Good morning, Mike 👋
Wednesday · 3 jobs active · AI Pilot found 4 moves to make today
Owed to you$18,450
Open bids6
Won this month$42,300
Win rate58%
✅ Today's to-dos
Call Jane Sample about kitchen remodel walkthrough10:00 AM
Rough-in milestone due: 123 Example LnInvoice ready
Invoice #2041 overdue 9 days ($3,200)Overdue
Site visit: Demo Pool Co. lanai screen2:30 PM
🤖 AI Pilot recommendations
Drywall price is 12% under market. Raise from $1.85 to $2.10/sq ft on new bids.
Bid #104 unsigned 5 days. Follow-up email drafted.
Invoice #2041 overdue. Polite reminder ready with pay link.
Material costs up: lumber +6% this month. 2 open bids affected.
Customers
Everyone in one place, synced with QuickBooks
| Name | Balance | Status |
|---|---|---|
| Jane Sample | $0 | Bid sent |
| John Example | $4,800 | Active job |
| Demo Pool Co. | $0 | Lead |
| Test Family Trust | $3,200 | Overdue |
Bids
Describe the job in plain words. AI Pilot drafts the bid.
🤖 New bid from plain words
Draft Bid #105 · John Example AI drafted
| Item | Qty | Price |
|---|---|---|
| Composite decking (Trex-style) | 192 sq ft | $6,720 |
| Framing, PT lumber + footings | 1 lot | $3,150 |
| Stairs (4 steps) | 1 | $950 |
| Aluminum railing | 44 lf | $2,860 |
| Permit & labor | 1 lot | $3,400 |
| Total | $17,080 |
💡 AI Pilot: Similar Naples decks closed at $16.5k–$19k. You're priced well. Add a 10% contingency for hurricane-code fasteners?
Milestones: 30% deposit · 40% framing done · 30% final
Open bids
#104 Jane Sample · Kitchen · $28,400Unsigned 5 days
#103 Demo Pool Co. · Lanai · $7,900Viewed
#102 Test Family Trust · Bath · $21,000Signed
Milestone invoices
Customers pay online by card or bank
John Example · Deck ✓ QuickBooks synced
Deposit 30% · $5,124Paid
Framing done 40% · $6,832Sent
Final 30% · $5,124Not yet
Test Family Trust · Bath ✓ QuickBooks synced
#2041 Rough-in · $3,200Overdue 9 days
💡 AI Pilot: Reminder email drafted with pay link. Send now?
Takeoffs Coming in v2
Upload a plan. AI Pilot measures quantities for you.
📄 Drop plan PDF or photo here
AI-measured quantities (sample: floorplan_example.pdf)
| Item | Qty |
|---|---|
| Drywall | 2,480 sq ft |
| Interior paint | 3,150 sq ft |
| Baseboard | 412 lf |
| Tile flooring | 640 sq ft |
Settings
What do you call them?
Connections
QuickBooks OnlineConnected
Online paymentsOn