Interactive Demo

See your numbers.
Live.

Enter your data and preview the full ops platform — Financial, Operations, and Sales dashboards — built on your JobTread and QuickBooks numbers.

1
Your Business
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Financials
3
Your Dashboard
4
Get It Built
Step 1 of 4
Tell me about your business
Personalizes your dashboard preview with your company context.
Step 2 of 4
Your financial picture
Estimates are fine — your dashboard will show real-time data once connected.
Your target for this year
What you've invoiced so far
Your target margin per job
What you're actually hitting
Pending + approved jobs
Invoiced but not collected
ops.smithpainting.com/dashboard
Live
Smith Painting Co.
01 · P&L Overview · YTD
Revenue YTD
$840K
vs. $1.5M goal
Gross Profit
$260K
31% GP — target 35%
Net Profit
$92K
11% net margin
AR Outstanding
$145K
8 open invoices
Fixed Expenses
$168K
YTD overhead
Monthly P&L · Last 4 Months
MonthRevenueGP%Net%
AR Aging
01 · COGS Breakdown · YTD
Total COGS
$580K
69% of revenue
Labor
$348K
41% of revenue
Materials
$174K
21% of revenue
Subcontractors
$58K
7% of revenue
02 · Active Job Scorecard
Active Jobs — Cost Burn vs. Budget
JobContractGP%Cost BurnStatus
Pipeline from JobTread
Cost Category Breakdown
01 · Sales Pipeline · YTD
Pipeline Value
$920K
Active + Approved
Estimates Sent
24
YTD
Win Rate
67%
Above industry avg
Avg Job Value
$52K
Per closed job
Pipeline by Stage
Top Jobs in Pipeline
JobValueStage
This Is Just The Start
Nine tools built on top of your existing stack
What you just saw
Contractor Clarity Dashboard
Financial, Operations & Sales — live from JobTread + QuickBooks. $3,500 · 2 weeks.
Highest Impact
Vendor Invoice Processor
Upload a Sherwin-Williams, Home Depot, or EquipmentShare PDF — AI extracts, matches to the job, pushes to JobTread and QuickBooks automatically. $4,500.
Save Hours Per Bid
AI Estimating Tool
Describe a scope by voice or text — get a complete JobTread budget in under two minutes. $4,000.
GC Work
AIA G702/G703 Generator
Generate AIA-compliant pay applications from JobTread job data. No more manual billing assembly. $3,000.
Catch Problems Early
Job Scorecard
Per-job cost burn, GP%, invoicing status, and AR — live from JobTread and QuickBooks. $2,500.
Sales
Sales Pipeline + Follow-Up Tracker
Live pipeline with rep filters, urgency signals on stale proposals, and a prioritized follow-up queue. $2,500.
Operations
Operational Dashboard
Cost breakdown by type, labor vs. materials, revenue by job type — aggregated from live JobTread data. $2,000.
Retention
Review Request Automation
Triggered at job close — customer contact surfaces, review request sends in one action. No memory required. $1,500.
Automation Starter (any 2 tools): $6,500 · 3–4 weeks.   Full Ops Platform (all 9): $12,000 · 6–8 weeks. Most clients start with the dashboard or their single biggest manual task.

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Your full ops platform connected to live JobTread and QuickBooks data. Start with one tool or go all in — fixed price, delivered in weeks.

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I'll respond within 24 hours · andres@tradeopslab.com
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