A–C · Project Info

A. Project name B. Site location / address C. Project owner name D. Trade / project type PlumbingElectricalPainting CarpentryHVAC (Heating & Air-Conditioning) General / Multi-trade Project category (module)

🔧 Repair work

🔍 Site assessment summary (onsite check — feeds the AI estimator via Handoffs) Notes

👷 Crew — assigned workers 0

Assign workers to this project below. Manage your full hire list in the Crew Roster further down — title, license, rate and phone fill in automatically when you pick them.

Worker	Work title	Skills license	$/hr	Phone

📊 Crew summary

Worker	Role	$/hr	Hours logged	Total pay

📋 Crew Roster — your hire list

Set each worker's work title, skills license and $/hr rate once here, then pick them into any project from the assignment table above.

🧱 Materials list 0

Item description	Item code	Unit	Qty used	Unit price $	Unit total cost $	Supplier

Tip: fill the supplier column here or manage suppliers in the Suppliers tab — both stay in sync per row.

📦 Daily usage log

Each day, log what got used — pick the material, enter the qty. Unit & price fill in from your list above.

Logging usage adds to Qty used in the list above automatically — the summary below totals it per material.

Date	Material	Work	Qty used	Unit	Unit price $	Total $

📅 Material summary per day

Date	Items used	Total cost $

📊 Materials cost summary

Material	Total qty used	Unit	Unit price $	Total cost $

🧰 Tools list 0

Tool	Qty	Status	Note

📊 Tools summary

Tool	Qty used	Status

🏪 Material suppliers 0

Supplier	Contact / phone	Supplies

+ Add supplier

💰 Cost estimates vs actual

Item / category	Estimated $	Actual $
Total	$0.00	$0.00
Variance (actual − est.)	$0.00

+ Add cost line

Variance shows how far actual spending drifted from the estimate. Negative = under budget.

📊 Cutoff summary — labor + materials

Pick the cutoff date — everything logged on or before that day is included.

Category	Amount

E · Progress & checkpoints 0

Checkpoint	Target date	Status	Done date	Extension date	Notes

Progress % = completed checkpoints ÷ total checkpoints.

👷 Daily labor log — hours per work description

Log crew hours each day against the work descriptions from your Timeline. Done dates cannot go beyond the timeline finish.

Date	Work description	Worker / crew	Hours	Note

📊 Labor hours per work description

Work description	Total hours	Timeline finish	Status

📊 Work progress report — by date range 💾 Save

Pick the period. Each work description shows its labor cost and materials cost within those dates, pulled from the logs above.

📈 Daily cost spreadsheet

Columns are days, rows are work descriptions — each cell is that day's labor + materials cost.

📸 Photo progress log

Photos are compressed on-device before saving. Very large photo sets can fill device storage — export the project file as backup.

🧑‍🔧 Resource allocation & tracking 0

Worker	Assigned to	Start	End	Hrs/day

Overlapping assignments for the same worker are flagged ⚠ so you can rebalance the crew.

⏱ Time & Billing

Pick the billing period — totals pull automatically from the daily labor and material logs.

	Amount

🧾 Invoices 0

Create invoices from your billing totals. Track what's been invoiced vs. paid.

Leave dates empty to invoice all unbilled amounts. Pick a range to invoice just that period.

Invoice #	Date	Due date	Amount	Paid	Balance	Status

💰 Customer payments 0

Record payments received from the customer. Outstanding balance updates automatically.

Date	Amount	Method	Note

💵 Payroll

Crew pay for the period — hours come from the daily labor log in Progress Reports.

Crew name	Rate $/hr	Hours	Total pay

💵 Payroll summary — all projects

What each worker earned on every project — your pay-run sheet.

Worker	Project	Hours	Total pay

🗓 Schedule dependencies & critical path

Work description	Duration (days)	Depends on	Start	Finish

Duration defaults to 1 day. "Depends on" chains checkpoints — the critical path is the longest chain and sets the project length.

Type the work description directly. Pick Start/Finish dates from the calendar, or leave blank to use the auto-schedule (hover a date box to see it).

Critical path

🤝 Share & activity 0

Async collaboration: export the project file and send it to your crew (email, chat, drive). They import it to get the same snapshot. Everything stays on-device — no accounts, no cloud.

📊 Weekly Progress Report

Generated live from Time & Billing, Materials, Costs and Progress — no retyping. Synced with billing.

🏁 Final Project Summary — Closeout

Completion record: cost vs estimate, labor, materials, timeline and sign-off — generated from project data.

🗂 Saved report snapshots 0

🤖 AI tools for the project manager

A starter shortlist — star the ones you want to try. Suggestions only; check pricing and fit before committing.

🧭 AI workflow — the right app for each stage

The macro process, stage by stage. ★ marks your own toolkit tabs that cover the step.

🔗 Stage handoffs — output becomes input

Each row moves one stage's output into the next. ★ runs automatically inside the toolkit; the rest hand off via copy or file to the external AI apps.

📎 External AI outputs 0

Log what the external AI apps produced (estimate PDF, render, material list…) so it's pinned to the project and ready for the next stage.

Stage	App	Output	Date

🧾 Client quote

Terms

Description	Qty	Unit price $	Amount
Subtotal			$0.00
Tax			$0.00
Total			$0.00

"Build from project data" pulls materials, logged labor, and estimated cost lines into the quote — edit freely after.

💬 Crew messages 0

Messages save with the project and travel with its exported file — handy for async updates across the crew.