End-of-Month Dashboard
The Big Picture
It's Friday afternoon, end of the month. Norm needs to understand where his business stands across all three active projects. He's got draw requests due, an owner calling about Davis Islands, and no clear picture of his financials.
Norm's Friday Afternoon Phone Calls
Seminole Heights update. "Going good." No specifics on change orders or schedule.
Davis Islands. Jimmy mentions "some electrical stuff" but doesn't flag the $14.6K dispute. Says "we're working through it."
Hyde Park. Marcus says owner keeps adding work. Norm: "Are you documenting it?" Marcus: "I'll get to it." Six verbal changes, zero paperwork.
SURPRISE: angry call about the $14,600 electrical line item. This is how Norm finds out. Bad way to end the week.
| Project | Contract | Billed | Remaining | Status | Change Orders | Notes |
|---|---|---|---|---|---|---|
| Seminole Heights | $142,000 | $89,400 | $52,600 | On Track | $3,200 | Updated 3/1 |
| Davis Islands | $340,000 | $142,800 | $197,200 | Behind | ??? | Need to update — Jimmy hasn't sent numbers |
| Hyde Park | $287,000 | $147,200 | $139,800 | Behind | TBD | Marcus says there are some changes. No paperwork yet. |
The Real Picture
- 2+ hours of phone calls to get incomplete information
- Spreadsheet last updated 2 weeks ago
- Numbers conflict between QuickBooks and Google Sheets
- Davis Islands $14.6K dispute discovered via angry owner call
- Hyde Park $47K in verbal changes completely invisible
- No change order pipeline or tracking
- No daily log compliance monitoring
- Reactive instead of proactive — problems found by clients, not by Norm
Change Order Pipeline
Active Projects
Seminole Heights Bungalow
Dani Reyes
Davis Islands Historic
Jimmy Chen
Hyde Park Whole-House
Marcus Rivera
Super Agent
Daily operations & documentation
Change Order Agent
Revenue protection & compliance
Time Comparison
Financial Impact
This is what AI agents do for contractors.
Same team. Same projects. Same problems. The difference is whether you find them first — or hear about them from an angry homeowner on a Friday afternoon.