Main Panel

Leads

Inbound prospects — intake, score, and promote to bid.

Pipeline intake

Bid

Active bid pipeline — estimating queue, quote tracking, setup status.

Bid pipeline

CM / PM

Project workspace — schedule, RFIs, submittals, job costing.

Construction management

Field

Crew roster, certifications, time entries, daily reports.

Field operations

Accounting

Invoices, POs, COs & receipts — cash flow + A/R.

Billing & A/R

Email

Connect Gmail · ASTC label tree · auto-triage coming.

Inbox & routing

Ops

Pipeline health, estimator scorecard, margin lens.

Admin / OPS only

Admin

User activity, deploys & cross-system diagnostics.

Owner / admin role only

Compliance

Firm calendar, insurance, licensing, sub COIs, 1099s.

Governance & tracking

Safety

Incident log, training, jobsite safety items.

Field safety

HR

Onboarding, certifications, documents, employee records.

People operations

Executive

KPIs, backlog, WIP, margin, exec-level visibility.

Owner / CFO view

Sub Portal (preview)

See what subs see — pay apps, COIs, lien releases.

External-facing · staff preview only

Customer Portal (preview)

See what customers see — invoices, COs, RFIs, schedule.

External-facing · staff preview only

Help

Process flowcharts, glossary & lifecycle map.

Visual reference

Yard

M&A prospecting — NorCal GC targets, scored, slow outreach.

alex.toler@tolercorp.com only

LinkedIn

Drafts, posted history, network log, outreach targets.

alex.toler@tolercorp.com only