Dashboard
Good morning, Denny — here's your overview
Command palette ⌘K
▲ +12%
24
Active Projects
▲ +8%
$284K
Revenue MTD
▼ 3 open
7
Open Work Orders
▲ improving
3
Overdue Items
Revenue TrendLast 6 months
Work Distribution
Mechanical
35%Electrical
30%Plumbing
25%Fire Prot.
10%Recent Activity
Invoice #INV-2024 paid — $42,500 from ABC General Contractors
2m
Submittal SUB-0087 returned for revision — Duct Shop Drawings
1h
Work Order WO-341 completed by Mike T. — HVAC Service Call
3h
Estimate EST-0156 approved — 123 Main St HVAC $184,000
Yesterday
Projects
12 active projects across all clients
ProjectClientValueStatusUpdated
Downtown Hospital Expansion
PRJ-0041 · Healthcare · Boston, MA
In Progress
Mar 18Westfield Office Park
PRJ-0040 · Commercial · Paterson, NJ
Active
Mar 17NJ Transit Depot
PRJ-0039 · Industrial · Newark, NJ
On Hold
Mar 15123 Main St HVAC Renovation
PRJ-0038 · Commercial · Paterson, NJ
Awarded
Mar 12Downtown Hospital Expansion
In Progress
Metro Health Systems · Boston, MA
5/14/2026
Deadline
67%
Completion
8
Open Clashes
5
Team Members
Project Description
Complete MEP design and coordination for a 5-story hospital expansion including surgical suites, patient rooms, and administrative facilities.
Completion
67% of milestones completed
Total Budget
$2.4M
Location
Boston, MA
Activity
Drawing uploaded
Sarah · 2h ago
Sarah · 2h ago
Clash CL-003 resolved
Emily · 5h ago
Emily · 5h ago
New clash detected
System · 1d ago
System · 1d ago
Analytics
Performance metrics across all projects
▲ +18.2%
$8.4M
Total Revenue
▼ -8.5%
127 days
Avg. Duration
▲ +3.2%
87%
Team Utilization
▼ -12.1%
2.4d
Avg. Resolution
Budget PerformancePlanned vs Actual
Clash ResolutionMonthly
Documents
Centralized document management
Folders
Drawings
156 files
Specs
43 files
Reports
28 files
BIM Models
12 files
Schedules
34 files
Submittals
67 files
Recent Files
NameProjectTypeSizeDate
HVAC Layout - Level 3.pdf ⭐
Uploaded by Sarah Chen
Electrical Single Line.dwg
Uploaded by Mike Johnson
Plumbing Isometric.rvt ⭐
Uploaded by Emily Rodriguez
Invoices
Billing and payment tracking
$142K
Outstanding
$38K
Overdue
$284K
Paid This Month
#ClientProjectAmountStatusDue
INV-2024
ABC General Contractors
123 Main St$42,500Paid
Mar 15INV-2023
XYZ Construction
Riverside Hosp.$87,200Sent
Mar 20INV-2022
Metro Contractors LLC
Westfield Office$28,900Overdue
Mar 01INV-2021
Ridge Development
Summit Ridge$15,600Draft
—Submittals
8 submittals in progress
#DescriptionProjectStatusDue
SUB-0087
Duct Shop Drawings — Level 3
123 Main StRevise
Mar 20SUB-0086
VAV Box Schedule
123 Main StApproved
Mar 18SUB-0085
Chiller Plant Equipment
Riverside Hosp.Submitted
Mar 25RFIs
Requests for information
No open RFIs
All requests answered.
Estimates
5 active · $2.4M pipeline
#NameClientTotalStatusUpdated
EST-0156
123 Main St HVAC Renovation
ABC General$184KAwarded
Mar 18EST-0155
Riverside Hospital MEP
XYZ Builders$892KBidding
Mar 17Work Orders
7 open work orders
#DescriptionAssignedCustomerStatus
WO-341
HVAC Service Call — AHU-3
Mike T.ABC OfficeComplete
WO-340
Chiller Maintenance Q1
Sarah K.RiversideIn Progress
WO-339
Boiler Inspection Annual
Tom R.WestfieldScheduled
Time Tracking
This week
142h
Total This Week
12h
Overtime
4
Clocked In Now
TechnicianWork OrderDateHoursStatus
Mike T.WO-341Today8.5h
Done
Sarah K.WO-340Today6.0h
Active
Team
8 members · 84% avg utilization
8
Total Members
84%
Avg. Utilization
24
Active Projects
839
Tasks Done
SC
Sarah Chen
MEP Lead Engineer
Active
Mechanical
sarah.chen@boldmechanical.com
Paterson, NJ
4
Projects
127
Tasks
92%
Util.
MJ
Mike Johnson
Sr. Electrical Engineer
Active
Electrical
mike.johnson@boldmechanical.com
Paterson, NJ
3
Projects
98
Tasks
88%
Util.
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