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Your morning command view for work, margin, and risk.

You're Ready For Business — 0/5

Knock these out and your back office is set.
  1. Company info entered
  2. Logo uploaded
  3. First lead added
  4. First estimate template saved
  5. QuickBooks connected

Today

Tasks due today

Where you should be first thing

Nothing due today

When jobs have tasks scheduled for today, they'll appear here so you know where to be first.

This week

P&L by active job

Live margin variance per job

No active jobs yet

Convert a won lead into a job to see margin variance here.

Risk

Pipeline at risk

Estimates aging or leads gone cold

Pipeline looks clean

No leads have gone cold and no estimates are aging. We'll flag any that need attention here.

Create New

Everything you need to run the job, in one click

Pipeline

Every lead from first call to signed estimate.

Total Pipeline Value

$0

Track active leads, hot prospects, and pipeline value at a glance.
Active Leads 0
Hot This Week 0
Avg Days to Close 0
Client Stage Project type Value Address Source Created Last activity

Estimate

ES-10220 · R1 Draft

Build scope, price it, and send a clean client-ready document.

Estimate readiness

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Days Active
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% Complete
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Invoiced / Total
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Open Punch Items
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Project Timeline

View full schedule
Completed In progress Pending

Today

View week

Active Subs

Manage subs

Recent Activity

Full feed

Documents

Open file room

Punch List

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0 of 0 items remaining open

Job Cockpit

Monitor one active job across margin, schedule, field activity, and client communication.

Margin

Select a job to see live margin

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Revenue

Select a job to see invoiced vs. contract

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Schedule

Select a job to see day count vs. estimate

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No active job selected

Choose a job from the board below to see margin, field logs, photos, and change orders in one place.

Books

Track invoices, payments, reporting, and compliance from one place.

Invoices

Invoice ledger

No invoices yet

Generate an invoice PDF from any approved estimate, or create one directly here.

Payments

Payments and aging

No payments recorded

Log a payment against any invoice to start tracking aging here.

QuickBooks

Sync status

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Reports

Financial reports

Aging · Payments · Time & Expenses

Compliance

Michigan documents

Michigan Lien Waiver, FHA 203(k) Statement of Repair, and tariff surcharge documentation.

Subs

Sub roster & scorecard

Master list of subcontractors used by Job Cockpit's Sub Bids tab. Import from your Sub Bible exports or add manually.

Settings

Payments & Stripe

TEST mode

Online payments are powered by Stripe via the aac-stripe Worker. Pick fee handling, watch the worker health, and view setup steps if needed.

Project Details

Client information and project scope

Active rate: Retail (30%) — Direct to Homeowner
Used by AI photo analyzer when labor hours are estimated.

Project Items

Line items and costs

Items List 0 items
Subtotal: $0.00