Keep an eye on the pipeline
See where inquiries and estimates stand so the team can identify the next action and follow work through its stages.
Review jobs, estimate values and operational records in the same workspace your team uses every day.
Access depends on your company’s plan and enabled add-ons. View plans & add-ons.
AvailableSee where inquiries and estimates stand so the team can identify the next action and follow work through its stages.
Use job reports and CSV exports for operational review and your own analysis outside the workspace.
The finance overview summarizes estimate values. Quoted work is kept distinct from the collected revenue and actual margin reporting planned for later.
Invoicing, payment collection, accounting synchronization and actual job costing are planned; estimate totals are not collected revenue.
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