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Budgets · Invoices · Subcontractors · Projects · Cash flow
Contract emails · Quote requests · Professional correspondence
Contract emails · Quote requests · Professional correspondence
Project & Scope
Select Subcontractors
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Email Preview
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AI will draft a professional quote request for each selected sub
Call Setup
Talking Points
Ready to prep your call
Fill in the details and generate — you'll get a clean script with opening, key points, and how to close
Project Forecasts
Forecast Detail
Select a project to see forecast
Portfolio Risk
Draw Schedule
Payment DrawsClick row to mark received
Draw Timeline
Punch List
No punch list items yet
Add tasks, deficiencies, or follow-up items per project
Total Spend · All Projects
$0
0 invoices
Materials
$0
all projects
Subcontractors
$0
all projects
Active Projects
0
in progress
Monthly Rental Revenue
$0
0 occupied units
Projects
Recent Transactions
No invoices yet
Upload your first invoice to begin
Spend Over Time
Spend by Category
No data yet
Category Split
Upload Invoice
—
Drop invoice or receipt here
JPG, PNG, PDF · Claude extracts all data automatically
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Extracted DataHigh Confidence
Manual EntryManual
Vendor
Date
Invoice #
Description
Category
Amount
Notes
Pay Status
What Claude Extracts
Vendor name
Date & Invoice #
Total amount to the penny
Auto-categorized
All fields editable before logging
TIP
Flat, well-lit photos give best results. PDFs from vendors extract with near-perfect accuracy.
All Invoices
| # | Date | Project | Vendor | Description | Category | Invoice # | Amount | Status | Notes |
|---|
0 entries
$0.00
Project
Budget Warning — 75% Used
This project has used 75% or more of the contract value. Review spending carefully.
Critical — 90% of Budget Used
Immediate attention needed. This project is approaching or has exceeded the contract value.
Contract / Budget Value
Set, update, or clear the budget for this project at any time
$
Total Spent
$0
0 invoices
Budget
—
contract value
Remaining
—
Change Orders
0
$0 net impact
Budget Used
—
Invoices
| # | Date | Vendor | Description | Category | Invoice # | Amount | Status | Notes |
|---|
0 entries
$0.00
Category Breakdown
Notes
Change Orders
Cash Flow
Total Received
$0
0 payments
Total Spent
$0
all invoices logged
Net Cash Position
$0
received minus spent
Outstanding Balance
$0
contract remaining
Payments Received
—
| # | Date | Type | Description | Amount | Notes |
|---|
0 payments
$0.00
Expenses Logged
| # | Date | Vendor | Category | Amount |
|---|
0 expenses
$0.00
Flow Summary
Received vs Spent
Draw Schedule
Payments received will appear here as a draw schedule
Total Contract Value
$0
all projects combined
Total Costs
$0
all logged expenses
Gross Profit
$0
0% margin
Projects with Budget
0
of total projects
P&L by Project
| Project | Status | Contract Value | Total Costs | Gross Profit | Margin % | Budget Used | Health |
|---|
* Set contract value in each project to enable full P&L tracking
Cost Breakdown — All Projects
| Category | Amount | % of Total |
|---|
Project Budget vs Spend
Top Subcontractor Spend
No subcontractor invoices yet
Property
Property Type
—
—
Total Income
$0
cash flow payments
Total Expenses
$0
invoices logged
Net Position
$0
income minus expenses
Income / Payments Received
| # | Date | Type | Description | Amount | Notes |
|---|
0 payments
$0.00
Expenses
| # | Date | Vendor | Category | Amount |
|---|
0 expenses
$0.00
Notes
Rental Tracker
Monthly Revenue
$0
0 occupied units
Annual Revenue
$0
projected
Occupancy Rate
—
0 total units
Security Deposits
$0
held
Units
Rent Payment History
| # | Date | Unit | Tenant | Month | Amount | Status | Notes |
|---|
0 payments
$0.00
Quote Contacts
Subcontractor Directory