Owner Dashboard
Job Flow · Start to Finish
Every job moves left to right. Tap a step to work on it.Needs Your Attention
Today's Schedule
Active Jobs 0
| Customer / Job | Status | Contract | Cost | Profit |
|---|
Cash Flow · Last 8 Weeks
Customer Intakes / CRM
Public customer intake → prospect → estimate → project → invoice
Customer Intake Link
Send this link by text, email, Facebook, or your website. Customers do not need a CJV account or login.
Prospective Customers
| Customer | Contact | Project | Budget / Timeline | Source | Status | Submitted | Actions |
|---|
CRM / Leads
Track prospects from first contact to won project
Add Lead
Lead Pipeline
| Customer | Contact | Address | Service | Status | Value | Follow-Up | Notes | Actions |
|---|
Customer Database
Master CJV customer list synced from Prospective Customers / CRM
Add Customer
Customer master record
| # | Customer | Phone | Address | Status | Projects | Active | Open Invoices | Open Balance | Lifetime Billed | Last Activity | Actions |
|---|
Calendar
Estimates, project starts, inspections and deliveries
Add Calendar Event
Upcoming Events
Google Calendar
Read-only view of your personal Google Calendar. Setup instructions
Project Measurement Manager
Capture complete project measurements, notes, photos, and printable project overviews.
Room Scanner
Scan rooms with iPhone/iPad, review dimensions, and sync directly to CJV projects and Project Measurements.
Projects Dashboard
Projects, schedules, crews, materials and field performance.
| Customer / Project | Status | Progress | Schedule | Contract | Cost to Date | Gross Profit | Margin | Next Milestone |
|---|
To-Do List
A quick running list for the owner/admin — separate from per-project Tasks under Projects.
| To-Do | Priority | Due |
|---|
Live Project Map
Every job currently in the "In Progress" stage, plotted by job-site address.
Couldn't auto-locate these jobs
Click "Set location" then tap the spot on the map — it's saved permanently, so this only has to be done once per job.Material Takeoff
Trace floor plans to measure room areas, wall lengths, and count doors, windows & fixtures.
1. Load Floor Plan
Upload a JPG, PNG, or PDF floor plan to trace over. If your PDF has more than one page (e.g. a main floor and a second floor), use the page buttons below to move between them.
2. Set Scale
If the plan has a printed scale (like "3/16" = 1'-0"" in the title block), use it below — it's the most accurate. Otherwise tap two known points or type the plan's overall width.
3. Trace & Count
Pick a tool, pick what you're measuring, then click points on the plan. Click "Finish Shape" (or double-click) to complete a room outline or wall run.
Upload a floor plan above to get started.
Takeoff Summary
By Material / Trade
| Category | Type | Total |
|---|
All Measurements
| Type | Label | Category | Value |
|---|
Materials to Order
Standard trade formulas, converted from what you traced (every page of this plan). Adjust thickness, waste %, or spacing for your own job, and add a unit cost per item to see an estimated total — everything updates as you type.
| Category | Measured | Assumptions | Order Quantity | Unit Cost | Est. Cost |
|---|---|---|---|---|---|
| Estimated Material Total | $0.00 | ||||
Projects
Pipeline, project execution, tasks, payments, materials and daily field operations
Projects by Stage
Attention Required
Upcoming Actions
Financial Snapshot
Priority Queue
Projects needing attention firstAll Projects
| Project | Stage | PM | Health | Contract | Collected | Balance |
|---|
Tasks & Checklists
| Task | Project | Owner | Due |
|---|
Payments
| Date | Project | Type | Method | Amount | Notes |
|---|
Material Tracking
| Project | Item | Qty | Supplier | Status | ETA | Cost |
|---|
Daily Logs
| Date | Project | Crew | Hours | Weather | Work Completed | Issues |
|---|
Project
New Job
Project Documents
Create project-linked estimates, proposals, and contracts.
Expenses
Receipts, approvals and project costs
Submit Expense
Import from bank / credit card
Download a CSV from your bank or card website, upload it here, and the CRM suggests a job and category for every charge based on your past expenses. You review everything before anything is saved. Charges already in the CRM are flagged so nothing is counted twice.
Check that the CRM matched your columns correctly. Change them if a column is wrong.
| Date | Vendor | Amount | Type | Job | Category |
|---|
My Expenses
Showing all dates · Payroll weeks run Thursday through Wednesday, same as Time Clock.
| Date | Type | Employee | Project | Category | Vendor | Amount | Receipt | Status | Notes | Actions |
|---|
Edit Expense
Time Clock
Thursday–Wednesday payroll weeks · 1-hour lunch automatically deducted once per worked day
Your browser may ask permission to use your location.
Weekly Payroll Summary
Thursday through Wednesday
| Employee | Days Worked | Raw Hours | Lunch Deduction | Payable Hours |
|---|
Lunch rule: 1.00 hour is deducted once for each employee calendar day containing completed work. Multiple project entries on the same day still receive only one lunch deduction.
Edit Time Entry
Correct project, clock-in/out times, or notes.
Time Entries by Employee
Job Photos
Before, progress and completion photos by project
Job Folders
Every project with photos gets its own folder — tap one to open it.
Project Files
Contracts, plans, permits, invoices and change orders
| Project | Type | File | Description | Uploaded By | Date | Actions |
|---|
Company Files
Business-wide PDFs and documents not tied to any one job — insurance, licenses, tax docs, templates, handbook.
| Category | File | Description | Date | Actions |
|---|
Job Costing
Contract value, expenses, committed costs and projected profit
Cost by Category
Financial Summary
Expenses / Bills
| Date | Type | Category | Vendor | Employee | Amount | Status | Notes |
|---|
Payments Received
| Date | Type | Method | Amount |
|---|
Materials
| Item | Quantity | Supplier | Cost |
|---|
Time / Labor
| Employee | Clock In | Clock Out | Hours | Notes |
|---|
Change Orders
Price, approve and track scope changes before work begins
| CO # | Project | Description | Amount | Schedule | Status | Actions |
|---|
Money Center
Accounts receivable, customer payments and bills due
Create Invoice
Record Customer Payment
Accounts Receivable
| Invoice | Project | Customer | Due | Amount | Paid | Balance | Status | Action |
|---|
Customer Payments
Every payment recorded above — edit or remove one if it was entered wrong.
| Date | Invoice | Project | Amount | Method | Reference | Action |
|---|
Add Bill / Company Payment
Accounts Payable
| Vendor | Project | Category | Due | Amount | Status | Action |
|---|
Material Cost
Project-linked needed materials with Lowe's and Home Depot pricing workflow
Job Costing & Profitability
Revenue, margins, cash flow, receivables, payables and project profitability.
| Customer / Project | Status | Contract | Total Cost | Projected Cost | Gross Profit | Margin | Cost to Complete |
|---|
| Project | Contract | Tracked Job Costs | Gross Profit | Margin |
|---|
| Job | Contract | Collected | Costs | Profit | Margin | Cash So Far | Check |
|---|
| Vendor | Total Paid | Transactions | 1099 Threshold |
|---|
| Project | Budget | Actual Job Costs | Variance | % Used |
|---|
CJV Financial OS
Owner finance control, A/R, A/P, project profitability, debt, overhead and cash-flow forecasting
Invoices
QuickBooks-style invoice management, payments, PDF, printing and customer email
| Invoice | Customer | Project | Date | Due | Total | Paid | Balance | Status | Actions |
|---|
New Invoice
Activity
Remodeling Project Manager
Remodeling-only control center with 3 draws, branded forms, budget, change orders and 16 remodeling phases
Choose the CRM project this remodeling manager belongs to. Changes inside the embedded manager auto-save to the CRM cloud record after a project is linked.
New Home Project Manager
Control new-home construction from lot and permitting through draws, inspections, closeout and warranty
Daily Job Logs
Document crew, production, deliveries, delays and tomorrow's plan
| Date | Project | Crew | Hours | Work Completed | Problems | Tomorrow | Actions |
|---|
Inspections
Log inspections per project — type, inspector, pass/fail, and notes
| Date | Project | Type | Inspector | Result | Notes | Photo | Actions |
|---|
Customer Portal
Give customers a private login to see progress, payments, photos and message you
Email check
Sends a test email and shows exactly what your email service says. Try this first if invites are not arriving.
Invite a customer
Customers are invited automatically when they sign an estimate. Use this for anyone who already signed, or to resend a link. They receive an email to choose their own password — you never see or send passwords.
Messages
Post a progress update
Shows in the customer's portal under "Updates from CJV".
Share photos & documents
Nothing is visible to the customer until you check it here. The signed contract is shared automatically.
Portal accounts
| Customer | Projects | Status | Last login | Action |
|---|
Subcontractors
Trade partners, insurance and compliance documents
Add Subcontractor
Attach a File to a Subcontractor
COI, W-9, licenses, photos of the sub's insurance card, etc. Pick which subcontractor a file belongs to, then attach as many as you need — works for any subcontractor, any time, whether you just saved them or not.
Attaching to: —
| Company | Trade | Contact | W-9 | COI Exp. | Status | Files | Actions |
|---|
Concept Renderings
Upload a sketch or photo of any project — homes, porches, pergolas, commercial buildings, shops, barns — and get realistic concept images
These are AI concept images to help the customer picture the idea. They are not construction drawings and details may differ from your sketch.
Saved Renderings
Materials Price List
Snap a photo of a material list or receipt. It gets organized and saved here, and the Estimate AI uses your prices first
Add from a Photo
Take a picture or choose one
Works with receipts, supplier invoices, quotes and handwritten or printed lists. Prices are saved when they are on the page.
Check what it found
| Item | Unit | Price each ($) | Category |
|---|
Items with no price are saved so you can add the price later. Untick anything you don't want.
Add an Item by Hand
My Price List
| Item | Unit | Price each | Updated |
|---|
Tap a price to change it. When you use Suggest Materials & Labor (AI) on an estimate, any item found here uses your price. Everything else is looked up online or estimated.
Accountant Reports
Profit & loss, expenses by category, job and vendor, payments and unpaid invoices, ready to send to your accountant
System Health
Backups of your data, whether texts and emails are going out, and whether your automatic reminders are running
Backups
A backup is a copy of everything in CJV Hub: customers, jobs, estimates, invoices, expenses and more. An automatic copy is saved every Sunday and the newest 8 are kept. Last saved backup: —.
Tip: press Download backup now once a month and keep the file in iCloud or Google Drive. That way you have a copy outside Supabase too.
Texts & Emails (last 7 days)
Checking…
Automatic Reminders
Monthly Bills
Rent, insurance, subscriptions and every other recurring company bill, with a reminder every Friday morning
Add a Bill
All Bills
| Bill | Amount | How often | Next due |
|---|
Tap Mark paid after you pay a bill. It's logged as a company expense (Overhead) and the due date moves to the next one.
Credit Accounts
Vendor accounts where you buy now and pay later. Log what you got and get reminded before each invoice is due
New Credit Account
Your Accounts
Log a Purchase on Account
Purchases
| Due | Account | What we got | Amount |
|---|
Tap Mark paid after you pay the vendor. The reminders stop and the expense is marked paid.
Vendors
Material suppliers and other vendors — kept consistent so Expenses and Bills always point at the same record
Add Vendor
Vendor List
| Vendor | Category | Contact | Phone / Email | Account # | Status | Actions |
|---|
Fleet & Equipment
Vehicles, trailers, payments, registration and maintenance
Add Vehicle / Trailer
| Unit | Type | Vehicle | Assigned | Payment | Registration | Status | Actions |
|---|
Add Equipment / Tool Asset
| Asset | Description | Location | Assigned | Project | Condition | Maintenance | Actions |
|---|
Cost Codes & Budgets
Budget every project by trade and compare budget vs actual
| Project | Code | Description | Budget | Actual | Remaining |
|---|
Checks / Payments
Print 8½ × 11 voucher checks — check on top, two stubs below
New Check
Create, preview and print a CJV business voucher check.
Check Register
Select one or several checks to print, reprint, void or mark cleared.
| Date | Check # | Payee | Project | Category | Amount | Memo | Status | Actions |
|---|
Employees
Roles and account access
Create user accounts in Supabase Authentication, then manage roles here.
| Name | Role | Access | Hourly Rate | Cell Phone |
|---|
✦ CJV AI
Business assistant connected to your CJV Hub data
Settings
Company and proposal settings
Tax
Set your sales tax once. Estimates can then add it for you, and invoices get a one-tap "use my tax rate" link. Not sure what applies to your jobs? Ask your accountant.
Back up my data
Downloads a copy of your customers, projects, invoices, payments, expenses, estimates and more. Nothing is changed or deleted. Do this weekly and save the file to iCloud, Google Drive or your Files app.
SimplyWise Sync
Import a SimplyWise estimate into the correct CJV project.
Imported Line Items
No CSV loaded.
| Description | Qty | Unit | Unit Price | Total |
|---|---|---|---|---|
| Import a SimplyWise CSV. | ||||
Add Project
CJV Estimate Center
Project-linked estimating with internal cost, markup, customer pricing, and future send/approval workflow.
Price Book
Past accepted jobs, saved by type and size, so a similar job for a new customer can start from a known price instead of a blank estimate.