+ Projects
Dashboard Build Calendar Quick Build Admin
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User Permissions

Manage who can access admin pages. Users not listed default to "user" role.

Email Role Team Slack ID Phone Added
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Integrations
Bot Token enables direct messages to tagged users. Webhook sends to a channel. Both can be active.

Rate Configuration

Global fee rates applied to all build sheets

%
of gross margin
%
of gross profit
$
added to PM %
%
of gross profit
Foreman Compensation
$
/hr (base labor rate)
$
/hr (foreman premium)
%
20%+ under estimate
%
within ±20%

Activity Log

Last 50 events across all projects

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Stage Requirements

Define requirements that must be completed before advancing each stage

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Document Templates

Edit proposal terms, layout, and content — preview changes live before saving

Company Information
Layout Settings
Trust Bar Items

Third item auto-detects the launch monitor brand from the build sheet. Override here to set a fixed value.

Terms & Conditions
Live Preview

Archive Analytics

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Revenue by Quarter
Avg Margin % Trend
Job Type Breakdown
Seasonality
Revenue by Sales Rep
Avg Gross Margin % by Sales Rep
Avg Quote-to-Close Time (Days)
Avg Time in Stage (Days)
Jobs by Foreman