⚡ Executive Dashboard
Welcome back
Jobs Today
0
Fleet services
Month Revenue
$0
vs last month
AR Outstanding
$0
Unpaid pay apps
Retainage Held
$0
$0 ready to release
Cash Reserve
—
46-day float needed
Active Projects
0
Schedule health
📊 Revenue — Last 6 Months (Live)
⚡ Quick Actions
⏳ Pay App Status (46-Day Tracker)
🔒 Retainage Snapshot
🗓️ Project Schedule Health
📈 3-Month Revenue Forecast
Recent Job Entries
Upcoming Schedule
📱 Crew Mobile View
Simplified screen for crew in the field — today's jobs, quick log, and status updates
📅 Today's Jobs —
➕ Quick Job Log
My Recent Logs
🏢 Client Portal
Client-facing summaries — what your GC or customer sees about your work
Select a client above to generate their service report.
New Job Entry
Log a completed fleet service
Before & After Photos
Debt Freedom
Upload your statements — your business revenue pays off your debt automatically
Upload Debt Statements
Upload any PDF statement — credit card, car loan, student loan, mortgage, medical bill. AI reads it and extracts everything automatically. No typing required.
Drop statement here or click to upload
PDF, JPG, PNG · Credit cards · Car loans · Student loans · Mortgage · Medical
Payoff Strategy
Your Debts
Upload a statement above or add debt manually to get started.
Credit Report Tracker
Track your credit scores and improvement over time
Upload Credit Report
Upload your credit report PDF from Experian, Equifax, or TransUnion. AI extracts your scores, accounts, and recommendations automatically.
Upload Credit Report PDF
Experian · Equifax · TransUnion · Annual Credit Report
Experian
—
Credit score
Equifax
—
Credit score
TransUnion
—
Credit score
Credit Accounts
Upload your credit report to see your accounts here.
Add Score Entry
Score History
No score history yet.
Tax Organizer
Upload your tax documents — AI organizes everything for your preparer
Upload Tax Documents
Upload any tax document — 1099-NEC, 1099-K, W-2, 1098-T, bank statements. AI reads and categorizes everything automatically.
Upload Tax Document
1099s · W-2s · Bank statements · Receipts · Any tax form
Tax Documents on File
Upload documents above to build your tax file.
Add Income Entry
Income Log
No income entries yet.
Fleet Pricing
Set your rates — per vehicle, per bus, per lot day
Enter Your Rates — Your Numbers Only
These are YOUR prices. Start blank and fill in what you charge. No one else's rates pre-loaded.
Bus Washing Rates
| Service | Your Rate | Unit |
|---|---|---|
| School Bus — Exterior Wash | per bus | |
| School Bus — Interior Clean | per bus | |
| School Bus — Full Detail | per bus | |
| Charter / Transit Bus | per bus | |
| Bus Interior Sanitization | per bus |
Fleet Vehicle Rates
| Vehicle Type | Your Rate | Unit |
|---|---|---|
| Semi Truck — Exterior | per truck | |
| Pickup Truck / SUV | per vehicle | |
| Van / Cargo Van | per vehicle | |
| Box Truck | per vehicle | |
| Full Interior Detail | per vehicle | |
| Lot Day Rate (full yard) | per day |
Bus Yard Quick Estimator
Proposal Builder
AI writes professional fleet proposals in seconds
Generate Proposal
Job Schedule
Plan and track upcoming fleet jobs
No jobs scheduled yet.
📝 Daily Field Card
Fill out at end of every working day — submit before you leave the lot
📍 Job / Site Info
👷 Crew
⏱ Hours & Production
🚛 Vehicles Washed
Log each vehicle — unit number, type, and service performed
🗂 End-of-Day Checklist
Check every item before leaving the lot
🚨 Issues — Call Owner Before Leaving If Any Box Is Checked
Team Messages
Announcements and job alerts for your crew
Loading messages...
Invoices & AR
Create invoices and track payments
Outstanding
$0
Paid This Month
$0
Overdue
$0
Invoice History
No invoices yet.
Expenses
Track all business expenses for tax time
Log Expense
This Month
$0
This Year
$0
Largest Category
—
Expense Log
No expenses logged yet.
💚 Business Health & AI Coach
Real-time advice based on your actual business data — ask anything
Health Score
—
Out of 100
Profit Margin
—
Collections Rate
—
Revenue Trend
—
🤖 AI Business Coach
Powered by Claude · Knows your real revenue, expenses & jobs
🤖
Your AI Business Coach is ready.
Ask about pricing, growth, hiring, bidding, margins — anything.
Level:
Beginner = simple step-by-step · Intermediate = structured strategy · Advanced = direct numbers & scaling
📊 One-Click Business Analysis
Claude reads your actual job entries, expenses, debts, and revenue — gives you a personalized report.
Supplies
Track cleaning chemicals and fleet supplies
Log Supply Usage
Supply Log
No supply usage logged yet.
HR & Employees
Manage your cleaning crew
Your Team
No employees added yet.
Money Tracker
Track business and personal finances — upload bank statements for AI categorization
Upload Business Bank Statement
AI reads every transaction and categorizes it automatically.
Upload Business Statement PDF
Any bank · AI categorizes automatically · Review and confirm
Income (Month)
$0
Expenses (Month)
$0
Net Profit
$0
Business Transactions
Upload a statement or add transactions manually.
Job Photos
Before & after documentation for every job
No photos uploaded yet.
Customers
Manage your fleet clients
No customers yet.
Reports
Business performance and job history
Total Revenue
$0
Total Jobs
0
Avg Per Job
$0
Top Client
—
Job History
Select a date range and generate report.
Users
Manage who can access this app
Loading users...
Client Satisfaction
Track feedback and testimonials
Log Feedback
Feedback History
No feedback logged yet.
Bid Analyzer
AI reads your RFP — catches what you'd miss, calculates what you'd lose
Quick Bid Estimator
Enter job details — get a suggested bid price based on your saved rates.
Bid Win/Loss Tracker
Total Bids
0
Won
0
Win Rate
—
Total Value Won
$0
No bids logged yet. Add bids in the Bid Tracker.
Saved Analyses
No saved analyses yet.
Bid Tracker
Track proposals and RFPs you've submitted
Active Bids
0
Win Rate
—
Total Bid Value
$0
No bids logged yet.
Sales Pipeline
Prospects and opportunities in your funnel
No leads in pipeline yet.
Payroll & 1099s
Track wages, contractors, and tax filings
Log Payment
Payment History
No payments logged yet.
Safety Log
Track incidents, near-misses, and safety compliance
Log Safety Event
No safety events logged yet.
Municipal Estimator
Estimate fleet contracts for government and school district bids
SAM.gov Opportunity Search
Fleet Contract Estimator
Contracts
Manage client contracts and renewal dates
No contracts yet.
📈 Business Plan & Financial Projections
Bank-ready planning — built for fleet washing, mobile detail, and government contracts
⚙️ Revenue Assumptions (auto-fills projections below)
Applied month over month
Chemicals, fuel, direct labor
Insurance, wages, vehicle pmts
📊 12-Month P&L Projection
Blue = assumptions above · Black = calculated
| LINE ITEM |
|---|
Annual Revenue
$0
Annual Net Income
$0
Monthly Breakeven
$0
📉 WIP Tracker
Work in Progress — know your numbers before your GC does
Total Contracted
$0
Total Billed
$0
Retainage Held
$0
CIE (Billed Ahead)
$0
BIE (Working Ahead)
$0
Active Contracts
No contracts yet. Click "+ Add Contract" to get started.
⏱️ 46-Day Cash Flow Calendar
Track every pay app from submission to your bank account
⏱️ Remember: You submit today — you get paid in 46 days
Submit by the 20th → GC submits to owner by 25th → Owner pays Net 30 → GC pays you within 10 days. Keep 45+ days of cash in reserve at all times.
Outstanding (Submitted)
$0
Expected This Month
$0
Overdue (Past 46 days)
$0
Received YTD
$0
Pay App Timeline
No pay apps tracked yet. Add your first one above.
📋 Pay Application Generator
AIA G702 + G703 — ready to submit to your GC by the 20th
G702 — Application for Payment
G703 — Schedule of Values
Add each line item from your contract. The G703 continuation sheet will auto-calculate.
Payment Summary
Original Contract Sum$0
Total Completed This Period$0
Total Completed To Date$0
Retainage Held$0
Current Payment Due$0
📎 Submission Checklist
0 of 6 complete
Saved Pay Applications
No saved pay apps yet.
🔒 Retainage Tracker
Track held retainage per contract — Private 10% · Public 5% — release only at substantial completion
Total Retainage Held
$0
Across all contracts
Ready to Release
$0
Substantial completion reached
Active Contracts
0
With retainage
Released YTD
$0
Collected this year
Contracts with Retainage
No contracts yet. Add your first contract above.
⏳ AR Timeline — 46-Day Payment Tracker
From pay app submission → cash in your account. You need 45 days of floating cash.
📅 How Your 46-Day Payment Cycle Works (Beck / GC Standard)
Day 0
You Submit
Pay App
You Submit
Pay App
By the 20th
~Day 5
GC Submits
to Owner
GC Submits
to Owner
By 25th–31st
~Day 35
Owner Pays
GC (Net 30)
Owner Pays
GC (Net 30)
~Feb 25th
Day 46
💰 You Get
Paid!
💰 You Get
Paid!
Within 10 days
⚠️ You must cover payroll and expenses for ~46 days before cash arrives. Keep 45+ days of operating expenses in reserve.
Total AR Outstanding
$0
Due This Week
$0
Overdue
$0
Avg Days to Pay
—
Active Pay Applications
No pay apps tracked yet.
⚡ Compliance Hold Checklist
Payments are delayed when any of these are out of order. Check before submitting each month.
📈 Revenue & Job Forecasting
Project future revenue based on contracts, pipeline, and historical performance
Forecast Inputs
WIP CONTRACTS (auto-pulled from WIP Tracker)
No WIP data yet
Forecast Summary
Total Projected Revenue$0
Total Projected Costs$0
Projected Profit$0
Avg Monthly Revenue$0
Break-Even Month—
Cash Reserve Needed
Based on 46-day payment lag — you must carry this much in reserve
$0
≈ 1.5 months of operating costs
Monthly Forecast Breakdown
Fill in the inputs above to generate your forecast.
🔒 Upcoming Retainage Releases
Retainage held will be released at substantial completion — this is real cash you're owed.
No retainage contracts tracked yet.
🗓️ Project Schedule Builder
WBS → Network → Critical Path — Scheduling for Success (Beck Class 5)
✍️ Texas Lien Waivers
Generate the right waiver — conditional for every pay app, unconditional only after final payment
⚠️ CRITICAL: Sign the RIGHT waiver at the RIGHT time
Conditional = safe, submit WITH every pay app. Unconditional = waives your rights IMMEDIATELY — only sign after money is confirmed in your bank. Texas Property Code §53.281(b)(2): must be notarized.
Generate Lien Waiver
CONDITIONAL: Safe to sign. Takes effect only when the check clears your bank. Use with every monthly pay app.
Generated Waiver
Generate a waiver using the form on the left.
Waiver Log
Every waiver you generate is saved here
No waivers generated yet.
P&L Statement
Your profit and loss — automatically calculated from your entries
Select a date range and generate your P&L.
💹 Fleet Bid & Job Cost Calculator
True cost analysis — overhead, insurance, bonding, payroll burden, and profit margin
📋 Bid / Contract Info
💰 Revenue (What You Charge)
Total Revenue Per Visit
$0.00
👷 Direct Labor
FICA 7.65% + FUTA/SUTA ~7%
Gross Labor Cost
$0.00
Payroll Tax
$0.00
Total Labor w/ Burden
$0.00
🧪 Direct Job Costs
🏢 Overhead & Fixed Costs (allocated per visit)
Enter the portion of each cost that applies to this job/visit
Gov contracts often require $1M–$5M GL
Typically 4–8% of payroll
Gov jobs often require 1–5% of contract
🎯 Profit Target
Healthy fleet contract: 20–35%
Gov jobs: recommend 5–10%
📊 Bid Analysis Results
Total Revenue / Visit
$0.00
Total True Cost / Visit
$0.00
Net Profit / Visit
$0.00
Actual Margin %
0%
Cost Per Vehicle
$0.00
Min Price to Break Even
$0.00
Cost Breakdown
Suggested Minimum Bid (Cost + Target Margin + Contingency)
$0.00
📁 Saved Job Cost Analyses
No saved analyses yet.
Time Sheet
Clock in/out and track hours
Clock In / Out
Time Log
No time entries yet.
Equipment
Track fleet equipment and maintenance
Add Equipment
No equipment logged yet.
☀️ Daily Huddle Log
Start of day crew briefing — document who showed up, what's happening today, and any issues
Huddles This Week
0
Target: every work day
Open Constraints
0
Flagged, not yet resolved
Avg Crew Size
—
Last 7 huddles
Huddle Streak
0
Consecutive days
Huddle History
No huddles logged yet. Start each day by tapping "+ New Huddle" above.