VC
VISION
CONSTRUCTION
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TN Vision Construction · Franklin, TN

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Good morning, Logan.

Here's the state of the business today.

Active Jobs
—
In progress
Pending Quotes
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Awaiting approval
Pipeline Value
—
Active + permitted contracts
Completed
—
Completed jobs on record
Avg Margin
—
From completed jobs
Pipeline Snapshot

Live P&L · April

QuickBooks
Net Profit MTD
$15,070
18% vs March
Revenue$47,250
Expenses$32,180
Margin31.9%
View Full Report →

Where We Are Today

PM Workload Detail →

Audit · This Month

3 Flagged
Potential Savings
$1,840/mo
Dumpster rentals+42%
Lumber pricing+18%
Other categoriesOn track
Review Audit →

Active Jobs

View All
JobClientStatusValue

Recent Activity

This Week's Weather

Franklin, TN
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Builder Advisory
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This Month

Invoices Sent12
Payments Received$47,250
New Leads5
Jobs Completed2
Avg Margin (Month)31.2%

Jobs

Every project across Vision Construction · grouped by stage so the work that's happening *right now* is on top.

Active right now

Active Jobs

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—
JobClientPMTypeStatusValue
Out for review

Estimates & Quotes

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—
JobClientPMTypeStageEst. Value
Closed-won · finished

Completed

—
ClientTypeValue
Didn't accept · closed

Not Accepted

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ClientTypeReason

Clients

Your client directory and project history.

Master Schedule

All active project timelines in one view.

Calendar
Timeline

—

104 phases synced from JobTread · Re-sync
CRM

Leads · Pipeline & Win Rate

Every job record from the master sheet — pre-quote through completed and lost. Click any card to open the job.

Total Records
—
All-time pipeline
Won
—
Active + Completed
Lost
—
Didn't accept
Win Rate
—
Won / (Won + Lost)
Open
—
Pre-Quote + Quote + Permits
Open Pipeline $
—
Quoted value in flight

Win Rate by Project Type

Closed records only

Invoices

Billing and payment tracking across all jobs.

Total Collected
$0
Outstanding
$0
Overdue
0
Invoice #ClientJobAmountStatusDateActions
No invoices yet.
Create your first from any job's Quoting tab.

Vendors & Subs

Your subcontractor and supplier directory.

Total Vendors
0
COI Valid
0
Compliance Issues
0
VendorTradeContactCOI StatusCOI ExpiresRating
No vendors added yet. Click "Add Vendor" to start your sub-contractor directory.

PM Management

Project manager workloads, performance, and field tracking.

Team Size
2
Active Jobs
0
Across team
Total Billing
$0
Hours This Week
—
No data yet
LA
Logan Anderson
Owner · Admin
Active
Active Jobs0
Contract Value$0
Hours This Week—
Miles This Week—
Invoices Outstanding—
Open profile →
ER
Elijah Rank
Project Manager
Active
Active Jobs0
Contract Value$0
Hours This Week—
Miles This Week—
Invoices Outstanding—
Open profile →

All Active Jobs · Live Map

— jobs plotted
Active Permits Quoted Click any pin to open the job

PM Earnings · Bonus Tracker

10% of Gross Profit per Job

GPS Time Tracking · Auto-Clock

Not Connected
How it works

Once a PM opens the portal on their phone, the browser geolocation API watches their position. When they cross within ½ mile of an active job's address, the timer starts and seconds get tagged to that job's actual costs.

PM Hourly Rates (configurable)
Logan Anderson · Owner$95.00 / hr
Elijah Rank · PM$75.00 / hr
Current Status
Geolocation not yet authorized on this browser. Click "Enable" to grant permission.

Client Portal Control

Manage exactly what each client sees in their project portal.

Clients with Portals
0
Active portal links
Active Projects
0
Configurable Sections
10
Per job

Clients & Their Projects

Back to Portal Control
Select an active client from Client Portal Control to preview what they see.
Each client sees only their own job, schedule, invoices, and the sections you've enabled.

Files

All project documents and files organized by job.

Templates

Reusable templates for quotes, schedules, and documents.

Template NameTypeLast ModifiedActions
No templates yet.
Save your most-used quotes, schedules, and contracts here for one-click reuse.

Catalog

Materials and pricing catalog with auto-calculated sell prices.

ItemCategoryUnitCostMarkupSell Price
Catalog is empty.
Add line items here to pull into quotes with auto-calculated markup pricing.

Settings

Company profile, branding, integrations, and team management.

Company
Branding
Preferences
Integrations
Team

Company Details

Appears on quotes, invoices, and client communications.

Restricted

Vault

Sensitive credentials, banking, and account information. Local-only · gitignored · never deployed.

Enter Vault PIN

This area contains banking, passwords, and sensitive business credentials. Authorized personnel only.

PIN: matches the lock-box code used on all jobsites and trailers. After 3 wrong attempts, the page reloads.
Tools

Expenses

Every transaction across the business · auto-tagged to jobs · live from Plaid + manual entries.

Spend MTD
$—
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Untagged
—
Click to review
Transactions
—
This month
DateVendor / DescriptionCategoryAmountJobSourceStatus

Spend by Job · This Month

Actual vs Budget

AI Tools

Smart calculators and analysis built specifically for Vision Construction.

Material Calculator
Financial Audit
Smart Scheduling
Client Comm AI

Material Calculator

Enter dimensions — AI returns exact material quantities.

Calculation Result
12 bags
of 80lb concrete
Total volume17.78 cu ft
Per footing2 bags
Waste factor10%
Est. cost @ $6.50/bag$78.00

Saved Material Lists

List NameJob TypeItemsEst. CostLast UsedActions
Standard 12x16 DeckOutdoor Living23 items$2,840Apr 1, 2026Use →
10x10 Kitchen RemodelKitchen47 items$8,200Mar 15, 2026Use →
Master Bath — StandardBathroom34 items$5,400Mar 10, 2026Use →
Concrete Footings — 6 footingsFoundation5 items$420Feb 28, 2026Use →

Estimate Booking

Branded calendar booking page powered by Google Calendar.
calendar.app.google/tS4s81gBEpMgKX58A · Connected

Open Booking Page
Bookings This Month
0
No data yet
Show Rate
—
No data yet
Lead → Booking
—
No data yet
Booking → Job
—
No data yet

Upcoming Estimate Visits

ClientProjectDate / TimePMStatus
No upcoming visits booked yet.
When clients book through your branded calendar, they'll show up here.

Booking Page Settings

VC
VISION
CONSTRUCTION
You Have The Vision
Schedule Your Estimate
We'll visit your home, walk through what you're imagining, and prepare a thoughtful, custom quote. Free, no commitment, about an hour.
1. Date — 2. Time — 3. Details
Select a date
Free Visit · ~60 Minutes · No Obligation
How submissions reach Google Calendar: When the Google Calendar API is connected (Settings → Integrations), confirmed bookings auto-create events on Logan's calendar with all client details. Until then, submissions are stored in the portal's lead pipeline.

Reports

Financial performance, profitability, and team analytics.

Revenue (Month)
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No data yet
Expenses
—
No data yet
Net Profit
—
No data yet
Best Job Type
—
No data yet

Revenue — Last 6 Months

Reports populate once you've sent invoices, logged expenses, and connected QuickBooks.

Margin by Job Type

Margin breakdown will appear once jobs close out and final costs land.

Lead Source ROI

SourceLeadsWonRateRevenue
Track lead sources by adding the source field when you log new leads.

PM Performance Comparison

PMActive JobsRevenue ManagedAvg MarginOn-Time %Hours/Week
Logan Anderson3$111,00032.4%94%38
Elijah Rank4$173,50030.4%90%56

Messages

Conversations with clients across all jobs.

No conversations yet.
Messages from clients (via the portal or email) will appear here. Start a conversation from any client's profile.