Pipeline6 packages · $12.2M · waiver-matched 100%
Proposal out — $2.63M
Seagrove Apartments$1,714,300 · trim, 240 units
Kestrel Commerce Park$912,400 · storefront, 5 bldgs
Negotiating — $3.97M
Solara Flats$2,118,600 · trim
Wrenwood$1,846,900 · trim
Signed-ready — $5.65M
Marisol Landing$3,212,700 coverage gate armed
Cypress Bend$2,438,200 binder before PO
Sales boardQuarter to date · quota attainment by rep
| Rep | Open value | Signed QTD | Attainment | Next action |
| D. Alvarez | $5,331,300 | $3,212,700 |
| Seagrove — GC walkthrough Thu |
| K. Brooks | $3,965,500 | $2,438,200 |
| Wrenwood — counter on labor line |
| S. Nguyen | $912,400 | $0 |
| Kestrel — resend proposal, expires in 9 days |
Attainment is signed contract value against quota — pipeline never counts until paper does.
New projectIntake — the questions that price the package correctly
Intake answers gate downstream automatically: wrap status adjusts the insurance bundle, financing answers trigger prevailing-wage handling, billing preference shapes the pay-application exhibit.
ProposalsEvery open, tracked to the minute
| Package | Ver. | Status | Engagement | Expires |
| Seagrove Apartments | v3 | Viewed | Opened 4× · 11 min on payment schedule | 21 days |
| Kestrel Commerce Park | v2 | Sent | Not yet opened · nudge queued day 5 | 9 days |
| Solara Flats | v4 | Redlined | Labor line countered · reprice drafted | 14 days |
| Marisol Landing | v5 | Signed | E-sign complete · coverage gate armed | — |
| Cypress Bend | v2 | Signed | Binder requested from producer | — |
Eleven minutes on the payment schedule means the CFO is reading — the follow-up call knows what to talk about.
Sourcing & intelWhere the next package comes from
| Signal | Source | Fit | Action |
| 312-unit garden permit filed — Pasco Co. | Permit feed | High — trim + doors | Route to D. Alvarez · GC identified |
| Regional GC awarded 2 podium projects | News monitor | High | Intro sequence running · step 2 of 4 |
| Office-to-resi conversion, 5 floors | Plan room | Medium — interior only | Takeoff teaser drafted |
| Storefront replacement RFP — retail REIT | Bid board | Medium | Needs licensed-holder pairing |
Every signal lands scored against the trades and territories your network can actually serve — and routes like a lead, because it is one.
CustomersOne graph — builders, suppliers, installers, producers
| Company | Role | Projects | Relationship | Last touch |
| Harbor Peak Builders | GC | 3 |
| Yesterday — draw funded |
| Gulfline Building Supply | Supplier | 4 |
| Today — EDI 856 received |
| Meridian Install Co. | Installer | 3 |
| 2 days — milestone verified |
| Coastal Risk Partners | Producer | 6 |
| Today — binder issued |
Relationship health scores from behavior — payment speed, verification response time, redline friction — not from a rep's gut.
TakeoffsThe queue that feeds everything · powered by takeoff.guru
| Plan set | Scopes | Stage | SLA |
| Seagrove A2.1 permit set | Doors · trim · shelving | Locked — co-signed | ✓ 31h |
| Pasco garden — schematic | Doors · trim | Supplier co-sign pending | 14h left |
| Retail REIT storefront | Storefront · entrances | Extraction running | 6h in |
| Office conversion L2–L6 | Interior full | QC review | 22h left |
A takeoff isn't done when the count finishes — it's done when someone signs it. Locked means the platform owns the quantities and the supplier owns the fit.
Sales dashboardInsight workspace · quarter to date
$12.2Mpipeline value
$5.65Msigned QTD
3.1 daysmedian plans → proposal
46%proposal → signed
Bid turnaround, weeks (days)
Win rate by scope
| Interior doors & trim |
| 58% |
| Storefront & entrances |
| 41% |
| Shelving & bath |
| 63% |
Executive dashboardInsight workspace · the numbers that price the company
$12.2MGMV on platform
$298Kfee revenue booked
100%payments waiver-matched
0draws blocked by lapsed COIs
| Health line | Reading | Trend |
| Premium performance vs quote | Loss-free book · renewal case building | Improving |
| Project-account attach (payments) | 2 of 6 packages elected | Ramping |
| AR aging — builder side | 96% current · oldest 12 days | Healthy |
| Licensed vs preempted lane mix | 71% / 29% of GMV | Tracking |
ReportsScheduled, sent, and audit-ready
| Report | Audience | Cadence | Last run |
| Weekly pipeline & forecast | Leadership | Mon 7:00a | ✓ |
| Fee revenue & remittance status | Finance | 1st of month | ✓ |
| Draw cycle time by builder | Ops | Weekly | ✓ |
| COI & license expirations, 60-day | Compliance | Weekly | ✓ |
| Verified loss-run package | Producer | Quarterly | ✓ |
| Waiver ledger export | Builder / lender | On demand | ✓ |
The quarterly loss-run package to the producer is the report that lowers next year's premium — reporting as a margin lever, not a chore.
Teams & designationsAdmin workspace · a designation is permissions plus clocks
| Designation | Members | Can act on | Dual control | Clock profile |
| Sales rep | 3 | Pipeline, proposals, intake | — | Follow-up · expiry clocks |
| Estimator | 2 | Takeoffs, QC, revision diffs | — | Extraction · QC clocks |
| Verifier | 2 | Delivery & milestone verification | Yes — second sign-off | Verification clocks |
| Finance admin | 2 | Invoice issue, remittance, releases | Yes — two to release | Payment · certification clocks |
| Compliance | 1 | Licenses, COIs, waiver ledger | — | Expiry · notice clocks |
A designation isn't a job title — it's a bundle of permissions, dual-control rules, and the shot clocks that come with the seat. Change the designation and the person inherits the discipline.
Integrations & syncAdmin workspace · feed health gates automation
| Connection | Direction | Last sync | Health |
| takeoff.guru — extraction engine | Inbound | 4 min | Healthy |
| EDI VAN — 832 / 846 / 850 / 855 / 856 / 810 | Both | 12 min | Healthy |
| JobTread — milestones & schedule | Both | 31 min | Healthy |
| E-signature envelopes | Both | 1 hr | Healthy |
| ACH rails — settlement webhooks | Inbound | 2 min | Healthy |
| Supplier catalog — regional pricing | Inbound | 26 hr | Stale — quotes paused |
A stale feed pauses the automations that depend on it — a quote never prices off yesterday's catalog, and a waiver never auto-executes off an unconfirmed settlement. Sync health is a gate, not a dashboard decoration.
Settings — shot clocksAdmin workspace · every role is on the clock
| Clock | Role on the clock | Duration | On expiry |
| Takeoff QC after extraction | Estimator | 48 h | Reassign to backup estimator |
| Supplier co-sign on the takeoff | Supplier | 24 h | Escalate to rep + supplier admin |
| Proposal unopened | Sales rep | 5 days | Nudge sequence starts |
| Delivery verification after ASN | Verifier | 24 h | Second verifier pulled in |
| Application certification | Principal | 7 days 🔒 | Contractual — flagged to all parties |
| Installer payment after builder receipt | Principal / Finance | 10 days 🔒 | Statutory prompt-payment alert |
| Delivery offload notice | Logistics | 48 h 🔒 | Per contract — GC fork-truck notice |
| COI / license renewal window | Compliance | 60 days | Producer notified · lapse blocks draws |
| Replacement installer on default | Platform | 5 bus. days 🔒 | Bench mobilizes per contract |
Tunable clocks are the admin's to set per role and per project. Locked clocks 🔒 are set by the contract or the statute — the platform displays them, enforces them, and won't let an admin quietly loosen them. Deadlines are first-class objects here: every gate in the system has a clock, every clock has an owner, and every expiry has a next action.