Same account, same records — the role decides the interface

10:44

Ascend

Announcements

{{ man.body }}

{{ man.by }} · {{ man.when }}

Today's scope

On this job

No open RFIs on this job.

Subject * Question *

Attachments

Camera Photos Files

Uploading…

Information

RFI Manager *

Due date Received from

Responsible contractor Distribution list

Drawing number Spec section

Location RFI stage

Schedule impact Cost impact

Cost code Reference

Loading plans…

No plans on this job yet. The office uploads them under Estimate → Plans.

{{ pl.label }}{{ pl.meta }} Open

Items *

Needed by Urgency

Deliver to Notes

{{ mSheetNote }} The office is alerted the moment you send it.

Requests on this job

{{ mrq.id }} · {{ mrq.title }}{{ mrq.status }}

{{ mHoursTotal }} · the office sees the same entries under Schedule → Time clock.

Loading…

No clock-ins yet. Tap Clock in on a job and it shows here with the time in and out.

{{ hr.day }} · {{ hr.job }}{{ hr.span }} {{ hr.hrs }}

Customer

Name *

Email Phone

Job · {{ mPropLinked }}

Title / description * Scope of work * Price *

Saves a draft on the company account with your branding. Preview, print / PDF and send for signature from Proposals on the desk.

Amount

Speak or type what happened▍

Dictation only — it transcribes, it never interprets. Works with no signal.

People Hours each

Captured unpriced. Pricing and submission stay a deliberate act by someone who can price it.

Current phase

Good morning, Jorge

{{ todayLong }} · Spring Creek, NV · {{ liveLine }}

Announcements

{{ da.body }}

{{ da.by }} · {{ da.when }}

Continue working

same workspace, opened where you left it

Nothing urgent. Anything you or anyone on the account raises from Quick notes lands here — yours to answer, or theirs if you raise it for them.

My Day

Nothing written down for this day yet. Type a line above -- anything still open at the end of the day moves onto tomorrow on its own.

Ascend flagged · {{ todoCount }}

Who's on what · {{ agendaDayShort }}

{{ o.crew }} — {{ o.job }}

{{ o.phase }} · {{ o.hrs }}

Nobody scheduled for this day yet.

Cash flow

All jobs · Aug

Jobs

{{ dashActiveN }} active {{ dashBiddingN }} bidding

Job	Phase	Progress	Next milestone	Contract
{{ dashJob.name }} {{ dashJob.client }}	{{ dashJob.phase }}	{{ dashJob.pct }}	{{ dashJob.next }}	{{ dashJob.value }}	{{ dashJob.tag }}

Today on site

Permits & inspections

Quick notes

Note

Assign to

Date (optional)

For

Marked urgent, it goes to Urgent matters at the top of the sidebar instead of the note list — on your board, or on theirs if you raise it for someone else. Anyone on the company account can raise one for you the same way.

All jobs · {{ dashCalMeta }}

{{ estJobLabel }} {{ estJobMeta }} Preconstruction · this estimate belongs to the opportunity, not to a project

{{ estStepLabel }} · the full workflow lives in Estimate Summary

Plan set Sheet Plan loaded

Bid breakdown · live

Total {{ estBidTotal }}

The breakdown beside the plan, so a traced run's effect on its section is visible as you draw.

Scale calibration

{{ toScale.v }} · {{ toScale.px }}

Point 1 set — click the second point of the same dimension.

Pipe size · for tracing

Pipe routing · for tracing

Applies to new runs. Change an existing run's size or routing from the list below.

Fixture category

Price for: {{ toPriceFor }}

+ Add custom

Bid section · guarantees where it lands

Takeoff items · page 28

Notes for bid breakdown

Takeoff produces quantities and categorized scope. Estimate prices them. The handoff stays a deliberate act.

Drawings on this job · {{ planJobName }}

Upload plans

Uploading…

Open a job created in Ascend to upload its drawings. The crew sees them on their phone under Plans.

No drawings yet. Upload the plan set (PDF, images or DWG) — every sheet becomes viewable and downloadable for the crew on this job.

{{ pd.label }}{{ pd.meta }} View

Plan sets

Set	Contents	Revision	Depends on it	State
{{ p.name }}	{{ p.sheets }}	{{ p.rev }}	{{ p.lines }}	{{ p.state }}

This screen manages sets and revisions. You switch between them inside Takeoff, where the viewer is the workspace — a superseded revision is kept, and any line taken off it is flagged rather than silently changed.

More on this estimate

Each opens as a drawer over the work you are doing and returns you to it. None is a tab, and none is a place to navigate to.

Job {{ job.job }} · {{ jobAddress }} · {{ job.client }}

Delete this job and everything logged on it?

PO{{ job.po }}

Contact{{ job.contactName }}

PM {{ jobPm }} Superintendent {{ jobSuper }} Foreman {{ jobForeman }} Crew

Progress {{ job.pct }}

Next: {{ job.next }}

Scope of work

everyone assigned to this job reads this in Crew View

Project lifecycle

Scope template

Phases are configurable per job. Any phase can be marked not applicable or performed by others — excluded from progress, budget and audit.

Click any phase to load it below — this never leaves the project.

Proposal

{{ jobProp.id }} {{ jobProp.amount }} {{ jobPropStatus }} {{ jobPropRev }} · {{ jobProp.origin }}

Contracted — signed by {{ jobPropSigner }}. Original contract value set, this phase closed automatically, executed proposal archived to Groundwork.

This phase closes on signature, not on sending. Nothing to check off.

Previous revisions

Proposal activity

No proposal on this job yet

Create one and it attaches to this project automatically.

Today's scope {{ phScopeSetBy }}

{{ phCounts.total }} tasks · {{ phCounts.done }} complete · {{ phCounts.blocked }} blocked · {{ phCounts.left }} remaining {{ phCrewLine }}

No tasks assigned for today on this phase.

Needs attention

Budget vs. actual — this phase

Labor — {{ phLabor }}

Phase activity

Job records

Change orders, RFIs and back charges on this job — {{ recTotal }} logged

Sample job — records here are not saved

Nothing logged yet.

{{ r.id }} {{ r.title }}{{ r.on }} · {{ r.detail }} {{ r.status }}

How {{ pbClient }} works

{{ f.value }}

Bids & buyout

Scope	Sub	Due	Amount	vs. estimate	Status
{{ b.scope }}	{{ b.sub }}	{{ b.due }}	{{ b.amount }}	{{ b.delta }}	{{ b.status }}

Projects

{{ projCount }} · {{ projSummary }}

Group by

No projects yet. Create the first one with New project, or push a contract through from the Pipeline.

{{ p.job }} · {{ p.addr }}

{{ p.billed }} billed

Delete this job?

Project	Client	Phase	Progress	Contract	Billed	Margin	Next milestone	Status
{{ p.name }} {{ p.job }} · {{ p.addr }}	{{ p.client }}	{{ p.phase }}	{{ p.pct }}	{{ p.contract }}	{{ p.billed }}	{{ p.margin }}	{{ p.next }}	{{ p.tag }}

Nothing scheduled this day. Tap Schedule work to assign a crew or a person to a job.

Time clock

every clock-in and clock-out from the crew's phones · {{ tcSummary }}

When someone clocks in on Crew View it shows here with the job, the time in, the time out and hours worked.

Employee	Job	Day	In	Out	Hours	Phase	Cost
{{ tr.init }}{{ tr.who }}{{ tr.task }}	{{ tr.job }}	{{ tr.day }}	{{ tr.inAt }}	On the clock{{ tr.outAt }}	{{ tr.hrs }}{{ tr.brk }}	{{ tr.phase }}	{{ tr.cost }}

Proposal & Scope

{{ job.name }} · {{ job.job }} — the company proposal record, filtered to this job

{{ jobPropStatus }} {{ jobPropRev }} · created in {{ jobProp.origin }}

Signs: {{ jobPropContact }}

Amount

Scope & pricing

Total{{ jobProp.amount }}

Dates

Signed & contracted

Signed by {{ jobPropSigner }}

Previous revisions

Activity

No proposal on this job yet

A proposal created in the Estimator, here, or from the field attaches to this project on its own.

Quick proposals and estimator-generated proposals, in one place — shared across the whole company. Preview, print / PDF, send for signature and track every status.

{{ prop.id }} · {{ propTitle }}

Signs: {{ propContact }}

{{ prop.job }} {{ propRevLabel }} Created in {{ prop.origin }}

Amount

Sending…

Status

Sending does not complete the Proposal & Scope lifecycle phase. A valid signature does — it contracts the proposal and advances the job with no one clicking anything.

Scope & pricing

Total{{ prop.amount }}

Client & project

{{ prop.job }} · {{ prop.addr }}

Signed & contracted

Signed by {{ propSigner }} · {{ propSignedOn }}

Contracted on the same event · executed PDF and signature record immutable

Activity

New proposal

Which job is this for? Pick one and Ascend fills in the client, address, contacts, job number and any estimate already on it.

A proposal with no project yet — signing it creates the job.

New proposal · {{ propDraft.name }}

Filled from the job — nothing retyped

Client / GC{{ propDraft.client }}

Job number{{ propDraft.job }}

Address{{ propDraft.addr }}

Branding{{ companyName }}

Client / GC Contact

Job title

Proposal number Client email (for sending)

Scope of work

Template

• {{ i }}

Pricing

Total{{ ppTotal }}

Terms, exclusions, validity and the letterhead come from Settings → Company → Proposal branding. Override them on this proposal only if you need to.

Notes to the client (optional)

Sent. Signing link (also emailed if mail is configured):

Saving…

Ask AscendReads your jobs, crew, schedule and records

Ask about anything on this company — a job, who is where, what is outstanding, hours, what the crew reported. It looks it up rather than guessing, and it will tell you when it finds nothing.

{{ am.content }}

{{ am.content }}

{{ pp.kind }} · draft, not sent

{{ pp.body }}

Looking it up…

It can draft, but it never sends or changes anything on its own.

Permits & Inspections

Loading…

New permit

Job

Type

Permit number

Jurisdiction

It starts as not pulled yet. Everything else — fee, dates, what you are waiting on — goes in from the card.

No jobs to show yet. Every job gets a permit row and its own inspection ladder — pick a job below and add its permit to start one.

{{ j.permitPill }} Blocking work {{ j.attentionLabel }}

Waiting on: {{ j.waitingOn }}

Upload permit

Permit number

Type

Jurisdiction

Fee

Waiting on

Notes

No permit on this job yet.

No inspections set up. Every job runs underground, rough-in and final — extras get added on top.

Scheduled for

Inspector

Waiting on

Notes

Result

Upload report

Correction list

Inbox

Everything the field sent across every job — material requests, changes, back charges, RFIs, issues and end-of-day reports — with their photos and video. Approve, decline, or write back.

Loading the queue…

Nothing waiting on you. When the crew asks for material, raises a change, files a back charge or an RFI, reports an issue or sends an end-of-day report, it lands here with whatever they photographed.

Thread — the crew reads this on their phone

{{ tc.who }} · {{ tc.when }}

{{ tc.body }}

{{ inboxMediaLabel }} · click anywhere to close

Notifications

Everything submitted on the account that you asked to hear about, and the announcements everyone sees. Choose what alerts you in Settings → Alerts.

Alerts

newest first · click one to open the job

Nothing yet. When the crew asks an RFI, raises a change, requests material, uploads photos or plans — or someone is scheduled — it lands here for the people who asked to be alerted.

Announcements

everyone on the account sees these — desk and phone

Pinned

{{ an.body }}

{{ an.by }} · {{ an.when }}

Settings

Who can do what on this account, and how proposals are branded.

Team & permissions

Roles set the defaults · the account holder grants or withholds the rest per person

Desk PM — change orders, RFIs and their answers, proposals, scheduling, approvals

Superintendent — photos, potential changes, RFIs, scheduling

Foreman — photos, potential changes, RFIs

Field — photos and field notes

Alerts

What lands on your bell and in Notifications · each person sets their own

Alert me on everything

Every submission on the account — RFIs, changes, material requests, photos, plans, schedule changes, announcements, daily reports.

Alert settings need database migration 0019 — run it in Supabase and reload.

The person a schedule entry is for, and the person who asked an RFI that gets answered, are always alerted regardless of these settings.

Company · Proposal branding

Set once. Every proposal, from any of the three entry points, is built with it.

Letterhead

Company logo

Defaults applied to every proposal

Any of these can be overridden on a single proposal without changing the company default.

All projects · {{ finLabel }}

Nothing billed or spent in this period.

Project	Billed	Labor	Material & subs	Cost	Gross
{{ r.name }} {{ r.num }} · {{ r.phase }}	{{ r.billed }}	{{ r.labor }}	{{ r.other }}	{{ r.cost }}	{{ r.gross }} {{ r.pct }}

Billing comes from the invoices, labor from the clock, material and subs from the cost rows — all dated, so every period is the same query over a different range. Each project's own Financials is this filtered to one job.

Change orders submitted to you

{{ subReviewCount }} awaiting review

{{ q.id }} {{ q.desc }} {{ q.from }} · {{ q.job }} · {{ q.on }} {{ q.amount }} Reject Approve

A subcontractor with access to a job can submit a change order against it. Approving one adds it to that project's committed cost — it never touches your contract with the client, which only your own outbound change orders move.

{{ b.sub }} · {{ b.count }}

Billed by week

All jobs · last five weeks

Invoices

Invoice	Job	Date	Amount	Status
{{ i.num }}	{{ i.job }} {{ i.client }}	{{ i.date }} {{ i.rel }}	{{ i.amount }}	{{ i.status }}

Team

Roster · schedule · job assignments · labor cost

{{ clashLine }} — the same person is booked on two jobs at overlapping times. Review

{{ e.role }} · {{ e.rateLabel }}

Worker

Click to schedule

{{ b.time }} · {{ b.label }}

{{ b.early }}, before this view

{{ b.late }}, past this view

Shown 6 AM to 8 PM. A shift outside that window is clamped to the edge and says so, rather than shrinking to an unreadable sliver.

Alerts to the crew

Raised by the change itself

{{ a.verb }} · {{ a.who }} {{ a.detail }} {{ a.at }} {{ a.state }}

Notifications

Per person

Turning someone off suppresses delivery, not the record — the alert still exists and they see it when they next open Ascend. Cancellations and next-morning changes always push regardless.

What they see

Nothing scheduled for {{ crewPeekName }}.

{{ r.when }} · {{ r.time }}

{{ r.job }} · {{ r.phase }}

{{ r.addr }} · {{ r.task }}

This is the crew's own schedule on their phone — the same assignment records, filtered to them. Nothing is copied anywhere.

Assignments carry a project and a phase, so scheduling a crew here is the same record Daily Scope and the crew's phone read. Dates are built locally — the day never rolls over early in the evening.

Roster

Pay rates are visible to owners and admins only

Employee	Role	Rate	On	Hours this week	Labor cost	Status
{{ e.init }} {{ e.name }} {{ e.certLine }}	{{ e.role }}	{{ e.rateLabel }} {{ e.rateSince }}	{{ e.onJob }} {{ e.onJobSub }}	{{ e.hrsLabel }}	{{ e.cost }}	{{ e.status }}

Labor cost by job

Job	Phase	Crew	Hours	Cost	Against allowance
{{ l.job }}	{{ l.phase }}	{{ l.crew }}	{{ l.hrs }}	{{ l.cost }}	{{ l.pct }} {{ l.budget }}

Clock entries carry a project and a phase, so approved hours × the rate in force on that date become labor cost in that phase's Financials. A raise never rewrites a closed month.

Suppliers

Price lists on file, and plan sets matched against them

Quotes received

{{ quoteCount }} · {{ committedLine }}

Quote	Supplier	Project	Total	Received	Status
{{ q.id }} {{ q.docSub }}	{{ q.sup }}	{{ q.job }} {{ q.phase }}	{{ q.totalLabel }}	{{ q.on }}	{{ q.status }}

A quote belongs to a project, not to a supplier folder — clicking one opens that job's Groundwork, where the PDF is filed under 12 Supplier Contracts.

Supplier	Trade	Rep	Price items	Updated	Terms	Quotes
{{ s.name }}	{{ s.trade }}	{{ s.rep }}	{{ s.items }}	{{ s.updated }}	{{ s.terms }}	{{ s.quotes }} {{ s.quoteSub }}

Quote from plans · Ferguson · 4440 Bonnie Loch Ct

Read from P2.1 & P3.1 · 6 lines extracted

{{ supReviewLine }}

A match below 85% confidence is not counted in the total. Confirm it, correct it, or price it by hand — the quote cannot be sent while anything is unresolved.

From the plans	Qty	Matched to	Confidence	Unit price	Line total	State
{{ l.desc }} {{ l.src }}	{{ l.qtyLabel }}	{{ l.matchLabel }}	{{ l.confLabel }}	{{ l.priceLabel }}	{{ l.total }}	{{ l.state }}

Priced so far {{ supQuoteTotal }}

Quantities come from the plan set, not from a default of one — a quote without takeoff quantities cannot be sent to anybody. Accepting this quote writes the priced lines into the project's estimate against the same assemblies.

New opportunity

Reference {{ noRef }} · starts as a Lead. Move it along the board as the bid, proposal and contract come in; an executed contract becomes a project.

Opportunity name

Client / GC Location

Trade / scope Estimated value (optional)

Bid due (optional) Next step

Contact

Name

Email Phone

New project

Job number {{ npJob }} · next in sequence. The project opens in Estimating; start the takeoff from its overview.

Project name

Street address City, state

Builder / GC Customer

Contract value (optional) PO number (optional)

Primary contact

Name

Email Phone

Proposals and change orders on this job go to this contact.

Upload a supplier quote

Drop the quote PDF

Or photograph a printed quote from the field

Which job is this quote for?

The quote is attached by project id, so renaming the job later never orphans it.

Supplier Phase

Quote total Valid until

Quote or reference number Notes

Line items

Enter them by hand, or let Ascend read the PDF and match each line against this supplier's price list. Extracted lines always show a confidence score and a quantity from the document — nothing is priced at a quantity of one.

Read the PDF Enter by hand Total only, no lines

Saving this puts it on {{ quotePickedName }}

Saving for review files the document and the record but leaves committed cost alone. Accepting commits the money.

Groundwork

{{ job.name }} · {{ auditFileLine }}

Audit readiness

The checklist reads the folders. There is no separate box to tick — a document in Permits is what satisfies the permit requirement, so the badge can never disagree with what is actually on file.

The job template · {{ folderCount }} folders

Drop a file on a folder, or open one to add a document

Drop photos here, or they arrive from the field

Tag the phase and what it shows — that is what makes it findable a year from now

{{ p.by }} · {{ p.when }}

{{ d.name }} {{ d.who }} {{ d.when }} · {{ d.size }}

Nothing on file yet — drop a document here, or add one below.

The same template on every job, so an auditor asks once and you look in one place. Folders fill themselves — a signed proposal, a change order, a supplier quote, an inspection result and a service work order all file here the moment they exist.

Recent job activity

Nothing filed on this job yet.

{{ a.t }} {{ a.what }} {{ a.who }} · {{ a.src }}

Written by the work itself — clock-ins, task completions, signatures and connected inspection results all land here without anybody keeping a log.

Contracts & Change Orders

{{ job.name }} · {{ job.job }}

Contract

the signed agreement for this job, and who on the crew can open it

Upload contract

Uploading…

{{ cd.label }}Uploaded {{ cd.when }} Crew View:PM

Open

No contract file on this job yet. Upload the signed PDF, or create one for signature — an executed proposal below is the contract.

Proposals & contracts sent for signature on this job

Crew View shows contracts only to the roles you tick — the PM always sees them. Plans uploaded on this job are visible to everyone scheduled on it.

Your change orders to the client

Nothing raised against this contract.

#	Description	Amount	Status	Raised	Source
{{ c.id }}	{{ c.desc }}	{{ c.amountLabel }}	{{ c.status }}	{{ c.on }}	{{ c.src }}

Only an approved change order moves the contract value. A potential change from the field sits here unpriced until someone who can price it does.

Change orders submitted to you

No subcontractor has billed extra work on this job.

#	From	Description	Amount	Status	Received
{{ c.id }}	{{ c.from }}	{{ c.desc }}	{{ c.amountLabel }}	{{ c.status }}	{{ c.on }}

Anyone you give access to this job can submit a change order against it. Approving one raises committed cost, not the contract — if it should be passed on to the client, raise your own change order above and the two stay linked.

Subcontractor work orders

No subcontracted work on this job.

#	Scope	To	Basis	Value	Status
{{ w.id }}	{{ w.title }} {{ w.phase }} · {{ w.dates }}	{{ w.who }}	{{ w.basis }}	{{ w.totalLabel }}	{{ w.status }}

A work order is what gives a sub access to this job — and the only thing it lets them do is submit a change order against it. Accepting one moves committed cost; it never touches your contract.

Service work orders

No service calls on this job.

#	Work performed	By	On site	Billable	Status
{{ w.id }}	{{ w.title }} {{ w.reported }}	{{ w.who }}	{{ w.window }} {{ w.hrsLabel }} · {{ w.parts }}	{{ w.totalLabel }}	{{ w.status }} {{ w.signer }}

Time and material work with no contract behind it. The customer signs on the phone before the tech leaves, and that signature is what makes it billable — hours and parts become an invoice line without anybody retyping them.

Signed paperwork

Nothing executed on this job yet.

{{ f.name }} {{ f.folder }} · {{ f.who }} {{ f.when }}

Financials

{{ job.name }} · every figure below is the sum of this job's own records

Cost by phase

Phase	Labor	Material & subs	Total
{{ p.phase }}	{{ p.labor }}	{{ p.other }}	{{ p.spend }}

What is committed

Subcontracts and material POs

Scope	To	Kind	Amount
{{ c.what }}	{{ c.to }}	{{ c.kind }}	{{ c.amount }}

Billing on this job

Nothing billed on this job yet.

Invoice	Raised	Date	Amount	Status
{{ i.num }}	{{ i.rel }}	{{ i.date }}	{{ i.amount }}	{{ i.status }}

Client preview · {{ coDoc.no }}

what {{ coOnJob.who }} opens · nothing internal is on it

{{ companyName }} sent you a change order to review and sign · {{ coDoc.job }} Review & sign

YOUR LOGO
from Settings → Company

Contract modification document

Change Order

{{ coDoc.no }} · {{ coDoc.date }}

1 — Description of change

2 — Cost breakdown

Item

Labor

Material

Total

Total — this change order {{ coTotal }}

Labor at contract rates; material at supplier cost plus standard markup unless noted.

3 — Contract summary

Schedule impact None Add ___ days Deduct ___ days

4 — Approval

This change order becomes part of and is subject to all terms of the original contract; work shall not proceed until signed by all parties.

Jorge A. Ontiveros

Ascend Mechanical — authorized signature

Jorge A. OntiverosPrinted name {{ coDoc.date }}Date

Owner / general contractor

{{ coSigned.who }}Printed name {{ coSigned.on }}Date

Fully executed — no action needed

Owner / general contractor

Sign here

Printed name Date

Sign & accept Request a change

This change has no cost breakdown yet, so it cannot be sent for signature. A client never sees an unpriced change order.

Change order sheet · {{ coDoc.no }}

Executed

Signed by {{ coSigned.who }} · {{ coSigned.on }} {{ coExecutedStamp }}

An executed change order is not editable and is not sent again. To change what it covers, raise a new change order against the contract it created.

Out for signature

Sent to {{ coOnJob.who }} · {{ coOnJob.email }}

Locked while it is out — a client cannot be signing one version while you edit another. Withdraw it to make changes.

Send to

{{ coOnJob.co }} · {{ coOnJob.who }} {{ coOnJob.email }} · on file for this job

Or look up a builder

{{ r.co }} · {{ r.who }} {{ r.email }} {{ r.role }}

Or a one-off address

Copy the office and request a signature back

A one-off address is recorded on the change order as who it went to, so the audit trail does not lose it. Sending does not approve anything — the contract moves when it comes back signed.

The sheet

Drop your logo
Settings → Company

Contract modification document

Change Order

1 — Description of change

Raised from {{ coDoc.src }} · dictate or type. Photos attached to the change travel with the sheet.

An unpriced potential change from the field. Add the labor and material below and the sheet completes itself — it cannot be sent until it has a price.

2 — Cost breakdown

Item

Labor

Material

Total

Add line

Total — this change order {{ coTotal }}

Labor at your master pricing rates; material at supplier cost plus standard markup unless noted. The total is the sum of these lines — it is not entered.

3 — Contract summary

Schedule impact None Add ___ days Deduct ___ days

Every figure here reads the job — the original contract, the changes already approved, and this one. Nothing on the sheet is typed twice.

4 — Approval

This change order becomes part of and is subject to all terms of the original contract; work shall not proceed until signed by all parties.

Printed name Date

{{ pipeSel.id }} · {{ pipeSel.stageLabel }}

{{ pipeSel.client }} · {{ pipeSel.contact }} · {{ pipeSel.addr }}

Value

Bid due

Proposal

Estimator

Chasing it

Last contact

Next action · follow up {{ pipeSel.followLabel }}

Converted

Became project {{ pipeSel.pid }} — operations owns it now

An opportunity converts once and is then read-only. A scope change after this is a change order against the contract, not an edit to the pursuit that won it. Re-bidding the same building next year is a new opportunity linked to this one.

Contract and project handoff

Conditions this company requires

The new job

Carried, not copied

{{ selContractLine }} — a project is created only after the contract is executed by both parties. An award without a signed contract is not ready to schedule.

A condition is outstanding. Converting anyway needs a reason, which is recorded on the job — real work does start before the paperwork lands, and the record should say so rather than pretend.

Every condition this company requires is met. Creating the job assigns the next job number, sets the original contract from the executed contract, and moves the estimate, proposals, contract and files onto it — nothing is copied.

Pipeline

Every pursuit from lead through contract, then into a project

Needs attention

Each is a rule over dated fields — bid due, sent, awarded, contract received, follow-up — so an item raises and clears itself. Follow-up is an activity at any stage, never a stage of its own.

{{ g.count }} · {{ g.value }}

Dragging a card sets its stage and asks for whatever that gate needs — an award date, a contract, a no-bid reason. A stage cannot be skipped silently, and an empty stage does not show a column.

Opportunity	Bid due	Takeoff	Estimate	Approval	Value	Next action
{{ opp.name }} {{ opp.who }} {{ opp.stage }} {{ opp.substate }}	{{ opp.dueLabel }} {{ opp.overdue }}	{{ opp.takeoff }}	{{ opp.estStep }}	{{ opp.approval }}	{{ opp.valueLabel }} {{ opp.valueSrc }}	{{ opp.next }} {{ opp.estimator }}

This is the whole estimating workload — takeoff, estimate step and approval on the row, so there is no second dashboard. Clicking a row opens that opportunity's workspace where you left it. Sorted by bid due date — the only unforgiving deadline in bidding is the one you miss. Value reads what we bid where a proposal exists and the GC's own number before that, labelled so the two are never confused.

Leads

Everything before it is an opportunity — a call, a bid invite, a referral

All leads

Who	What they want	Possible	Next action	Status
{{ l.who }} {{ l.co }}	{{ l.what }} {{ l.id }} · {{ l.src }} · {{ l.when }}	{{ l.valueLabel }}	{{ l.next }} {{ l.owner }}	{{ l.state }}

Qualifying a lead creates its Pipeline opportunity — the same thread, moved on. Nothing is retyped between the phone call and the proposal.

Where a lead goes

Stage	What happens	Who owns it
{{ f.step }}	{{ f.what }}	{{ f.owns }}

QuickBooks

An integration that feeds Financials — not a second set of books

Needs a decision before it posts

{{ q.what }} {{ q.why }} · {{ q.job }} {{ q.act }}

A wrong post is far more expensive to unwind than an unposted record is to approve.

What syncs, and which way

Direction	Record	How it posts	State
{{ f.dir }}	{{ f.what }}	{{ f.detail }}	{{ f.state }}

Account mapping

Ascend record	QuickBooks account	Class
{{ m.rec }}	{{ m.qb }}	{{ m.cls }}

Materials

{{ job.name }} · what the job needs, what is on order, what the supplier billed

Requests from the field

{{ matOpenCount }} waiting on the office

Super, foreman and crew ask from their phone · you order, they see the status

{{ mq.id }} · {{ mq.title }}{{ mq.status }}

Urgent

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· {{ mq.notes }}

No requests on this job yet. When the crew taps “Ask for material” on their phone it shows here and alerts the office.

Material list

Nothing on the list for this job yet.

Item	Qty	Phase	Needed	Unit	Total	Status
{{ m.item }} {{ m.fromLabel }}	{{ m.qtyLabel }}	{{ m.phase }}	{{ m.needLabel }}	{{ m.costLabel }}	{{ m.totalLabel }}	{{ m.state }} {{ m.poLabel }}

One list, three sources: the takeoff, the field's requests, and what a crew flagged on a walkthrough. Nothing is retyped — a request from a phone lands here with who asked and when it is needed.

Supplier invoices

{{ matUnassigned }} Assign

Drop a supplier invoice or price sheet

PDF or photo · Ascend reads the line items and prices off it

No supplier invoices on this job yet.

Invoice	Supplier	Received	Lines	Amount	Against quote
{{ i.num }}	{{ i.sup }}	{{ i.when }}	{{ i.lines }}	{{ i.amountLabel }}	{{ i.poLabel }} {{ i.varLabel }}

An invoice is checked against the quote it came from, so a price that moved between quoting and billing is caught rather than absorbed. An invoice with no quote behind it is flagged, never posted silently.

Schedule & Crew

{{ job.name }} · who has worked this job and when

Nobody scheduled on this job that day.

Crew sign-ins

Nobody has clocked into this job yet.

Employee	Day	In	Out	Hours	Phase	Cost
{{ r.init }} {{ r.who }} {{ r.task }}	{{ r.day }}	{{ r.inAt }}	{{ r.outAt }}	{{ r.hrs }}	{{ r.phase }}	{{ r.cost }}

Each row is one clock entry — the same record the crew created on their phone, the company Team schedule shows, and this job's labor cost is summed from.

{{ rvKind }} {{ rvId }} · {{ job.name }}

Email draft

The document prints with your company branding. Send for signature freezes this change order as it stands, hashes it, and issues one signing link — the signature is bound to those exact words and that exact amount.

Frozen and ready to sign. This link is unique to this document.

Title Description

Answer

Amount

Status

Requested by Schedule impact (days)

Reason

Cost code Reference

Terms printed on the document

Add {{ recTypeLabel }} · {{ job.name }}

Record type

How {{ recClient }} handles this

Subject * Question *

Attachments

Camera Photos Files

Uploading…

Information

RFI Manager *

Due date Received from

Responsible contractor Distribution list

Drawing number Spec section

Location RFI stage

Schedule impact Cost impact

Cost code Reference

What it is Details, who, and evidence

Amount

Status

Logged records stay on this job and count toward its open items. A priced, approved change order also moves the contract value.

Change order · {{ job.name }}

Number Phase it affects

What changed Why, and who asked for it

Price it

Labor hours Labor Material Markup

Change order total {{ coTotal }}

Schedule impact Signature required from

Attach

Sending this does

Saving unpriced leaves it on the job for whoever prices it. Only the client’s signature moves the contract value.

Service work order

Customer Address

What they reported

Assigned to Basis

On site

Arrived Left

Work performed Parts used

Hours come from the clock if the tech clocked in, so nobody types them twice.

Customer signs here

Signed on the phone before the tech leaves — that signature is what makes it billable

Closing this does

Subcontractor work order · {{ job.name }}

Issue to Phase

Scope of work Excluded — say it here or pay for it later

Basis Value

Starts Complete by

Insurance on file Retainage

Issuing this does

Committed cost moves when the sub accepts, not when you issue.

Reorganized into the new IA — screen not drawn in this mockup.

{{ mSheetTitle }}

{{ project.name }}

Good morning, Jorge

Announcements

Continue working

My Day

Cash flow

Jobs

Today on site

Permits & inspections

Quick notes

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Drawings on this job · {{ planJobName }}

Plan sets

More on this estimate

{{ job.name }}

Scope of work

Project lifecycle

{{ phTitle }}

Job records

How {{ pbClient }} works

Bids & buyout

Projects

{{ rangeTitle }}

Time clock

Proposal & Scope

{{ jobProp.id }}

Scope & pricing

Dates

Signed & contracted

Previous revisions

Activity

{{ prop.id }} · {{ propTitle }}

Status

Scope & pricing

Client & project

Signed & contracted

Activity

New proposal

New proposal · {{ propDraft.name }}

Permits & Inspections

Inbox

Notifications

Alerts

Announcements

Settings

Team & permissions

Alerts

Company · Proposal branding

Letterhead

Defaults applied to every proposal

All projects · {{ finLabel }}

Change orders submitted to you

Billed by week

Invoices

Team

{{ schedTitle }}

Alerts to the crew

Notifications

What they see

Roster

Labor cost by job

Suppliers

Quotes received

Quote from plans · Ferguson · 4440 Bonnie Loch Ct

New opportunity

New project

Upload a supplier quote

Groundwork

Audit readiness

The job template · {{ folderCount }} folders

Contracts & Change Orders

Contract

Your change orders to the client

Change orders submitted to you

Subcontractor work orders

Service work orders

Signed paperwork

Financials

Cost by phase