Contractor command center

Dashboard

Wasatch Remodel Co. workspace with matched leads, receptionist activity, proposals, invoices, payment-protection deadlines, revenue, and source performance.

DEMO DATA

New matched leads

5

Ranked by trade fit, urgency, and territory.

Estimated pipeline

$5883k

Recommended opportunities this week.

Appointments booked

3

Created by receptionist and lead workflows.

Quotes awaiting approval

3

Viewed or sent proposals.

Outstanding invoices

$13k

Deposit, progress, and final invoices.

Jurisdiction deadlines

4

Notice, lien, holdback, and payment-protection reminders.

Quotes created

26

Drafts generated from leads, calls, appointments, and projects.

Quote value

$618k

Total open proposal value.

Quotes won

11

Accepted proposals and signed contracts.

Quote conversion

42%

Accepted proposals divided by proposals sent.

Pending proposals

8

Sent, viewed, or awaiting signature.

Signed contracts

6

Customer-approved documents with signature snapshots.

Deposits collected

$74k

Stripe-ready deposit and invoice payments.

Outstanding invoices

$39k

Unpaid deposit, progress, and final invoices.

Past-due balances

$6.8k

Invoices beyond due date.

Revenue collected

$192k

Paid invoice and receipt totals.

Projected revenue

$781k

Accepted projects plus proposal pipeline.

Avg. project value

$38k

Average value of accepted proposals.

Change-order revenue

$18k

Approved additions without altering original contracts.

Recommended leads

U.S. + Canada demo leads

DEMO: Davis County school construction RFP

Kaysville, UT · US · Roofing · commercial

89

USD $1,250,000

DEMO: Salt Lake County plumbing project

Murray, UT · US · Plumbing · commercial

83

USD $68,000

DEMO: Utah County tenant improvement

Lehi, UT · US · Painting · commercial

82

USD $220,000

DEMO: Provo commercial storefront project

Provo, UT · US · Storefront · commercial

79

USD $145,000

DEMO: St. George multifamily construction opportunity

St. George, UT · US · Roofing · commercial

78

USD $4,200,000

Revenue chart

Jan
Feb
Mar
Apr
May
Jun
Recent callsTradeStatusValue
Megan R.Bathroom remodelBooked estimate$42,000
Provo Retail LLCStorefrontQualified lead$145,000
Davis School DemoRoofing/HVACSent follow-up$1,250,000
Upcoming appointmentsProjectTimeStatus
Megan R.Salt Lake City bathroom remodelToday 3:30 PMConfirmed
Lehi homeownerWindow replacementTomorrow 10:00 AMNeeds photos
Provo Retail LLCStorefront projectFri 1:00 PMBid walk
Proposal activityStatusExpiresVersion
DEMO: Glass shower proposalsent2026-07-06v1
DEMO: Bathroom remodel Good / Better / Best proposaldraft2026-07-10v1
DEMO: Window replacement quoteviewed2026-07-08v2
DEMO: Storefront commercial proposalaccepted2026-07-01v1
Invoice activityStatusBalanceDue
DEMO-INV-1001partially_paid$7,402.692026-06-29
DEMO-INV-1002sent$5,178.032026-07-06
Payment protectionJurisdictionDeadlineMissing
Glass shower replacementUS-UT2026-07-08Owner address, lender
Storefront facadeUS-UT2026-07-10None
Commercial renovationCA-ONJurisdiction reviewOwner legal name, tax registration
Luxury remodelCA-BCJurisdiction reviewOwner, lender, holdback details
Lead sourceCountShareStatus
Building permits3434%Healthy demo
Public RFPs1919%Healthy demo
Planning agendas1212%Healthy demo
Receptionist2727%Healthy demo
Webhooks99%Healthy demo