Client Dashboard Demo
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Summit Roofing & Construction
LIVE DEMO
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Command Center
Summit Roofing & Construction — San Antonio, TX ·
Today's Schedule Calendar →
Needs Attention
Crew On the Job Roster →
Recent Leads View all →
Launch Checklist
Track your go-live milestones
4 of 5 complete
Staffing
Roles, status, and hiring pipeline
Role Status
Employee Roster
Current crew — roles, pay, and the jobs they're working
All Field Crew Office On a Job On Leave
Name / Role Type Pay Start Assignment Status
Quote Requests
Inbound leads and follow-up pipeline
All New Contacted Quoted Won Lost
Date Contact Scope Location Status
Installers
Crew applications and hiring pipeline
All New Screening Interview Offered Hired
Date Name Role Exp Status
GC Relationships
General contractor contacts and partner status
Company Contact Location Status
Subcontractor Partnerships
Trade partners — rates, insurance status, and the projects they're working
All Preferred Active Inactive Insurance Alerts
Company / Trade Contact Rate / Terms Insurance Projects Status
Suppliers
Materials vendors and supply chain contacts
Company Contact Location Status
Invoices
Create, send, and track invoices
Invoice # Date Bill To Amount Due Status
Accounts Receivable
Outstanding balances and collections
Client Invoice Description Amount Due Status Aging
Accounts Payable
Bills, vendor payments, and subcontractor invoices
Vendor Type Description Amount Due Status PO #

Schedule

Open Quotes
Proposals sent — awaiting client decision
Date Client Scope Location Status
Bids in Progress
Estimates and proposals — track every bid from draft to decision
All Active Drafting Submitted Won Lost
Project / Client Scope Amount Submitted Decision Due Status
Projects
Won jobs — active and in progress
Project Client Location Date Won

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