs
Supplier Zeta
Commodity board · legacy line
Outdated
Jun 2022 · update needed
Pricing tiers · editable
TierDescriptionType A / unitType B / unitType C / unit
AStandard finish · entry tier$373.36$705.86$996.80
BPremium veneer · mid tier$427.83$877.03$1,214.68
CLuxury solid · top tier$778.05$972.74$1,591.80
Standard box construction · install included · last updated Apr 27, 2026
Communications
Timeline
Email templates
SMS templates
Call summaries
Recent · all customers
Quote sent — J. Patel
Attached is the rough quote for your build. 3 material options included.
Apr 23, 2026 · autopilot · stage advance trigger
✆
SMS · 7-day quote follow-up · J. Patel
Hi J — following up on your quote from last week. Any questions?
Apr 30, 2026 · autopilot cron
Pre-project briefing — D. Whitfield
We will need access 8–5pm daily. Please have items removed from build areas...
Apr 18, 2026 · staff
◇
Meeting note · K. Morgan material selection
Selected: option A finish, premium hardware set, surface tier 2. Tear sheets generated.
Apr 25, 2026 · autopilot transcribed
Active email templates
Quote delivery + process
trigger: quote sent · includes 6-step process
Pre-project briefing
trigger: 1 week before project start
Material checklist
trigger: material selection stage
Quote expiry · 7d + 1d
trigger: autopilot cron
Projects
In flight
7
3 on track · 3 at risk · 1 blocked
Hours this week
214
▲ 8% vs. plan
Avg cycle time
42d
▼ 6d vs. last quarter
On-time delivery
91%
target 90%
Active projects · timeline
Project / lead
Apr — May — Jun timeline
Budget
Health
K. Morgan build
PM · J. Reyes
62%
$24,800
On track
D. Whitfield build
PM · S. Lee
80%
$41,500
On track
Northgate design pkg
PM · M. Khan
50%
$7,500
At risk
H. Murray delivery
PM · J. Reyes
93%
$19,200
On track
Atlas Build prep
PM · unassigned
10%
$18,400
Blocked
Milestones this week · autopilot tracked
K. Morgan · final measurements due Friday
2d
H. Murray · delivery scheduled May 2
4d
D. Whitfield · client walkthrough Monday
5d
Atlas · waiting on signed contract (5d)
overdue
Capacity · this month
J. Reyes — PM36 / 40 hrs
S. Lee — PM28 / 40 hrs
M. Khan — Designer42 / 40 hrs
R. Adler — Build lead22 / 40 hrs
Project detail · K. Morgan build
Contract value $24,800 · 4 milestones · auto-invoice on milestone close
Tasks · 12 of 19 complete
M1 · Design sign-off — closed Apr 14
Site measure complete
M. Khan · Apr 4
Drawings v2 approved by client
M. Khan · Apr 11
Contract counter-signed
J. Reyes · Apr 14
⇶ Auto-invoice INV-039 · $7,440 · paid Apr 16
M2 · Materials ordered — closed Apr 24
Supplier Alpha PO sent
auto · Apr 17
Hardware order confirmed
auto · Apr 20
Materials received & inspected
R. Adler · Apr 24
⇶ Auto-invoice INV-041 · $9,920 · paid Apr 28
M3 · Build complete — in progress
Carcase assembled
R. Adler · May 2
Doors & drawer fronts
R. Adler · May 7
Hardware install & finishing
R. Adler · due May 14
QC photos sent to client
auto · pending
⇶ Will auto-invoice INV-044 · $4,960 on milestone close
Armed
M4 · Delivery & install — queued
Schedule install with client
J. Reyes · May 16
On-site install & punch list
R. Adler · May 21
Client sign-off
J. Reyes · May 22
⇶ Final invoice INV-045 · $2,480 · armed on sign-off
Auto-invoice rules
TriggerActive
When all tasks in milestone closed → generate invoice for milestone %, attach photos, send via email
Schedule
M1 30% · M2 40% · M3 20% · M4 10%
Follow-up
+5d reminder · +12d second notice · +21d escalate to PM
Payment method
ACH preferred · card +2.9% pass-through
Milestone progress
M1 Design100% · paid
M2 Materials100% · paid
M3 Build75% · armed
M4 Install0% · queued
Accounting
Revenue MTD
$84.3k
▲ 18% MoM
Outstanding AR
$57.4k
3 overdue · longest 12d
Expenses
$31.8k
62% materials · 28% labour
Cash on hand
$108k
▲ 4.2 mo runway
Profit & Loss · April 2026
accrual basis · auto-reconciled nightly
This mo
Last mo
Δ
Revenue
Build contracts
$64,200
$52,800
▲ 21%
Design packages
$14,500
$11,200
▲ 29%
Service & callbacks
$5,600
$7,400
▼ 24%
Total revenue
$84,300
$71,400
▲ 18%
COGS
Materials
$19,720
$16,400
▲ 20%
Direct labour
$8,890
$7,650
▲ 16%
Gross profit
$55,690
$47,350
▲ 18%
Gross margin 66.1% · prior 66.3%
Operating expenses
Salaries & overhead
$2,840
$2,840
—
Software & tools
$352
$284
▲ 24%
Net income
$52,498
$44,226
▲ 19%
Cash flow · 8 weeks
W12W14W16W18W20now
Net 30d (proj.)
+$42,600
Net 60d (proj.)
+$71,200
Expense mix · April
Materials62% · $19,720
Direct labour28% · $8,890
Salaries / overhead9% · $2,840
Software & misc.1% · $352
Auto-invoicing · last 30 days
Triggered
14
on milestone close
Avg. time to send
4m
prev. 2.4d manual
Avg. days to pay
9.2
prev. 21d
Active rules
Milestone close → invoice
All build projects · 30/40/20/10 schedule
Active
Quote accepted → deposit invoice
30% deposit auto-sent within 5min of signature
Active
Time entry → service invoice
Callback & T&M jobs billed weekly
Active
Overdue → escalation cadence
+5d nudge · +12d notice · +21d PM hand-off
Active
Financial statements
Profit & Loss
period: april 2026 · accrual
Balance Sheet
as of apr 30, 2026
Cash Flow Statement
period: april 2026 · indirect
A/R Aging
as of may 11, 2026
Job Costing Report
project-level P&L
Tax Summary
ytd · cpa-ready package
Last close: apr 30 · auto-reconciled · 0 exceptions
Recent expenses · auto-categorized
Supplier Alpha — panel stock
Materials · Build
$3,420
May 8
Paid
Supplier Delta — premium veneer
Materials · Build
$1,840
May 7
Paid
Cloud infra — workspace
Software · Overhead
$284
May 5
Paid
Contractor — R. Adler hours
Labour · Build
$2,160
May 3
Paid
People
Headcount
9
6 FT · 2 PT · 1 contractor
Utilization
82%
▲ 6pt vs. last mo
Open roles
2
Designer · Apprentice
Time off · this wk
14h
2 PTO · 1 sick
Team
JR
J. Reyes
PM lead · joined Jan 2024
36h
3 projects
Active
MK
M. Khan
Senior designer · joined Aug 2023
42h
over capacity
Stretched
SL
S. Lee
PM · joined Mar 2025
28h
2 projects
Active
RA
R. Adler
Build lead · contractor
22h
1 project
Available
TW
T. Watanabe
Apprentice · joined Feb 2026
32h
in training
Active
Hiring pipeline · autopilot screened
P. Sandoval — Designer · interview scheduled Thu
stage 3
N. Okafor — Designer · take-home review pending
stage 2
D. Lin — Apprentice · reference check passed
stage 4
14 applicants — Designer role · AI-ranked, top 5 surfaced
auto
Onboarding queued — start checklist auto-runs on offer accept
rule
Time off · next 30 days
Person
Dates
Type
Status
J. Reyes
May 18 — May 22
PTO
Approved
S. Lee
May 26 (1d)
Personal
Pending
T. Watanabe
Jun 3 — Jun 7
PTO
Approved
Lead · hot · score 94
Quote value
$41,500
drafted 14h ago
Realised margin
64%
target 30%
Close probability
72%
based on past wins
Lead score
94/100
referral · warm intro
Autopilot · what it did
Parsed RFQ from email + attached PDF — extracted scope, room dimensions, finish preferences.
14h
Priced against live supplier feeds — cross-checked 4 vendors, selected Alpha + Delta blend.
14h
Drafted 3 quote options (standard / premium / premium + finish upgrade). Awaiting your approval.
2m
Scheduled: 7-day quote follow-up cadence (queued · disarms on customer reply).
queued
Recommended quote · option 2
Carcase & doors$18,200
Hardware · soft-close premium$4,180
Premium veneer finish$6,340
Install & finishing$8,900
Delivery + site protect$1,200
Tax (estimated)$2,680
Total $41,500
If you approve, autopilot will
01
Send PDF + e-sign link
02
Create deal in CRM
03
Schedule 7-day follow-up
04
Auto-invoice 30% on signature
K. Morgan build · in production
Contract
$24,800
4 milestones
Invoiced
$17,360
70% · 2 paid
Margin to date
38%
target 30%
Install date
May 21
on schedule
Milestones · auto-invoice on close
M1 · Design sign-offclosed apr 14
Site measure complete
M. Khan · Apr 4
Drawings v2 approved by client
Apr 11
Contract counter-signed
Apr 14
M2 · Materials orderedclosed apr 24
Supplier Alpha PO sent
auto · Apr 17
Hardware order confirmed
Apr 20
Materials received & inspected
R. Adler · Apr 24
M3 · Build completein progress
Carcase assembled
May 2
Doors & drawer fronts
May 7
Hardware install & finishing
due May 14
QC photos sent to client
auto · pending
⇶ Will auto-invoice INV-044 · $4,960 on milestone close Armed
M4 · Delivery & installqueued
Schedule install with client
J. Reyes · May 16
On-site install & punch list
R. Adler · May 21
Client sign-off
May 22
⇶ Final invoice INV-045 · $2,480 · armed on sign-off
Auto-invoice schedule
M1 Design100% · paid
M2 Materials100% · paid
M3 Build75% · armed
M4 Install0% · queued
Rules · this project
TriggerAll tasks closed →
generate invoice
Schedule30/40/20/10
Follow-up+5d · +12d · +21d
PaymentACH · card +2.9%
Team
JR
J. Reyes
PM
MK
M. Khan
Designer
RA
R. Adler
Build lead
Customer
Lifetime value
$24,800
1 project · 0 complete
Stage
Job active
M3 · in production
Last contact
2d
via autopilot
Health score
A
payment on time · responsive
Communications · timeline
Quote sent — 3 material options
Attached is the rough quote for your build. This is subject to change once final materials are confirmed.
Apr 23 · autopilot
✆
SMS · quote-sent notification
Hi — your quote is in your inbox. Let us know if you have any questions.
Apr 23 · autopilot
◇
On-site consultation complete
Measured: 14.2 lft uppers, 18.6 lft lowers. Door options discussed: Standard, Premium-A, Premium-B.
Apr 20 · staff
☎
Inbound call · initial inquiry
AI summary: customer inquiring about cabinet replacement. Interested in wood door options. Budget flexible.
Apr 18 · autopilot transcribed
Identity
TypeHomeowner
RegionRegion A
SourceWeb form · referral
First touchApr 18, 2026
Autopilot rules
7-day quote follow-upArmed
Milestone update cadenceActive
Review request on completionQueued
—
QUEUE · ITEM

—

—
● Autopilot recommendation
—
What autopilot did
Suggested actions
Key numbers
Context
Related