Dashboard
Live overview — all data auto-updates
📋 Viewing:
All Jobs — Company Overview
Company Overview
✕ Back to Company View
Layout: Flujo de Caja Layout: Control Fiscal Layout: Command Center
Quick Actions
Master POs & Purchase Orders
Quick navigation
→ Job Log Start here · guided workflow creates MAST PO + sub-POs automatically
→ Master POs Group sub-POs under one assembly · standalone or job-linked
→ Purchase Orders Individual POs · assign to Master PO · 7% FL tax · print
→ Invoices & Payments Track collections · balance due · generate from job
→ Quotes & Proposals Outbound client quotes · labor rate selector · converts to Job
Job Log
Start here — guided workflow links jobs to Master POs, sub-POs, and invoices
🖨 Job Report
💰 Full P&L
⚡ New Job + Requirements
+ New Job
All statuses Quoted Scheduled In Progress Complete Invoiced Closed
Job # Date Client Scope Service Status Quoted Revenue Profit Master POs Actions
Purchase Orders
Individual POs — assign to a Master PO or link directly to a job
🖨 PO Report
✓ Mark Paid
+ New PO
All statuses Open Received Pending Payment Paid Cancelled All groups Has Master PO Standalone
Invoices & Payments
Track collections · generate invoice from job · balance due auto-calculates
🖨 Invoice Report
Show Overdue
✓ Mark Paid
+ New Invoice
All statuses Draft Sent Partial Paid Overdue Disputed
Quotes & Proposals
Outbound quotes to clients — standalone or assignable to Job → Master PO
🖨 Quote Report
+ New Quote
All statuses Draft Sent Accepted Declined Expired
Quote # Date Expires Client Description Service Type Status Labor Parts Total Job Ref Actions
RFQs
Requests for Quotation — sent to vendors & clients for pricing
+ New RFQ
All statuses Draft Sent Responded Converted to PO Converted to Job Converted to Invoice Cancelled
RFQ # Date Response By Recipient Description
Job Ref PO Ref Quote Ref Items Target Total Status Actions
Clients & Vendors
Directory — live PO and Job counts
+ Add Contact
All types Client Vendor OEM Subcontractor Government
Organization Type Contact Email Phone Active POs Active Jobs Notes Actions
Vendor Quotes
Quotes received from vendors / suppliers
All Statuses
Pending Received Under Review Accepted Rejected Converted
+ New Vendor Quote
VQ # RFQ Ref Vendor Description
Date Valid Until Total Job Ref Status
Owner Finance
Tax reserve · Owner draws · Quarterly payments
💳 Cards
🏦 Accounts
🖨 Tax Report
+ Record Draw
✓ Record Tax Payment
📋 Viewing:
All Jobs — Company Overview
Company Overview
✕ All Jobs
📅 Quarterly Estimated Tax Payments + Add Payment
Quarter Due Date Amount Paid Date Paid Method Confirmation # Notes Actions
💸 Owner Draws + Add Draw
Date Amount Method Notes Actions
🏦 Member Loans (Owner → LLC) + New Loan 🖨 Loan Statement
Date Loan # Amount Purpose Balance Due Status Actions
🏦 Cash / Bank Movements + Manual Adjustment 🖨 Account Statement
Date Concept Account Origin In Out Balance Action
Expenses / Deductions
Operating costs · feeds the deduction in Owner Finance
🖨 Print Summary + Add Expense
# Date Category Vendor Description Receipt Paid by Amount Actions
Mileage Log
IRS standard mileage method · feeds the vehicle deduction in Owner Finance
Mile IQ 🖨 Print IRS Log
+ Log Trip
Tax Year
IRS Rate ($/mi)
Owner Finance Sync Automatic Manual
Automatic: business miles flow from this log into Owner Finance. Manual: you set the miles yourself in Owner Finance and the log will not overwrite it.
Annual Odometer (for IRS — reading on Jan 1 and Dec 31)
Vehicle Year / Make / Model Plate Placed in Service Actions
My Locations (home & offices — used as trip origins)
+ Add Location
# Date Vehicle Origin Destination Purpose Job Ref Type Miles Actions
GR / DR
Goods Receipt & Delivery Receipt
+ New Document
All
📥 Intake (GR)
📦 Delivery (DR)
Test Reports
Electronic & Mechanical Component Testing
🔧 Tool Log
+ New Test Report