Live KPI Dashboards & Workflows

Experience how every part of the platform connects in real time. Our live KPI dashboards and workflows bring your data, teams, and processes together, so you can visualize performance, track progress, and make decisions instantly.

Sales Payments Leaderboard

Motivate your sales team with a real-time leaderboard that tracks every deal, payment, and performance metric.
Instantly see who’s leading, who’s improving, and where new opportunities lie.

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Revenue Overview & Analytics

Your business at a glance.
This dashboard aggregates all revenue streams, supplements, bids, materials, and more, into one unified view.

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Direct Material Ordering

See how easy procurement can be.
From takeoff to order placement, the Direct Material Ordering dashboard shows every quote, approval, and delivery status in one place.

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SOP Chatbot (RBAC)

Watch your processes come alive with an AI-powered chatbot that gives instant, role-based answers. Whether it’s a sales rep, project manager, or admin, everyone gets the right info, right when they need it.

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Invoice & Bid Generator

From field measurements to finalized estimates, everything happens in one streamlined workflow.
The dashboard shows real-time bid creation, cost adjustments, and contractor network insights.

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Referral Tracking

Turn satisfied customers into a consistent growth channel.
The Referral Tracking dashboard automates your entire referral process, from capture to payout.

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Turn busywork into booked jobs.

Launch your AI assistant, build estimates in minutes, and keep every job on track, without adding headcount.