☀️ Today's Digest
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🔔 Needs follow-up
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✅ Today & overdue tasks
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🎯 Pipeline by stage
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🕑 Recent activity
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Project Details
🖼
Shows on the project card, client portal & Showcase.
Manage utility cards and milestones
Upload and manage project documents
| Document | Utility | Status | Date |
|---|
Track permits and approvals
| Permit | Agency | Reference # | Status | Date |
|---|
Post updates visible to the client
Manage Gantt chart rows
| Label | Color | Start | Width | Bar Text |
|---|
Associated jobs & proposals
Contract / Signed Proposal (PO)
Change Orders
Bills / Invoices
Link an existing user by email:
Team Members
Manage who is working on this project
On This Project
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Add Existing Member
Client
Connect a client to this project so they can see it in their portal
On This Project
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Add Existing Client
Cmd+Enter to send · visible to all project members
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Track subcontractor committed vs actual spend. Compare against your proposal cost.
Invite clients and team members directly from here
Active Clients
| Name | Project | Role | Last active |
|---|
Team Members (Admin Access)
| Name | Title | Project | Access | ||
|---|---|---|---|---|---|
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Data tools
Backfill creates a project for every Won proposal that doesn't have one yet, seeds its contract value from the proposal total, and adds the lead as a pending client. Existing data is preserved.
Company profile
Used on your proposal documents.
Pricing & proposal defaults
Follow-up reminders
Days of no contact before a deal flags for follow-up, per stage. Deals flag in red at 2× these.
⚠ Danger Zone
Delete a Project
Permanently deletes the project and all associated data — utilities, documents, permits, activity, timeline. Cannot be undone.
▶
Remove a User
Manage Documents
Select a project to view and delete its documents.
Your team & key agency contacts
📇 Shared Contacts
Nexa Team
CF
Key Agency Contacts
🚨 Emergency After-Hours
Your GC contact book — every company here is the account its deals, proposals and projects link back to. Click a row to open it.
| Company | Contact | Phone | Status | Last | Proposals |
|---|
Open deals and outcomes — click any deal to open it, edit, or move its stage.
Create and store proposals in your house style. Nothing is sent from here — you create, save, then download or print to send yourself.
| Proposal # | Client | Project | Total | Status | Date |
|---|
Project Showcase
Tasks
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Pricing history from saved proposals + your reference bands.
🔎 Line-Item Search
Type above to search across all proposal line items.