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BuildWorkPro Docs

Your Dashboard

The dashboard is your home screen. It opens whenever you sign in and starts with what needs you today, then your money, then your key numbers. A time-based greeting at the top welcomes you by name, and a period selector (Year to Date by default) sets the window for the numbers and charts.

The BuildWorkPro dashboard with the attention banner, the Needs you today list of follow-ups sorted by money at stake, and the money strip showing overdue AR, outstanding, collected in 30 days, pay apps, and pending change orders

Needs you today

Section titled “Needs you today”

The Needs you today list is your action queue, sorted by money at stake. Each row has its next step one click away – Send follow-up on a quiet bid, Review bid on one about to expire, Send reminder on an overdue invoice, Draft pay app, Review an unreviewed site log, or Check in on a jobsite that has gone silent. The list shows the top items; Show all expands it, and the header collapses it.

When something needs attention – overdue projects or bids needing follow-up – a banner above the list counts them and links straight to them. You can dismiss it.

Your money

Section titled “Your money”

Two always-on panels track cash:

  • The money strip – Overdue AR, Outstanding, Collected 30d, Pay apps awaiting approval, and Pending COs.
  • Money on the books – contract, billed, and paid across every live project that is not fully paid.

Both hide for roles that cannot see billing.

KPI cards

Section titled “KPI cards”

A row of stat cards tracks your key numbers. By default you see four:

  • Pipeline Value – the total value of open leads.
  • Win Rate – the share of decided bids you have won.
  • Active Projects – projects currently in progress.
  • Pending Bids – bids still in draft or sent.

Each card links to a filtered list, so clicking Active Projects opens your in-progress projects. Other available cards include Contract Value, Planning, Overdue, Completed, Won Leads (est.), and Contacts.

Quick actions

Section titled “Quick actions”

Quick-action buttons start the most common tasks without leaving the dashboard:

  • Add Contact – opens the new-contact form.
  • Add Lead – opens the new-lead form.
  • Create Bid – starts a new bid.
  • New Project – opens the new-project form.

You only see the actions your role allows. A Viewer, who cannot create records, sees none of them.

Widgets

Section titled “Widgets”

The rest of the dashboard is a grid of widgets you can rearrange from the Customize panel. They include:

  • Revenue History – revenue over time.
  • This Week Summary – what is due and happening this week.
  • Pipeline & Bids – open pipeline and bid activity.
  • Project Status – a breakdown of projects by status.
  • Win / Loss – decided bids, won versus lost.
  • Upcoming Deadlines, At Risk, Project Map, Site Log Activity, Projects by Type, and Crew Today.

Getting started

Section titled “Getting started”

A Your first 14 days checklist walks you through the core loop – create your first bid, send it, convert the win to a project, bill it, bring your crew in, and connect QuickBooks or Google. On a brand-new workspace it leads the dashboard; once you have data it sits below the quick actions. Dismiss it when you are done – reopen it anytime from Getting started in your account menu.

What’s next

Section titled “What’s next”