Owner / GM
Pipeline, margin health, at-risk jobs, and team throughput.
Lead Intake / Scheduling
Inbound lead qualification, consult scheduling, and first-response SLA tracking.
Project Developer / Sales
Opportunity progression, proposal walkthroughs, and close-plan execution.
Sales Management
Pipeline coverage, stage aging coaching, and forecast confidence controls.
Estimator
Draft queue, confidence flags, assembly libraries, proposal win rate.
Design / Architect
Plan uploads, spec revisions, and permit package handoffs to estimating and PM.
Project Manager
Milestones, trade coordination, RFIs, change-order cycle time.
Field Lead
Daily log, punch list, site blockers, media-based progress proof.
Finance/Admin
Invoice aging, burn vs budget, approvals, and accounting sync status.
Accounts Payable / Receivable
Collections, vendor payouts, deposit reconciliation, and payment exposure controls.