Good morning, Garrett.

Your business is moving. Here’s what matters right now.

AI BUSINESS INTELLIGENCE

Today at a glance

$31,840

Projected gross profit this month

↑ 8.4% vs last month

▣3Jobs today

$$84.2KOpen bids

△2Conflicts detected

✦ AI Insight
You’re on track to exceed your monthly profit goal by 12%. View details ›

92

Business Health

Excellent

JOBS TODAY

3

♙ 12 crew scheduled

◷ 18.4 labor hrs planned

OPEN BIDS

$84,250

Across 6 proposals

Average margin38.6%

MATERIAL READINESS

◇

86%

Ready

2 items need attention

View Materials›

▣ UPCOMING SCHEDULE

Today3 jobs

Next 7 days11 jobs

3

T

3

W

2

T

1

F

0

S

1

S

1

M

RECENT JOB ACTIVITY

Reynolds Residence

Installation in progress

Today, 8:30 AM ›

Johnson Backyard

Proposal sent

Yesterday, 4:15 PM ›

Smith Putting Green

Job completed

Aug 18 ›

PROFIT TREND

$31,840

Projected Profit

8.4% ↑

vs last month

Goal: $28,500

Fast Estimate

Built for the contractor standing on-site. Start the bid in seconds; open advanced controls only when needed.

Customer Name

Phone

Project Address

Project Size (SF)

Target Margin

What are we building?

Residential Lawn

Pet Turf

Putting Green

Commercial

Playground

Other

Site Access

Easy

Moderate

Difficult

1 Site2 Installation3 Materials4 Crew / Sub5 Equipment6 Margin AI7 Proposal

Smith Residence

2,850 SF · Residential Lawn · Franklin, TN

Bid Builder

PremiumValueCustom

Item	Qty	Internal Cost	Sell
Turf Harvest Hills 96 Price confirmed 2 days ago ✓ Price confirmed 2 days ago ✓	3,135 SF	$4,765	$7,210
Base 4" recommended · WHY?	35.2 CY	$1,820	$3,050
OptiFill	86 bags	$1,375	$1,633
Labor AI crew: 1 lead + 3 installers · WHY?	3 days	$4,220	$7,240
Equipment / Haul-Off / Misc.	—	$1,280	$2,120

87%

ESTIMATE CONFIDENCE

3 assumptions remain unconfirmed · Review why

✦ WHAT DID I FORGET?

Possible missed exposure: $620–$980

Difficult rear access may increase handling. Delivery and dump allowance appear low.

✦ MARGIN AI

41.2%Healthy

Revenue$21,253

Project Cost$12,493

Gross Profit$8,760

AI Site Analysis

Review site conditions before the bid is finalized.

Detected Site Conditions

Rear Access

Approx. 38" gate · limited machine access

Labor Risk

Excavation

Existing lawn · moderate removal expected

Moderate

Drainage

Low area near patio edge

Review

Irrigation

4 visible heads · verify before excavation

Document

AI FINANCIAL IMPACT

$1,150

Recommended added bid exposure

Additional labor+$780

Handling / access+$220

Drainage allowance+$150

Installation Standard

Recommended baseline with contractor override on every major variable.

Installation Item	Recommended	Status
Excavation	4"	Standard
Compacted Base	4"	Override
Finished Slope	Site-specific	Review
Infill Rate	Product/Application	Matched

✦ INSTALLATION AI

Changing base depth from 4" to 3" reduces estimated aggregate, excavation, haul-off and labor. Projected bid cost decreases by $930.

This selection differs from the recommended baseline. Confirm site drainage and subgrade stability before finalizing.

Crew Optimizer

Choose internal crew, subcontractor or hybrid — then compare cost, skill coverage and duration.

AI RECOMMENDED

INTERNAL CREW

$2,640

4 people · 2.2 days

1 Lead · 2 Installers · 1 Laborer

Skill coverage100%

Projected margin41.2%

SUBCONTRACTOR

$5,300

ABC Turf Installers

$1.86/SF · estimated 3 days

Internal availability impactNone

Projected margin36.7%

Need a custom combination?

Use internal crew for demo/base and subcontract specialty finish work.

Equipment

Owned equipment stays simple; rentals only add cost when needed.

Equipment	Status	Daily Cost
Mini Skid	Owned	$0 Simple Mode
Plate Compactor	Owned	$0 Simple Mode
Mini Excavator	Rental	$350/day
Sod Cutter	Rental	$185/day

✦ EQUIPMENT AI

Current access conditions favor the owned mini skid. No rental equipment is required for the present scope.

Final Bid Audit

A last check before anything goes to the customer.

What Did I Forget?

Delivery

Included

✓

Dump / Haul-Off

Allowance appears low

Review

Access Labor

AI adjustment not yet applied

+$780

Warranty / Terms

Included

✓

UNACCOUNTED EXPOSURE

$1,020–$1,460

Your current margin is healthy, but this exposure could reduce actual margin to approximately 35–37%.

Quick AI Estimate

Built for the contractor standing in the backyard. Give us the basics and let AI do the grunt work.

CUSTOMER

ADDRESS

MEASURED AREA

PROJECT TYPE

🎙

Describe the job

“2,850 square feet, narrow gate, existing grass, two dogs, use Refuge 73 with premium infill, probably 4 inches excavation.”

AI DRAFT PREVIEW

What I heard

7 fields captured

Project Type

Pet Turf

Known

Gate Access

Narrow / likely hand-carry exposure

Detected

Recommended Base

4" starting baseline

Recommended

Dump Fee

$650 provisional allowance

Estimated

AI Estimate Ready

The estimate is built. Confirm the uncertain pieces before it goes to the customer.

87%

HIGH CONFIDENCE

Most inputs are confirmed. Three assumptions still need review.

Measurements

2,850 SF entered on site

Known

Access

Narrow gate flagged from photo/description

Detected

Target Margin

40% company default

Default

Dump Fee

$650 allowance

Confirm

RECOMMENDED SELL PRICE

$24,035

40.0% target margin

Estimated Cost$14,421

Gross Profit$9,614

Scope Lock

Once accepted, the original scope is frozen. Anything new becomes a change order.

ACCEPTED SCOPE

Smith Residence · Locked 🔒

Customer Accepted

Remove 2,850 SF existing grass

Install 4" recommended aggregate system

Install 3,135 SF turf including waste allowance

Install selected infill and perimeter edging

Final grooming, cleanup and walkthrough

PROJECT CHANGE DETECTED

+340 SF

Current field measurement is 3,190 SF, which is 11.9% larger than the accepted scope.

Additional Turf374 SF

Additional Base4.2 CY

Additional Labor7.8 hrs

Recommended Price Change+$2,860

Financials

Invoices, payments, change orders and real project profit in one place.

CONTRACT VALUE

$24,035

PAID

$12,017

50% deposit

OUTSTANDING

$12,018

PROJECTED MARGIN

40.0%

Profit Sensitivity

+1 JOB DAY

35.8%

margin

+10 LABOR HRS

38.1%

margin

+$1K MATERIALS

37.4%

margin

5% DISCOUNT

35.9%

margin

Documents

Everything the customer and crew need — without recreating information.

Customer Documents

Proposal Accepted

ContractSigned

Change Orders0

Invoices2

Warranty PackageReady at closeout

Project Documentation

Site Photos18

Installation Photos12

Technical Sheets4

Accepted Scope SnapshotLocked

More

Advanced project controls without cluttering the primary navigation.

Estimate Intelligence

AI Site Analysis→

Installation Standard→

Crew / Sub Optimizer→

Equipment→

Final Bid Audit→

Project Controls

Scope Lock / Change Detector→

Job Readiness→

Closeout / Actual Profit→

Estimate Version History→

Installation Checklists→

Task Timeline & Live Labor→

Change Orders→

V1 Beta Readiness→

Project Audit Trail→

Templates & Defaults→

Estimate Version History

Experiment without fear. Every important change is recoverable.

V4 · Current

Value option created · 6:42 PM

V3

Base changed 4" → 3" · 6:38 PM

V2

Margin AI optimization applied · 6:34 PM

V1

Initial AI estimate generated · 6:31 PM

Build the perfect proposal

Internal estimate keeps every cost. Customer sees only what you choose.

RECOMMENDED

PREMIUM

$21,253

41.2% margin

Premium infill · recommended edging · full installation standard

VALUE

$18,950

35.6% margin

Approved value substitutions · simplified optional scope

Customer Pricing View

Total OnlyScope + TotalCategory TotalsFully ItemizedCustom

Visibility

Materials

Labor

Quantities

Unit Prices

Product Names

Grand Total

Customer Preview

Smith Residence

Premium Artificial Grass Installation

Complete site preparation, base construction, artificial grass installation, finishing and cleanup per accepted scope.

Schedule Job

AI checks people, crews, subs and equipment before confirming dates.

September 2026

Date	Job	Crew	Status
09/19	Reynolds Residence · SO 1198	Chris, Mike, Jake	Confirmed
09/20	Open	—	Available
09/21	Smith Residence	AI Suggested Crew B	Draft

Scheduling Check

AI Recommendation: Schedule Smith Residence on 09/21 or replace Chris with Carlos.

Team & Crew Intelligence

Wages, loaded costs, skills and availability drive true labor costing.

Employee	Role	Wage	Loaded Cost	Skills	Status
Chris	Lead Installer	$31/hr	$37/hr	Seaming · Grading · Putting	Available
Carlos	Installer	$25/hr	$30/hr	Pet · Seaming	Available
Jake	Laborer	$19/hr	$23/hr	Demo · Base	Training

Projects

Lead → Bid → Won → Scheduled → Active → Completed → Closed

Next prototype pass

Pipeline, job readiness, locked scope, progress and closeout.

Products

Green Daddy preloaded + any supplier + custom items.

Universal Product Library

Supplier, product, unit, cost, sell price, dimensions, application, technical documents and future availability.

Job Readiness

Nothing starts until the critical pieces are ready.

Smith Residence

Signed ProposalReady

DepositReceived

TurfConfirmed

Base MaterialConfirmed

Accessories1 missing

CrewAssigned

EquipmentReady

JOB STATUS

NOT READY

OptiFill delivery confirmation is still missing. Everything else is cleared.

Daily Operations

One place for the owner, foreman and crew to know exactly what happens today.

CREW A · 7:30 AM

Reynolds Residence · SO 1198

Goal: Excavation + Base

Mike · Lead

Chris · Installer

Jake · Laborer

Sam · Laborer

Today’s Checklist

☑ Before-work photos

☑ Utilities / irrigation verified

☐ Excavation complete

☐ Base installed

☐ Base compacted

☐ End-of-day photos

Project Closeout

Finish the job, document it, invoice it, protect the warranty, learn from the result.

Completion Checklist

Final walkthrough photosComplete

Site cleanupComplete

Final invoicePending

Warranty packageReady

Actual job costsEntered

ACTUAL VS ESTIMATED

Estimated Margin41.2%

Actual Margin43.1%

Labor Savings+$420

Material Variance-$115

Communications

Send quotes, contracts, invoices and updates directly from the contractor’s connected email.

sales@contractor.com connected

SEND QUOTE

Smith Residence

Proposal Ready

From

Garrett Reynolds <sales@contractor.com>

To

John Smith <john@example.com>

Subject

Your Artificial Grass Proposal – Smith Residence

✓ Proposal PDF✓ Online Approval Link✓ Warranty Summary

CUSTOMER EXPERIENCE

What happens after Send

1

Email sends from their company address

Customer sees the contractor’s normal business name and connected email.

2

Proposal opens in a branded customer view

The contractor controls whether pricing is total-only, scope + total, category totals, or fully itemized.

3

Customer approves or requests changes

Approval status is written back to the project automatically.

4

AI handles follow-up

If unopened or unsigned, the system can queue a follow-up email/text based on the contractor’s preferences.

Email Connection

Google / GmailConnected

Microsoft 365 / OutlookConnect

Custom Company EmailSMTP / provider

Communication Automation

Proposal sentEmail customer

Proposal viewed, not signedFollow up

Deposit receivedConfirmation

Schedule changedNotify customer

Final invoice dueReminder

Weather & Job Risk

Weather becomes operational intelligence — not just a forecast.

7-Day Job Forecast

SMITH RESIDENCE · FRANKLIN

84°

Partly cloudy · 20% rain

✦ AI Job Impact
Good installation conditions today. Heat expansion risk increases after 2 PM — stage final cuts accordingly.

Thu

☀

88°

10% rain

Good

Fri

☂

79°

70% rain

Risk

Sat

☁

82°

35% rain

Watch

Sun

☀

85°

10% rain

Good

Weather-Aware Scheduling

Friday · Johnson Backyard

Heavy excavation + base work

70% rain

Customer Weather Update

AI prepares the message; owner approves before it sends.

Field Tools

Fast on-site measurement, customer contact and documentation.

SITE MEASURE

Smith Residence

2,850 SF

Measured On Site

CUSTOMER CONTACT

John Smith

123 Franklin Road, Franklin, TN

On-Site Capture

Photos18 captured

MeasurementsConfirmed

UtilitiesVerify

Gate Width38"

DrainageReview

Voice Notes2 saved

Installation Checklists

Project-specific quality control built from the selected installation system.

RESIDENTIAL LANDSCAPE

Smith Residence · Day 1

5 of 9 complete

Before-work photos✓

Utilities / irrigation identified✓

Excavation depth verified✓

Subgrade inspected✓

Drainage documented✓

Base depth before compactionRequired

Compaction completePending

Final grade / slopePending

End-of-day photosPending

Project Audit Trail

Every important financial, scope, schedule and field change is recorded.

Base depth changed 4" → 3"

Garrett · Today 2:21 PM · Estimate V3

AI Margin Optimization applied

Garrett · Today 2:18 PM · 34.7% → 40.2%

Customer approved proposal

John Smith · Today 1:54 PM · Scope locked

Site photos uploaded

Chris · Today 12:42 PM · 18 photos

Templates & Company Defaults

Make every estimate faster without forcing every contractor to work the same way.

Estimate Templates

Standard ResidentialDefault

Premium Pet SystemSaved

Putting GreenSaved

Playground + PadSaved

Company Defaults

Target Margin40%

Proposal ViewTotal Only

Residential Base4"

Default Waste10%

Deposit50%

Customer Quote Preview

See exactly what your customer will see before you send anything.

Customer View

GD GREEN DADDY

Premium Artificial Grass Solutions

PROPOSAL #1048
August 19, 2026
Valid for 30 days

PREPARED FOR

John Smith
123 Franklin Road
Franklin, TN

PROJECT

Smith Residence
Residential Artificial Grass Installation
Approx. 2,850 SF

Recommended Installation

Premium Residential Turf System

Complete site preparation and artificial grass installation using the selected premium turf system, recommended base construction, perimeter restraint, infill, finishing and final site cleanup.

Scope of Work

Site preparation & excavationIncluded

Aggregate base installation & compactionIncluded

Premium artificial grass installationIncluded

Premium infill & final groomingIncluded

Perimeter finishing & cleanupIncluded

Project Investment

Premium Installation

Complete project total

$21,253.00

Payment Schedule

50% Deposit$10,626.50

Final Payment at Completion$10,626.50

Warranty & Terms

Installation workmanship and applicable manufacturer warranty information will be provided with the completed project. Final installation is subject to the accepted scope, site conditions, approved change orders and company terms.

Ready to move forward?

Approve this proposal electronically to begin scheduling your project.

PREVIEW CONTROLS

What the customer sees

Product Name

Scope of Work

Material Pricing

Labor Pricing

Quantities

Payment Schedule

Warranty / Terms

MOBILE CUSTOMER VIEW

PROPOSAL #1048

Smith Residence

Premium Turf Installation

PROJECT TOTAL

$21,253

Complete site preparation, base, turf installation, infill and cleanup.

Task Timeline & Live Labor

Plan the day by employee and task, then compare actual pace to budget in real time.

LIVE

REYNOLDS RESIDENCE · SO 1198

Crew A · Today

Job Pace

Ahead 42 min

8:00–11:00 AM

Jake · Excavation

Planned 3.0 hrs · Actual 2.6 hrs

Complete ✓

Jake · LaborerSam · Laborer

11:00 AM–2:00 PM

Jake · Base Prep

Planned 3.0 hrs · In progress 1.2 hrs

In Progress

8:00 AM–12:00 PM

Chris · Grade / Compaction Oversight

Planned 4.0 hrs · Actual 3.8 hrs

Complete ✓

Chris · LeadCarlos · Installer

12:30–3:30 PM

Chris + Carlos · Turf Layout / Seam Prep

Planned 3.0 hrs · Not started

Upcoming

DAY PLAN

Employee Task Schedule

Employee	8–11	11–2	2–5
Jake	Excavation ✓	Base Prep	Cleanup
Sam	Excavation ✓	Material Handling	Infill Prep
Chris	Grade / Compaction ✓	Turf Layout	Seams
Carlos	Base Support ✓	Turf Layout	Seams

LIVE LABOR INTELLIGENCE

Profit Impact

Planned Labor

$3,840

Current Forecast

$3,654

Labor Variance

+$186

Projected Margin

41.0%

✦ AI NEXT MOVE

Use the time advantage.

Move Jake to material staging immediately after base prep. Keep Chris + Carlos together for turf layout. This preserves the current lead and could recover another 20–30 minutes.

Potential additional savings+$74

Owner Notifications

Smart Alerts

Task >30 min early

Task >45 min late

Job moves behind schedule

Labor budget projected over

Daily completion summary

ACTIVITY FEED

Excavation completed

Jake · 10:35 AM · 25 min early

Labor forecast updated

Projected savings +$186

Base Prep started

Jake · 10:42 AM

Owner notified

Job status changed to Ahead

Notifications

Only the alerts that need attention — not noise.

Needs Attention

Johnson Backyard

Friday forecast now shows 70% rain.

Weather

Smith Residence

OptiFill delivery confirmation still missing.

Materials

Reynolds Residence

Crew is 42 minutes ahead; projected labor savings +$186.

Ahead

Proposal Viewed

Anderson Residence viewed proposal 3 times.

Sales

Alert Preferences

Job behind schedule

Labor projected over budget

Material not ready

Weather threatens job

Proposal viewed / not signed

Payment received

Change Orders

Protect the accepted scope and price every change before work continues.

CO #002 · SMITH RESIDENCE

Additional 340 SF

Awaiting Approval

Field measurement increased from 2,850 SF to 3,190 SF after customer expanded the requested area.

Additional Turf374 SF

Additional Base4.2 CY

Additional Labor7.8 hrs

Change Order Total$2,860

Change Order Rules

Accepted scope lockedOn

Require customer approvalOn

Apply company margin target40%

Sync approved amount to invoiceOn

V1 Beta Readiness

Master launch checklist for the contractor operating system.

Pre-Launch Beta

1. Estimate & Sales

Core Ready

✓

Quick AI Estimate + Full Estimate

Fast on-site entry plus full advanced builder.

V1

✓

AI Site Review / Photo Risk

Access, excavation, drainage, irrigation and labor exposure.

V1

✓

Installation Standard + Overrides

Recommended baseline with contractor control.

V1

✓

Premium / Value / Custom Scenarios

V1

✓

Margin AI + Bid Audit + Confidence Score

V1

✓

Proposal Visibility Controls + Customer Preview

V1

2. Customer & Documents

Core Ready

✓

Connected Email / Send Quote

V1

✓

PDF / Print / Mobile Quote Preview

V1

✓

Proposal Approval + Scope Lock

V1

✓

Change Orders

V1

✓

Invoices / Payment Schedule / Warranty / Closeout

V1

3. Labor & Operations

Core Ready

✓

Employees, wages, loaded cost, roles & skills

V1

✓

Internal Crew / Sub / Hybrid

V1

✓

Crew Optimizer + Equipment

V1

✓

Smart Calendar + Conflict Prevention

V1

✓

Daily Ops + Task Timeline + Live Labor

V1

✓

Installation Checklists + Field Tools

V1

4. Readiness, Intelligence & Controls

Core Ready

✓

Job Readiness / Material Readiness

V1

✓

Weather & Job Risk

V1

✓

Actual vs Estimated Profit

V1

✓

Audit Trail + Version History + Autosave

V1

✓

Notifications / Smart Alerts

V1

✓

Templates & Company Defaults

V1

5. Final Beta Gates

Validate

!

Real estimate math validation

Run completed contractor jobs through material, labor, margin and quantity formulas.

Test

!

Role/permission validation

Owner, estimator, foreman and field employee visibility/edit rights.

Test

!

Mobile field usability

One-handed use, no horizontal drift, fast task completion, photo capture.

Test

!

Document output validation

PDF proposal, invoice, contract, change order and warranty layout.

Test

!

Data recovery / backup / error handling

Autosave, failed upload/send, interrupted connection and restore behavior.

Test

BETA READINESS SCORE

86%
Feature Scope Ready

Feature design is strong. Remaining work is primarily implementation validation, real-job math testing, permissions, document generation, mobile QA, and failure/recovery testing.

Do Not Add Before Beta

Keep these preserved for V2 unless they fix a critical beta issue.

Supplier marketplace / live multi-distributor inventory

Advanced accounting & payroll integrations

Financing marketplace

Deep LMS / certification academy

Industry benchmarking network

Advanced logistics / freight optimization

Supplier advertising / sponsored products

Company Settings

White-label identity, margins, proposal defaults, wages, installation defaults and permissions.

Primary Accent

Default Proposal View