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Good morning, Richard.
Where do you want to look today?
Operationsopen →
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In field today
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Avg utilization (wk)
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Active jobs
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Inspectors (30d)
Payroll
Next run: —
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Inspector Payroll
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Office Payroll
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PMI/CPI Consulting
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Total Run
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LOC Draw
Financeopen →
Sales & Marketingopen →
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Client accounts
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Open proposals
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Pending value
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Win rate (12 mo)
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Warm leads
Operations
· Where are the guys?
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Utilization Snapshot
In Field
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— active this week
Utilization
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Target 100% · —
Budget at Risk
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Projects ≥ 80% hrs used · click to filter
Closing Pipeline
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≤ 14d
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≤ 30d
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≤ 60d
Inspector's Deployment —
| Inspector | Project name | Hrs | Util Wk |
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All Active Projects — Hours Budgeted vs. Used
| Job # | Project | City | Budget Hrs | Used (billed) | Remaining | Progress | Status | End Date |
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Budget hours from contracted cost items in JT (codes 101–303). Used / Remaining are billed-basis — invoiced ÷ contract × budget hours — since billing happens after service. This reflects real progress better than JT-logged time, which lags.
Field Labor — this week, priced off logged hours
Hours Logged
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Inspector Cost
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Budgeted rate × hours logged
Anticipated Revenue
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Hours × district billing rate
Anticipated Profit
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Revenue − inspector cost
Labor Margin
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Inspector Hours Last 7 Days
| Inspector | Time Entries | Hours | Cost | Ant. Profit | Utilization | Status |
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Loading planning board…
Backlog
Ending in ≤ 14 Days 0
| Job # | Project | Days Left | Status |
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Active Jobs Without Inspector Budget 0
| Job # | Project | City |
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⚠ Needs Attention — projects burning budget faster than hours remaining 0
| Job # | Project | Hrs Used / Budgeted | Spend | End Date | Status |
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🔧 Jobs Missing Budget — time logged but no plausible budget in JT
0
These jobs have real time entries but their
projectedCost in JobTread is implausibly low
(under 8 hours / $520 of inspector budget). Likely a JT data-entry issue — open the job in JT and
fix the Budget tab. They're excluded from the "Needs Attention" list above to avoid noise.
| Job # | Project | Hrs Used | Budget (hrs) | JT Projected Cost | Action |
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📅 Projects Without Schedules — active jobs missing an end date in JT
0
These active jobs have no end-task date set in JobTread. Without a schedule we can't forecast
ending-soon alerts, payroll horizon, or capacity planning. Open the job in JT and set the
end task / target completion date.
| Job # | Project | Hrs Used | Budget (hrs) | Status | Action |
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Finance
· Show me the money.
Sales & Marketing
Client Portfolio
Total Client Accounts
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In JobTread
K-12 Districts
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Core market
Higher Ed
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Universities
Community Colleges
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CCD partners
Charter / Municipal
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Other sectors
Geographic Exposure
PG Map — Active & Historical Job Sites
Client Directory
K-12 School Districts 0
| Client | Sector |
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Higher Ed, CC, Charter & Municipal 0
| Client | Sector |
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Loading proposals…
Loading pipeline data…
Loading architect network…
Contracts & Amendments
· Will the budget reach the finish line?
DSA Tracker
At a Glance · click a card to filter the list
Total
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SoCal
K-12
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School districts
Comm. College
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CCs only
Submitted 30d
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Cold · just got in
In Review
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Warm · chase
Approved & Active
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Hot · going to bid
Pipeline Snapshot
Newest Submitted Cold leads
| DSA A# | District | Project | Class | Value | Received |
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Newest Approved Warm leads — ready for bid
| DSA A# | District | Project | Class | Value | Approved |
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Top Districts
Most Submissions In-Review Cold lead pipeline
| District | County | Value | In Review |
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Most Recently Approved Warm lead pipeline
| District | County | Value | Approved |
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Lead Pipeline
Activity per month — last 12 months
stacked by event type
Each bar = events that happened in that month.
Submitted (cold leads — DSA reviewing) ·
Approved (warm leads — ready for bid/construction).
Submission cohorts — where they are now
stacked by current state
Each bar = projects submitted that month that are still active.
In Review (still cold) vs
Approved (warm now). Closed projects drop off — only active leads shown.
Who's Driving the Pipeline
Top Architects Most projects
| Name | Firm | Projects |
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Top Structural Engineers Most projects
| Name | Firm | Projects |
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Top Inspectors From DSA directory
| Name | Classes | Projects |
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Data freshness
Projects
Projects — filter, search, or set “Show” above
| DSA A# | District | Project | Class | Value | Received | Approved |
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Top architects, engineers & owners (by project count)
| Name | Discipline | Firm | Contact |
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Class
County
DSA Certified Inspectors
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| Name | License # | Classes | County | Expires | Phone | Firm | Projects |
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County
Districts
| District | County | Kind | In Review | Approved Active |
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| Contractor | Projects | As GC | Districts (sample) | Latest DSA-102 |
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