The project cockpit

One screen per job holding its dates, stages, checklists, notes, tasks, plans, contracts, invoices, labour and payout.

What it is

The modal that opens from a project bar. Top: an action row (Client Portal, Link Estimate, Archive, Delete, Remind me), then the job identity and address. Body: assignees, timeline summary with editable start/end/duration, the working week for this job, crew payout, project phases with inline checklists, building plans, crew acceptance, customer agreement, billing, labour and costs, notes and tasks.

Also called: project modal · job details · open a project · everything about this build

See it, piece by piece
01

Everything about one build behind one click

Dates, phases and their checklists, assignees, the working week for this job, crew payout, building plans, crew acceptance, the customer agreement, billing, labour and costs, notes and tasks — one screen, opened from the job's bar on the schedule. The action row sits above the title so the buttons are always in the same place and the customer's name and address are never squeezed or wrapped.

Project details
Client PortalLink EstimateArchiveDelete
Hostetler Equipment Shed
Post-Frame • Crew A • Dale Hostetler
1840 Meetinghouse Rd, Gap, PA 17527
The action row above the title: Client Portal, Link Estimate, Archive, Delete, and a reminder. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
02

Tasks still open sort above the ones already done

You should not have to scroll past forty greyed-out finished tasks to reach the three that are left. Open items sort first, then by date. Phases and tasks open by default while notes and labour start folded, and the screen remembers how you left it.

03

Add a phase, drag it into your build order, change one date

Phases can be added to a running job, dragged into the order you actually build in, and removed with a typed confirmation. Start date, end date and duration are separately editable and each editor states what it will move: changing the end date keeps the start and adjusts the length, setting a duration keeps the start and extends the end. One stage moves without dragging the rest of the build with it.

Project Phases
Project Phases — drag to reorderManageAdd Phase
Drag the grip on the left of any stage to reorder the build.
Permitting
Jul 27Aug 812 days4/4
Done
Concrete
Aug 8Aug 135 days6/6
Done
Material Delivery
Aug 13Aug 174 days4/4
Done
Post Set
Aug 17Aug 269 days3/6
Active
Siding / Roofing
Aug 26Sep 38 days0/11
Planned
Final Payment
Sep 3Sep 63 days0/5
Planned
Project Phases with dates, checkpoint counts and status. The grip on the left reorders. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
04

What this crew is owed for this job, with its working shown

Pool, day rates earned, fuel and equipment, surplus shared, then the split per man — figured from the hours the crew actually logged on their field links. A payout screen that prints one number per person is asking to be argued with. If somebody has no pay tier set, it names him and says so rather than paying a plausible-looking made-up figure.

Crew payout
Crew payout
Crew A · figured for 12 days · 361h logged over 11 days
Refresh
Pool
$21,840
Day rates earned
$15,833
Fuel & equipment
$3,300
Surplus shared
$2,708
WhoTierHoursDaysDay ratesSurplusOwed
Levi YutzyTier 19611$5,500.00$720.00$6,220.00
Dwayne MillerTier 29210.5$4,200.00$690.00$4,890.00
Curt HershbergerTier 38810$3,500.00$660.00$4,160.00
Andre OcampoTier 4859.75$2,632.50$637.50$3,270.00
Total to the crew$18,540.00

Hours come from what the crew logged on their field links. Day rates are earned per day worked; the surplus is split by share of hours, so being there is what moves it.

The pool arithmetic above the table, then hours, day rates, surplus and owed per person. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
05

Move a stage and the customer's page moves with it

Every schedule edit — adding a phase, reordering, shifting the start, changing a stage's status — republishes the whole phase list to the customer's portal. They are never reading last month's plan, and you are not taking the call that asks whether the dates changed.

06

The drawings, the site notes and the short shipment live on the job

Engineered drawings download from inside the project and open first for crew, so nobody prints last revision out of an email. Notes attach to a specific stage and are bonded to the right customer, so two builds for two families with the same first name cannot cross. Extra, missing and damaged material is recorded item by item against the stage where it was found — which is what you need three weeks later, arguing a short shipment with the supplier.

How it works
  1. 1Sections are individually collapsible with remembered state (phases and tasks open, notes and labour collapsed by default)
  2. 2Tasks are sorted OPEN FIRST, then by date, on a copy of the array
  3. 3Contract, invoice and change-order sections are permission-gated per role
  4. 4Opening the modal loads the project's stage-instance overlay so N/A markers and freeze state are present the moment the checklist renders
  5. 5Bug reports raised while it is open automatically carry the project context
Why we built it

Everything about a job — schedule, checklists, photos, notes, money, crew — was spread across separate screens, so answering a customer's phone call meant three tabs and a guess. The cockpit puts it in one place, and the layout came from watching builders use it: the action buttons sit in their own row above the title so they never move and the job name and address never get truncated to make room for them, and completed tasks drop below the open ones so nobody scrolls past a hundred finished items to reach the four that still matter. Notes fold away for the same reason — a long note list used to push everything under it off the bottom with no way to collapse it.

The problem
  • Job context scattered across screens
  • Finished work burying open work
  • Action buttons in a different place on every job
Sound familiar?
What you get
Everything about one build in one place
Open work first, always
Actions in a fixed, findable position
What's inside
Change one stage's start, end or duration
Three separate editors on a stage — start date, end date and duration — each stating exactly what it moves.
Move the whole job's start date
Pick a new start date and the entire build slides, keeping its length.
Two ways to change the end date
Setting a new end date either slides the whole job or stretches the last stage — and it tells you which before you pick.
Who's on this job
Assign team members to a project; assigned people always get its start, stage-complete and completion notifications.
Add, reorder and remove phases
Add a phase to a running job, drag stages into the order you actually build in, and remove one with a typed confirmation.
Notes on a stage
Rich-text notes attached to a specific stage of a specific job, bonded to the right customer.
Materials check — extras, missing and damaged
Record extra, missing and damaged material against the stage where it was found, item by item.
Building plans on the job
The engineered drawings and outputs for the job, downloadable from inside the project — and auto-opened for crew.
Link an estimate to a project
Pair an existing project to its estimate job so the customer's dashboard, contact card and pipeline all find it.
Links that open the right job
Notification and email links land directly on the project — or on the exact contract that needs signing.
The customer's view stays in step
Every schedule edit re-publishes the project's phase list so the customer's portal never shows a stale plan.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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