Owner Dashboard

February 4, 2026
Layout:
14
Active Jobs
2
Jobs At Risk
$87,450
This Month Revenue
32%
Gross Margin
340
Labor Hours (Week)
9
New Leads (7 days)

Operations Today

Thompson Roof Replacement
1847 Oak Lane, Springfield
MJ
TS
Crew A
7:00 AM
In Progress On Time
Garcia Kitchen Remodel
502 Maple Dr, Riverside
DW
KL
Crew B
8:30 AM
Scheduled
Wilson Bathroom Reno
789 Pine Street, Lakewood
RB
Crew C
9:00 AM
At Risk Margin 18%

Crew Performance

This Week
A
Crew A
Lead: Mike Johnson
Excellent
On-time Start 95%
Hours vs Est. 98%
Checklist 100%
B
Crew B
Lead: Dave Wilson
Good
On-time Start 82%
Hours vs Est. 112%
Checklist 90%
C
Crew C
Lead: Rob Brown
Needs Review
On-time Start 65%
Hours vs Est. 128%
Checklist 75%

Lead Pipeline & Quick Estimate

Lead Pipeline

View All
New
12
Contacted
8
Estimate Sent
5
Approved
3
Scheduled
2

Quick Estimate

Estimated Range $12,960 - $15,840

Job Profitability

Job Name Est. Labor Actual Labor Materials Contract Price Profit Margin
Thompson Roof $3,200 $3,100 $4,500 $12,500 $4,900 39%
Garcia Kitchen $5,500 $5,200 $8,200 $18,000 $4,600 26%
Wilson Bathroom $2,800 $3,600 $3,100 $8,500 $1,800 18%
Parker Deck $1,800 $1,650 $2,200 $6,500 $2,650 41%
Chen Siding $4,200 $4,100 $6,800 $15,000 $4,100 27%

Revenue Trend

Last 6 Months
$62K Sep
$71K Oct
$58K Nov
$85K Dec
$92K Jan
$87K Feb

Communication & Accountability

Recent Messages

0 new
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Action Required

0 urgent
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Your Tasks

0 overdue
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AI Customer Assistant

✓ Active - Responding to customers Answered 12 questions today • 2 escalated for review
✓
"How long does a roof replacement take?"
Typically 2-3 days for standard residential roofs. I've sent you our detailed timeline!
✓
"What should I do before the crew arrives?"
Clear driveway space, move vehicles, and secure outdoor items. Our preparation guide has been sent!
!
"Can you give me a discount on the estimate?"
Escalated to owner for pricing decision
Knowledge Base
Topics Trained 142
Response Accuracy 94%
Last updated: 3 days ago

Recent Project Media

Johnson Roof
2 days ago
Martinez Kitchen
3 days ago
Chen Bathroom
4 days ago
Williams Repair
5 days ago
Thompson Deck
6 days ago
Anderson Siding
1 week ago

Alerts

4
Wilson job margin below 25%
2 hours ago
Crew C late to start - Wilson job
3 hours ago
New lead not contacted - 18 min
18 minutes ago
AI escalated: Pricing question
1 hour ago

Pipeline

View CRM
New Leads 5
Inspection Scheduled 3
Estimate Sent 4
Approved 2
Total Pipeline Value $127,500

Your Tasks

3 open
Call Thompson about schedule change
Due: Yesterday
Review Garcia final walkthrough
Due: Today
Send estimate to new lead
Due: Tomorrow

Activity

Mike J. clocked in at Thompson job
7:02 AM
3 photos uploaded - Thompson
8:45 AM
New lead: Sarah Mitchell (Roofing)
10:15 AM