+ Projects
Dashboard Build Calendar Quick Build Admin
—
LOADING TEMPLATE...
LOADING CONFLICT RULES...
LOADING THRESHOLDS...

User Permissions

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

Email Role Team Slack ID Phone Added
Loading...
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

LOADING ACTIVITY...

Stage Requirements

Define requirements that must be completed before advancing each stage

LOADING...

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

Loading...

Revenue by Month
Jobs Completed per Month
Avg Deal Size Trend
Avg Cycle Time Trend · Quote → Completed
Revenue by Job Type
Seasonality · Jobs by Month
Avg Time in Stage & Sub-Phase (Days)