Now onboarding landscape design-build contractors · Founding access

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43+ widgets. Live data. No year-end spreadsheet.

A widget-based dashboard across 8 categories — Executive, Sales, Field Ops, Profitability, Cost Control, Forecast, Design, and AI Summary — reading from live data with no exports and no nightly refreshes.

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Reports · April 2025

Revenue MTD

$84,200

+12% vs last mo

Close Rate

64%

+8pts vs last mo

Avg Job Margin

31%

-2pts vs last mo

Revenue — This Week

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What it does

Configurable widget grid

Drag and drop widgets, resize tiles, and save per-company layouts. Admins set the default; users customize within it — no developer needed.

Executive snapshot to forecast

Pipeline value, win rate, financial health, and field ops capacity in one view — plus forecast widgets with at-risk project scoring and AR aging buckets.

AI Summary widgets

Alfred surfaces anomalies, trends, data quality scores, and recommended actions you wouldn't find yourself without asking.

How it works

01

Start from the executive snapshot

Pipeline value, win rate, financial health, field ops capacity, and top lead sources on one screen — updated live, no refresh.

Start from the executive snapshot
02

Drill into any category

Sales by stage. Field ops by crew utilization. Profitability by margin tier. Cost control by burn rate. All reading from live data.

Drill into any category
03

Customize your layout

Drag and drop widgets, resize tiles, and save your layout. Admins set the default; each user can customize within their permissions.

Customize your layout
04

Let Alfred surface what you'd miss

AI Summary widgets use Alfred to flag anomalies, identify trends, and recommend actions — without you having to ask the right question.

Let Alfred surface what you'd miss
Replaced HubSpot and Jobber in one shot. Cut $400/mo in subscriptions.

Marcus D.

Hardscape contractor, Austin TX

Stop running your business on gut feel. Start running it on numbers.