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Dashboard
Welcome back, Denny. Here's what's happening with your projects.
▲ +12%
24
Active Projects
▲ +8%
$284K
Revenue MTD
▼ -3
7
Open Work Orders
▼ -23%
3
Overdue Items
Revenue TrendLast 6 months
Work DistributionBy trade
Mechanical
35%
Electrical
30%
Plumbing
25%
Fire Protection
10%
Recent Activity
Invoice #INV-2024 paid — $42,500 received from ABC General Contractors
2m ago
Submittal SUB-0087 returned for revision — Duct Shop Drawings Level 3
1h ago
Work Order WO-341 completed by Mike T. — HVAC Service Call
3h ago
Estimate EST-0156 approved — 123 Main St HVAC Renovation $184,000
Yesterday
Projects
12 active projects across all clients
ProjectClientValueStatusUpdated
Downtown Hospital Expansion
PRJ-0041 · Healthcare · Boston, MA
Metro Health$2,400,000
In Progress
Mar 18
Westfield Office Park — HVAC
PRJ-0040 · Commercial · Paterson, NJ
Metro Contractors$340,000
Active
Mar 17
NJ Transit Depot — Plumbing
PRJ-0039 · Industrial · Newark, NJ
State DOT$1,200,000
On Hold
Mar 15
123 Main St — HVAC Renovation
PRJ-0038 · Commercial · Paterson, NJ
ABC General$184,000
Awarded
Mar 12
Summit Ridge Apartments
PRJ-0037 · Residential · Summit, NJ
Ridge Development$256,000
Active
Mar 10
Downtown Hospital Expansion
In Progress
Metro Health Systems  ·  Boston, MA
5/14/2026
Deadline
67%
Completion
8
Open Clashes
5
Team Members
Project Description

Complete MEP design and coordination for a 5-story hospital expansion including surgical suites, patient rooms, and administrative facilities.

Overall Progress
67% Complete
Budget
$2.4M
Location
Boston, MA
Recent Activity
New drawing uploaded
Sarah Chen · 2 hours ago
Clash CL-003 resolved
Emily Rodriguez · 5 hours ago
New clash detected
System · 1 day ago
Team member added
David Park · 2 days ago
Analytics
Monitor performance metrics and insights across all projects
▲ +18.2%
$8.4M
Total Revenue
▼ -8.5%
127 days
Avg. Project Duration
▲ +3.2%
87%
Team Utilization
▼ -12.1%
2.4 days
Avg. Resolution Time
Budget PerformancePlanned vs Actual ($K)
Clash DetectionMonthly resolved
Documents
Centralized document management across all projects
Folders
Drawings
156 files
Specifications
43 files
Reports
28 files
BIM Models
12 files
Schedules
34 files
Submittals
67 files
Recent Documents
HVAC Layout - Level 3.pdf ⭐
Downtown Hospital · Uploaded by Sarah Chen
PDF
4.2 MB
Mar 17
Electrical Single Line Diagram.dwg
Westfield Office · Uploaded by Mike Johnson
CAD
1.8 MB
Mar 16
Plumbing Isometric.rvt ⭐
NJ Transit Depot · Uploaded by Emily Rodriguez
BIM
12.5 MB
Mar 15
MEP Coordination Report.pdf
Downtown Hospital · Uploaded by David Park
PDF
2.1 MB
Mar 14
Invoices
Manage billing and payment tracking
$142K
Outstanding
$38K
Overdue
$284K
Paid This Month
#ClientProjectAmountStatusDue
INV-2024
ABC General Contractors
123 Main St$42,500
Paid
Mar 15
INV-2023
XYZ Construction
Riverside Hosp.$87,200
Sent
Mar 20
INV-2022
Metro Contractors LLC
Westfield Office$28,900
Overdue
Mar 01
INV-2021
Ridge Development
Summit Ridge$15,600
Draft
—
Submittals
8 submittals in progress
#DescriptionProjectStatusDue
SUB-0087
Duct Shop Drawings — Level 3
123 Main St
Revise
Mar 20
SUB-0086
VAV Box Schedule
123 Main St
Approved
Mar 18
SUB-0085
Chiller Plant Equipment
Riverside Hosp.
Submitted
Mar 25
SUB-0084
Fire Suppression Layout
Westfield Office
Draft
Apr 1
RFIs
Requests for information
No open RFIs
All requests have been answered. Create a new RFI when a question comes up on site.
Estimates
5 active estimates · $2.4M pipeline
$2.4M
Pipeline Value
3
Awarded
5
In Progress
#Estimate NameClientTotalStatusUpdated
EST-0156
123 Main St HVAC Renovation
ABC General$184,000
Awarded
Mar 18
EST-0155
Riverside Hospital MEP
XYZ Builders$892,000
Bidding
Mar 17
EST-0154
Westfield Office Park HVAC
Metro$340,000
Sent
Mar 15
Work Orders
7 open work orders
#DescriptionAssigned ToCustomerStatus
WO-341
HVAC Service Call — AHU-3
Mike T.ABC Office
Complete
WO-340
Chiller Maintenance — Q1
Sarah K.Riverside Hosp.
In Progress
WO-339
Boiler Inspection Annual
Tom R.Westfield Office
Scheduled
WO-338
VAV Balancing — Zone 4
Mike T.123 Main St
Open
Time Tracking
This week · Team overview
142h
Total This Week
12h
Overtime
4
Clocked In Now
TechnicianWork OrderDateHoursStatus
Mike T.WO-341Today8.5h
Done
Sarah K.WO-340Today6.0h
Active
Tom R.WO-339Yesterday9.0h
Done
Team
Manage team members and track performance
8
Total Members
84%
Avg. Utilization
24
Active Projects
839
Tasks Completed
Top Performers
Most Projects
DP
David Park
5 projects
Most Tasks
SC
Sarah Chen
127 completed
Highest Utilization
DP
David Park
95%
Avg. Response Time
MJ
Mike Johnson
2.3 hours
SC
Sarah Chen
MEP Lead Engineer
Active
Mechanical
sarah.chen@boldmechanical.com
+1 (555) 123-4567
Paterson, NJ
4
Projects
127
Tasks Done
92%
Utilization
MJ
Mike Johnson
Senior Electrical Engineer
Active
Electrical
mike.johnson@boldmechanical.com
+1 (555) 234-5678
Paterson, NJ
3
Projects
98
Tasks Done
88%
Utilization
Settings
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