Contractor Dashboard

Needs Attention

Active Jobs

Recent Purchase Orders

Site Walkthrough

Create New Job

Client

Contact same as Client?

Contact Name Address Project Name Date Status Estimated Labour

Job ID auto-generated: YYMM-### (e.g. 2602-001)

All Jobs

New Purchase Order

Recent POs

Company Name Your Name Icon

Company Logo (optional)

No logo

Upload

Square image recommended, 200×200px or larger. PNG, JPG, SVG, or WebP.

Brand Color

Calendar

Auto-schedule on Proceed

Automatically create a calendar event when a job moves to Proceed status

Walkthrough prompt on Lead

Prompt to schedule a 1-hour site walkthrough when a new lead is submitted

Business Hours

Start Time

End Time

Job Defaults

Default Status for New Jobs Default Labour Hours

Notifications

Email on status change

Send an email notification when a job status changes (coming soon)

Weekly summary email

Receive a weekly digest of active jobs and pending POs (coming soon)

Display

Default Dashboard View

Invite Employees

Generate a code and share it with your employees so they can join your dashboard.

Your Team

No employees yet

Employee Portal Link

Share this URL with your employees:

Download Template

Download the import template, fill in your jobs, then upload it below.

Upload Jobs

Drag & drop your file here

Browse Files

.xlsx or .csv files accepted

file.xlsx

Signed In As

Google —

Danger Zone

Needs Attention

Active Jobs

Recent Purchase Orders

Site Walkthrough

Create New Job

All Jobs

New Purchase Order

Recent POs

Created!

Add to Calendar?

Needs Attention

Active Jobs

Recent Purchase Orders

Site Walkthrough

Create New Job

All Jobs

New Purchase Order

Recent POs

Job

Edit Job

Settings

Import Complete

Delete Account

Delete Job

Created!

Add to Calendar?