Invoices
Full invoice ledger ships in build spec §5.15. Until then, generate invoice PDFs from the Estimate Workspace via the existing PDF tools.
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Your morning at a glance · the three things you must know at 7 AM.
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This Week P&L
Live margin variance per active job. Click a card to open the Job Cockpit.
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Pipeline at Risk
Estimates aging or leads gone cold.
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Pipeline
Lead capture → conversation → estimate sent → won. Single flow, one source of truth.
| Client | Stage | Project Type | Address | Source | Created | Last Activity |
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Estimate Workspace
Polished editor preserving all v70 features — voice, photo, blueprint AI, parts catalog, assemblies, smart bundles, tariff surcharge, premium PDF.
Estimate Progress
Job Cockpit
Pick an active job from the Job Board below — then this becomes that job's command center.
No job selected.
Open the Job Board card below to select a job, or start one from the Home dashboard.
Books
Money mode — invoices, payments, accounting sync, reports, and Michigan-specific tax & compliance tools.
Payments
Stripe + ACH integration ships in build spec §5.16. Manually log payments below until then.
QuickBooks
QBO sync ships in build spec §5.17. The plan is a 30-day shadow-sync mode so you can compare AAC vs Houzz line-by-line before cutover.
Reports
Time + Expense reports drive off the actuals captured in each Job Cockpit. P&L, AR aging, cash forecast, and sales tax reports ship in build spec §5.18.
Tax & Compliance — AAC Differentiators
Michigan Lien Waiver generator, FHA 203(k) Statement of Repair PDF uploader, and tariff surcharge documentation live below — surfaced from the existing v70 features.
Sub Roster — Database + Scorecard
Master list of subcontractors used by the Job Cockpit's Sub Bids tab when soliciting competing bids. Import from the Sub Bible CSV exports or add manually.
Project Details
Client information and project scope
Permit Estimates
Enter your city's permit fees — saved automatically
Check the permits needed and type in your city's actual fee. Fees save automatically.
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Permit Total:
$0.00
Photo Capture ✨ AI
Capture and analyze project photos
Video Recording
Voice Input ✨ AI
Record project notes and details
Tap the mic and speak naturally — or type it out. Example: "Install 1 interior door, 2 bathroom faucets, and 1 toilet"
Job Assemblies
Pre-built scope packages for common projects
Select a pre-built assembly to quickly add all standard items for that project type.
Search Parts
Find materials in the parts database
Templates
Save and load project templates
203K SOR Import
Upload FHA 203(k) Scope of Work PDF
Upload a 203(k) consultant's Scope of Work PDF. AI will detect repair items and match them to your parts database for quick bidding.
Upload 203(k) Scope of Work
Supports Standard & Limited SOR documents
Roofing Calculator
Calculate roofing materials by square footage
Enter roof dimensions to auto-calculate materials. If cedar shake is discovered, it will add tear-off and re-decking with 1/2" OSB.
Measure footprint × pitch factor, or use total measured roof area
Blueprint Takeoff ✨ AI
Upload floor plan and measure spaces
Upload a blueprint to begin
Michigan Tax & Compliance
Tax breakdown and regulatory requirements
Michigan Construction Tax Requirements:
- Sales Tax: 6% on materials
- Contractor License: Required for >$1,000 projects
- Workers' Comp Insurance: Required
- Lien Law: Subcontractors must file notices
- Payment Bond: Required on public projects >$50,000
Subtotal:
$0.00
Sales Tax (6%):
$0.00
Total with Tax:
$0.00
MIOSHA Safety Requirements:
- Fall protection for heights >6 ft
- Scaffolding inspection required
- Hard hats and PPE mandatory
- Site safety plan required
- Incident reporting within 8 hours
Change Orders
Create and manage project modifications
Original Contract—
Approved COs 0
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Pending COs$0.00
Revised Contract Total
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Project Items
Line items and costs
Items List
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Subtotal:
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Estimate Results
Final costs and summary
Materials Subtotal:
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Markup (Standard):
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Contingency (0%):
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Permits:
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Profit:
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Total Estimate:
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Total Cost:
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Markup Amount:
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Gross Margin %:
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Target Margin:
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Client Approval
Digital signature & approval tracking
Pending Approval
By signing below, client acknowledges review of the estimate and authorizes Arise Above Construction to proceed with the described scope of work. This estimate is valid for 30 days from the date shown above.
Sign here
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Business Dashboard
Revenue and project statistics
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Total Projects
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This Month
Top Materials
Project Types
Revenue by Month
Project Type Breakdown
Parts Database
Estimate History
Previously created estimates
Jobs Board
Track and manage your active projects
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Blueprint Takeoff
Click-measure distances and areas
Contact Manager
Leads & 21-day follow-up tracker
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Templates Library
Reusable estimate starting points (saved with project overview)
Save the current estimate as a template (button next to Save Estimate). Reload it on any future estimate.
Start From Recent
Use a prior estimate as the starting point for a new one
Smith kitchen 2 was almost the same as Jones kitchen — pick from your last 10 estimates and start there.
Brand Catalogs
Sherwin-Williams · ABC Supply · Home Depot Pro
Pick a vendor and add real SKUs to the estimate. Vendor + SKU are tracked on each line.