Today at a Glance
📅 Upcoming Calendar
📧 Recent Inbox
💰 Money in Motion
📋 Action Items
Core Apps
💰
Finance Dashboard
QuickBooks sync, A/R, cash flow, P&L, bid pipeline, MSAs, Win/Loss, tax prep — 27 tabs.
⏱
Time Tracker
Mobile-first timer. Log hours by project. Generates QB invoice lines with 3% CC fee.
📄
MSA Tracker
Client Service Agreements by client. Auto-links to signed files in H:\AGREEMENTS\.
📊
Project Info
Master project tracker. Open/Closed/Reopened status with reasons.
Daily Ops
📍
Site Visit Log
Photo upload, GPS stamp, notes, weather. Attaches to the project folder.
📌
Takeoff Calculator
Quick cut/fill calculator, unit conversions, bedding/backfill math.
🧾
Expense Capture
Snap a receipt → opens QuickBooks mobile for OCR, categorization, bank matching.
🚗
Mileage Tracker
GPS trip tracking → opens QuickBooks mobile. Uses QB's built-in IRS mileage tracker.
Sales & Bids
🔍
Check-a-Bid
AI reviews Mike's bid against plans + supplier quotes. Asks questions — never autonomous.
💬
RFI Tracker
Formal Requests for Information log. Ties to the
rfi-generator skill.📁
Rolodex
Contacts, follow-ups, leads. Voice-note reminders. Auto-pulls recent Gmail.
🛡
Subcontractor DB
Phoenix, Shea, Bell & Flynn, Ferguson, GMI, Michie Wall, etc. — search + quote history.
Tools & Logins
🔒
Security status
Access is controlled by Google Drive permissions on the
Main Share shared drive. When deployed to portal.my-estimating.com, Cloudflare Access will enforce email login (@my-estimating.com only). See SECURITY.md for the full three-layer model.