Pipeline
Move every proposal from Build to Presented to Won. The next action on each card is to schedule the presentation.
Loading pipeline…
Triage
Capture new leads, qualify them, and book walkthroughs. Max 6 walkthroughs a week.
Loading…
Command Center
All active projects, team activity, and what needs attention right now.
⚠ Needs Action
Priorities
Active Jobsites
Loading projects…
Recent Activity
Project Command
Unified per-project dossier for the project selected in the header.
Loading project command…
This Week's Progress
Featured "Latest Update" card. Shown to client on publish.
Work Summary
Curated Weekly Progress card. Review and approve before publishing.
Needs Attention
Open questions and pending decisions in the sidebar.
Priorities
What to do right now, what's on fire, and what can't slip this week.
Priority List
No priorities yet. Add one above.
Flags
No flags. Add one above.
Weekly Non-Negotiables
Coach Suggestions
Loading…
Schedule & Milestones
Upcoming milestones in sidebar and full schedule accordion. Manual only.
Billing
Billing totals and invoice log. All fields manual — no AI assist.
Access Log
Who has opened the portal, and who has opened the public coordination docs.
Timesheets
Review and approve employee hour submissions.
Contractor Invoices
Loading…
Team Tasks
Assign and track tasks across the team.
Proposals
Build and review proposal drafts from walkthrough transcripts. Internal only — nothing sends to clients automatically.
Loading…
Flags — Resolve before approving
Sales
Active pipeline and win/loss scoreboard. Pipeline is always year-independent. Wins and losses filter by selected period.
Service Requests
Requests clients submitted from their portal. Internal — review and close.
Loading…
Field Notes
Technician notes and resolved flags from the field view. Internal only — not visible to clients.
Loading…
Field Photos
Submitted by technicians. Publish to portal or archive.
Loading…
Field Checklists
Paste a markdown checklist. Field techs see published checklists in the field view. Internal-only — never shown to clients or guests.
Checklists for this project
Loading…
Field Photo Gallery
Browse photos at scale. Group by room / phase / checklist / status. Click any thumbnail to open the lightbox. Internal only — clients see nothing unless explicitly approved later.
Loading…
Pay Stubs
Post pay stubs for employees to view in their portal.
Projects
Create and manage client portals.
Live from D-Tools — every project, real status, auto-synced from the connector. A green dot = a client portal exists.
Loading…
“Create in D-Tools” is the source of truth — it queues the opportunity and appears in Projects after the next sync. “Portal only” builds a client portal without a D-Tools record.
People
Manage employees and clients across all projects.
Open any user's portal experience with a visible override banner. All actions are logged under your account.
Give architects, builders, and trades a 4–8 digit PIN to view this project's schedule + open items + share-flagged sections. No username, no account. Each PIN is labelled so the access log knows who looked. PIN is scoped to one project — the same digits won't unlock other projects. They never see billing, materials, internal notes, labor, or photos.
Loading…
Settings
Portal appearance and global preferences.
Theme applies across all surfaces — admin, portal, employee, and editor. Stored per-device via browser storage.
Sets the primary action color across the portal. Brand teal is the default.
Accent changes apply immediately to this session. Reload to persist (stored in localStorage).
Integrated operations, project management, and client portal system.
Surfaces: Admin / Editor / Employee / Client Portal / Guest Access
Architecture: Express.js · JSON data · Draft → Publish workflow
Deployment: Railway (auto-deploy from GitHub)