Roles configured
4
Modules
9
QuickBooks sync
Connected
Payment status only
Roles & module permissions
Foremen see only assigned projects and their own labor entries, never financials
| Module | Super Admin | Admin | Office | Foreman |
|---|---|---|---|---|
| Dashboard | ||||
| Customers | ||||
| Estimates | ||||
| Projects | ||||
| Labor & Profit | ||||
| Vendors | ||||
| Purchase Orders | ||||
| Catalog & Inventory | ||||
| Settings |
Integrations
Phase 1 keeps accounting in QuickBooks
- Connected
QuickBooks Online
Reads invoice and payment status onto projects
- Connected
Email delivery
Proposal sends and automated follow-ups
- Phase 2
Payment capture
Deposit collection at proposal acceptance
Estimating defaults
Applied to every new estimate
- Base labor rate
- $42.00 / hour
- Labor burden
- 55% (taxes, insurance, equipment)
- Default material markup
- 35%
- Proposal validity
- 30 days
- Follow-up cadence
- Day 3, day 7, day 14 after send
- Deposit requirement
- 50% at acceptance